Verona Pharma Share Discussion Threads

[timbo003] 16/5/2015 08:06

Annual report (year ending Dec 2014) now available on the Verona web site, a link is now inserted into the header.

[timbo003] 13/5/2015 08:19

The analysts presentation (from yesterday) is now available at the Verona web site too, see link below (also added to the header)





AGM details released today as well:

The AGM is to be held at 10:30am on 11 June 2015 at the offices of SGH Martineau LLP, 5th Floor, One America Square, Crosswall, London EC3N 2SG.

[aimshares] 13/5/2015 07:20

RNShttp://www.investegate.co.uk/verona-pharma-plc--vrp-/rns/2014-annual-report-and-accounts-and-notice-of-agm/201505130700269910M/

[corbine] 12/5/2015 09:32

section 17 too tim

[corbine] 12/5/2015 07:57

yes-clearer than the mixed message over past 2 years - worth reading more than once :-)

[aimshares] 12/5/2015 07:14

RNShttp://www.investegate.co.uk/verona-pharma-plc--vrp-/prn/final-results/20150512070000PEC34/

[timbo003] 07/5/2015 11:31

GSK getting worried about generic Advair (shares down quite sharply today)



It certainly underlines the commercial need for a truly differentiated product such as RPL554

[timbo003] 05/5/2015 06:01

Well spotted AimShares

Looks like quite a big (seven way crossover) phase II study and as such should give a fairly definitive result regarding dose and dosing frequency in Asthma (not COPD this time) as well as comparing it to the current standard of care (nebulised salbutamol).

They're not hangin' about now they are properly resourced and focused solely on RPL554.

It looks like this latest study has already started and it's due to complete in September. Good stuff!

[aimshares] 04/5/2015 23:05

https://clinicaltrials.gov/ct2/show/NCT02427165?term=verona+pharma&rank=2

[vasilis] 02/5/2015 14:48

Tim

Many thanks for posting that information. I'm intrigued to say the least.

No details as yet as you say but clearly there is something new as we can trace the properties and composition of the compound known as RPL554 back to the guinea pig studies in 2006 - see abstract at

Also, I seemed to have missed this abstract involving RPL554 and glycopyrronium - which has a publication date of 18 April 2015 -

[timbo003] 02/5/2015 08:19

Doing a monthly check (at the UK Intellectual Property Office) on where Verona are on their recent IP activity, I see they filed another new UK priority patent application in February.

It seems to concern a salt form of RPL554

We will have no idea about the details until it publishes sometime in July 2016.

Verona seem to be building a veritable fortress of IP around RPL554, if this one grants and turns out to provide further useful protection, it will run until year 2036 (see link and abstract below)

There are now 4 patent applications in the system which we haven't yet seen, I would assume all four will concern RPL 554




Date Published: 01 April 2015 (Journal 6567)
GB1502260.1
Applicant: Verona Pharma Plc
Title: Salt of Pyrimido[6,1-A]Isoquinolin-4-one compound
Date Lodged: 11 February 2015

[shakin not stirred] 01/5/2015 14:07

pappupops 3p up to 30p One will be closer to one than the other but not many people would have a clue - me included worth a punt and currently more de - risked than ever.

[pappupops] 01/5/2015 10:42

can anyone tell me what this share price might be end of year?

[vasilis] 29/4/2015 13:18

Pleased to see that you've got the answers you are looking for Boystown.

I only currently hold VRP in the AIM biotech sector myself and that's all I would personally commit to in this sector at present. I think that your last sentence/question neatly encapsulates why this is the case as far as I'm concerned!

Twas ever 'S... or B...' with so many biotechs - and many have ended up in the later category unfortunately. However, with one exception (which I'll not name!) I've been reasonably lucky so far in this sector and I'm hoping that VRP continues that trend - not least because of the actual major potential medicinal benefits to sufferers of one kind or another IF trials are successful.

Still, the risks are clearly there, so best to keep in mind what my Irish friends always say - "Mind how you go now".

[boystown] 29/4/2015 12:51

Many thanks Vasilis.

I have now read all three things you suggest and accept the valuation could be enormous (though it will get taken out first I imagine).

I'll try to simply forget about it as I only have £4k's worth. It's just that this sort of thing is well outside my usual area of competence - which is why it was only ever a small punt on what looked like very interesting prospects to my amateurish biotech 'nose'..

Anyway, thanks again; much appreciated.

Any other sensible biotech prospects with similar "S... or B..." type chances by the way?

[vasilis] 29/4/2015 12:34

Boystown

1 Read the VRP Presentation dated January 2015 - Tim has placed a link in the above Useful Links header - and see for yourself the commercial opportunities.

2 With regard to funding - see VRP RNS dated 3 March 2015 and/or my post 137 of 161.

3 I would recommend that you read as many posts on here as you can to make up your own mind as to current 'valuation'. For what it's worth I made my own assessment -based upon current market valuation - at post 99 of 161. I still stand by this approximate figure as long as things continue to go as planned.

When you've done that perhaps you can then enlighten us all on how your statement '3.5p/£34.6m seems a big valuation' is actually derived and upon what specific evidence.

[boystown] 29/4/2015 12:10

Can anyone give me any kind of feel for the commercial possibilities of RPL554?

I ask as it seems likely that VRP will have to raise more cash soon and 3.5p / £34.6m seems a big valuation.

Then again – I suppose that valuation could be dwarfed by the afore-mentioned commercial possibilities?

[flugelhorn] 23/4/2015 16:25

Think they are gonna talk about us on Radio Wales shortly

[shakin not stirred] 23/4/2015 10:24

AIM shares

Great link and feel very confident at the moment especially with current share price rises

[aimshares] 22/4/2015 23:04

David EbsworthChairman , Verona Pharma Plc GERMAN M&A AND PRIVATE EQUITY FORUM 201518-19 MARCH 2015 INTERCONTINENTAL HOTEL, DUSSELDORFWatch video with David talking with others on the panal http://digital.mergermarketgroup.com/session/panel-the-rise-of-shareholder-activism-in-europe/

[the oxford whale] 22/4/2015 12:39

Would not surprise me in the slightest if Woodford's new fund was buying in here. Pure speculation of course.

[tomboyb] 22/4/2015 10:22

Timbo - I can but only ask - This poster was a Kings College Boy where Clive taught - So I know that VRP is a long time in the coming and clearly the presentation has has some effect on the share price -

[timbo003] 22/4/2015 09:38

>>>tomb

Should you get the opportunity, please ask your acquaintance whether he/she knows whether Clive jumped or was he pushed. I suspect it was the latter.