Verona Pharma Share Discussion Threads

[corbine] 09/6/2015 12:28

Hardman rep is ok for wot it is, but its lacking in depth and missing key parts- a few posters here can grill the bod and get some of those gaps filled without prizing apart price sensitive stuff.
imo jmo
Corbs:-)

[meijiman] 09/6/2015 11:50

As a non pharma expert I wonder if the Hardman note might address some of these issues. If not then maybe the authors might have views as they seem to be well qualified in this field. Just a thought.

[vasilis] 09/6/2015 11:28

Just catching up here on the latest news so here is my pennyworth -

This second reported part of the trial was designed to test for tolerability up to 16 times previous dosage - and no more - so not finding an endpoint at the maximum planned dosage is as good as it gets in my view bearing in mind the high dosage tolerated.

The crucial part of the whole trial is of course the third and last part when we will learn about the actual therapeutic effects of increasing dosages in moderate COPD patients. Bearing in mind the safety and tolerability data already established, even if RPL554 performs on a par with existing medicines, the tolerability and potential reductions in dosage over a 24 hour period would still differentiate RPL554 to a significant degree. Of course - as we would no doubt all hope - if the therapeutic effects are greater and lasting over a longer period of time than current medicines - then that really would justify the oft-quoted label of 'First in Class' - and Big Pharma would have to take notice.

I have a prior commitment for Thursday morning but I will be interested to hear any feedback on anything further about the current new formulation of RPL554 being trialled - and of course any updates on related filed IP. The more we know about this new RPL554 formulation the better the indicators for what the Q3 results will hopefully show in my view. Also, I sincerely hope that our new BOD is rather more receptive to PI questions - particularly by Tim who is our 'resident expert' here. Perhaps the recent share purchases by Directors will put them in a frame of mind to enlighten us a little more on the reasons for their optimism. I certainly look forward to hearing about Thursday's meeting in due course.

[meijiman] 08/6/2015 12:26

Is this on the radar of US investors? They seem to value early stage pharma much more aggressively.

[senor_sensible] 08/6/2015 12:05

MMs seem to be running out of stock, expect a rally at lunch time and maybe much higher than any of us expect. could this hit double digits?

[senor_sensible] 08/6/2015 11:39

not looking like a retrace to me, looks more like it will break resistance and finish above 6p at this rate. buy far outweigh the sells.

[timbo003] 08/6/2015 11:20

No problem Corbs, I will ask.

Anyone else going along on Thursday?

I wonder if Clive Page will turn up, somehow I doubt it.

[corbine] 08/6/2015 09:35

Tim- when attending any chance you can ask for me?
What PFT tests are being used pre n post studies?

fev1 of course. fvc/fef/ can they do dlco tests? if not why not? i would expect the lab to have the full range of test equip including the dlco one.

Also what filters/ drugs are allowed to be used with copd patients during trial? ie what drugs are they already on? puffers/nebs etc and does these stop during trial as the trial 554 (16dose) replaces? current drugs? patient uses.?

im curious as moderate patients -copders-wont all be on puffers at that earlier stage and unlikely to be nebulised users as they will have enough lung compliance to use hand held inhalers- also can i ask ? the moderate copers ? are unlikely to suffer acute exacerbations and end up in er settings?

surely the stats show its those below fev1 of 50% the severe-to very severe that get exacerbations (and acute ones) as well as of course the end stagers.

so after this small trial with real copders, is the co then going to trial with next group being below 50% fev1? especially now theyve seen the side effects tolerable in the recent group?

wondering also which partner drugs they have in mind that might work in union with 554 for double enhanced benefits? there mite be the answer for the future jv tier 1 pharma?
just a few questions- also are they running questionnaires with the copd group on borg scales/perceptions of breathing/ambulation pre and post dosing of 554?, and the 6 minute walk test of course.
corbs :-)

[bikkit] 08/6/2015 09:18

Been buying from 2p and bought again today, this is only going one way and upside is huge, no plans to get out early so gonna enjoy the ride,

[meijiman] 08/6/2015 09:07

Yes Mirabeau there are no sure things in investing. Risk/reward still looks skewed to the upside I would think. The AGM on Thursday can hardly be anything other than positive.I read through the excellent note by Hardman and there seems plenty in there to keep the pot boiling.

[wilk1] 08/6/2015 09:02

It's overbought at present and plenty of chart resistance at this level, I'm waiting for a 4.8 entry point towards the end of the week. Can't chase it when it's overbought.

[mirabeau] 08/6/2015 08:49

Very strong resistance at 6p dating back to 2012 so the price could fade off here but the company's in a great position. The price looks a tad over-extended and it may pull back but wdik

Yer pays your money yer takes your choice

[meijiman] 08/6/2015 08:43

I'm a non-specialist in pharma but fortunately got in here early.
Are the shares still worth buying? Am tempted to top up even after the rise as the upside still looks to be considerable.Any views?

[senor_sensible] 08/6/2015 08:17

great news today. Wonder if there will be another RNS on the morning of the AGM?

[timbo003] 08/6/2015 07:48

That is a very pleasing update.

No adverse events even after 5 days of dosing at the maximum dose tested. Excellent!

It still looks like we are on track for twice a day dosing, which is probably exactly where we want to be (twice a day better than once a day and four times a day).

They still haven't found the maximum tolerated dose, which is a nice problem to have. If there is a downside to that, it's that we won't know what may happen in overdose (accidental or intentional), but I suspect that at 16X the old (solution) dose we are probably close to the physical limit of what we can actually incorporate into the formulation.

I wonder whether the therapeutic effect has plateaued at 16X the old dose? That's a question for the AGM next Thursday (I'll definitely be there).

[pappupops] 08/6/2015 07:17

8p today ?

[shearluc] 08/6/2015 07:13

Wow! if Carlsberg did RNSs......

[corbine] 06/6/2015 00:04

u meant of course...

[aimshares] 05/6/2015 22:26

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[gerard j] 05/6/2015 16:24

mira
Never mind VRP.
Keep your trust with SEE (Seeing Machines) after yesterday's announcement.
SEE you on yr other thread.

[shakin not stirred] 05/6/2015 15:14

Clive may be more talented and astute than we think and he may be buying loads of shares?? No disclosure required now I don't think??

[aimshares] 05/6/2015 11:51

Agree timbo

[timbo003] 05/6/2015 10:15

>>>saffy, I'm not sure that I agree with that.

Clive may be a talented academic and a leading expert in his field, but he was a poor communicator as far as share holders were concerned and the company's progress under his tenure was glacial.

In summary: Good to have as a consultant, but not as a leader.

[mirabeau] 05/6/2015 10:06

Been watching this for months and never bought