Verona Pharma Share Discussion Threads

[meijiman] 03/3/2016 09:34

Very perky this morning. More buyers then sellers?!

[aimshares] 29/2/2016 22:19

Interesting ,Teva and Novartis Pharma AG speaking as well with Verona.

[aimshares] 29/2/2016 22:16

When you open link click + button

[aimshares] 29/2/2016 22:13

14:10 RPL554, A NOVEL "FIRST-IN-CLASS" INHALED DRUG FOR THE TREATMENT OF EXACERBATIONS OF CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), AND CYSTIC FIBROSIS


Jan-Anders Karlsson CEO , Verona Pharma

Treatment and prevention of COPD exacerbations
Severe exacerbations of COPD and hospital re-admissions shortly after discharge
RPL554 – a novel dual PDE3 and PDE4 inhibitor with bronchodilator and anti-inflammatory effects

[timbo003] 27/2/2016 17:53

>>>Digger and Aimshares

Thanks for the links

I didn't realize that the Beaufort event was on, but I've just signed up as a client with them so should get notice of such events in future.

I'll put the link to the American Journal of Physiology in the header (after I get back to the UK next weekend), looks interesting, although it's a pity the full article isn't open access.

[digger18] 26/2/2016 17:06

Did anyone go to this or know anything about the presentation content?

hxxp://www.eventbrite.co.uk/e/beaufort-investor-evening-thursday-25th-february-2016-registration-21079591626

[aimshares] 22/2/2016 21:40

They estimate its worth 11p a share at the moment at a 77% discount but if it passes current trials and gets phase 2b approval ,it's worth about 20p share.

[aimshares] 22/2/2016 21:25

From iii BB chat initiated coverage todayhere's who they areGBC AG, Research Division is a research firm providing equity and credit research. The firm offers credit research on the SME sector. It covers micro-cap, small-cap, and medium-sized listed German companies. The firm offers company analysis on equity and bond. It also offers business valuation reports, initial coverage reports, updates, research notes, comments, and rating services. The firm caters to institutional investors such as fund managers, asset managers and family offices; bond issuers; companies; investment banks; and financial services companies. GBC AG, Research Division is based in Augsburg, Germany. It is a division of GBC AG.http://www.finanzen.net/nachricht/aktien/Original-Research-Verona-Pharma-plc-von-GBC-AG-Kaufen-4745021translation belowRespiratory diseases. The current main products are the RPL554 Indications COPD (chronic obstructive pulmonary disease; chronic obstructive pulmonary disease) and cystic fibrosis covered, wherein particularly COPD of very high numbers of cases and thus a highMarket volume is marked. As a future to be addressed Indication also sought acute asthma.Averages, we expect a marketing authorization of RPL554 for Treatment at a COPD exacerbation and an acute asthma attack in 2020. In the so-called COPD maintenance treatment should Verona product, in accordance with our expectations, from the 2021 to use come. Due to the immense prevalence of these diseases ranges already a small market share to achieve high conversion levels out. In particular, in the acute treatment should RPL554 a correspondingly generate high demand, since a reduction in the length of stay to be achieved in clinics.* Under the DCF valuation model, we have a fairCom-prize value of114 300 000GBP or £ 0.11 (0.15 EUR) per share determined. To determine the price target, we have a Valuation haircut of 77.2% made. This corresponds to the under A meta-analysis identified risk, according to which 77.2% of the drug in not achieve a study Phase II market approval. At a appropriate clinical progress reduces the risk and Respiratory diseases. The current main products are the RPL554 Indications COPD (chronic obstructive pulmonary disease; chronicobstructive pulmonary disease) and cystic fibrosis covered, wherein particularly COPD of very high numbers of cases and thus a high Market volume is marked. As a future to be addressed Indication also sought acute asthma.* RPL554 differs from the current standard of care for COPD and asthma through its dual mode of action. Thus, by combining the Inhibition of both PDE3 and PDE4 enzymes both of breathing resistance reduced (bronchodilation) and the inflammatory cells inhibited.This dual mode of action has been in clinical trialsConsequently, the target price increased. Based on the current share price of £ 0.03 we forgive the BUY rating.

[aimshares] 06/2/2016 09:28

https://www.google.co.uk/url?sa=t&source=web&cd=7&ved=0ahUKEwjqranDtuHKAhXE7xQKHRFL(( As the M&A frenzy continues, small companies will be critical to the ecosystem, adds Jan-Anders Karlsson, chief executive of biotech Verona Pharma. 'With so many deals, much of the low-hanging fruit (the mid-sized biotech companies) is gone, which gives room for the next crop of companies to move forward that are high-risk but with potentially transformative technologies,' he says.))

[aimshares] 06/2/2016 09:24

https://www.google.co.uk/url?sa=t&source=web&cd=7&ved=0ahUKEwjqranDtuHKAhXE7xQKHRFLAKwQFggdMAY&url=http%3A%2F%2Fwww.rsc.org%2Fchemistryworld%2F2015%2F09%2Fmerger-fever-sweeps-pharma&usg=AFQjCNHEr-REkQ7PXF2JwsxWxMRIuM6qzg

[lord buffett] 05/2/2016 14:57

News of trial results can come at any time they are ready, in fact Jan implied during his recent presentation that the first news may be quite soon.

Directors are obviously not allowed to purchase/sell shares with prior knowledge of events which have not been made public, as this would constitute insider dealing. Also they are not permitted to deal during closed periods around known/scheduled events like results.

[combo83] 05/2/2016 12:46

Fatgreek, apparently previous timing of director purchases / news releases suggests news can come at any time.

[fatgreek] 05/2/2016 12:35

*news cannot be released

[fatgreek] 05/2/2016 12:34

Guys am I right in saying now news regarding any results or anything at all can be released until 2 months after the last director purchase (21st Jan) which means no news till at least 21st March this year?

[vasilis] 05/2/2016 09:00

DB

I'm glad that my post made you smile - and you do make a fair point regarding the use of language by BODs - particularly those of AIM companies.

'Imminent', 'significant', 'transformational', 'game changing' are just a few terms that I come across. Bearing in mind that AIM companies are invariably trying to 'sell a story' to attract investors, money, good write ups etc. it's no surprise. The important thing that I've found is that it is the quality and integrity of the members of any BOD that comes first. Extravagant language on its own counts for nowt in my book if the BOD is 'iffy'. That way I've avoided putting money into more than one AIM company because I didn't get the right vibes from the BOD.

As far as VRP is concerned it is a very different company today - including different Chairman and CEO - to the days and times you refer to. We now also have a set of milestones which Tim has listed above which hopefully will be followed and achieved by RPL554. There are no guarantees of course but I doubt our Chairman would throw away good money after bad with his recent share purchases. Of course, at the end of the day, such actions are just indicators or signals and we are all - one way or another - 'reading the entrails' to some degree. So even though I have a vested interested here just like everyone else, I genuinely think that the current formulation of RPL554 - also very different from that in the 'imminent' days - will give us 'significant' results - touch wood!

[duplicate book] 05/2/2016 07:58

Vasilis.........had to smile at your last post. How many on here remember the days and weeks of fun we had discussing the merits of the word 'imminent' :o))

[vasilis] 02/2/2016 13:12

All things being equal I would have expected JAK to have stated in slide 14 something neutral along the lines that -

'Verona Pharma is due to report on trial results from three different studies in 2016'.

What is actually stated is -

'Verona Pharma is poised to report significant data in 2016.'

It will be interesting to learn in what sense the word 'significant' is used here - ie whether meant in its more colloquial meaning of 'important' data, or it's more specialised meaning of opposite to 'non-significant' data - the later being no better than that derived from a placebo. The fact that the next line on that same slide says 'completion of phase 2b in 2017 provides massive value creation opportunity' is either very prescient or just reflecting optimism that we will get to that point following 'significant data' in 2016.

Perhaps the Chairman's recent share purchases are an indication of the expected kind of 'significant data' that is poised to be reported?

[timbo003] 01/2/2016 15:47

All done

Yes I heard that too corbs. Not sure what to make of it, funding news perhaps?

[timbo003] 01/2/2016 15:36

Link to slide set used to corporate presentation on Jan 26th 2016:

[corbine] 01/2/2016 15:25

Thanks Tim, Have you noticed the increase in liquidity ?
hmmmmm
:-)
(ps there was other very interesting slides, i also thought i heard jan say 3 lots of news over next 3 months, comparing that with whats on the slide, possibly one extra piece not in the slide timeline, wonder what that is? :-) haha