Verona Pharma Share Discussion Threads

[aimshares] 11/5/2016 23:14

Hard man report before results came out

May 2016

[thebossman] 10/5/2016 13:35

Info taken from news published this morning 2017 seems a long way off...But looking good..

Data from the study will help the development of a dose selection Phase 2b study, expected to begin in 2017..

[vasilis] 10/5/2016 08:34

Tim

These results should now give Verona a very strong hand when it comes to new financing/partnering, plus we have the right people on board with the right experience to ensure the best way forward in that respect.

[vasilis] 10/5/2016 08:26

Outstanding results.

As well as the highly significant FEV1 results, this will be of especial interest to COPD patients and clinicians:-

'There was a marked, statistically significant reduction in
trapped air in the lung (residual volume) indicating an improvement in lung
hyperinflation. As with FEV1, the combination of RPL554 and either salbutamol
or ipratropium was more effective than either agent alone. This should
translate into an improvement in dyspnea (shortness of breath), a major
debilitating symptom of COPD, and suggests that RPL554 is having an effect both
in central and peripheral airways. RPL554 was well tolerated both alone and in
combination with the other bronchodilators used in the study. There was no
effect of RPL554 alone or in combination on vital signs or ECG parameters.'

As with the ongoing study in CF, there are still aspects of the new suspension formulation we are yet to discover and understand. Fortunately they all appear to be positives and the safety profile is yet again shown to be excellent.

[timbo003] 10/5/2016 08:19

The market is under-reacting.

This is highly significant and must de-risk the prospect of regulatory approval for ER use by a factor of 2 and de-risk the probability of getting a partner by a factor of 5 or more.

I can only assume the under reaction is due to funding worries

[aimshares] 10/5/2016 07:51

These results are mind blowing
excellent results.

[gersemi] 10/5/2016 07:29

I like this company. After following SKP and VEC you can see how the market enjoys elevating the valuations of companies in this niche area of medicine ('the lungs')

[timbo003] 10/5/2016 07:26

I don't think we could have asked for much more.

RPL554 has an additive effect on both Salbutamol and ipratropium, 60% is a very big increase it surely must exceed most people's expectations. Interesting comments regarding the possibility that the drug may have both a local and systemic effect (that's new)

Looking forward to hearing what Jan has to say when he does the interviews later today.

[bewise2] 10/5/2016 07:25

554, just gets better and better, a partner must be surely be a dead cert now or a acquisition target?

[aimshares] 10/5/2016 07:11

Results out

[digger18] 09/5/2016 19:37

Thank you Timbo. I note that it hasn't been updated for quite a while, so no way of knowing.
However in the recent 2015 review RNS JAK indicated that the results would be presented at this coming week's conference. (If I read it correctly)

[timbo003] 09/5/2016 13:43

>>>>Diggers

I don't think they have put the study details on the EU site, but it is on the US site (link in header and copied below)

[digger18] 09/5/2016 13:00

Previously someone posted a link to the status of registered trials at the MEU.
I am trying to establish whether the RPL554 Phase IIa combination study is complete or not.
Can anyone help?

[aimshares] 04/5/2016 07:11

Rnshttp://www.investegate.co.uk/verona-pharma-plc--vrp-/prn/verona-to-present-rpl554-at-the-ats-conference/20160504070000PF0BB/

[senor_sensible] 03/5/2016 10:19

IMO, could be very interesting

[bewise2] 29/4/2016 17:53

Another large trade, imo somebody could be taking a position here....interesting days ahead!

[shakin not stirred] 29/4/2016 11:19

how can you have such a colossal trade for this share and yet no movement in share price Cannot believe no rns sometime today won't be released just before close of play, or Tuesday latest. Very quite from the Company with all the info that they have now accumulated. Still have not had the juicy bits of info to say just how good this drug is IMHO.

[meijiman] 29/4/2016 08:11

Someone is positioning/taking a view here based on that trade yesterday.

[shakin not stirred] 29/4/2016 04:31

Cannot believe how quite all BB vrp. Holdings rns will have to be released as breaks 3% holding last trade showing yesterday. Lets be having some good news.

[shakin not stirred] 29/4/2016 03:30

yes and reason to be optimistic. Substantive probably does not do the colossal trade justice. Just back from wedding party party party and feel another due soon.JIMHO

[bewise2] 28/4/2016 17:50

Anybody have any thoughts on the close of play trade?, it's quite substantive!

[vasilis] 26/4/2016 17:38

Quite right Tim, Bevespi came from that Pearl Acquisition and definitely part of Pascal Soriot's strategy in the increasingly important LABA/LAMA market.

I think that if RPL554 continues to produce statistically significant results and maintain its excellent side effects profile, then Soriot's very aggressive approach is to do the latter in what you say and 'go out and buy a company which owns one' rather than partner/licence. Soriot definitely appears to want to get ahead - and stay ahead - of the likes of GSK and Novartis in this area and is not content to be a 'catch up' player in the LABA/LAMA market in my view. Additionally, beefing up AZ's portfolio with acquisitions does no harm should any other predator come sniffing around as did Pfizer. So if I read Soriot's strategy correctly in the LABA/LAMA medicine space, then AZ - and no doubt other potential 'suitors' who aspire to be leaders in this field - are probably watching the progress of RPL554 through a rifle scope. All of which bodes well for Verona - so long as RPL554 continues to prove its potential worth.

[vasilis] 26/4/2016 10:51

News yesterday of the US FDA approving Astra Zeneca's LAMA/LABA Bevespi Aerosphere -



A read through this informative press release shows that AZ now have a daily twice dosing LAMA/LABA medicine using AZ's own patented suspension technology approved for the US market. However, note the following in the release -

1 'BEVESPI AEROSPHERE is not indicated to treat asthma or for the relief of acute bronchospasm.'

2 'WARNING: Long-acting beta2-adrenergic agonists (LABAs), such as formoterol fumarate, one of the active ingredients in BEVESPI AEROSPHERE, increase the risk of asthma-related death.'

3 'BEVESPI should not be initiated in patients with acutely deteriorating COPD, which may be a life-threatening condition.'

4 'BEVESPI can produce a clinically significant cardiovascular effect in some patients, as measured by increases in pulse rate, blood pressure, or symptoms.

5 'The most common adverse reactions with BEVESPI (≥2% and more common than placebo) were: cough, 4.0% (2.7%), and urinary tract infection, 2.6% (2.3%).'

Therefore the fact that Bevespi has been approved with such indications - and is NOT to be used for asthma - is actually positive news for Verona as RPL554's side effects profile appears to be much better than Bevespi's, plus RPL554 seems to have a benefial effect on both asthma and CF. In other words, if the FDA has yesterday approved Bevespi, if RPL554 continues to make progress along the lines already achieved - including a twice daily dosing regime with the new suspension formula - then approval in the US for RPL554 would be expected to be easier than Bevespi's.