Verona Pharma Share Discussion Threads

[danieldanj] 30/10/2018 08:41

Key date approaching for Verona Pharma’s (VRP) shareholders

[bewise2] 29/10/2018 08:18

Rns...encouraging news re CF

[pdt] 18/9/2018 14:17

New slide set added to the Verona website re Wedbush Investor event;

hXXp://www.veronapharma.com/uploads/downloads/verona-pharma-wedbush-conf-aug-2018-final-1535985027.pdf

It is interesting since they have put some numbers on the addressable market size in different areas of COPD treatment and their monthly value. If I am reading it correctly they are looking at a total of 3m people in the US at a list price of $970 per month. I don't know what proportion they could win if it gets to market. NDA filing planned for 2021/22.

Any thoughts?

And has anyone heard the audio today, I am at work so will check it out later.

[pdt] 28/8/2018 17:21

Seems quite unloved here. I added to my holding today. I suspect a good result in the first quarter 2019 would see a re-rating here. That is only 6 months or so away. They are well funded until then. Perhaps I am missing something but it seems a fair risk/reward ??

[pdt] 24/8/2018 16:06

AstraZeneca's COPD drug fails to beat out GSK rival

hxxps://www.biopharmadive.com/news/astrazenecas-bevespi-gsk-anoro-respiratory-phase-3-market/530794/

[shakin not stirred] 21/8/2018 18:49

I would if my losses were not so big

[ewads] 21/8/2018 07:18

Validation cannot be fast tracked here. If investment not looked at as medium/long term , try something else.

[shakin not stirred] 19/8/2018 09:52

War of attrition on the share price Same old same old for the last 5 Years. Does anybody feel if we get a painter on the BOD it could help us. Or a plumber to stop the share price going down the pan.Is their any other deluded person out their that actually looked at jaks CV and thought he would be the man to take this forward.IMO he has done less than CP And Mr Walker.Wait till the next fund raise this side of Christmas I reckon and then all see the value further diluted to smitherines. Sub 75p imo

[mortimer7] 07/8/2018 08:57

Interims out for the 6 months to 30th June today. Pretty much as expected in terms of operational & financial information.
They've made errors on the dates in some of the financial comparisons with previous periods, so they'll have to issue a correction later.

[timbo003] 03/8/2018 19:42

Singers have just published a new Verona research note which is accessible to those who subscribe to Research Tree


Verona Pharma’s RPL554 is a differentiated respiratory programme with broad potential utility, supported by strong clinical data including synergistic effects with standard therapy. Our revised, conservative valuation scenario for Verona Pharma (which forms the basis of our 267p target price) is based solely on US direct sales of RPL554 as a nebulised maintenance treatment of COPD. We stress that this represents a conservative base case valuation to which potential label expansions and additiona .... (subscription required for complete note)

[timbo003] 01/8/2018 17:57

This study could answer a lot of questions: first and foremost which dose should be progressed for the Phase III studies 1.5mg or 6mg? then does it add to a LAMA/LAMA combo and then does it add to a LAMA/LABA/ICS triple therapy.

This is gonna be a tough one, but the outcome will hopefully determine which dose to progress and how Verona are going to position RPL554 within the COPD market.

I would be slightly surprised (but delighted) if they see a difference in FEV1 at 12 hours vs the LAMA/LABA and I would be surprised (and very delighted) if they see a difference at 12 hours vs the triple therapy, but if they did, we would be off to the races

[danieldanj] 01/8/2018 10:42

Verona Pharma (VRP) News Out Just Now

[pdt] 27/7/2018 11:30

Seems to me they are quite happy to keep going alone until they complete all trials which could be years away and will involve raising more cash. They said they had enough to get part way through phase3.

However, I bought a small amount yesterday on the basis that someone like GSK might be keen to partner/takeover at a reasonable price which would realise value here. If not my stake at today's price would hopefully hold its value over the next six months.

[timbo003] 26/7/2018 08:01

Disappointing news this morning for GSK regarding this particular sub group of COPD patients, but I wonder if this might make them look elsewhere for a solution, RPL554 would seem to be an ideal candidate given that as well as being a bronchodilator, it also has anti-inflammatory properties:

[shakin not stirred] 11/7/2018 00:19

Maybe you can be our nomad and drum up some interest. No interest and not surprising with grand incompetence reflected in the share price

[shakin not stirred] 11/7/2018 00:16

Bewise looks very encouraging.Trust you have not seen the share price lately. If this is your strong buy shares performance I would hate to see your sell share price performance. Have to laugh at your unrivalled passion for such poor performance.

[bewise2] 09/6/2018 13:27

Guys have a look at the vrp website, a new presentation from the Jeffrey healthcare conference, lots of new information regarding timeframes, planned studies etc up to 2021, defo worth a look and very encouraging. A strong buy from me :)

[beanol] 08/6/2018 08:59

Thanks GersemiSo riskier than our other mutual share Oxb?!People I spoke to in the market (mostly Investors) seriously confident about Verona science/tech

[gersemi] 08/6/2018 05:21

Today's IC -


Verona Pharma

Verona Pharma (VER) is responsible for the development and potential commercialisation of RPL-554 – a respiratory drug that has the potential to be used in the treatment of asthma, chronic obstructive pulmonary disease (COPD) and cystic fibrosis. RPL-554 differs from most of the products currently available as it combines bronchodilation – opening the airways – and anti-inflammation to treat severely ill patients.

Sink:

RPL-554 is still only in the second phase of development and therefore has the expensive phase three trial to come.
Verona currently only has one drug in the clinical phase of development, meaning the future of the company is entirely dependent on the success of this drug’s clinical trials.
The respiratory market is already incredibly crowded, which means commercialisation might be tough even if RPL-554 does gain approval.
Revenues aren’t forecast for the foreseeable future, while losses are expected to widen until at least 2020.

Swim:

The company is aiming to ensure the drug’s dosage and formulation are ideal before progressing to the expensive phase three trial.
The high value of respiratory medicines means this is a popular area of specialism for big pharma companies. That could make Verona Pharma a takeover target.
Nasdaq listing provides another potential source of capital. Indeed, the group has filed a shelf registration statement with the US’ Security and Exchange Commission – meaning it can issue up to $200m in shares over the next three years.
Verona has clinical trials and proven efficacy in three different respiratory illnesses.

With just one drug and a great deal of development still to come, Verona remains a high-risk biotech company. The strong evidence that RPL-554 is both safe and effective makes Verona Pharma a potential takeover target for a pharma company with a big respiratory division. Swim.

-

[shakin not stirred] 24/5/2018 23:02

Thanks Timbo for attending and reporting on AGM. Did not mention the latest dilution at the AGM. No surprises there. Do not feel current BOD have it in them to get this commercialised if they hàd two lifetimes IMHO.Did they comment on why the share price was so pathetic.

[aimshares] 17/5/2018 18:16

Timbo, Firstly many thanks for attending the AGM and reporting back. Do you think there is any credible chance of VRP getting a licensing or partnership deal before phase 3 is done.

[timbo003] 09/5/2018 09:23

>>>Beanol

I think I got an honest answer from them on the Ken Newman question (he is no spring chicken), but it is not surprising that the market was unsettled by the news.


My largest worry is how they are going to position the drug and what sort of phase III trials will be required to support the positioning

The drug undoubtedly works and it would be quite possible to design a phase III program to get it approved either as mono therapy or an add on to existing treatments for maintenance therapy.

But how will it administered (as an add on) in a way that is convenient to patients and ensures good compliance and how do VRP ensure that it will find its way on to formularies and reimbursed by healthcare payers?

[sharesoc] 08/5/2018 23:09

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[beanol] 08/5/2018 22:29

Thanks VM Timbo. Very considerate of you. Were you convinced by the replies on Ken Newman's resignation Which has clearly had a drag effect on the SP? It's just the timing, lack of notice and no replacement in place Which jars