Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
That is great GB!
Saw your original post on VRNA. Sounded good. Decided to tag along. Glad I did.
Thks,
G. Brown
Someone certainly does not want this stock to go and stay above $28.
Got it - you meant pharmacies not pharmas (which are drug manufacturing companies.) Makes sense. I will actually check to see if ohtuvayre is at local CVS this week!
I can imagine you would be excited about this and I am really looking forward to hearing about your experience with it! Thanks for sharing!
Btw, I didn't say it wasn't going well. I said it takes time for any new drug given the logistics. I think they're doing a great job or i wouldn't have invested in them.
Checked out the drug with CVS and was told about specialty pharmas. I'm a COPD patient and respiratory therapist and have followed trials for quite a while and am delighted to try this drug. Was told the same thing by Verona when I signed up for the drug through the patient portal. I used to teach the mechanism of action of bronchodilators. Specifically C3-5AMP . Taught therapists, nurses, and many of the older physicians sat in for refresher.
Check with your pharmacist and see if it's available. I'd be interested in your findings.
They were already detailing 100 of the top 2,500 pulmonologists as of 2 weeks ago, and presumably are detailing ~20-25 more each week. The launch is already going well.
What did you mean by "speciality pharmas until then"?
I think it will be January b4 the roll out is complete. Specialty pharmas until then. Have patience, this drug will be a blockbuster with its double mechanism of action.
Hi PW - the company has said that they are looking to partner ohtuvayre in the EU and, as a part of that partnership, the partner would be responsible for developing an inhaler for ohtuvayre, too.
I agree that the company management seems sharp. And all newly launched products have issues - let's hope Verona is on top of the issues. I wrote IR and simply asked that they send me a note saying that my message was received and the responsible people at Verona are "on it".
Hoskuld, I listened to the quarterly cc and the Canaccord Genuity presentation and I came away with the impression that Verona management is on top of all matters: marketing, sales, and distribution. If there were a problem, it might be the pharmacies listing Ohtuvayre in their systems, given it is a new product and it needs to establish an ordering pattern for it.
Hoping the patient numbers are higher within a year.
Have you seen or heard any info on EMA and/or UK filings/approval?
Just following up on this...I can see ohtuvayre being the SOC. I think this will grow very, very swiftly.
A couple of pulmonologists on stocktwits describe issues with scripts that they have written being fulfilled. On the other hand, one of the pulmonologists is writing 5-6 scripts per day and the other seemed to be writing 2 per day. 5-6 per day = 1,000+ per year for one high-prescribing pulmonologist. And ~400 for a less aggressive prescriber. To me, those seem like promising numbers and point to hitting 60,000+ plus patients over the next year as being probable and NOT a stretch.
Luckily, we know the story here.
Not actually a "Hit" piece, but leaves negative impressions, anyway. Released earlier in late July ... must not have had the intended effect, so it tries again.
https://www.benzinga.com/news/24/08/40365322/top-3-health-care-stocks-that-may-crash-in-august
Glad you are making money here k9uwa! I think we will see this go much higher over the next couple of years. Would really like to get access to script data...
Hope everyone is buckled in and enjoying the ride. I Am Wishing I had put another zero onto my purchase on this one.
Thanks U and Guzzie
John k9uwa
Anyone have IMS / IQVIA script data access for Ohtuvayre? Has been a few weeks and this is doing exactly what it should do. Hope everyone is buckled in and enjoying the ride.
$VRNA COPD drug approved
- 1st-in-class neb PDE4 inhibitor
- antinflamm + b-dilator
- Clean, broad label, no restrictions
- Complements ICS LABA LAMA, doesn't compete
- Targets broad COPD population vs. narrow biologics like Dupixent
- Big Pharma (Boehringer, GSK) easy bolt-on addition to pipeline
$VRNA NEWS FDA Approval ~ Verona Pharma Announces US FDA Approval of Ohtuvayre™ (ensifentrine)
$VRNA NEWS FDA Approval ~ Verona Pharma Announces US FDA Approval of Ohtuvayre™ (ensifentrine)https://t.co/6gOmzKSwx2
— 💸 Golden Cross Stocks 💸 (@CrossStocks) June 26, 2024
In 2021, Nuance Pharma entered into an agreement with Verona Pharma for the exclusive rights to develop and commercialize ensifentrine in Greater China. On April 6th 2023, Nuance Pharma announced first patient in (FPI) for the ENHANCE-China Phase III clinical trial.
https://finance.yahoo.com/news/nuance-pharmas-partner-verona-pharma-090700900.html
Should be good return here!
Verona Pharma Announces US FDA Approval of Ohtuvayre™ (ensifentrine
so is the price already figured in or what here
$VRNA awaits FDA decision on June 26 for ensifentrine, a groundbreaking COPD therapy. With $901.89M in cash, they’re set for a strong future. Approval could make ensifentrine the first new inhaled #COPD treatment in 20+ years!
Today, we have entered into two strategic financing agreements with Oaktree and OMERS, providing access to up to $650M to support the potential US launch of #ensifentrine and the expansion of its clinical activities.
— Verona Pharma (@VeronaPharma) May 9, 2024
Read more here: https://t.co/vF5GOXjXtN$VRNA pic.twitter.com/pRMLsHPe0t
https://seekingalpha.com/article/4594258-verona-pharma-ensifentrine-vs-dupixent-ensifentrine-is-a-breath-of-fresh-air
Firstly, in the Phase 3 ENHANCE-1 and ENHANCE-2 trials, ensifentrine reported a 36% and 42% pbo-adjusted reduction in COPD exacerbation at week 24, respectively. In contrast, dupixent demonstrated a 30% pbo-adjusted reduction in COPD exacerbation at week 52 in the BOREAS trial.
Verona Pharma is expected to submit an NDA by 1H 2023, PDUFA by 1H 2024, and launch in the US by 2H 2024.
COPD is a crowded place - not sure about what is special about their drug?
Unless this drug is better than other COPD drugs - this co is fully priced @ $2 B
This co cannot market the product even if approved - so it needs to be bought out but it will not get more than $3 B - so maybe 50% premium from here
Very few sure bets on Nasdaq.
But I think it is a safe bet that this company will be bought out in 2023. Significantly high stock price.
Patience will pay off here.
JMO.
Which one does not have debt? Really!!!!!!
$5.8 Mil is peanuts compare to other companies. Next time read before you posted.
Verona Pharma Announces Proposed Underwritten Public Offering Of 10M ADSs
4:42 pm ET August 9, 2022 (Benzinga) Print
Verona Pharma plc (NASDAQ:VRNA) ("Verona Pharma" or the "Company"), a clinical-stage biopharmaceutical company focused on respiratory diseases, today announced a proposed underwritten public offering of 10 million American Depositary Shares ("ADSs"), each representing eight ordinary shares of Verona Pharma, nominal value £0.05 per share (the "Offering"). All ADSs in the Offering will be offered by Verona Pharma. The Offering is subject to market and other conditions, and there can be no assurance as to whether or when the Offering may be completed, or as to the actual size or terms of the offering. In addition, Verona Pharma intends to grant the underwriters of the Offering a 30-day option to purchase up to an additional 1.5 million ADSs at the public offering price, less the underwriting discount and commission.
VRNA...$6.91...Looking for a strong bouncer on the Gap Fill...imo...we shall see...
Chart...https://schrts.co/SknAkrda ...
VRNA...$7.32...on the Gappa...Psar flipped Bullish yesterday...Verona Pharma and Nuance Pharma Announce $219 Million Strategic Collaboration to Develop and Commercialize Ensifentrine in Greater China
$40 million upfront including $25 million cash and $15 million in equity in Nuance Biotech (parent company)
Up to $179 million in potential clinical, regulatory, and commercial milestone payments plus tiered double-digit royalties
Nuance Pharma is responsible for all costs related to development and commercialization of ensifentrine in China...https://www.otcmarkets.com/stock/VRNA/news/story?e&id=1919123 ...Should be a great trader today...imo...we shall see...:partying_face:
* * $VRNA Video Chart 07-17-2020 * *
Link to Video - click here to watch the technical chart video
I’ve move up!
I keep finding these pops
This thing is moving back to $6 and has a huge potential runway, even analysts are saying $34-$50 a share - I always cut their projections in half especially wedbush (who held 70,000 shares as of march 31st).
That still leaves us with a 5x potential over medium to long term - this thing can dance with news buckle up.
$VRNA-Someone’s got $150k on the bid at $5.80 a/ha. Something brewing again?
This thing at $60 yet?
BAHAHAHAHA....
Stop the bleed! Company is obviously diluting shares!!!
Followers
|
14
|
Posters
|
|
Posts (Today)
|
0
|
Posts (Total)
|
213
|
Created
|
12/03/19
|
Type
|
Free
|
Moderators |
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |