Verona Pharma Plc (VRNA)

[dinogreeves]

Fantastic News, one of the best news I have seen in a longest time, this should be sitting at 600-800 million market cap minimum by Wednesday. After Phase 3 this should and will sit at 5 billion market cap. Here is why: Annual cost is 14,000 dollars for each patient, lets just say, they covered only 400,000 patients that will equate to almost 5 billion dollars and this is only in the US, numbers haven’t even been considered if we take China and Europe in the equation. now this is not me saying this, this is a direct quote from the company based on their presentation. Remember folks, a game changing therapy, in the COPD, Asthma and other respiratory conditions, they met all the primary points from the lowest dosage to the highest, which means they didn’t even have to tweak it, means every dosage worked. After phase 3 this company with the current share structure is worth 400 dollars. I also want to mention the fact, based on the 20-F filings, they have enough cash to last them all the way through September 2020. There is no other therapy like this out there that works so efficiently and doing multiple things at the same time. I potentially see this running like KR*TX and even by far better than CR*TX. The market is going to price this accordingly starting today and I won’t be at all surprise to see this hitting all cylinders today and all this week, especially the fact that they are making conference call with big investment community about their findings. One of the most important thing I like about this ticker is, virtually under the radar (Unknown), but that will change today and now, the other thing is the share structure is minimal, 13 million OS and float 4 million float, they have it low for a reason, they believe in their pipeline and they want big investors to pay a hefty price for these shares. Here is another comparison VR*TX is a 50 billion dollar market cap, if this therapy is as good as the data claims to be, so I ask, what would be a justified market cap after all is said and done. The most important thing one needs to realize, almost everyone has a family member that is effected by COPD, this is a huge, huge market, ginormous. Bottom line, anyone sell before 50 dollars definitely has to be out of their minds. I see a huge potential run, once the investment community gets to read the presentation and listens to the conference call and reads the data, you will be glad you held. This is short, mid and long term hold, the best of the best. This is like owning early stage pharma, that will make you 6-7 figures in a very short period of time. They could be bought out by a big fish Pharma for a hefty price before they even get to Phase 3 completion. Price tag anywhere between 3-5 billion dollars. With all that said, I haven’t even considered partnership announcement that could and should mitigate any secondary offering before they run out cash (enough cash in hand that will last them till September 2020). This is a strongest buy and forget about it.

https://www.veronapharma.com/media/verona-pharma-reports-positive-top-line-data-4-week-phase-2b

https://www.veronapharma.com/about

https://ether-assets.ams3.cdn.digitaloceanspaces.com/verona-pharma/VRNA_Investor_Presentation_Jefferies_17_Nov_2019.pdf?mtime=20191205143905



Analyst Coverage

https://www.veronapharma.com/investors/investor-information


Product Pipeline

https://www.veronapharma.com/ensifentrine#ourPipeline


Media Coverage

https://www.veronapharma.com/media


institution ownership which shows they control the float too.

https://finance.yahoo.com/quote/VRNA/holders?p=VRNA