VRNA
Verona PharmaVRNA
VRNA
About: Verona Pharma PLC is a clinical-stage biopharmaceutical company focused on developing and commercializing therapeutics for the treatment of respiratory diseases with unmet medical needs. The company is currently focusing on developing its Ensifentrine product candidate, which will treat chronic obstructive pulmonary disease (COPD), cystic fibrosis (CF), and other respiratory diseases, including asthma.
Employees: 209
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
467% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 15
44% more capital invested
Capital invested by funds: $3.19B [Q4 2024] → $4.58B (+$1.39B) [Q1 2025]
34% more funds holding
Funds holding: 192 [Q4 2024] → 257 (+65) [Q1 2025]
22% more funds holding in top 10
Funds holding in top 10: 23 [Q4 2024] → 28 (+5) [Q1 2025]
0.93% more ownership
Funds ownership: 10.48% [Q4 2024] → 11.41% (+0.93%) [Q1 2025]
17% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 86
51% less call options, than puts
Call options by funds: $70.5M | Put options by funds: $144M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$90
2%
downside
Avg. target
$102
10%
upside
High target
$110
19%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Andrew Tsai | 19%upside $110 | Buy Maintained | 11 Jun 2025 |
Cantor Fitzgerald Olivia Brayer | 8%upside $100 | Overweight Maintained | 11 Jun 2025 |
HC Wainwright & Co. Raghuram Selvaraju | 2%downside $90 | Buy Maintained | 2 Jun 2025 |
Wells Fargo Tiago Fauth | 16%upside $107 | Overweight Maintained | 30 Apr 2025 |
Financial journalist opinion
Based on 4 articles about VRNA published over the past 30 days
Positive
Seeking Alpha
5 days ago
Verona Pharma: A Blockbuster Franchise In The Making
Ohtuvayre's rapid US launch has driven explosive revenue growth, with Q1 2025 sales up 95% sequentially and refill rates signaling strong patient demand. With blockbuster potential, Wall Street projects Verona Pharma's sales to reach $1 billion by 2028, fueled by its safety profile and the unmet needs of those 398 million COPD sufferers worldwide. Global expansion, robust patent protection, and a growing pipeline position Verona for sustained high-margin growth and possible buyout interest.
Positive
The Motley Fool
1 week ago
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If you want to achieve significant gains in the stock market, you'll probably want to plan to hold on and remain invested for many years, or even decades. But in some cases, big payoffs can come much faster than that.
Neutral
CNBC Television
1 week ago
Mizuho's Jared Holz details potential biotech, pharma acquisitions
Mizuho's Jared Holz joins the 'Fast Money' team to discuss the potential impact of expiring patents within the biotech and pharmaceuticals industries.
Neutral
GlobeNewsWire
3 weeks ago
Verona Pharma Announces June 2025 Investor Conference Participation
LONDON and RALEIGH, N.C., May 21, 2025 (GLOBE NEWSWIRE) -- Verona Pharma plc (Nasdaq: VRNA) (“Verona Pharma” or the “Company”) announces that senior management will participate in fireside chats at the following conferences in June 2025:
Neutral
GlobeNewsWire
1 month ago
Verona Pharma to Present Seven Analyses of the Phase 3 ENHANCE Studies in COPD at ATS 2025
Analyses support Ohtuvayre® (ensifentrine) as a first-in-class selective dualinhibitor of PDE3 and PDE4 for a broad COPD population
Positive
Seeking Alpha
1 month ago
Silencing The Doubters: Verona Pharma Could Be Sitting On A Blockbuster
VRNA's COPD drug Ohtuvayre shows impressive Q1'25 net sales of $71.3M in just its third quarter of sales, all but confirming the blockbuster future of the drug. Ongoing R&D and trials, including a phase 3 trial in China that should readout in Q2'25, represent future clinical catalysts. A partnership in the UK or Europe is another potential near-term catalyst, although if the terms are not favorable, that could impact the performance of the stock.
Neutral
Seeking Alpha
1 month ago
Verona Pharma plc (VRNA) Q1 2025 Earnings Call Transcript
Verona Pharma plc (NASDAQ:VRNA ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Victoria Stewart - Senior Director, Investor Relations and Communications David Zaccardelli - President and CEO Mark Hahn - CFO Christopher Martin - CCO Tara Rheault - Chief Development Officer Kathleen Rickard - Chief Medical Officer Conference Call Participants Andrew Tsai - Jefferies Yasmeen Rahimi - Piper Sandler Olivia Brayer - Cantor Fitzgerald Tara Bancroft - TD Cowen Tiago Fauth - Wells Fargo Thomas Shrader - BTIG Ram Selvaraju - HCW Sushila Hernandez - Van Lanschot Kempen Boobalan Pachaiyappan - ROTH Operator Welcome to Verona Pharma's First Quarter 2025 Financial Results and Operating Highlights Conference Call. At this time, all participants are in a listen-only mode.
Neutral
GlobeNewsWire
1 month ago
Verona Pharma Reports First Quarter 2025 Financial Results and Provides Corporate Update
Total net revenue of $76.3 million from Q1 2025 driven by Ohtuvayre ® net sales of $71.3 million (+95% vs Q4 2024)
Positive
Seeking Alpha
2 months ago
Verona Pharma's Bull Case Holds, But Lifecycle Extension Is Critical
Ohtuvayre's robust launch for COPD treatment exceeded expectations, with Q4 revenue of $36.6 million and FY24 revenue of $42.3 million, indicating strong market demand. Verona's financial health is solid with $399.757 million in cash, providing a cash runway into 2028, despite a net loss of $33.8 million in Q4. Verona is extending Ohtuvayre's life cycle through new formulations and fixed-dose combinations, aiming for cash flow break-even with a quarterly run rate near $300 million.
Neutral
GlobeNewsWire
2 months ago
Verona Pharma Announces Amended Strategic Financing with Oaktree and OMERS
RIPSA interests repurchased Term loan facility increased to $450 million with more favorable terms Access to up to an additional $200 million LONDON and RALEIGH, N.C., March 28, 2025 (GLOBE NEWSWIRE) -- Verona Pharma plc (Nasdaq: VRNA) (“Verona Pharma” or the “Company”), a biopharmaceutical company focused on respiratory diseases, has amended its existing strategic financing agreements by repaying the revenue interest purchase and sale agreement (“RIPSA”) and increasing the debt facility to $450 million on improved terms with funds managed by Oaktree Capital Management, L.P.
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