Summary of Verona Pharma (VRNA) FY Conference Call - June 09, 2025 Company Overview - **Company**: Verona Pharma (VRNA) - **Product**: O2VARE (ensifentrine), a treatment for Chronic Obstructive Pulmonary Disease (COPD) Key Industry Insights - **Market Need**: Significant unmet need in the COPD market, particularly for patients experiencing persistent symptoms like dyspnea [3][4] - **Launch Performance**: O2VARE has established approximately 5,300 prescribers within nine months of launch, with 60% of tier one prescribers already writing prescriptions [5][38] - **Patient Demographics**: About 50% of patients are on background triple therapy (LAMA, LABA, ICS), indicating a mix of severe and moderate cases [9][12] Core Product Insights - **Therapeutic Positioning**: O2VARE is positioned as a non-steroidal anti-inflammatory option that can be used earlier in the treatment paradigm compared to biologics [10][11][15] - **Market Penetration Potential**: The company believes O2VARE can achieve 5% to 10% market penetration, similar to existing drugs like Trelegy and Symbicort [20][23] - **Adoption Curve**: The adoption curve is expected to be linear, with potential acceleration due to the addition of 30 new sales representatives [25][19] Sales and Marketing Strategy - **Direct-to-Patient (DTP) Activities**: Growing importance of DTP initiatives to activate patients and provide information about O2VARE [26][30] - **Promotional Sensitivity**: Physicians are promotionally sensitive, and the company is focusing on increasing promotional activities to drive adoption [32][34] - **Depth of Prescribing**: The goal is to increase the number of prescriptions per prescriber, moving from initial prescriptions to more substantial patient loads [40][41] Regulatory and Development Updates - **European Market**: O2VARE is progressing through regulatory processes with the EMA and MHRA, with updates expected in Q2 [55][56] - **Phase II Trials**: O2VARE is being studied for non-CF bronchiectasis, with expectations for top-line data by late 2026 or early 2027 [60][66] Lifecycle Management - **Combination Therapy**: The company is exploring the combination of O2VARE with glycopyrrolate, which is expected to enhance bronchodilation and patient convenience [69][70] - **Business Development**: Verona Pharma is open to in-licensing opportunities in the pulmonary space, focusing on drugs with proof of concept [76][77] Additional Considerations - **Patient Experience**: The company emphasizes the importance of patient feedback in driving physician adoption of O2VARE [53][54] - **Market Dynamics**: The company is aware of the competitive landscape, including the potential approval of other treatments for bronchiectasis, and plans to integrate findings into ongoing trials [66][68] This summary encapsulates the key points discussed during the Verona Pharma FY Conference Call, highlighting the company's strategic direction, market opportunities, and ongoing development efforts.

Verona Pharma (VRNA) 2025 Conference June 04, 2025 11:05 AM ET Speaker0 We're gonna get started with the next session. I'm Andrew Tsai, senior biotech analyst at Jefferies, and it's my pleasure to have the Verona team with me. To my direct left, Chris Martin, CCO, and to his left, David Zaccardale, President and CEO. Welcome both of you. Thanks, Andrew. Thanks. Maybe spend one or two minutes talking about the Verona story. I think a lot of people are familiar, but there are still people unfamiliar with your ...

Company Participation in Conferences - Verona Pharma's senior management will participate in the Jefferies Global Healthcare Conference on June 4, 2025, at 11:05 a.m. ET in New York, NY [1] - The company will also be present at the Goldman Sachs 46th Annual Global Healthcare Conference on June 9, 2025, at 2:40 p.m. ET in Miami, FL [1] - Webcasts of each conference presentation will be available on the company's website [1] Company Overview - Verona Pharma is a biopharmaceutical company focused on developing therapies for chronic respiratory diseases with significant unmet medical needs [3] - The company's first commercial product, Ohtuvayre (ensifentrine), is the first inhaled therapy for the maintenance treatment of COPD that combines bronchodilator and non-steroidal anti-inflammatory activities in one molecule [3] - Ensifentrine has potential applications in non-cystic fibrosis bronchiectasis, cystic fibrosis, asthma, and other respiratory diseases [3]

Verona Pharma plc (NASDAQ: VRNA ) is just three quarters into the launch of its chronic obstructive pulmonary disease (COPD) drug Ohtuvayre (ensifentrine), but the blockbuster drug discussion doesn't seem farfetched. When I last covered the nameScientist and trader of biotech stock. Focus on trading around events such as trial results and NDA/BLA approvals. Also covering companies in industries regulated by the FDA. Articles present my opinion on stocks, but don't constitute investment advice.Analyst’s Disc ...

Verona Pharma (VRNA) Q1 2025 Earnings Call April 29, 2025 02:11 PM ET Speaker0 Welcome to Verona Pharma's First Quarter twenty twenty five Financial Results and Operating Highlights Conference Call. At this time, all participants are in a listen only mode. I'd now like to turn the call over to Victoria Stewart, Senior Director, Investor Relations and Communications. Please go ahead. Speaker1 Thank you. Earlier this morning, Corona Pharma issued a press release announcing its financial results for the three ...

Verona Pharma (VRNA) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Victoria Stewart - Senior Director - Investor Relations & CommunicationsDavid Zaccardelli - President & CEOMark Hahn - Chief Financial OfficerAndrew Tsai - SVPChristopher Martin - Chief Commercial OfficerTiago Fauth - Director - Equity Research Small/Mid Cap BiotechnologyTara Rheault - Chief Development OfficerKathleen Rickard - Chief Medical OfficerRaghuram Selvaraju - Managing Director, Healthcare Equity Research Co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________ TO __________ Commission File Number: 001-38067 Verona Pharma plc (Exact name of Registrant as specified in its Charter) (State or other jurisdiction of incor ...

Program Updates and Key Milestones Verona's near-term milestones include: 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) ~25,000 prescriptions filled in Q1 2025 ® Q1 2025 revenue exceeds operating expenses excluding non-cash charges Conference call today at 9:00 a.m. EDT / 2:00 p.m. BST LONDON and RALEIGH, N.C., April 29, 2025 – Verona Pharma plc (Nasdaq: ...

Total net revenue of $76.3 million from Q1 2025 driven by Ohtuvayre net sales of $71.3 million (+95% vs Q4 2024) ~25,000 prescriptions filled in Q1 2025 Q1 2025 revenue exceeds operating expenses excluding non-cash charges Conference call today at 9:00 a.m. EDT / 2:00 p.m. BST LONDON and RALEIGH, N.C., April 29, 2025 (GLOBE NEWSWIRE) -- Verona Pharma plc (Nasdaq: VRNA) ("Verona" or the "Company"), a biopharmaceutical company focused on respiratory diseases, announces its financial results for the first quar ...

Company Overview - Verona Pharma is a biopharmaceutical company focused on developing and commercializing innovative therapies for chronic respiratory diseases with significant unmet medical needs [3] - The company's first commercial product, OhtuvayreTM (ensifentrine), is the first inhaled therapy for the maintenance treatment of COPD that combines bronchodilator and non-steroidal anti-inflammatory activities in one molecule [3] - Ensifentrine has potential applications in non-cystic fibrosis bronchiectasis, cystic fibrosis, asthma, and other respiratory diseases [3] Upcoming Financial Results - Verona Pharma will report its financial results for the first quarter ended March 31, 2025, on April 29, 2025 [1] - An investment community conference call will be hosted at 9:00 a.m. EDT / 2:00 p.m. BST to discuss these financial results and provide a corporate update [1] - A live webcast will be available on the company's website, and an audio replay will be accessible for 90 days [1]