NASDAQ$VRNA

Verona Pharma plc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported first quarter financial results and provided a corporate update.

Verona Pharma reported its Q1 2024 financial results, highlighting the upcoming PDUFA target action date for ensifentrine and ongoing preparations for a potential US launch. The company also strengthened its balance sheet through a new financing agreement.

  • PDUFA target action date for ensifentrine is June 26, 2024, with potential US launch in Q3 2024.
  • Finalizing key launch preparations including sales force deployment strategy, pricing, distribution and patient services, healthcare professional and patient engagement plans.
  • Strengthened balance sheet with access to up to $650 million in addition to existing cash of $255 million.
  • Net loss was $25.8 million for the first quarter ended March 31, 2024

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.32

Previous: -$0.22-45.5%
Capital Expenditures

$16K

No prior period
Net Income

-$25.8M

Previous: -$16.7M-54.1%
Operating Income

-$27.2M

Previous: -$22.2M-22.5%
Gross Profit

$0.00

No prior period
R&D Expense

$6.76M

No prior period
Stock-Based Comp

$4.26M

Previous: $4.29M-0.7%

Revenue & EPS history

Verona Pharma · Revenue · Quarterly

$0

Q1 2024
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Forward guidance

Verona Pharma is focused on the potential launch of ensifentrine in the US, preparing for Phase 2 clinical trials, and highlighting COPD burden through disease awareness campaigns.

Tailwinds

  • Potential US launch of ensifentrine in Q3 2024.
  • Finalizing key launch preparations.
  • Presenting posters at the American Thoracic Society International Conference (“ATS”) 2024.
  • Initiating a Phase 2 clinical trial assessing the safety and efficacy of a fixed-dose combination formulation of ensifentrine and glycopyrrolate
  • Initiating a Phase 2 clinical trial to assess the efficacy and safety of nebulized ensifentrine in patients with non-cystic fibrosis bronchiectasis

Headwinds

  • Lengthy and expensive process of clinical drug development, which has an uncertain outcome
  • Serious adverse, undesirable or unacceptable side effects associated with ensifentrine, which could adversely affect our ability to develop or commercialize ensifentrine
  • Economic, political, regulatory and other risks involved with international operations
  • Reliance of our business on the success of ensifentrine
  • Reliance on third parties, including clinical research organizations, clinical investigators, manufacturers and suppliers, and the risks related to these parties’ ability to successfully develop and commercialize ensifentrine

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+3.3%

Avg return

Earnings day

+7.2%

Avg return

5 days after

+5.6%

Avg return

30 days after

48%

12 / 25 earnings

Positive

+56.8%

Q2 2022

Best reaction

-14.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025-0.0%-0.1%+0.9%
Q1 2025+6.4%+5.6%+12.5%
Q4 2024+5.7%+6.4%+1.5%
Q3 2024+9.7%+10.2%+14.0%
Q2 2024+15.8%+36.5%+35.1%
Q1 2024-0.2%-6.8%-18.4%
Q4 2023+5.4%-1.1%-6.4%
Q3 2023+7.6%
Q2 2023-3.4%
Q1 2023+7.1%
Q4 2022-8.5%
Q3 2022-5.8%
Q2 2022+56.8%
Q1 2022+3.8%
Q4 2021-1.1%
Q3 2021-1.7%
Q2 2021+3.9%
Q1 2021-4.4%
Q4 2020-0.1%
Q2 2020+10.3%
Q4 2019-14.7%
Q4 2018-3.3%
Q3 2018+2.1%
Q4 2017-3.5%
Q3 2017-4.2%
Q4 2016
Q3 2016
Q2 2016
Q4 2015
Q4 2014
Q4 2013
Q4 2012

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