NASDAQ$VRNA

Verona Pharma plc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported positive results from Phase 3 ENHANCE-2 trial and provided a corporate update.

Verona Pharma announced positive top-line results from its Phase 3 ENHANCE-2 trial evaluating nebulized ensifentrine for COPD. The trial met its primary and secondary endpoints, demonstrating improvements in lung function and significantly reduced COPD exacerbations. The company expects to submit a New Drug Application to the US FDA in the first half of 2023.

  • ENHANCE-2 trial met primary endpoint, showing improvements in lung function.
  • Ensifentrine significantly reduced the rate and risk of COPD exacerbations.
  • Top-line data from ENHANCE-1 expected around the end of 2022.
  • NDA submission to the US FDA expected in the first half of 2023, pending positive results from ENHANCE-1.

Headline financials

EPS (adj)

-$0.32

Previous: -$0.40+20.0%
Capital Expenditures

$29K

No prior period
Free Cash Flow

-$19.5M

Previous: -$20.2M+3.3%
Net Income

-$17.8M

Previous: -$22.1M+19.5%
Operating Income

-$20.5M

Previous: -$28.5M+28.2%
Cash & Equivalents

$112M

Previous: $146M-23.6%
Total Assets

$155M

Previous: $219M-29.1%
Stock-Based Comp

$3.05M

Previous: $7.45M-59.0%

Revenue & EPS history

Verona Pharma · Revenue · Quarterly

$103M

Q2 2025
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Forward guidance

Verona Pharma anticipates several key milestones in the near term, contingent upon the success of ongoing clinical trials and regulatory processes.

Tailwinds

  • Reporting top-line data from ENHANCE-1 around the end of 2022.
  • Potential New Drug Application (NDA) submission to the US Food and Drug Administration (FDA) in the first half of 2023 for inhaled ensifentrine for the maintenance treatment of COPD, conditional upon positive results.
  • Positive top-line Phase 3 data from ENHANCE-2 reported in August 2022.
  • Successful completion of enrollment in ENHANCE-1 with more than 800 subjects randomized.
  • Successful thorough QT analysis demonstrating ensifentrine had no clinically relevant effect on the QT interval or cardiac conduction.

Headwinds

  • Russia-Ukraine conflict may impact the company's outsourced clinical research vendor's ability to pay clinical trial sites and investigators in Russia and may impact the vendor's ability to supply ensifentrine and equipment to the sites and validate their trial data.
  • The COVID-19 pandemic continues to impact a number of clinical trial activities.
  • Sanctions and other restrictions resulting from the Russia-Ukraine conflict and the COVID-19 pandemic may continue to impact clinical trial timelines.
  • Potential delays in clinical trial activities due to the Russia-Ukraine conflict.
  • Possible disruptions to the supply of ensifentrine and drug-related products, equipment, and services for clinical trials due to the COVID-19 pandemic.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

+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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