NASDAQ$VRNA

Verona Pharma plc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Verona Pharma's financial performance for Q4 2023 was reported, highlighting a net loss, increased SG&A expenses, and a decrease in R&D expenses.

Verona Pharma reported a net loss of $14.1 million for Q4 2023. The company's SG&A expenses increased due to commercialization preparations, while R&D expenses decreased due to the completion of the ENHANCE program.

  • FDA accepted the New Drug Application for ensifentrine with a PDUFA target action date of June 26, 2024.
  • Commercialization strategy advanced in preparation for the US launch of ensifentrine.
  • A $400 million debt financing facility was secured to support commercialization and growth.
  • Development of a fixed-dose combination formulation with ensifentrine and glycopyrrolate progressed.

Headline financials

Total Revenue

$0.00

Previous: $458K-100.0%
EPS (adj)

-$0.18

Previous: -$0.14-28.6%
Net Income

-$14.1M

Previous: -$10.5K-135121.5%
Operating Income

-$19.1M

Previous: -$14.3M-34.0%
Gross Profit

$0.00

Previous: $112K-100.0%
R&D Expense

$4.16M

No prior period
Stock-Based Comp

$4.57M

Previous: $4.5M+1.4%

Revenue & EPS history

Verona Pharma · Revenue · Quarterly

$0

Q4 2023-100%vs Q4 2022
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Forward guidance

Verona Pharma anticipates a transformational year in 2024, with a focus on finalizing US launch preparations for ensifentrine and progressing development programs.

Tailwinds

  • Potential FDA approval of ensifentrine by June 26, 2024.
  • Planned US market launch of ensifentrine in the second half of 2024, if approved.
  • Finalization of key launch activities including pricing, distribution, and patient services.
  • Continued disease awareness campaign, "Unspoken COPD."
  • Planned submission of an IND for a fixed-dose combination formulation in the second half of 2024.

Headwinds

  • Uncertainty regarding FDA approval of ensifentrine.
  • Risks associated with commercial launch and market adoption.
  • Potential delays in development programs.
  • Dependence on third-party manufacturers and suppliers.
  • Competition from existing COPD treatments.

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 Q4 2023

Historical avgQ4 2023

+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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