NASDAQ$VRNA

Verona Pharma plc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Verona Pharma reported strong Q4 2024 revenue growth, driven by the successful launch of Ohtuvayre.

Verona Pharma reported Q4 2024 revenue of $36.6 million, primarily from the commercial launch of Ohtuvayre, its novel inhaled COPD therapy. The company posted a net loss of $33.8 million due to increased R&D and SG&A expenses related to commercialization and ongoing clinical trials. Cash and cash equivalents increased to $399.8 million, strengthening Verona’s financial position as it advances its pipeline programs.

  • Q4 2024 revenue reached $36.6 million, driven by strong Ohtuvayre sales.
  • Net loss increased to $33.8 million due to commercialization and R&D investments.
  • Cash reserves grew to $399.8 million, supporting future growth initiatives.
  • Regulatory approvals and Phase 2 clinical trials remain key priorities for 2025.

Headline financials

Total Revenue

$36.6M

Previous: $0.00
EPS (adj)

-$0.40

Previous: -$0.18-122.2%
Capital Expenditures

-$535K

No prior period
Net Income

-$33.8M

Previous: -$14.1M-139.4%
Operating Income

-$18.3M

Previous: -$19.1M+4.0%
Gross Profit

$34M

Previous: $0.00
R&D Expense

$7.8M

Previous: $4.16M+87.5%

Revenue & EPS history

Verona Pharma · Revenue · Quarterly

$36.6M

Q4 2024
Beat estimate in 3 of 7 quarters(43%)
ActualEstimate

Forward guidance

Verona Pharma plans to continue commercializing Ohtuvayre while advancing regulatory approvals and clinical trials in 2025.

Tailwinds

  • Ohtuvayre sales momentum continues into early 2025 with growing prescriber adoption.
  • Plans for regulatory submissions in the EU and UK for Ohtuvayre approval.
  • Ongoing Phase 2 trials in bronchiectasis and fixed-dose combination therapy progressing.
  • Nuance Pharma’s Phase 3 trial results in China expected mid-2025.
  • Strong cash position allows for continued R&D investment and commercialization efforts.

Headwinds

  • Higher SG&A and R&D expenses are expected to continue impacting profitability.
  • Increased competition in the COPD market may challenge market penetration.
  • Potential regulatory delays could impact international expansion plans.
  • R&D expenditures will remain elevated as additional trials progress.
  • Uncertain economic conditions may affect healthcare spending trends.

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 2024

Historical avgQ4 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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