Verona Pharma (VRNA) Stock Forecast & Price Target

Verona Pharma PLC has seen robust growth in filled Ohtuvayre prescriptions, which increased by over 35% each month in the fourth quarter of 2024, indicating strong market demand for its product candidate. The company has revised its full-year 2025 revenue forecast upward to $265 million, reflecting optimistic sales prospects driven by the recent FDA approval of Ensifentrine for COPD maintenance treatment. With an impressive stock performance over the past year, outperforming the biotech sector substantially, combined with projected sales of $2.6 billion for Ohtuvayre by 2035 and potential future label expansions, Verona Pharma is well-positioned for continued financial growth.

Verona Pharma faces significant risks that contribute to a negative outlook on its stock, primarily due to potential revenue erosion anticipated from 2036 amidst complicated patent procedures and increasing competitive pressures. Additionally, the company may experience slower-than-expected commercial uptake of its Ensifentrine product candidate in both the U.S. and European markets, further compounded by risks associated with future clinical trial outcomes and partnerships for global optimization. Delays in securing funding and regulatory approval, alongside the possibility of long-term dilution risk, present additional challenges that could hinder the company's financial trajectory.