What smart money is saying about Verona Pharma
VRNA
No fund has written a full thesis on Verona Pharma in our archive, but 3 fund letters report a position in it — most recently Timessquare US Small Cap Growth Strategy in September 2025.
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3
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Between Q1 2025 and Q3 2025, 3 fund letters reported a position in Verona Pharma — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 1 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q1 2025 | 1 | 1 | 0 | 0 |
Fund activity · 3 positions · 2 moves
- September 2025
“Leaving the portfolio, though gaining 13% for the partial quarter, was Verona Pharma. In July, Merck announced plans to acquire this developer of treatments for allergic rhinitis and other chronic respiratory diseases, and we subsequently sold our shares.”
Verona Pharma - June 2025
Listed in Loomis Sayles Small Cap Growth Fund’s reported holdings.
Verona Pharma - New positionTimesquare US Small Cap GrowthMarch 2025
“There were two additions to the sector this quarter.”
Verona Pharma
Read the letters behind these Verona Pharma positions
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