DISCLAIMER — Not financial advice. Educational content only, not an offer or solicitation to buy or sell any security. Biotech and small/mid-cap stocks are highly speculative and volatile and can result in a partial or total loss of capital. Do your own research and consult a licensed advisor where appropriate. / Contenuti a solo scopo informativo e didattico, non costituiscono consulenza finanziaria né offerta o sollecitazione al pubblico risparmio ai sensi delle normative CONSOB e SEC. Le azioni biotech e le small/mid cap sono strumenti altamente speculativi e volatili e possono comportare la perdita parziale o totale del capitale investito. Si raccomanda di effettuare sempre le proprie ricerche e, se necessario, di rivolgersi a un consulente abilitato.
Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
Merlintrader Trading Pub
Biotech catalyst news and analysis. FDA PDUFA tracker
VERA Therapeutics, Inc. (NASDAQ: VERA)
$39.50
$18.53 – $51.27
Market Cap
$2.51B
-20.28%
+30.23%
1.33M shares
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VERA Therapeutics atacicept,
$497.4M
$80.3M
~18 months
$2.51B
~64-73M
BUY
$497.4 million, $74.6 million.
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| Q3 2025 | Q3 2024 | Change | FY 2024 | |
|---|---|---|---|---|
| $57.8M | $27.3M | +$30.5M | $92.6M | |
| $439.6M | $326.1M | +$113.5M | $548.2M | |
| $497.4M | $353.4M | +$144.0M | $640.9M | |
| $506.2M | $364.1M | +$142.1M | $651.2M | |
| $517.5M | $368.6M | +$148.9M | $655.7M | |
| $118.6M | $79.5M | +$39.1M | $78.5M | |
| $74.6M | $54.9M | +$19.7M | $54.6M | |
| $118.6M | $79.5M | +$39.1M | $78.5M | |
| $398.9M | $289.1M | +$109.8M | $577.2M |
| Period | ||||
|---|---|---|---|---|
| Q1 2024 | $28.4M | $24.7M | $7.9M | $32.1M |
| Q2 2024 | $33.7M | $29.3M | $8.0M | $37.3M |
| Q3 2024 | $46.6M | $40.3M | $9.5M | $49.8M |
| Q4 2024 | $43.4M | $33.3M | $15.6M | $48.9M |
| Full Year 2024 | $152.1M | $127.6M | $41.0M | $168.1M |
| Q1 2025 | $51.7M | $41.3M | $14.6M | $57.2M |
| Q2 2025 | $76.5M | $58.1M | $21.9M | $79.6M |
| Q3 2025 | $80.3M | $56.5M | $27.5M | $83.9M |
| $208.5M | $155.9M | $64.0M | $220.7M |
Dr. Marshall W. Fordyce, M.D.
Sean P. Grant, M.B.A.
Dr. Robert M. Brenner, M.D.
David L. Johnson, M.B.A.
Dr. Neeraj Pakala, Ph.D., M.B.A.
Dr. Kerry Cooper, M.D.
James R. Meyers
Christy J. Oliger
Strong Buy: 2 analysts (18%)
Buy: 4-8 analysts (45-55%)
Hold: 1-2 analysts (10-15%)
Sell: 0-1 analyst (0-5%)
$61.50 – $64.29 (median) 56-63%
JP Morgan Securities – Anupam Rama
H.C. Wainwright & Co. – Arthur He
Bank of America Securities
Cantor Fitzgerald
Wedbush Securities – Laura Chico
Avoro Capital Advisors LLC: 6.2-6.3M shares (9.87% ownership) – T. Rowe Price Associates Inc.: 4.2-4.5M shares (7.02% ownership) – Kynam Capital Management, LP: 3.4M shares (5.37% ownership) – Deerfield Management Company, L.P.: 3.3M shares (5.25% ownership)BlackRock, Inc.: Major holdings as among largest global asset managerVanguard Group Inc.: Significant holdings as among largest passive index investorFidelity Management (FMR LLC): Substantial holdings across multiple Fidelity funds
| TARPEYO (budesonide) | Calliditas | ~30-40% | 10-15% | ||
| FILSPARI (sparsentan) | Travere | ETA + ARB | ~35-40% | 5-10% | |
| FABHALTA (iptacopan) | Novartis | ~40-45% | 8-12% | ||
| Atacicept | VERA | 46% baseline, 42% vs placebo | TBD (25-35% est.) |
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