Added to YB: 2026-06-30
Pitch date: 2026-06-26
VERA [bullish]
Vera Therapeutics, Inc.
-0.6%
current return
Author Info
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Company Info
Vera Therapeutics, Inc., a clinical stage biotechnology company, focuses on the development and commercialization of transformative treatments for patients with immunological diseases.
Market Cap
$3.0B
Pitch Price
$43.41
Price Target
74.00 (+71%)
Dividend
N/A
EV/EBITDA
-6.62
P/E
-7.62
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Is Vera Therapeutics ($VERA) actually undervalued going into PDUFA? : A Long Recap.
VERA: Late-stage biotech; PT $74 (+78%) vs $42. Atacicept dual BLyS/APRIL blocker for IgA Nephropathy; July 7 2026 PDUFA. Phase 3 hit 46% protein reduction; Q3'26 eGFR data key catalyst. $596.8M cash, 0 debt but $121M Q1 loss, ~17mo runway, dilution likely. MAU868 BKV optionality. Bear: $12 cash floor on Phase 3 miss/CMO/safety fails. 12% disc rate rNPV.
Read full article (6 min)