Added to YB: 2026-07-08
Pitch date: 2026-07-06
VERA [bullish]
Vera Therapeutics, Inc.
+6.18%
current return
Author Info
No bio for this author
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
$40.46
Price Target
90.00 (+124%)
Dividend
N/A
EV/EBITDA
-6.38
P/E
-7.39
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Vera Therapeutics Deep Dive
VERA: IgAN play at $41 (~$2.4B EV) w/ $90 PT. Atacicept AA PDUFA Mon/Tue. Otsuka headline selloff overdone—KDIGO 2025 lowers treatment thresholds, expanding TAM to $20-30B. Sell-side ~$2B US peak vs EV pays for conservative case, gets KDIGO/exUS/combos free. 42% UPCR redux (NEJM), clean safety, no ADAs, monthly dosing path closes only doc-flagged gap. M&A optionality (AMGN/PFE/LLY). Risk: Otsuka/VRTX execution. Long.
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