Added to YB: 2026-07-14
Pitch date: 2026-07-10
VRDN [neutral]
Viridian Therapeutics, Inc.
-2.62%
current return
Author Info
No bio for this author
Company Info
Viridian Therapeutics, Inc. engages in discovering, developing, and commercializing treatments for serious and rare diseases.
Market Cap
$2.2B
Pitch Price
$19.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-4.16
P/E
-5.86
EV/Sales
22.60
Sector
Biotechnology
Category
value
$VRDN | Strip the dropouts and Elegrobart hits ~68% Lumvoa level efficacy minus hearing loss
VRDN (overview): Stock -33% on 3/30/26 after REVEAL-1 Q4W arm posted 54% proptosis response (36% placebo-adj), below Street's >50% & IV rivals (Tepezza 51-73%). Bull thesis: 20% dropout (only 1 tx-related) via NRI distorts number; adjusting completers lands ~68%, near Lumvoa's 70%. Key edge: extended dosing avoids on-target IGF-1R cochlear ototoxicity plaguing Tepezza/Amgen OBI. Convenient at-home autoinjector w/ competitive efficacy + hearing safety mispriced by market.
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