Added to YB: 2025-07-21
Pitch date: 2025-07-17
VERV [neutral]
Verve Therapeutics, Inc.
+1.37%
current return
Author Info
Biotenic is a freelance L/S biotech investment analyst sharing investment theses. Sign up for the newsletter.
Company Info
Verve Therapeutics, Inc., a clinical-stage company, develops gene editing medicines for patients to treat cardiovascular disease in the United States.
Market Cap
$994.1M
Pitch Price
$10.98
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.12
P/E
-5.30
EV/Sales
9.49
Sector
Biotechnology
Category
special_situation
The VERV CVR
VERV CVR: Eli Lilly CVR worth $2.50-$3.00, likely to reach Phase 3 dosing milestone despite skepticism on commercial potential. LDL-C reduction data competitive (40-69%) with improved safety in VERV-102 vs VERV-101. CVR trading at ~$0.50 vs fair value $0.86-1.13 (50% POS, 10% discount rate). Deal closes July 2023.
Read full article (5 min)