Added to YB: 2026-02-19
Pitch date: 2026-02-16
VOR [bullish]
Vor Biopharma Inc.
+80.2%
current return
Author Info
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Company Info
Vor Biopharma Inc., a clinical-stage biopharmaceutical company, focuses on the development of a novel therapy in the treatment of autoimmune diseases.
Market Cap
$1.4B
Pitch Price
$12.80
Price Target
55.00 (+133%)
Dividend
N/A
EV/EBITDA
-8.43
P/E
1.15
EV/Sales
N/A
Sector
Biotechnology
Category
special_situation
An asymmetric biotech opportunity - Vor Biopharma Inc.
VOR: Licensed Telitacicept from Chinese biotech RemeGen after prior drug failures. $400M cash from RA Capital/Forbion for 2 Phase 3 trials (gMG & Sjogren's). Drug already approved in China w/ strong safety data. Best-in-class efficacy: gMG -5.74 MG-ADL vs Vyvgart's -3.2. TAM ~$5-7B. Base case: $2B revenue @ 2.5x = $5B value (~4.2x current $1.15B mcap). Risk: trials fail or black box warning. Upside if matches Vyvgart's trajectory ($50B+ like Argenx)
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