Added to YB: 2026-04-22
Pitch date: 2026-04-20
VERA [neutral]
Vera Therapeutics, Inc.
-15.71%
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
$2.3B
Pitch Price
$41.51
Price Target
110.00 (+208%)
Dividend
N/A
EV/EBITDA
-4.65
P/E
-5.74
EV/Sales
N/A
Sector
Biotechnology
Category
growth
Monthly Core Conviction #1: VERA and The Full M&A Book
VERA (update): July 7, 2026 PDUFA for atacicept in IgAN. ORIGIN 3 hit 46% UPCR reduction (p<0.0001), 96wk data showed -0.6 mL/min/yr eGFR slope. Peak sales $1.5-2.5B base case, $3.5B+ bull. $715M cash, runway to profitability FY27-28. Consensus PT $81 (+92%). Pipeline: Phase 2 in PMN/FSGS/MCD/lupus nephritis + VT-109.
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