Added to YB: 2026-08-20
Pitch date: 2026-08-18
VOR [neutral]
Vor Biopharma Inc.
-1.95%
current return
Author Info
No bio for this author
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
$24.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.43
P/E
1.15
EV/Sales
N/A
Sector
Biotechnology
Category
turnaround
Vor Biopharma Inc. ($VOR) Pitch
VOR (overview): Post-AML/MDS failure, restructured w/ new CEO & licensed Telitacicept (BAFF/APRIL dual inhibitor) from RemeGen ex-China ($45M upfront, $90M warrants, $330M reg + ~$3.8B sales milestones). Targeting gMG (Ph3 H1'27) & Sjögren's (readout '28), both approved in China. Teli beats $ARGX Efgartigimod on MG-ADL (-5.74) w/ weekly SC dosing, but China-only trials & low pbo-response raise doubts. ~100M FD shares, $23/sh, ~$450M cash, ~$1.9B EV; milestones/royalties still to factor.
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