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VEVERA

Vera Therapeutics, Inc.

$VERA·$2.2B·Biotechnology·Healthcare
$27.88-2.4%YTD-34.9%1Y-8.6%
Price updated 1d ago·X counts updated 6d ago
VEVERA
$VERAVera Therapeutics, Inc.
$27.88-2.42%71 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VERA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

71X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VERA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

Vera Therapeutics launched TRUTAKNA (APRIL/BAFF inhibitor for IgAN) with early scripts coming from U.S. nephrologists — bulls call IgAN a ~$20B market where 10-20% share equals $2-4B revenue. Cantor's Sept 10 fireside chat is the next visibility catalyst. Fresh atacicept data in October could be a bigger catalyst.

Read what X is saying about $VERA

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VERA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-10-02

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Clinical-stage biotech with TRUTAKNA (atacicept) meeting all Phase III endpoints and 2027 revenue estimates near $220M.

Vera Therapeutics develops atacicept, an APRIL/BAFF inhibitor for IgA nephropathy with the trade name TRUTAKNA, so near-term valuation sits on the launch cadence and physician uptake rather than legacy revenue.

  • Pre-revenue through Q2 FY26 (zero revenue reported); operating losses $1.26-1.69 per share quarterly over the last four quarters
  • TTM: -5.8x earnings (negative), -84% ROE, FCF yield -14%, debt-to-equity 0.18
  • 2026 estimate: $24.7M revenue, -$6.26 EPS; 2027 $220M revenue, -$4.45 EPS — the step-up models commercial launch landing in 2027
  • YTD -35%, trailing-12m +7.6% at $30.99 against a $2.34B market cap — multiple compressed on launch-uncertainty
  • Sep 15: TRUTAKNA met all prespecified endpoints in Phase III ORIGIN 3 (428 adults, IgAN) — the key gate for launch commercialization
  • Appointed Nancy Lee Boman as Chief Regulatory Officer Aug 3 — commercialization build-out

The thesis is a bio-launch story in an underserved indication: the Phase III endpoint read is the critical gate; 2027 revenue is a function of early script momentum and payer dynamics, not product science — the clock has started on the launch window.

Agrees with X sentimentX frames the TRUTAKNA launch with early scripts from U.S. nephrologists in an IgAN market framed as roughly $20B total, where 10-20% share would equal $2-4B revenue. Cantor's Sept 10 fireside chat and October atacicept data are called out as near-term catalysts. The attention aligns with the catalyst-play structure — the thesis sits on launch execution, not operating economics.

What to watch: Nov 4 Q3 earnings for early TRUTAKNA script and payer data — whether the 2027 revenue path has a visible run-rate anchor by year-end.

On the calendar: 2026-11-04 Q3 earnings

Read the AI verdict on $VERA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Clinical-stage biotech developing atacicept for IgA nephropathy, targeting both the complement system and B-cell pathways.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $VERA.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $VERA

Neutral — Clinical-stage biotech developing atacicept for IgA nephropathy, targeting both the complement system and B-cell pathways.

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-85.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-13.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-84.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$-1.52$-1.58+3.8%
Q1 2026May 7, 2026$-1.69$-1.33-27.2%
Q4 2025Feb 26, 2026$-1.39$-1.34-3.7%
Q3 2025Nov 5, 2025$-1.26$-1.20-5.0%
Next earningsWed, Nov 4·consensus EPS $-1.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-1.52$-100.3M
Q1 FY26$0———$-1.69$-106.7M
Q4 FY25$0———$-1.39$-70.1M
Q3 FY25$0———$-1.26$-62.0M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$24.7M$20.8M – $26.9M-$6.26-$6.90 – -$5.658
FY27$220.2M$130.4M – $368.8M-$4.45-$6.54 – -$2.178
FY28$602.4M$249.3M – $930.5M-$0.50-$2.96 – $3.8710
FY29$1.0B$519.2M – $1.7B$2.89$1.00 – $5.115
FY30$1.5B$728.3M – $2.3B$6.03$2.09 – $10.655

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.15%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-26.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 58.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Marshall FordyceCEO18.5K sh$685KSellSep 2Marshall FordyceCEO18.5K sh$650KSellJul 7Marshall FordyceCEO46.3K sh$2.0MSellJul 7Marshall FordyceCEO46.3K sh$2.0MSellJun 23Marshall FordyceCEO18.5K sh$702KSellJun 23Marshall FordyceCEO18.5K sh$702KSellMay 12Marshall FordyceCEO18.5K sh$680KSellMay 12Marshall FordyceCEO18.5K sh$680K
+ 15 other (9 awards · 6 exempts) in window

See when $VERA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Vera Therapeutics, Inc. (VERA) announced on September 15, 2026 that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the final efficacy analysis of the Phase III ORIGIN 3 trial in 428 adults with primary IgA nephropathy (IgAN) at risk for progression. Key result: mean eGFR change from baseline at 52 weeks was -0.1 for TRUTAKNA vs. -5.7 for placebo (treatment effect +5.6 mL/min/1.73m², 95% CI 3.7–7.5, p<0.0001), demonstrating meaningful kidney function preservation. A successful Phase III readout in IgAN is a potentially registrational result, with significant regulatory and commercial implications.

3New insider — initial holdingsAug 53
AI summary

Nancy Lee Boman, newly-appointed Chief Regulatory Officer of Vera Therapeutics, Inc., filed a Form 3 on August 5, 2026, reporting zero securities beneficially owned as of August 3, 2026. This is a routine Section 16(a) filing following the CRO role transition disclosed in a companion 8-K; no market significance.

8-KOfficer or director changeJul 98-K — Item 5.02: Officer or director change
AI summary

Vera Therapeutics, Inc. announced on July 9, 2026, that Chief Regulatory Officer William Turner will transition to Special Advisor for Regulatory Affairs, effective August 3, 2026, succeeded by Nancy Bowman, M.D., Ph.D., as the new CRO. No disagreement was cited. Routine leadership transition in a critical regulatory function for a clinical-stage biopharma.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote
+ 10 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·15d agoVera Therapeutics Announces ORIGIN 3 Final Efficacy Analysis of TRUTAKNA™ (atacicept-vymj) in IgA Nephropathy Will be A Featured Late-breaking Oral Presentation at the Opening Plenary Session of ASN Kidney Week 2026globenewswire.com·16d agoVera Therapeutics, Inc. (VERA) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·32d agoWhat's Going on With Vera Therapeutics Stock on Tuesday?benzinga.com·32d agoWhy Vera Therapeutics Stock Is Jumping on New Kidney Drug Trial Resultsbarrons.com·32d ago

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Voices on X · last 7 days

No standout posts about $VERA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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