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VEVERU

Veru Inc.

$VERU·$36M·Biotechnology·Healthcare
$2.75+2.2%YTD+2.3%1Y-16.2%
Mentions · last 7 days
2026-08-27: 2 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 2 posts2026-09-01: 2 posts2026-09-02: 1 posts8
Price updated 15h ago·X counts updated 17h ago
VEVERU
$VERUVeru Inc.
$2.75+2.23%8 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $VERU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellSelling offAI verdict · as of 2026-08-21

Falling on heavy selling — points lower unless it turns around.

Veru biotech with zero revenue and Phase 2b PLATEAU as the story — micro-cap with a specific clinical clock.

Veru Inc. is a specialty pharma/biotech developing enobosarm for muscle preservation during weight-loss therapies (the specific PLATEAU Phase 2b trial with GLP-1 combos), plus a maturing oncology pipeline and the FC2 internal condom commercial business. Tiny operating scale.

  • Q2 fiscal revenue was $0 — the operating business is essentially clinical-trial focused, and the FC2 condom revenue is small enough it doesn't materially anchor the equity.
  • Q3 fiscal EPS came in at -$0.30 vs -$0.32 consensus (6% beat on burn less than modelled) — the cash burn is ~$9M/quarter against a $36M market cap, so runway is a first-order constraint.
  • On Jul 2 Veru filed a 424B5 for a fresh secondary offering — a real dilutive event at these prices, and the pattern of frequent raises makes the runway math perpetually tight.
  • Sits at the 10th percentile of its 52-week range — the tape has been in distribution, though today's Aug 13 CEO K Gary Barnette P-Purchase (a small $4.8K) provides a modest insider-support signal.

What restarts the move is a specific positive Phase 2b PLATEAU readout with dose-response data or a partnership with a GLP-1 drug maker. What confirms the breakdown is another 424B5 filing at these prices or a Phase 2b delay; the equity is a levered call option on the enobosarm+GLP-1 combination working.

What to watch: Any PLATEAU Phase 2b interim data or partnership announcement with a GLP-1 drug maker. Nov 26 fiscal Q4 print carries cash-runway detail.

On the calendar: 2026-11-26 — Fiscal Q4 earnings

Read the AI verdict + X sentiment for $VERU

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What it does

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

Oncology biotech developing prostate cancer treatments alongside its commercial FC2 female condom product.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $VERU

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+52.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-5.2How 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
-73.1%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
-47.8%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
-53.4%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
0.1Total 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$-0.30$-0.32+6.3%
Q1 2026May 13, 2026$-0.13$-0.31+58.1%
Q4 2025Feb 11, 2026$-0.26$-0.47+44.7%
Q3 2025Dec 17, 2025$0.05$-0.39+112.8%
Next earningsThu, Nov 26·consensus EPS $-0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$0———$-0.13$-8.9M
Q1 FY26$0———$-0.26$-6.2M
Q4 FY25$0-100.0%——$0.09$-5.5M
Q3 FY25$0-100.0%——$-0.50$-5.5M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7M$2.0M – $3.7M-$1.01-$1.53 – -$0.633
FY27$4.0M$2.8M – $5.6M-$0.98-$1.49 – -$0.622
FY28$50.0M$35.6M – $69.6M-$0.66-$0.85 – -$0.471
FY29$125.0M$88.9M – $174.1M-$0.76-$1.15 – -$0.481
FY30$0$0 – $0-$0.72-$1.09 – -$0.450

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.0.8×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.13%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.+5.7%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.+10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.4% 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.β-1.205-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyAug 13Barnette K GaryChief Scientific Officer1.8K sh$5K
+ 8 other (8 awards) in window

See when $VERU 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-KMaterial agreementJul 28-K — Item 1.01: Material agreement
AI summary

Veru Inc. (VERU) entered into an at-the-market (ATM) Sales Agreement with Oppenheimer & Co. Inc. and Canaccord Genuity LLC on July 2, 2026, enabling Veru to sell up to $21,800,000 of common stock at prevailing market prices over time, with agents earning a 3.0% commission. The offering is registered under Veru's existing Form S-3 shelf (effective April 15, 2026), and Veru is not obligated to sell any shares. This is a dilutive but flexible funding mechanism, providing a capital runway without the price impact of a fixed-price deal.

424B5Prospectus supplement (offering)Jul 2424B5
AI summary

Veru Inc. (VERU) filed a 424B5 prospectus supplement on July 2, 2026, registering up to $21,800,000 of common stock for sale via at-the-market offering through Oppenheimer & Co. Inc. and Canaccord Genuity LLC as agents, each earning a 3.0% commission on gross proceeds. At the July 1, 2026 closing price of $3.16 per share, the program could add up to approximately 6.9 million shares to the float. Sales will occur under Rule 415(a)(4) as market conditions allow, at Veru's discretion. This prospectus supplement activates near-term dilution risk for existing shareholders.

S-3Shelf registrationApr 7S-3
S-3Shelf registrationApr 7S-3
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 12 other (2 10-Qs · 2 earnings 8-Ks · 2 EFFECTs · 2 CORRESPs) in window

Recent news

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

Veru to Participate in Fireside Chat at the 2026 Cantor Global Healthcare Conferenceglobenewswire.com·1d agoVeru Inc. (VERU) Q3 2026 Earnings Call Transcriptseekingalpha.com·24d agoVeru Reports Fiscal 2026 Third Quarter Financial Results and Phase 2b PLATEAU Clinical Trial Progressglobenewswire.com·24d agoVeru Announces Notice of Allowance for Key Methods of Use U.S. Patent for Enobosarm in Combination with Semaglutide for Quality Weight Lossglobenewswire.com·30d agoVeru to Report Fiscal 2026 Third Quarter Financial Results on August 10thglobenewswire.com·31d ago

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