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VRVRDN

Viridian Therapeutics, Inc.

$VRDN·$1.7B·Biotechnology·Healthcare
$23.16+0.3%YTD-32.3%1Y+21.0%
Mentions · last 7 days
2026-08-21: 3 posts2026-08-22: 3 posts56+6%
Price updated 2h ago·X counts updated 9d ago
VRVRDN
$VRDNViridian Therapeutics, Inc.
$23.16+0.35%56 posts+6%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VRDN, 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.

Driven by hypeWinding up for a moveAI verdict · as of 2026-08-26

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Viridian at 51% of range with TED approval and 95% of prescribing physicians engaged — a $2-2.5B market with sky-high LTV setup.

Viridian Therapeutics is the biotech that just launched TED (thyroid eye disease) treatment following end-of-June FDA approval, targeting a $2-2.5B market opportunity. The tape is coiled after a commercial launch that has real physician-engagement data.

  • The commercial launch is progressing on data: 95% of 2,000 prescribing physicians engaged, SQ (subcutaneous) version BLA planned for Q1'27, and FcRn Phase 1 data in H2 — three specific operational milestones for a fresh-launch biotech, and the addressable-market commentary at $2-2.5B TED market supports the peak-sales-to-MC ratio being conservative.
  • The financials are heavily front-loaded: revenue $141K last quarter (pre-scale for a commercial biotech), 99% gross margin (typical for biotech launches), and cash $981M vs market cap $2.4B — that's a fresh-launch biotech with 4 years of runway at current burn, so the equity thesis is about revenue arriving faster than cash depletes.
  • The tape is coiled at moderate levels: at 51% of the 52-week range, 21% above the 50-day and essentially flat vs the 200-day on 0.63x normal volume with beta 0.94 — insider option-exercise-plus-sells by Tousignant ($245K) and Tripuraneni ($1.06M) are small mechanical trims; Deutsche Bank $8.87M new investment is the meaningful institutional counter-flow.

The path if this works is the Nov 4 Q3 print delivering meaningful TED launch revenue plus concrete FcRn Ph1 data commentary, taking the tape past $32. What breaks it is a soft TED launch signal or a FcRn Ph1 disappointment — commercial-launch biotech is binary on early-adoption data, and there's no fundamental cushion if execution stumbles.

Agrees with X sentimentThe X bulls have the setup right — end-of-June TED approval, 95% of 2,000 prescribing physicians engaged, SQ version BLA planned for Q1'27, FcRn Phase 1 data in H2, cash $981M against market cap $2.4B, targeting $2-2.5B TED market, peak-sales-to-MC of 1x seen as low giving 100%+ upside — and mechanics support the coiled commercial-launch setup.

What to watch: Nov 4 Q3 print (sell-side EPS -$0.99) — meaningful TED launch revenue plus concrete FcRn Ph1 data commentary extends the tape past $32; a soft TED launch signal or a FcRn Ph1 disappointment breaks the coil back to $16.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment40 posts analyzed · as of 2026-08-11

Viridian Therapeutics posters cheer end-of-June TED approval, 95% of 2,000 prescribing physicians engaged, SQ version BLA planned for Q1'27, and FcRn Phase 1 data in H2. Cash $981M, market cap $2.4B, targeting a $2-2.5B TED market — peak-sales-to-MC of 1x seen as low giving 100%+ upside. Sentiment is decisively bullish on the commercial launch and pipeline.

Read the AI verdict + X sentiment for $VRDN

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Develops IGF-1R antibody therapies for thyroid eye disease and related autoimmune conditions.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $VRDN

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-4.5How 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
-52.3%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
-5.4%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
-21.4%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
20.0Same 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
-60.7%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
99.4%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 6, 2026$-1.05$-1.03-1.9%
Q1 2026May 5, 2026$-0.90$-1.06+15.1%
Q4 2025Feb 26, 2026$-1.08$-0.90-20.0%
Q3 2025Nov 5, 2025$-0.34$-0.82+58.5%
Next earningsWed, Nov 4·consensus EPS $-0.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$141K+95.8%14.2%-82389%$-1.03$-119.7M
Q4 FY25$132K+83.3%-142%-92992%$-1.11$-24.0M
Q3 FY25$70.6M+81958.1%100%-56.7%$-0.34$-84.7M
Q2 FY25$75K+4.2%100%-142356%$-1.00$-75.4M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.4M$11.3M – $28.9M-$3.81-$4.21 – -$3.4010
FY27$231.5M$175.8M – $369.0M-$2.49-$3.44 – -$1.3610
FY28$596.8M$330.6M – $1.5B-$0.11-$2.99 – $4.0911
FY29$874.2M$497.5M – $1.9B$1.58$0.70 – $4.015
FY30$1.2B$657.6M – $2.5B$3.09$1.36 – $7.845

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.0.5×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.47%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.+12.6%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.-3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.945-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

SellAug 19Jennifer TousignantChief Legal Officer10.0K sh$245KBuyMay 11Fairmount Funds Management LlcDirector1.2M sh$20.0M
+ 8 other (6 awards · 2 exempts) in window

See when $VRDN 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 FDJun 298-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Viridian Therapeutics announced FDA approval of Lumvoa™ (veligrotug-vvze) for thyroid eye disease (TED), with an indication covering patients regardless of disease activity or duration, on June 29, 2026. This is a landmark regulatory milestone for a rare autoimmune eye condition with significant commercial potential. The broad label — without disease activity or duration restrictions — is wider than many rare disease approvals.

8-KShareholder voteJun 38-K — Item 5.07: Shareholder vote
AI summary

VRDN (VRDN) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KAgreement terminatedMay 288-K — Item 1.02: Agreement terminated
AI summary

VRDN (VRDN) disclosed the termination of a material definitive agreement under 8-K Item 1.02. Such terminations typically involve credit agreements, merger agreements, significant commercial contracts, or other arrangements that previously warranted Item 1.01 disclosure. The termination may reflect a deal collapse, mutual consent, breach of contract, or refinancing. Investors should consider the financial and strategic implications of losing the terminated agreement's benefits, including credit capacity or commercial relationships.

8-KMaterial agreementMay 268-K — Item 1.01: Material agreement
AI summary

VRDN (VRDN) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

SC 13D/AActivist amendmentMay 13SC 13D/A
AI summary

Fairmount Funds Management LLC filed an amended Schedule 13D on VRDN disclosing beneficial ownership (17,201,800.00 shares) as of 2026-05-13. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

VRDN entered into a indenture (8-K Item 1.01, dated 2026-05-11). Counterparty: Company and U.S. Bank Trust Company. Size: approximately $25.0 million. Rate: 1.75%. Due 2032. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

424B5Prospectus supplement (offering)May 8424B5
AI summary

VRDN filed a 424B5 prospectus supplement dated 2026-05-08, representing an active capital markets transaction. Offering size: approximately $225.0 million. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

424B5Prospectus supplement (offering)May 8424B5
AI summary

VRDN filed a 424B5 prospectus supplement dated 2026-05-08, representing an active capital markets transaction. Offering size: approximately $225.0 million. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

+ 22 other (10 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 424B5s) in window

Recent news

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

Algert Global LLC Sells 81,762 Shares of Viridian Therapeutics, Inc. $VRDNdefenseworld.net·5d agoDeutsche Bank AG Invests $8.87 Million in Viridian Therapeutics, Inc. $VRDNdefenseworld.net·8d agoViridian Reports Continuation of Massive Sulphides at Kraken Main; First Assays Pendingglobenewswire.com·25d agoViridian Therapeutics Highlights Recent Business Progress and Reports Second Quarter 2026 Financial Resultsgurufocus.com·26d agoViridian Therapeutics Highlights Recent Business Progress and Reports Second Quarter 2026 Financial Resultsbusinesswire.com·26d ago

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