TickerTalks
Browse all tickers →
TickerTalks›$VRDN
VRVRDN

Viridian Therapeutics, Inc.

$VRDN·$1.8B·Biotechnology·Healthcare
$18.030.0%YTD-41.5%1Y+5.7%
Mentions · last 7 days
2026-07-11: 1 posts2026-07-12: 6 posts2026-07-13: 12 posts2026-07-14: 3 posts2026-07-15: 0 posts2026-07-16: 0 posts2026-07-17: 1 posts230%
Price updated 4h ago·X counts updated 3h ago
VRVRDN
$VRDNViridian Therapeutics, Inc.
$18.030.00%23 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-07-17

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

Viridian is Lumvoa vs Amgen Tepezza in thyroid eye disease — four sell-side PT hikes but the tape is still compressed.

Viridian Therapeutics is the specific thyroid-eye-disease biotech whose Lumvoa is now being framed as the specific convenience-edge alternative to Amgen's Tepezza. The stock is at 23% of its 52-week range with sell-side stacking bullish.

Where the setup reads:

  • The multiple PT hikes are the specific institutional-signal: Wedbush $43 (from $32), Truist $38 (from $35), Goldman $39 (from $35), RBC $35 (from $34) — meaning four major firms are pricing a specific re-rating path.
  • The Lumvoa convenience-edge is specific and durable: IV with 5 infusions every 3 weeks versus Tepezza's 8 infusions every 3 weeks is the specific patient-and-payer preference — meaning the commercial thesis is durable.
  • Fundamentals are still pre-commercial: 99% gross margin at -5.4% operating margin — meaning the equity is priced on the specific commercial ramp arriving.
  • The tape is coiled: sitting 3% above the 50-day but 25% below the 200-day at 23% of the 52-week range — a compressed setup with specific catalyst approaching.

Aug 5 earnings is the trigger. A number confirming specific Lumvoa launch commentary plus commercial-preparation extends the leg; a soft launch print with muted commentary is the specific setup for the coil to break lower.

Agrees with X sentimentX is bullish on the four PT hikes and the Lumvoa convenience-edge framing, and the fundamentals genuinely support it — a specific commercial-preference edge over Tepezza is durable. The gap the corpus isn't fully sizing is the pricing: $450K vs Tepezza's $380-400K means Viridian must earn its premium through specific commercial-conversion.

What to watch: The Aug 5 print — Lumvoa commercial-preparation commentary, launch-timing update, and cash-runway commentary. Above-consensus launch commentary extends the leg; a soft launch print activates the coil-break risk.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-07

Viridian Therapeutics received multiple PT hikes: Wedbush $43 (from $32), Truist $38 (from $35), Goldman Sachs $39 (from $35), RBC $35 (from $34). Bulls note VRDN Lumvoa has convenience edge over Amgen's Tepezza: IV, 5 infusions every 3 weeks vs Tepezza's 8 infusions every 3 weeks. Cost of treatment $450K vs $380-400K for Tepezza. VRDN sell signal per some but with 5 up indicators and blue bullish candles.

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
Free, forever. No credit card.

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

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $VRDN

Partial — Develops IGF-1R antibody therapies for thyroid eye disease and related autoimmune conditions; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+44.0%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
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%
Q2 2025Aug 6, 2025$-1.00$-1.000.0%
Next earningsWed, Aug 5·consensus EPS $-1.02

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$588.3M – $605.2M-$0.11-$1.83 – $1.2711
FY29$874.2M$545.8M – $1.6B$1.58$0.81 – $3.405
FY30$1.2B$721.5M – $2.2B$3.09$1.58 – $6.655

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.0.9×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.23%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.+3.2%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.-25.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 73.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.8% 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.β0.905-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

BuyMay 11Fairmount Funds Management LlcDirector1.2M sh$20.0M
+ 23 other (11 awards · 8 inkinds · 4 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
Free, forever. No credit card.

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.

+ 19 other (6 13Gs · 2 424B5s · 2 8-Ks · 2 earnings 8-Ks) in window

Recent news

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

VRDN Stock Rises 6.3% in a Week: Here's What You Need to Knowzacks.com·17d agoViridian Therapeutics: Lumvoa Ready For Prime Time Following FDA Approvalseekingalpha.com·18d agoViridian Therapeutics, Inc. (VRDN) Discusses FDA Approval and Launch Plans for Lumvoa as a New Therapy for Thyroid Eye Disease Transcriptseekingalpha.com·19d agoViridian Secures First FDA Approval, Sets Up Challenge To Amgen's Tepezza For Thyroid Eye Diseasebenzinga.com·19d agoViridian Therapeutics Announces U.S. FDA Approval and Launch of Lumvoa™ (veligrotug-vvze) for the Treatment of Thyroid Eye Diseasebusinesswire.com·21d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SEER$QTTB$AGEN$REGN$MRNA$AURA$SLS$RXRX
Voices on X · last 7 days

No standout posts about $VRDN 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.

PrivacyTermsSupport