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VRVRDN

Viridian Therapeutics, Inc.

Hot onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$VRDN·$1.5B·Biotechnology·Healthcare
$16.63-0.5%YTD-45.7%1Y+13.0%
Mentions · last 7 days
2026-06-13: 1 posts2026-06-14: 2 posts2026-06-15: 1 posts2026-06-16: 0 posts2026-06-17: 3 posts2026-06-18: 1 posts2026-06-19: 3 posts11+38%
Price updated 23h ago·X counts updated 18h ago
VRVRDN
Viridian Therapeutics, Inc.$VRDN
$16.63-0.48%11 posts+38%
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 $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 eventEvent coming upAI verdict · as of 2026-06-11

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

Thyroid eye disease (TED) biotech down 49% YTD with PDUFA June 30 — binary catalyst inside the month.

Viridian Therapeutics develops monoclonal antibodies for thyroid eye disease (TED) and other autoimmune indications — anchored by veligrotug (VRDN-001) with the PDUFA date now June 30, 2026. The story is the binary regulatory catalyst this month combined with continued cash burn and pipeline development. Q1 revenue $141K (collaboration milestones), op margin -824%, FCF -$120M, TTM P/E -4.5. Forward FY26 EPS -$3.77 reflects the launch-investment phase. Stock -49% YTD but +11% TTM, position 12% of 52w range and -4% below the 50-day MA — clear post-drawdown consolidation ahead of the June 30 catalyst. Fairmount Funds reportedly loaded $20M into the position, and biotech funds have built sizable stakes. A 33% move on positive elegrobart data + ~$1B cash position frame the pre-catalyst setup. The PDUFA outcome is the binary trade.

Agrees with X sentimentX's framing — Fairmount loading $20M, multiple biotech funds owning the name, ~$1B in cash, upcoming PDUFA dates, the 33% move on positive elegrobart trial results, the chart bottoming — captures the catalyst-play setup. The June 30 PDUFA is the binary trade.

What to watch: Event-ahead. June 30 PDUFA for veligrotug is the binary catalyst — approval re-rates the equity to commercial-launch comparables (potentially $30-40 range); a CRL (Complete Response Letter) cuts the cap significantly. The August 5 Q2 print confirms cash position and any pre-launch commercial preparation; recent biotech-fund-stake-cut news from a $7M reduction is a counter-indicator worth noting.

On the calendar: 2026-06-30 — Veligrotug PDUFA decision

float missingbeta missing

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-05-16

Viridian Therapeutics posts highlight Fairmount loading twenty million dollars, multiple biotech funds owning the name, roughly one billion in cash, upcoming PDUFA dates, and a thirty-three percent move on positive elegrobart trial results. Authors describe the chart as bottoming. Sentiment is uniformly bullish.

Read the AI verdict + X sentiment for $VRDN

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  • 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 obesity pipeline competition is the dominant structural driver — the 'next phase' of obesity drugs (oral formulations, differentiated mechanisms) is reshaping clinical bets for NVO competitors. Gene editing (CRSP, BEAM, NTLA, PRME) is transitioning from clinical to commercial-maturation phase with Casgevy scaling; oncology binary events (IBRX, ALLO, KURA) define the near-term calendar.

What this means for $VRDN

Neutral — Viridian's IGF-1R antibody for thyroid eye disease is an autoimmune niche with no GLP-1 competition; the binary catalyst is clinical trial data readouts, not the obesity drug pipeline race.

Top industry ETF

$IBBiShares Biotechnology ETF
+2.4%YTD
+38.3%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 $-1.03

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$46.0M$19.3M – $75.9M-$3.77-$4.21 – -$3.2610
FY27$244.4M$200.2M – $326.9M-$2.42-$3.19 – -$1.8710
FY28$579.9M$579.9M – $579.9M-$0.19-$3.09 – $2.1411
FY29$856.6M$560.3M – $1.3B$1.62$0.89 – $2.615
FY30$1.1B$736.8M – $1.7B$3.04$1.67 – $4.915

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.0.7×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.17%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.+5.5%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.-30.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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$20.0MSellDec 31, 2025Jennifer TousignantChief Legal Officer2.3K sh$71K
+ 17 other (8 inkinds · 5 awards · 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
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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-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.

424B5Prospectus supplement (offering)May 6424B5
AI summary

VRDN filed a 424B5 prospectus supplement dated 2026-05-06, representing an active capital markets transaction. Offering size: approximately $150.0 million. Priced at $0.01 per share. This represents immediate dilution to existing shareholders.

+ 17 other (5 13Gs · 2 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Viridian Therapeutics, Inc. (VRDN) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcriptseekingalpha.com·11d agoViridian Metals Commences 2026 Diamond Drill Program at the Krakenglobenewswire.com·11d agoViridian Metals Highlights Copper-Rich Zones up to 4.15% Cu at Kraken Ahead of 2026 Drill Programglobenewswire.com·15d agoViridian Therapeutics to Participate in Upcoming June Investor Conferencesgurufocus.com·24d agoViridian Therapeutics to Participate in Upcoming June Investor Conferencesbusinesswire.com·24d ago

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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.

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