Deerfield Management Company bought 418,538 Vera Therapeutics shares in the fourth quarter; the estimated trade size was $14.87 million. Meanwhile, the quarter-end position value rose by $99.77 million, reflecting both the new shares held and price appreciation.
Vera Therapeutics, Inc. (VERA) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Vera Therapeutics is downgraded from 'Strong Buy' to 'Hold' due to intensifying competition in the IgAN space. VERA's atacicept met the primary endpoint in the phase 3 ORIGIN trial, enabling a BLA submission and Priority Review with a PDUFA date of July 7, 2026. Competitive risks are heightened by Otsuka's VOYXACT, which shows superior proteinuria reduction and more convenient dosing.
The consensus price target hints at a 53.1% upside potential for Vera Therapeutics (VERA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Vera Therapeutics, Inc. (VERA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Vera Therapeutics, Inc. (VERA) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Vera Therapeutics, Inc. ( VERA ) Discusses Interim Results of ORIGIN Phase 3 Trial of Atacicept for IgA Nephropathy November 6, 2025 4:30 PM EST Company Participants Marshall Fordyce - Founder, President, CEO & Director Matt Skelton - Executive Vice President of Commercial Robert Brenner - Chief Medical Officer Conference Call Participants Richard Lafayette Anupam Rama - JPMorgan Chase & Co, Research Division Jonathan Barratt Pete Stavropoulos - Cantor Fitzgerald & Co., Research Division Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division Ritu Baral - TD Cowen, Research Division Kyuwon Choi - Goldman Sachs Group, Inc., Research Division Rami Katkhuda - LifeSci Capital, LLC, Research Division Ryan Deschner - Raymond James & Associates, Inc., Research Division Farzin Haque - Jefferies LLC, Research Division Yu He - H.C. Wainwright & Co, LLC, Research Division Dina Ramadane - BofA Securities, Research Division Sadia Rahman - Wells Fargo Securities, LLC, Research Division Vamil Divan - Guggenheim Securities, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Vera Therapeutics Investor Call and Webcast.
I am maintaining my 'Hold' rating on Vera Therapeutics from January 2024 despite initial strong stock gains and positive Phase 2b data for atacicept, before a collapse in stock value. In my last note, I cited high short interest, lack of other assets, and long timeline for approval as key reasons for caution. Vera's pivotal Phase 3 trial data is likely to be shared in the next month, however, presenting a potentially momentous catalyst, and an approval shot in 2026.
The consensus price target hints at a 27.3% upside potential for Vera Therapeutics (VERA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
On Saturday, Vera Therapeutics Inc. VERA released data from its ORIGIN Phase 2b trial of atacicept in immunoglobulin A nephropathy (IgAN), which showed stabilized kidney function through 96 weeks of long-term follow-up.
Vera Therapeutics, Inc. topline 36-week data from the phase 3 ORIGIN study, using Atacicept for the treatment of patients with IgA Nephropathy, expected Q2 of 2025. 96-week data from the phase 2 ORIGIN study, using Atacicept for the treatment of patients with IgA Nephropathy, expected at ASN Kidney week oral presentation October 23–27 2024. The global IgA Nephropathy market is expected to reach $41.24 billion by 2033.