Vera Therapeutics, Inc. Class A (VERA)

Vera Therapeutics held a virtual investor event to present ORIGIN Phase 3 topline results on June 2, 2025, and presented at the Cantor Global Healthcare Conference on September 4, 2025. A late-breaking abstract for ORIGIN 3 was selected as a featured oral presentation at ASN Kidney Week 2025 in October 2025. The company hosted an investor call and webcast on November 6, 2025, to review data from the ORIGIN Phase 3 clinical trial of atacicept for IgAN and announced an update on the ongoing clinical study for atacicept for IgAN on October 27, 2025. BofA Securities initiated coverage with a "Buy" recommendation. The company's Q2 net loss widened by 127%. Insider buying activity was reported, with a director purchasing 139,595 shares. As of July 30, 2025, the stock price was $21.09, with a 52-week range of $18.53 to $51.61. The stock price was $29.20 as of October 23, 2025, and the company has seen a 1-year return of -28.63%.

Vera Therapeutics does not experience traditional demand seasonality for commercialized products or services. The company's revenue generation is primarily tied to its research and development activities and potential future drug approvals, rather than seasonal consumer demand.

Vera Therapeutics is a clinical-stage biotechnology company focused on developing treatments for immunological diseases. Their lead product candidate is atacicept, a fusion protein in Phase 3 development for IgAN, designed to block BLyS and APRIL to reduce autoantibody production. The company is also developing MAU868 to neutralize BK viremia infections and VT-109 for B cell-mediated autoimmune diseases.

Vera Therapeutics was founded in San Francisco in 2016, with its corporate office in Brisbane, California. Its primary operational footprint is currently centered in the United States, focusing on research, development, and clinical trials.

Vera Therapeutics has maintained a positive brand reputation, particularly within the medical community. The company's atacicept data is well-understood by the nephrology community. The kidney community appreciates that Vera Therapeutics is at the forefront of a new era in managing IgA Nephropathy and other autoimmune kidney diseases. Positive sentiment surrounding the efficacy and safety of atacicept in ongoing clinical studies is expected to positively influence the company's stock performance and market positioning. No significant negative events impacting the company's reputation were identified in the past year.

Vera Therapeutics has significant institutional ownership, with institutional investors holding approximately 108.72% of the shares as of April 2025, or 100.09% of total shares. There are 386 institutional owners and shareholders. Major institutional holders include Avoro Capital Advisors LLC, Price T Rowe Associates Inc /md/, BlackRock, Inc., Fmr Llc, Vanguard Group Inc, Sofinnova Investments, Inc., State Street Corp, Commodore Capital Lp, Holocene Advisors, LP, and Samlyn Capital, Llc. Hedge funds account for 41 of these institutional owners, holding 24.54% of the shares. Insider shareholders hold 16.30% of the company's stock.