VERA

Over the past six months, Vera Therapeutics' stock has been impacted by several events. On July 7, 2026, TRUTAKNA received accelerated FDA approval for IgA nephropathy. Despite this, the stock dropped to approximately $30 per share in mid-August 2026, down over 30% year-to-date. On September 15, 2026, the company announced positive final efficacy analysis from its Phase 3 ORIGIN 3 trial for TRUTAKNA, showing stabilized eGFR and a 76% reduction in kidney disease progression, leading to an almost 8% stock gain on September 17, 2026. The company also reported strong early commercial traction with over 350 patient start forms for TRUTAKNA in its first ten weeks post-approval and plans to submit a supplemental BLA in Q4 2026 for full FDA approval. Despite these positive developments and optimistic analyst sentiment, the stock experienced an 8.3% decline on September 23, 2026. The company reported quarterly EPS of -$1.52 on August 10, 2026, beating expectations. CEO Marshall Fordyce sold 46,250 shares on September 17, 2026, under a pre-arranged trading plan.