Atacicept's Potential Approval Drives Favorable Views on Vera Therapeutics (VERA)
JPMorgan and Cantor Fitzgerald have reiterated Overweight ratings on Vera Therapeutics (VERA), citing the potential approval of atacicept for IgA-related kidney disorder as a key driver. Both firms foresee significant upside potential for the stock, with price targets ranging from $96 to $100. Vera Therapeutics, a late-stage clinical biotechnology company, is also developing MAU868 for BK viremia infections.
Vera Therapeutics, Inc. (VERA): A Bull Case Theory
This article summarizes a bullish thesis on Vera Therapeutics (VERA), highlighting its lead asset, atacicept, for IgA nephropathy (IgAN). Atacicept, a de-risked therapy with strong Phase 3 data, addresses a substantial market with potential peak annual revenues of $1.5–$2.5 billion. Despite recent positive developments and regulatory progress, the stock is considered undervalued, presenting a compelling investment opportunity.
Vera Therapeutics, Inc. (VERA): A Bull Case Theory
Vera Therapeutics (VERA) presents a compelling bull case centered on its lead asset, atacicept, for IgA nephropathy (IgAN). With an estimated $10 billion U.S. total addressable market and strong Phase 3 data, atacicept is expected to achieve blockbuster status and begin commercialization in mid-2026. Despite recent positive developments, the stock appears undervalued, offering significant upside potential and making it an attractive acquisition target for larger pharmaceutical companies.
Assessing Vera Therapeutics (VERA) Valuation As Atacicept Nears FDA Decision And Commercial Leadership Shifts
Vera Therapeutics (VERA) is at a pivotal point with its lead drug, atacicept, undergoing FDA Priority Review and a new Chief Commercial Officer appointed. Despite a recent share price decline, Simply Wall St's DCF model suggests the stock is significantly undervalued at $40.95 compared to a fair value of $248.55, though its P/B ratio appears high relative to the industry. Investors are advised to consider clinical risks, funding needs, and future profitability alongside these valuation metrics.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics (Nasdaq: VERA) announced inducement awards granted to two new employees on February 2, 2026, under its 2024 Inducement Plan. These awards, approved by the Compensation Committee, include non-qualified stock options to purchase 11,500 shares and restricted stock units (RSUs) underlying 5,750 shares, in accordance with Nasdaq Listing Rule 5635(c)(4). The stock options have an exercise price of $45.28 and both options and RSUs will vest over four years, contingent on continued employment.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announced inducement grants of non-qualified stock options and restricted stock units to two new employees on February 2, 2026. These awards, consisting of 11,500 stock options and 5,750 RSUs, were approved by the Compensation Committee as a material inducement for employment under Nasdaq Listing Rule 5635(c)(4). The grants have specific vesting schedules over four years, contingent on continued employment with the company.
Two new Vera Therapeutics hires get stock options and 4-year RSUs
Vera Therapeutics (Nasdaq: VERA) announced inducement awards to two new employees under its 2024 Inducement Plan. The awards include non-qualified stock options for 11,500 shares and restricted stock units (RSUs) for 5,750 shares, both vesting over four years. These grants were made on February 2, 2026, with the stock options having an exercise price of $45.28 per share, matching the closing price on that date.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announced inducement awards to two new employees on February 2, 2026, under its 2024 Inducement Plan. These awards, approved by the Compensation Committee, consist of non-qualified stock options and restricted stock units, designed to incentivize their employment in accordance with Nasdaq Listing Rule 5635(c)(4). The stock options have an exercise price of $45.28 and both the options and RSUs will vest over four years, subject to continued employment.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announced inducement grants on February 6, 2026, consisting of non-qualified stock options and restricted stock units, to two new employees. These awards were made under the company's 2024 Inducement Plan, consistent with Nasdaq Listing Rule 5635(c)(4), to incentivize new hires. The stock options and RSUs will vest over four years, subject to continued employment, with specific vesting schedules and an exercise price based on the closing trading price on February 2, 2026.
Is Vera’s New Commercial Chief for Atacicept Reshaping the Investment Case for Vera Therapeutics (VERA)?
Vera Therapeutics recently appointed Matt Skelton as Chief Commercial Officer to lead the potential launch of its drug candidate, atacicept, for IgA nephropathy, signaling the company's focus on commercialization ahead of an upcoming FDA decision. Skelton's extensive experience in drug launches at previous companies underscores Vera's strategic shift from a clinical-stage company to a commercial entity. While the FDA ruling on July 7, 2026, remains a key catalyst, investors should be aware of the risks associated with regulatory outcomes, potential future dilution, and the company's single-asset pipeline.
Vera Therapeutics Adds CCO As Atacicept Advances And Valuation Gap Persists
Vera Therapeutics has appointed Matt Skelton as Chief Commercial Officer, a strategic move as the company prepares for the potential commercialization of its lead drug, atacicept, for IgA nephropathy. The drug has received Breakthrough Therapy Designation, and the new hire signals a shift towards go-to-market planning. Despite recent negative momentum in its stock price, Vera Therapeutics shares trade significantly below analyst targets and estimated fair value, indicating a wide valuation gap.
Is Vera Therapeutics (VERA) One of the Best High Short Interest Stocks with Biggest Upside Potential?
Vera Therapeutics (VERA) is highlighted as a top high short-interest stock with significant upside potential. This comes after Bank of America and Goldman Sachs raised their price targets due to increased revenue forecasts for its lead IgAN drug and expanded market opportunity. Despite its potential, the article suggests specific AI stocks might offer better upside with less risk.
Biotech Vera taps launch veteran Matt Skelton to ready IgAN drug
Vera Therapeutics has appointed Matt Skelton as its Chief Commercial Officer, effective January 28, 2026. Skelton, who previously served as Executive Vice President, Commercial, will lead the launch readiness efforts for atacicept, the company's investigational drug for IgA nephropathy. His extensive background includes scaling Seagen's commercial organization and holding senior commercial roles at Amgen and Eli Lilly, providing critical experience as Vera Therapeutics prepares to transition into a commercial-stage company.
Assessing Vera Therapeutics (VERA) Valuation After Phase Three Success And AI Drug Discovery Progress
Vera Therapeutics (VERA) is gaining investor attention following successful phase three kidney disease trial results and advancements in AI-enabled drug discovery. Despite a recent short-term decline, the stock has shown significant long-term growth, with its current P/B ratio at 8.4x, much higher than the biotech industry average. However, a Discounted Cash Flow (DCF) model suggests the stock is trading at a significant discount to its estimated future value per share.
Vera Therapeutics Announces Appointment of Matt Skelton to Chief Commercial Officer
Vera Therapeutics has appointed Matt Skelton as its new Chief Commercial Officer. Skelton, who previously served as EVP, Commercial, will be instrumental in preparing for the potential commercial launch of atacicept for IgA nephropathy. This appointment comes as the company progresses atacicept through clinical trials, including the ongoing Phase 3 ORIGIN 3 trial, with a PDUFA target action date of July 7, 2026, for its Biologics License Application.
What Vera Therapeutics (VERA)'s Phase 3 Kidney Trial Win and AI Push Mean For Shareholders
Vera Therapeutics (VERA) has garnered attention from institutional investors like Voya Investment Management due to positive Phase 3 kidney disease trial results and advancements in AI-enabled drug discovery. The company's investment narrative heavily relies on the commercial success of its drug atacicept for IgA nephropathy, with regulatory and launch milestones becoming critical near-term catalysts. Despite clinical risks easing and a BLA accepted for Priority Review, investors should monitor execution, pricing, reimbursement, and competitive pressures, especially given the company's zero current revenue and volatile share price.
Vera Therapeutics, Inc. (VERA) Granted FDA Priority Review For Atacicept
Vera Therapeutics, Inc. (VERA) has been granted FDA priority review for its Biologics License Application (BLA) for Atacicept, a treatment for adult patients with IgA nephropathy (IgAN). The FDA has set a target action date of July 7, 2026, for the drug, which would allow for at-home administration via injection. Recent trial data highlighted Atacicept's efficacy, and analysts project a significant upside for VERA's stock.
Wall Street Analysts See a 53.05% Upside in Vera Therapeutics (VERA): Can the Stock Really Move This High?
Wall Street analysts project a 53.1% potential upside for Vera Therapeutics (VERA), with a mean price target of $75.15, although skepticism regarding the reliability of price targets is noted. The article suggests that a positive trend in earnings estimate revisions, indicated by an increase in the Zacks Consensus Estimate and a Zacks Rank #2 (Buy), is a more reliable predictor of a solid upside for the stock. Investors are cautioned to use price targets as a starting point for research rather than the sole basis for investment decisions.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics, Inc. announced that its Compensation Committee granted inducement awards to 18 new employees on January 5, 2026. These awards consist of non-qualified stock options to purchase 228,750 shares and restricted stock units (RSUs) underlying 116,000 shares of Class A common stock. The grants were made under the company's 2024 Inducement Plan, in accordance with Nasdaq Listing Rule 5635(c)(4), with specific vesting schedules for both the stock options and RSUs.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announced inducement awards to 18 new employees, consisting of non-qualified stock options and restricted stock units. These grants, approved by the Compensation Committee, are intended to induce employment in accordance with Nasdaq Listing Rule 5635(c)(4). The stock options and RSUs will vest over four years, subject to continued employment.
A Look At Vera Therapeutics (VERA) Valuation After FDA Priority Review For Atacicept In IgA Nephropathy
Vera Therapeutics (VERA) shares are reacting to news that the U.S. FDA accepted the Biologics License Application for atacicept in IgA nephropathy for Priority Review, with a PDUFA target action date of July 7, 2026. This regulatory progress follows strong clinical data and a significant 90-day share price return. The company's valuation shows an 8.7x Price-to-Book ratio, considered good value against peers but expensive versus the broader biotech industry, while a Discounted Cash Flow model suggests a fair value of $242.73, indicating the stock is undervalued compared to its current price of $48.68, though risks remain due to its current net loss.
Vera Therapeutics to Participate in the 44th Annual J.P. Morgan Healthcare Conference
Vera Therapeutics will present at the 44th Annual J.P. Morgan Healthcare Conference from January 12-15, 2026, with their management team scheduled to speak on January 13th at 2:15 PM PST. The company, a late clinical-stage biotechnology firm, focuses on developing treatments for serious immunologic diseases and will also participate in one-on-one investor meetings. A webcast of the presentation will be available, and a replay will be accessible for 90 days on their website.
Vera Therapeutics to Participate in the 44th Annual J.P. Morgan Healthcare Conference
Vera Therapeutics announced its management team will present at the 44th Annual J.P. Morgan Healthcare Conference in San Francisco from January 12-15, 2026. The presentation will occur on Tuesday, January 13, 2026, at 2:15 PM PST, with a webcast available. The company, a late clinical-stage biotechnology firm, focuses on developing treatments for serious immunologic diseases, including its lead candidate atacicept for IgA nephropathy and lupus nephritis.
Why Vera Therapeutics Stock Zoomed Higher Today
Vera Therapeutics saw its stock rise by nearly 5% after the company announced that its biologics license application (BLA) for atacicept, a kidney disease drug, was accepted for priority review by the FDA. The FDA has set a target action date of July 7, 2026, for the drug, which targets IgA nephropathy. If approved, the drug's market success will depend significantly on its pricing compared to rival treatments.
Vera Therapeutics Announces U.S. FDA Granted Priority Review to Biologics License Application for Atacicept for Treatment of Adults with IgA Nephropathy
Vera Therapeutics announced that the U.S. FDA granted Priority Review to its Biologics License Application for atacicept, intended for adults with immunoglobulin A nephropathy (IgAN). The FDA assigned a PDUFA target action date of July 7, 2026, and if approved, atacicept would be the first B cell modulator for IgAN, offering once-weekly self-administration. This designation highlights the urgent need for new IgAN treatments, supported by positive data from the ORIGIN 3 trial.
Vera’s New Capital Raise and Legal Transition Might Change The Case For Investing In Vera Therapeutics (VERA)
Vera Therapeutics (VERA) recently completed a US$260.87 million follow-on offering and announced the departure of its Chief Legal Officer. This capital raise significantly extends the company's financial runway, reshaping the risk profile rather than the core investment narrative, which still hinges on clinical progress and regulatory outcomes. The leadership change is noted, but its immediate impact is seen as less critical than ongoing product development and commercialization efforts.
Latham & Watkins Represents Vera Therapeutics in US$300 Million Offering of Common Stock
Latham & Watkins LLP represented Vera Therapeutics in a US$300 million underwritten public offering of its Class A common stock. The offering involved 7,058,824 shares at US$42.50 per share, including the underwriters' full exercise of their option to purchase additional shares. The offering successfully closed on December 11, 2025.
Latham & Watkins Represents Vera Therapeutics in US$300 Million Offering of Common Stock
Latham & Watkins LLP represented Vera Therapeutics, Inc. in a US$300 million underwritten public offering of its Class A common stock. The offering involved 7,058,824 shares at US$42.50 per share, including the underwriters' full exercise of their option to purchase additional shares. The transaction, which closed on December 11, 2025, involved a multidisciplinary Latham & Watkins team advising the late clinical-stage biotechnology company.
Vera Therapeutics Announces Pricing of Public Offering of Class A Common Stock
Vera Therapeutics announced the pricing of an underwritten public offering of 6,138,108 shares of its Class A common stock at $42.50 per share, expecting to raise approximately $261 million in gross proceeds. The company also granted underwriters a 30-day option to purchase additional shares. The offering is anticipated to close on December 11, 2025.
Vera Therapeutics Announces Follow-On Public Offering
Vera Therapeutics announced a public offering of 6,138,108 shares of Class A common stock at an offering price of $42.50 per share, aiming to raise approximately $260.9 million in gross proceeds. The underwriters have an option to purchase an additional 920,716 shares, with the closing expected on December 11, 2025. This information is based on an SEC filing from December 9, 2025.
Vera Therapeutics Announces Pricing of Public Offering of Class A Common Stock at $42.50 per Share
Vera Therapeutics, a biotechnology company, has priced a public offering of 6.1 million shares of Class A common stock at $42.50 per share, aiming to raise approximately $261 million in gross proceeds. The offering includes an option for underwriters to purchase an additional 920,716 shares and is expected to close on December 11, 2025. The company specializes in developing treatments for immunologic diseases, with lead product candidate atacicept.
Vera Therapeutics Announces Pricing of Public Offering of Class A Common Stock
Vera Therapeutics, Inc., a late clinical-stage biotechnology company, announced the pricing of an underwritten public offering of 6,138,108 shares of its Class A common stock at $42.50 per share, aiming to raise approximately $261 million before deductions. The company also granted underwriters a 30-day option to purchase additional shares. The offering is expected to close on December 11, 2025, with J.P. Morgan, Goldman Sachs & Co. LLC, Evercore ISI, and Cantor acting as joint book-running managers.
Vera Therapeutics announces $200M public offering
Vera Therapeutics has announced a public offering with an aggregate of $200 million in shares of its common stock. The offering also includes an option for underwriters to purchase up to an additional $30 million in shares. This move aims to raise capital for the clinical-stage biotechnology company focused on immunological diseases.
Vera Therapeutics (VERA) proposes $200M Class A share sale with 15% underwriter option
Vera Therapeutics (NASDAQ: VERA) announced a proposed public offering to issue and sell $200.0 million of Class A common stock, with underwriters having a 30-day option for an additional 15% of shares. Following this announcement, the company’s stock declined by 6.28%, reflecting concerns over potential shareholder dilution despite recent positive milestones. The offering is being made pursuant to an existing Form S-3 shelf registration.
Vera Therapeutics Announces Proposed Public Offering of Class A Common Stock
Vera Therapeutics, Inc., a biotechnology company focused on immunologic diseases, announced a proposed public offering of $200.0 million of its Class A common stock. The company also expects to grant underwriters a 30-day option to purchase an additional 15% of the shares. J.P. Morgan, Goldman Sachs, Evercore ISI, and Cantor are serving as joint book-running managers.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics, Inc. announced inducement grants to seven new employees, consisting of non-qualified stock options for 42,000 shares and restricted stock units for 21,000 shares of Class A common stock. These awards, approved by the Compensation Committee, are material inducements for employment and are in accordance with Nasdaq Listing Rule 5635(c)(4). The stock options and RSUs have specific vesting schedules designed to retain the new employees.
Vera Therapeutics Announces Proposed Public Offering of Class A Common Stock
Vera Therapeutics, Inc. announced a proposed public offering to issue and sell $200.0 million of shares of its Class A common stock. The company also expects to grant underwriters a 30-day option to purchase up to an additional 15% of the shares. The offering is being made pursuant to an automatic shelf registration statement filed with the SEC.
Vera Therapeutics Announces Proposed Public Offering of Class A Common Stock
Vera Therapeutics, a late clinical-stage biotechnology company, announced its plan for a public offering of $200.0 million in Class A common stock. The company also intends to grant underwriters a 30-day option to purchase an additional 15% of the shares. The offering is subject to market and other conditions.
Vera Therapeutics Announces Proposed Public Offering of Class A Common Stock
Vera Therapeutics announced a proposed public offering of $200.0 million of its Class A common stock, with an option for underwriters to purchase an additional 15%. J.P. Morgan, Goldman Sachs, Evercore ISI, and Cantor are serving as joint book-running managers. The offering is subject to market conditions and is being made pursuant to an automatic shelf registration statement filed with the SEC.
Vera Therapeutics (Nasdaq: VERA) to raise $200M for atacicept launch
Vera Therapeutics is conducting a public offering to raise $200 million through the sale of Class A common stock, with an option for underwriters to purchase an additional $30 million. The company plans to use these funds, alongside existing cash and a loan facility, to support the potential commercial launch of its lead drug, atacicept, for IgA nephropathy (IgAN) in 2026, pending FDA approval, and to expand atacicept into new clinical indications. While this financing reduces near-term funding uncertainty, it will result in immediate and substantial dilution for shareholders and the company does not anticipate paying dividends.
Vera Therapeutics (Nasdaq: VERA) OKs 42,000 options, 21,000 RSUs for 7 new hires
Vera Therapeutics announced that its Compensation Committee granted inducement awards to seven new employees on December 2, 2025. These awards include non-qualified stock options to purchase 42,000 shares at an exercise price of $37.25 and restricted stock units (RSUs) underlying 21,000 shares of Class A common stock. Both the options and RSUs will vest over a four-year period, with specific annual and monthly vesting schedules.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics announced it granted inducement awards to seven new employees, consisting of non-qualified stock options for 42,000 shares and restricted stock units (RSUs) for 21,000 shares of Class A common stock. These awards were approved by the Compensation Committee in accordance with Nasdaq Listing Rule 5635(c)(4) and are designed to induce the new employees' employment. The awards have specific vesting schedules tied to continued service with the company.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics, Inc. (Nasdaq: VERA) announced inducement awards granted on December 2, 2025, to seven new employees. These awards include non-qualified stock options for 42,000 shares and restricted stock units (RSUs) for 21,000 shares, approved by the Compensation Committee under the 2024 Inducement Plan. The grants are intended to incentivize new employees, with vesting schedules tied to continued service.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics, Inc. announced inducement awards to seven new employees under its 2024 Inducement Plan. These awards, granted on December 2, 2025, consist of non-qualified stock options to purchase 42,000 shares and restricted stock units (RSUs) underlying 21,000 shares of Class A common stock. The awards were approved as an inducement for employment in accordance with Nasdaq Listing Rule 5635(c)(4), with specific vesting schedules tied to continued employment.
Vera Therapeutics Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Vera Therapeutics, Inc. announced inducement grants to seven new employees, consisting of non-qualified stock options for 42,000 shares and restricted stock units (RSUs) for 21,000 shares of Class A common stock. These awards were approved by the Compensation Committee in accordance with Nasdaq Listing Rule 5635(c)(4) to induce their employment. The stock options and RSUs have specific vesting schedules over four years, subject to continued service.
Vera Therapeutics exec Turner sells $400k in shares
William D. Turner, Chief Regulatory Officer at Vera Therapeutics, Inc., sold 10,000 shares of Class A Common Stock for $400,000 on December 3, 2025, while also exercising options to acquire an equivalent number of shares. This transaction, executed under a Rule 10b5-1 trading plan, leaves Turner with 22,500 shares and comes amidst a significant stock return for Vera Therapeutics and InvestingPro analysis suggesting the stock may be overvalued. The company recently submitted a Biologics License Application for its drug atacicept and has received positive analyst ratings.
Why Vera Therapeutics Stock Rocked the Market on Tuesday
Vera Therapeutics (NASDAQ: VERA) stock surged almost 13% on Tuesday following a highly bullish research note from Raymond James analyst Ryan Deschner. Deschner reiterated his "strong buy" recommendation and maintained a $73 price target, highlighting the potential competitive advantage of Vera's leading pipeline drug, atacicept, over a newly approved competitor in terms of pricing for treating IgA nephropathy. This positive analyst outlook fueled investor confidence in the clinical-stage biotech.
Will Vera Therapeutics (VERA) Strengthen Its Commercial Edge With Board Appointment of James R. Meyers?
Vera Therapeutics (VERA) has appointed James R. Meyers to its Board of Directors, a move aimed at bolstering its commercial capabilities as it prepares for potential regulatory approval and market entry of its lead drug candidate, atacicept, for immunoglobulin A nephropathy (IgAN). While this appointment strengthens commercial prospects and addresses execution risks, the company's investment narrative remains heavily reliant on the FDA's regulatory decision and its ability to navigate a competitive, capital-intensive biotech environment. Community fair value estimates for VERA show wide variation, underscoring differing expectations regarding regulatory success and market adoption which are key to future financial performance.
Vera Therapeutics Appoints Veteran Biotech Executive James R. Meyers to its Board of Directors
Vera Therapeutics, Inc. (Nasdaq: VERA) has appointed James R. Meyers, a seasoned biopharmaceutical executive, to its Board of Directors. Meyers brings over 30 years of commercial leadership experience, notably from Gilead Sciences, a critical asset as Vera Therapeutics prepares for the launch of its potential first-in-class dual BAFF/APRIL inhibitor, atacicept, for IgA nephropathy and other autoimmune diseases. His expertise will be vital in the company's transition into a commercial organization and its expansion into new therapeutic areas.
Vera Therapeutics Appoints Biopharmaceutical Veteran James R. Meyers to Board of Directors
Vera Therapeutics has appointed James R. Meyers to its Board of Directors to utilize his over 30 years of biopharmaceutical commercial leadership experience. Meyers' expertise is crucial as the company prepares to launch atacicept, a potential first-in-class treatment for IgA nephropathy and other autoimmune diseases. His successful track record at Gilead Sciences is expected to support Vera's growth and transition into a commercial organization.
