VERA Vera Therapeutics, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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16:52
Jul 27
Jul 27
Ongoing long position in VERA disclosed as part of current portfolio; no change to position.
MED
00:22
Jul 27
Jul 27
Buy VERA ahead of its product launch, with multiple anticipated updates through the year providing a favorable risk/reward setup as near-term catalysts approach.
MED
18:41
Jul 20
Jul 20
Author details biotech portfolio adjustments with increased positions in TENX and IVA, adds observing section with short setups on SLS, TRVI, and AVBP, while maintaining unchanged holdings and noting sector breather is healthy long-term.
LOW
14:07
Jul 15
Jul 15
Author discloses existing long position in VERA, expressing desire for larger exposure within the broader XBI bullish thesis of macro tailwinds and record sector M&A.
MED
20:04
Jul 10
Jul 10
Long VERA; author holds shares citing post-approval de-risking, clean label, Avoro as anchor holder, and multiple large biopharma acquirers as likely fits based on comparable M&A case studies.
MED
23:02
Jul 07
Jul 07
Author disputes bear's 25% pricing premium claim for VERA vs Otsuka, arguing the real WAC-to-WAC gap is ~9%, and that VERA retains pricing flexibility to beat street estimates.
MED
16:59
Jul 07
Jul 07
Buy VERA at ~$41 ($2.4B EV) ahead of Atacicept AA PDUFA (Monday/Tuesday catalyst); market is mispricing competitive risk from Otsuka while ignoring KDIGO 2025 guideline shift that materially expands the treatable IgAN population beyond the consensus ~100k US patients; at $300k net pricing, 15k patients alone implies $4.5B revenue vs. current EV, with PT of $90.
HIGH
16:45
Jul 07
Jul 07
The author suggests Avoro's large stake in Vera means the story is predictable, but the market's shrug implies no immediate directional catalyst.
LOW
16:45
Jul 07
Jul 07
Buy VERA post-FDA approval; clean label with proteinuria-only indication comparable to Otsuka's approved agent, and ~40-day half-life confirms monthly dosing convenience thesis, supporting commercial differentiation.
MED
16:36
Jul 07
Jul 07
Author shares a dosing schedule for VOXAYACT without expressing a personal position or forward-looking trade view.
LOW
16:33
Jul 07
Jul 07
FDA approval of VOYXACT with a convenient monthly subcutaneous dosing schedule is a bullish catalyst for Vera Therapeutics, supporting a positive outlook.
MED
16:30
Jul 07
Jul 07
FDA approval of VERA with an acceptable label provides a clear catalyst for upside; positive initial read on labeling supports near-term appreciation.
MED
20:09
Jul 06
Jul 06
Author initiated a new position in VERA ahead of an imminent PDUFA catalyst; directional bet on favorable FDA approval outcome with focus on pricing and label scope as key variables.
MED
18:06
Jul 06
Jul 06
VERA has a PDUFA catalyst imminent; author published a deep dive and is monitoring approval type, pricing, and label — no explicit directional commitment stated in this tweet.
MED
01:08
Jul 06
Jul 06
Buy VERA ahead of atacicept's AA PDUFA (Monday/Tuesday); KDIGO 2025 guideline shift materially expands the addressable IgAN population beyond Street models, sell-side consensus already prices ~$2B US peak against a ~$2.4B EV, meaning ex-US, combo use, pipeline optionality, and M&A (AMGN/PFE/LLY) are effectively free; PT $90 (~120% upside from $41).
HIGH
01:08
Jul 06
Jul 06
Author remains long VERA after a deep dive, arguing the market underestimates the IgAN TAM and that atacicept's risk/reward is compelling with a $90 price target.
20:01
Jul 02
Jul 02
The tweet expresses excitement about these biotech tickers with no explicit position or directional call, so they are indexed as watch.
LOW
16:34
Jul 02
Jul 02
The author presents VERA as a fresh long idea heading into the long weekend, signaling a bullish personal position.
About VERA Analyst Coverage
Buzzberg tracks VERA (Vera Therapeutics, Inc. Class A Common Stock) across 1 sources. 10 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (56%). 18 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: seedy19tron.