VERA Vera Therapeutics, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions
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20:41
Sep 10
Sep 10
VERA efgr data catalyst, strong launch
Buy VERA ahead of upcoming efgr data readout expected in-line or better than ph2, a significant positive catalyst, with launch tracking ahead/around Otsuka's 180 start forms at 5 weeks.
HIGH
14:14
Sep 08
Sep 08
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX.
Author is vacationing but actively managing a biotech portfolio, adding to COGT, ABVX, and BCRX on conviction, trimming ABCL to fund longs, and reiterating a short thesis on MRNA targeting $120.
LOW
13:43
Sep 02
Sep 02
Author explicitly shorted more MRNA at $155 with 30% of portfolio.
Author explicitly shorted more MRNA at $155 with 30% of portfolio, while expressing excitement for NKTR, KOD, VERA and noting momentum shifts in other biotechs without clear directional calls.
LOW
23:50
Aug 31
Aug 31
Add VERA KOD into catalysts
Add to Vera Therapeutics and Kodiak Sciences into upcoming catalysts, with conviction in the long book remaining high.
MED
16:49
Aug 31
Aug 31
Vera seen higher after data readout
Author expects Vera Therapeutics to trade higher after its upcoming data readout, an event-driven bullish catalyst.
MED
15:58
Aug 27
Aug 27
Buy VERA on FDA redaction correction
Buy VERA on weakness; the FDA redaction corrected an earlier mistake and eGFR data was not meant for public release.
MED
15:14
Aug 26
Aug 26
Author criticizes the bear case against Vera as repetitive and lacking substance.
Author criticizes the bear case against Vera as repetitive and lacking substance, but does not state a position or forward-looking call.
LOW
11:35
Aug 26
Aug 26
Long VERA ahead of eGFR readout; data and TAM support upside.
Buy VERA ahead of the eGFR readout; interim data already within Voyxact range, longer follow-up favors a stronger delta, and 15% share of an addressable $20-30B market implies significant upside at current valuation.
MED
14:21
Aug 23
Aug 23
The author notes Vera's upcoming data release in reply to a parent discussing Otsuka's.
The author notes Vera's upcoming data release in reply to a parent discussing Otsuka's published results, but expresses no directional position.
LOW
13:41
Aug 23
Aug 23
VERA long into impending catalyst
Author identifies VERA as having an impending catalyst and notes his investing strength lies positioned around such catalysts, implying an active long bias into the event.
MED
23:38
Aug 19
Aug 19
The author lists speculative biotech catalysts and best ideas by therapeutic area.
The author lists speculative biotech catalysts and best ideas by therapeutic area as research/watchlist content, not explicit current positions or forward calls.
23:36
Aug 19
Aug 19
Top biotech picks across various therapeutic areas
Author lists these biotech names as their best ideas across various therapeutic areas with the sector near all-time highs.
MED
13:21
Aug 17
Aug 17
High-quality funds adding to positions
Author holds in their portfolio, noting positive breadth and additions from high-quality names like Avoro and Deep Track.
MED
07:45
Aug 16
Aug 16
Author discloses a small 2% position that stung and notes weekly declines in ABVX, NKTR.
Author discloses a small 2% position that stung and notes weekly declines in ABVX, NKTR, and VERA without any forward-looking trade call.
LOW
02:38
Aug 16
Aug 16
Long VERA ahead of eFGR cohort data
Author increased VERA position with conviction, citing upcoming launch data and eFGR data for a larger patient cohort as near-term catalysts; believes the bottom is in.
MED
14:22
Aug 14
Aug 14
VERA undervalued, author repeatedly adding
Author has repeatedly added to VERA position and believes it is significantly undervalued at current levels, expressing high conviction through repeated buying and a strong upside view.
MED
11:26
Aug 14
Aug 14
VERA bear case crushed by FDA eGFR data
Long VERA as FDA review documents reveal interim placebo-adjusted annualized eGFR slope of +5.2 at week 52, statistically comparable to Otsuka's Voyxact (+4.7 at week 104); the entire bear thesis (visibly worse eGFR) is invalidated, short interest is at record highs, and a short squeeze is likely as trapped shorts have no remaining thesis.
HIGH
11:22
Aug 14
Aug 14
VERA long: FDA data kills bear eGFR thesis
Buy VERA under $35 as FDA review documents reveal interim placebo-adjusted eGFR slope of +5.2 at week 52, statistically comparable to Otsuka's Voyxact +4.7 at week 104, collapsing the bear thesis that atacicept would show visibly inferior eGFR; record short interest now caught offside, M&A optionality in renal space, and PT $85 by April 2027.
HIGH
14:23
Aug 12
Aug 12
The author predicts Vera will become a notable biotech story in coming months but offers no.
The author predicts Vera will become a notable biotech story in coming months but offers no current position or explicit buy call, only a forward-looking observation.
LOW
20:42
Aug 10
Aug 10
Revised ORIGIN 3 eGFR analysis expected soon
Notes an upcoming revised ORIGIN 3 eGFR analysis for Vera Therapeutics.
LOW
01:04
Aug 10
Aug 10
VERA long on launch and M&A takeout thesis
Buy VERA as a launch-and-acquisition story; near-term EFGR data catalyst next month could add +30%, and the 3–12 month post-approval window is the prime M&A takeout zone, making it a high-conviction hold through launch.
MED
00:54
Aug 05
Aug 05
EFGR data to correct market mispricing
Argues the stock is mispriced for only 5% market penetration and expects a rapid upward re-rating following an early cut of EFGR data.
HIGH
00:29
Aug 04
Aug 04
VERA readout derisked by Otsuka class validation
Buy VERA ahead of its imminent eGFR readout; Otsuka's pivotal data (+4.5 mL/min/yr treatment effect vs placebo) validates the APRIL/BAFF blockade class, and Atacicept's own Ph2 already showed eGFR stabilization (-0.6/yr), making the upcoming VERA readout materially derisked.
MED
22:36
Aug 02
Aug 02
VERA long on strong Otsuka launch momentum
Long VERA driven by a strong Otsuka commercial launch and additional upcoming pipeline updates that could provide momentum; author increased position with a $45 price target.
MED
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.
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.
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.
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.
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.
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
About VERA Analyst Coverage
Buzzberg tracks VERA (Vera Therapeutics, Inc. Class A Common Stock) across 1 sources. 23 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (55%). 42 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: seedy19tron.