VERA Vera Therapeutics Inc - Ordinary Shares - Class A

$VERA Yesterday's call summary: Total Addressable Market: Estimated $10B to $20B, driven by a very serious unmet medical need. In the U.S. alone, approximately 160K potential patients. Broad Label: The label is broad, covering any patient at risk of kidney disease. Early Launch Traction: Positioned as one of the strongest drug launches, tracking toward $380M in sales. In just 5 weeks, the company has already brought on 350+ patients/prescriptions. Strong relationships with doctors, backed by an 82-person sales force targeting 6,000 out of 11,000 physicians. Upcoming ASN Conference ("Kidney Superbowl"): Taking place next month; Vera is expected to secure a premier spot to present expanded clinical data to top specialists. Global & Label Expansion: Regulatory filings for international expansion in Japan and Europe are slated for the end of the year, alongside evaluations for adolescents and patients who did not qualify for Phase 3 trials.

$VERA Yesterday was a classic Wall Street game: shorts and algorithms orchestrate a knee-jerk "sell the news" dip right when massive clinical data drops to shake out weak hands. Don't fall for the trap. When Vera ($VERA) just printed a revolutionary 5.6 eGFR stabilization benefit, crushing #2 Travere and #1 Otsuka, a temporary 2–5% intraday shakeout is just a classic biotech fake-out. Vera ($VERA) just rewrote nephrology with a 5.6 eGFR benefit, leaving a pre-identified database of 9,000 desperate dialysis-staring patients rushing to an at-home EpiPen delivery with zero insurance friction. Capturing just half of that pool equals $1.9B in revenue ($240+ per share), and capturing all of it hits $500+. With nearly 30% of the float sold short, that temporary red print is a coiled spring. 1–2 days of noise, followed by a violent 3–5 day snap-back as shorts get trapped. Buy the dip. 👑 $VERA

$VERA Wall Street can play all the games they want trying to suppress the price before a major commercial run-up, but math always wins. Vera ($VERA) just rewrote nephrology with a 5.6 eGFR benefit, leaving a pre-identified database of 9,000 desperate dialysis-staring patients rushing to an at-home EpiPen delivery with zero insurance friction. Capturing just half of that pool equals $1.9B in revenue ($240+ per share), and capturing all of it hits $500+. When a company drops data that alters a $40B market, a short-term shakeout lasts 24–48 hours before the inevitable short squeeze forces shorts to cover. Don't get shaken out of a multi-bagger. $VERA $SLS

$VERA TRUTAKNA just hit ALL pre specified endpoints in the final ORIGIN 3 analysis. 5.6 eGFR benefit at 52 weeks, 5.0/year at 104 weeks vs placebo, 428-patient Phase 3 dataset. This is the largest, most de-risked eGFR readout in the IgAN space right now, ahead of Vertex's povetacicept which is still mid Phase 3. Looking like this may become treatment of choice for nephrologists, strong long term sustainability for patients. Serious adverse events were LOWER on drug than placebo (0.5% vs 5%). This is the kind of data that builds a franchise. Dump attempt into good news screams shorts trying to save their position. Wouldn't be shocked to see this squeeze given the setup here. Not financial advice, just how I read the tape.

$VERA my highest conviction stock atm. Totally derisked and almost best in class. Huge insider ownership. This will pop Sooner or later. All the best

$VERA -70% underperformance YTD compared to XBI. Serious games here, volume low - this is when I think about a starter.

$VERA is truly an exceptional asset. ​ $SLS is total trash, and the current price action simply validates the retail trap.

$VERA congratulations long! These are truly excellent results. For all the people saying it was already approved, the approval could have been revoked had it been bad results. It was conditional. The other thing people are missing g is that these are almost best in class results. Selling below 70 is criminal, but is is your money

$VERA Insider Joseph Young (SVP, FINANCE, CHIEF ACCT OFFCR) just bought a cool 5,000 shares

$VERA Fishiest price action in all of quality bio right now. Green candles, strange red to green moves, high volume.

$VERA Doubled down on my holdings over the last two trading sessions. This price action is crazy. So undervalued, especially after the latest release yesterday.

$VERA Wall Street is completely blind today. TRUTAKNA isn't just a better drug it’s the difference between a normal life and kidney failure. Vera’s 2 year data beats Otsuka’s VOYXACT by a compounding 0.5 mL/min/year in kidney filtration protection. That gap sounds small, but over 10–15 years, it compounds massively. While TRUTAKNA patients stay stable, patients on the competitor's drug will steadily decline until they eventually face dialysis or a transplant list. Doctors look at the long game, not short term stock charts. They will prescribe the drug that keeps patients off machines, for years. This dip is a gift.

$VERA check Adam Feuerstein posts on X. That’s why this is going down. You need to debunk it.

$VERA It would make a lot of sense for a big pharma company, like AstraZeneca, to buy Vera: fully derisked asset, large market, mid-tier companies as competitors and one of them (Vertex) has zero experience in nephrology, potential to expand in other auto-immune diseases and not just nephrologic. The recent discovery that a failure of anti-APRIL drugs in MS, SLE and other diseases was likely because of interactions with anti-CD20 drugs opens a lot of additional options that can be easily checked in existing data. Vertex bought povetacicept for nearly 5 billion back in 2024 when pove was a phase 2 asset and when XBI was nearly 2x lower than now. Buying VERA for 5 billion now (70 per share) looks like a steal.

$VERA remove all stop Losses. Add gtc orders at 80+. This is just desperate shorts trying to steal shares.

At worst $VERA should have hit $45 to meet SP for its late June run-up on FDA alignment. I'm not in it, but rooting for y'all. I'm $SLS through BO.

$VERA The lack of reaction to the share price is shocking! That was an amazing interview.

$VERA Vera Therapeutics' trutakna meets all efficacy endpoints in IgAN trial Vera Therapeutics announced that trutakna met all prespecified endpoints of the final efficacy analysis of the ORIGIN 3 trial in adults with primary IgA nephropathy, or IgAN, at risk for disease progression. IgAN is a serious, progressive, immune-mediated kidney disease and a leading cause of chronic kidney disease and kidney failure worldwide. Trutakna, the first and only FDA-approved BAFF and APRIL inhibitor, met all prespecified endpoints, including unprecedented placebo-adjusted estimated glomerular filtration rate, or eGFR, and composite kidney disease progression benefits. These eGFR results align with the KDIGO treatment goal to reduce the rate of kidney function decline to the physiologic rate. Trutakna also achieved statistically significant reductions in the hierarchically tested endpoints of proteinuria, galactose-deficient IgA1 and hematuria. Trutakna was well tolerated with a favorable safety profile generally comparable to placebo, consistent with previous results from the ORIGIN program. Rates of overall adverse events and infections or infestations were similar between the trutakna and placebo groups, and there were no opportunistic infections or clinically relevant hypogammaglobulinemia. Detailed results from the final efficacy analysis will be shared at an upcoming scientific congress. The company plans to submit supplemental BLA to the FDA for full approval in Q4.

$VERA Not many Biotech stocks were up on Friday but VERA finished well let's see what happens next week.

$VERA This probably rallies after October options exp in anticipation of "Kidney Week" presentations. (At least I am hoping so.)