VIR Vir Biotechnology Inc

$VIR Vir Biotechnology Announces PSMA-targeted PRO-XTEN® Dual-masked T-cell Engager VIR-5500 Received FDA Fast Track Designation for the Treatment of Prostate Cancer

$VIR Bought more today also. I probably just bought some of my own shares that some shorted😜. Every posative news day, we drop 5 to 10% like clock work.

$VIR And this is a repost for the VIR newcomers...Most of below points are still very valid in my personal view... Once we prove to generate cash flow again, this will re-rate significantly, like it did with TGTX or IOVA, just 2 other important biotech examples (which are ahead of us in the CF generation, as drugs are already approved).

$VIR Vir Biotechnology has evolved into a dual-focus company with strong pharmaceutical partnerships and a fully enrolled Phase 3 program for hepatitis delta. The recent launch of Gilead’s bulevirtide is increasing hepatitis delta diagnosis rates, which benefits Vir’s upcoming ECLIPSE trials targeting patients who do not respond to bulevirtide. Additionally, a deal with Astellas validates Vir’s PRO-XTEN platform, bringing $335 million in upfront and near-term payments plus a premium equity investment. Despite trading near book value and having cash to operate into the second half of 2028, the market currently undervalues Vir’s pipeline beyond its cash position. Vir Biotechnology stock is the subject, with Pluang market data providing context. For readers following the health sector, 39 of 100 US health stocks rose and 55 fell today.

$VIR well Q4 arrives on thursday and were promised a ’catalyst rich period’ with multiple data readouts, followed obviously by Q1 2027 which is probably the most important period in Vir’s short history when we get the final data from the Hepatitis trials which should lead to the commercialisation of our therapies. It’s possible if there’s no major disappointments we become a multi-bagger in the next 6 to 12 months.

$VIR when I invest in biotechs I rarely focus on the stock price, and instead focus on market cap. This is especially true for companies who have products in phase 2 or phase 3. In the case of Vir, the market cap sits currently under 2B. We saw it higher during Covid testing run of course. If you pull some analogs, run some back of the envelope calculations then you can see this getting to a 20-50B valuation with phase 3 success and approvals. Only after doing that mental math then I look at what a stock price could be with that valuation (considering some dilution along the way there). Apply your probability of approval and commercialization and you have setup an expected return, with a 50% haircut on one side if things fail, and a multi bagger with success on the other. You need patience here, but I see big returns as a distinct possibility

$VIR If Phase 1 dose-escalation response data for VIR-5818 is going to be presented as a Late Breaking Abstract at ESMO in October, it will be announce this Friday, September 25th when titles are released. Could be the beginning bread crumb catalyst that kicks off this critical Q4 for us.

$VIR Hi Ho! Hi Ho! This should give us a boost. I don’t think that this news was “baked in”.

$VIR Most investors still treat Vir Biotechnology (VIR) as a binary bet on one Phase 3 readout in chronic hepatitis delta, with early oncology upside as a nice-to-have; I think that view misses what changed in 2026. ASK SEEKING ALPHA AI Tips Two large pharmaceutical companies are now doing part of the work for Vir. Gilead has its bulevirtide on the U.S. market. As a result, Gilead is paying for the testing, awareness, and physician education needed to diagnose an underdiagnosed disease like hepatitis delta. Meanwhile, Vir designed one of its registrational trials to capture patients who fail on that drug. Astellas paid a premium for half the economics of just one of Vir’s three clinical-stage masked T-cell engagers, which places an outside price on the PRO-XTEN platform. Vir has over $1 billion in cash and runway into the second half of 2028. I believe the market is still valuing the company as if neither of these things had happened.

$VIR $MIRM Virologic response rates were lower than the small Phase 2b cohort’s near-ceiling numbers (86–85% vs 100%/75%), and deep suppression (TND) was also lower. This is bullish for VIR if they hit as they should. Vir is vure and MIRM is like GILD treatment but better.

$VIR (L @ 6.5% PW) From prior notes: 2 new expansion cohorts for PSMA, suggests they like the early signal HER2 TCE in dose escalation for multiple tumor types, CRC a key indication where the bar (ORR) is low 🤔 ECLIPSE phase 3 readout in HDV, best-in-class TND levels $MIRM

$VIR Added more! To me a "no brainer" after this good news! I am here for the long-haul! Good luck to all long-term VIR shareholders!

$VIR VOLUME! 3.3 Million shares! That’s THREE POINT THREE MILLION SHARES!!! (Paraphrasing Danny DiVito’s character in the movie “Twins”. )

$VIR I think today’s Mirum results are pretty bullish for VIR. Brelovitug works, but in the larger Phase 3 its weekly virologic response fell from 100% to 86%, with only 17% achieving undetectable HDV RNA (TND) at Week 24. VIR achieved 41% TND at Week 24, rising to 66% at Week 48 and 88% at Week 96. VIR still needs to replicate this in Phase 3, but the big risk today was Mirum producing exceptional TND numbers that undermined VIR’s differentiation. That didn’t happen. If VIR’s Phase 3 holds up, the best in class efficacy case looks stronger today.

$VIR no LBA title released for VIR5818. its a dudd or its stellar data amd they dont want to alarm competition... Next catalyst MIRM HEPd data next week.

$VIR if VIR5818 hit on something, highly likely presented at ESMO Titles of accepted late-breaking abstracts (LBAs) are expected to be made available online in the Programme section of the ESMO website by 25 September 2026.

$VIR not sure why they present additional phase 2 data in a conference around the time for the phase 3 readout.

$VIR $MIRM Mirum has 17-20% patients with ALT>5x ULN, specifically excluded in Vir's P3 trial. So 85-86% are as good as 100% in Vir's trial if they hit this number.

$VIR boy, they really dicked around with this stock’s SP today. It was positively artistic.

$VIR Anyone attended the fireside chat as of yesterday? How was it? Thank you for sharing some information!