VERU Veru Inc

$VERU WestPark Capital initiated coverage with a Buy rating and a massive $28 PT, calling the stock "substantially undervalued." The firm highlights lead asset enobosarm as having found its true lane: adjunctive therapy alongside GLP-1s (Wegovy) to prevent lean muscle loss and boost fat reduction in older patients, unlocking a huge addressable market. I hold a small tactical position.

$VERU WestPark Capital analyst Ed Arce initiates coverage on Veru (NASDAQ:VERU) with a Buy rating and announces Price Target of $28. Wow, here this analyst new upgrading rating for VERU. It make VERU so freaky darn cheap.

$VERU Takeaway from today's Novo CMD. Stock dropped over 7% after Novo spent an entire day laying out it's complete new corporate strategy, so that's a really big waste of Powerpoint slides. They emphasized trying to recapture their GLP lead by strongly focusing on oral, offering differentiated glp/obesity options, and a strong emphasis on expanding DTC into different areas. They also specifically noted muscle loss as an issue with consumers, and mentioned maintenance as another area to explore. Bad news for Veru, they have a potential muscle drug in development. Good news, it's in first human drug phase. So Veru fits all of their areas of emphasis, particularly the focus on expanding DTC into other areas(but not OTC drugs). There aren't many non-OTC drugs, other than GLPs, that you can sell directly to consumers- except Enobosarm. You can sell it with your GLP prescription, and after you discontinue GLPs for maintenance. Hey, Novo. I have some Powerpoint slides you can borrow.

$VERU The rate at which NVO is sinking, the higher the probability they will acquire VERU after interim readout. NVO CEO is under breakneck pressure to turn the sinking ship or resign. My bet is VERU trades at $20 if it aces the interim readout, at which point NVO will go for the kill. If NVO doesn't, someone else will.

$VERU picking up a few yolo shares. Lets see if this news gains some traction this week.

$VERU Hallway conversations overheard at EASD Roche: ‘We discontinued our injectable muscle drug trial.’ Veru: ‘We have one, and it’s oral!’ Regeneron: ‘Whoopee! Our trevogrumab trial combined with Semaglutide saved 50% more muscle!’ Veru: ‘We saved 100% muscle..and again.. oral’ Regeneron: ‘..but now we’re running a trial with older patients, since muscle loss is worse with that group.’ Veru: ‘Been there, done that... Oral.’ Novo: “Our Cagrisema body composition trial showed- okay, still a lot of muscle loss, but it gives you really toned thighs!’ Veru: ‘Do we have to go over the ROFN again?’ Lilly: ‘Our Retatrude and eloralintide/tirzepatide trials both showed huge weight loss, up to 60 pounds.’ Veru: ’Congratulations, you also lost two Charlene Therons worth of muscle!’ Veru waiting for someone to call. Veru: ‘Maybe they sent a text. Mitch, check your phone!… What do you mean Consumer Cellular doesn’t have an internet plan.’

$VERU surprised no one from VERU is circulating the Peter Attia article. He is world renowned longevity Dr and had nothing good to say about Amylins and mentioned positives things on Enobosarm.

$VERU Oral GLP Tracker: UPDATED: Sept. 11, 2026 Both Novo Nordisk’s Wegovy pill and Eli Lilly’s Foundayo saw their highest total prescriptions so far over the past week as the companies’ oral obesity battle continues to play out. According to IQVIA data cited by Citi, the Wegovy pill reached an approximate 183K total scripts for the most recent reporting period, versus 181K the week prior. Foundayo, for its part, climbed nearly 8% to reach 47.5K scripts. Citi analysts emphasized that IQVIA may still be missing some Foundayo prescriptions made through telehealth channels. Meanwhile, using the last four weeks as a guide, total GLP-1 prescriptions have increased by 5.4%, compared to a 6.8% decline the prior year, the Citi team said. Citi analysts attributed the 12-percentage-point swing to the expansion of oral GLP-1 therapies, which is likely broadening access to the class and drawing in new patients.

$VERU believed in this drug from the very beginning and have been in the stock for two years. My problem is Mitch Steiner. This is another Corey Fishman situation GOOD molecule in the hands of an egotistical inexperienced CEO Who is definitely leaning towards the Joe Biden dementia side of things: just go listen to the guy- he can’t land the plane and give nice tight sound bites-I’m also super skeptical of old men that live in Florida and say they’re running a biotech- why aren’t you in Boston South San Francisco San Diego you need to be where the serious companies are but no, you’re in Florida probably for the early bird dinner specials- I’m sure he’s a perfectly fine urologist- it may being in Florida for that type of practice makes sense. Doctor DNA is not the same as CEO DNA and I think this guy has an ego, is stubborn and he’s going to bungle any offers he’s been receiving because he doesn’t know how to tactically manage that kind of a negotiation-ITRM 2.0

$VERU Is VERU putting all their eggs in the Novo basket??? What happens if they say “thanks but no thanks”. What will they do then?

$VERU Ed acre is an ex HCWainright guy… west park focuses on lending companies money so his PT may be because he wants to lend Mitch money- money is an issue for VERU