VIR Vir Biotechnology Inc

$VIR for us bulls who have seen the rise and fall of our Covid program, the collapse of flu trials in 2023 T-cell engagers (TCEs) targeting solid tumors represent one of the highest-value areas in immuno-oncology, with industry analysts projecting the global T-cell engager market to reach $20B+ over the next decade. Gilead bought the $25M equity stake at a 30% premium ($14.16 per share), which signals strong institutional confidence and validates the stock's intrinsic value well above recent trading levels. Because Gilead pays for all future clinical development, manufacturing, marketing, and sales, any royalty payments (7%–12%) Vir receives in the future flow directly to their bottom line as near-100% gross margin cash. Having two heavyweights (Astellas and Gilead) sign major multi-hundred-million/billion-dollar deals within months of each other confirms that the biopharma industry views Vir's masked T-cell engager technology as a premier solution for solving solid tumor toxicity.

$VIR The company's new medical officer, David Liu, comes over "from Nuvation Bio, where he ... built and led the company's global clinical research and development organization, helped shape its development portfolio and supported the approval of the company’s first oncology therapy" [Business Wire]. A promising move for Liu and Vir.

$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 $GILD made 53million, this quarter, from HDV medicine. QOQ growth of 6 percent. given this, VIR is severely under valued. $VIR 's trewtment is superior to $MIRM and $GILD has a successful PSA pipeline and tons of cash. none is priced in efficiently $XBI

$VIR surprisingly muted reaction to this news. Just the upfront cash and the equity price should push this up. If you consider that the current price of a stock is just a discount on future profits and cash flows then this should be trading higher. There’s simply no way this agreement was priced in. Response is likely just be delayed.

$VIR With biotechs in the development stages I rarely pay much attention to quarterly updates as they rarely shed much light on what's truly important. I might look at cash position and cash burn to anticipate any upcoming funding, but that's it. That's how I am looking at the upcoming report with Vir.

$VIR VIR-5818 The Phase 1 trial ( NCT05356741) evaluating VIR-5818, a HER2-targeted PRO-XTEN ® dual-masked TCE, safety and pharmacokinetics, with dose escalation and signal-finding components, has enrolled patients with a variety of HER2-expressing cancers. Following recent feedback from the FDA, the Company intends to add backfill cohorts in a more homogeneous patient population in the monotherapy arm of the study to determine optimal dose and schedule. This is aligned with the FDA’s Project Optimus, an initiative to reform the dose optimization and dose selection paradigm in oncology drug development. Will present data at scientific congress.. No more in Q4?

$VIR bold prediction: VIR-5818 will report positive safety data and trigger a new big pharma contract with Merck. This is a $30B market with a lot of competition so a partnership would make a lot of sense and seems to be the model for out TCE program. Maybe we only lose 5% the day that news is announced?

$VIR $XBI still it has the best risk/reward potential in all biotech. Almost at cash value with two major catalysts in 2026. Not a lot of retail aware of this name yet.

$VIR Gilead is paying 90 million dollars upfront for three PRO-XTEN dual-masked T-cell engager candidates for solid tumors, 65 million in cash plus a 25 million equity stake priced at a 30% premium (company release, Oct 14). Vir does discovery, design and optimization, Gilead gets an exclusive license and leads development from there. Another 45 million is tied to near-term preclinical milestones, and the 1.74 billion dollar figure behind it is all later development, regulatory and commercial milestones, plus royalties if a candidate actually sells.

$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 Yes, the ECLIPSE 1 catalyst is important, but I'm more focused on the ECLIPSE 2 & 3 catalysts in Q1'27. The monthly dosing is already a huge PRO, but the combo therapy's true value lay in its potential to have greater efficacy and safety/tolerability against Bulevirtide, which we will only find out next year. I don't think VIR will hit the$20s by the end of this year, but it may after the release of ECLIPSE 2 & 3. The highest price I see this biotech hitting by end of 2026 is ~$18.

$VIR I like the price action and the accumulation by funds. This all seems very structured and has been from the outset. Something is percolating sort of like (forgive the mixed food-metaphors) when you make a thick pasta sauce with a low fire and don’t stir it for a prolonged while. When you do, the boiling pops to the surface dramatically.

$VIR The type of news this company has released and the muted (read negative) stock market reaction frustrates even the most seasoned investor. In case you missed it, they got a fast track designation from the FDA for one of their drug candidates. They also signed a deal with Gilead, with millions up front, to identify and collaborate on three drug candidates using their new platform and drug discovery method. The Gilead deal is more significant than meets the eye, since it potentially assigns value to the platform and method rather than just the drugs themselves. It means other big companies could come and pay Vir for collaboration on candidates targeting different things, with Vir getting a small royalty cut. That potential licensing business would set Vir up as a major drug discovery powerhouse. Licensing revenue would be akin to recurring revenue in the software world, carrying a whole new risk profile and therefore higher multiple.

$VIR The Vir deal is ~2x the total potential value of $JANX - $BMY , with ~2–3x the near-term cash/equity, covers three candidates instead of one, and includes an equity stake. Both are similar preclinical/masked-TCE platform deals for solid tumors in which the biotech does early work and the big pharma takes over later. Vir’s is a stronger platform validation on headline economics. Similar early-stage oncology/TCE or masking-tech deals often fall in the $500M–$1B+ range for 1–few programs; Vir’s sits at the higher end.

$VIR its a good deal and certainly draws them closer for the HepD asset. If data is stellar, why not take over the whole company. $GILD has firepower for these kind of deals (5bil$ deals)

$VIR the stock price is definitely being manipulated by the market makers. This should be at least 3bn in market cap (2x potential sales), or ~70% higher.

$VIR for a relatively small co in terms of market cap Vir is carving out quite a reputation, Marianne De Backer deserves congratulating.

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

$VIR somebody just purchased premarket 16K shares at $11.70 .96 higher than yesterday’s close. It promptly descended to .02 under but …interesting…