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 $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 Let’s recap everything that’s occurred since 10/1… Two executives were hired with deep clinical and commercial experience. VIR-5500 receives Fastrack designation from the FDA, and now a new deal with GILD to expand their TCE platform to combat solid tumors. Meanwhile the stock lost 10% of its price. Comical or criminal? Let’s see how low we can drop on the three stellar Phase 3 Hep D trial readouts, not to mention the Phase 1 data for VIR-5818. Fuck the pieces of shit betting against this company!

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

$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