VIR Vir Biotechnology Inc

$VIR To put a pin on the buyout talk. Here's why I am not in favor now. Multi-Pillar Valuation Story - If Vir sells out now, we will only get paid for Hepatitis Delta. However, Vir is no longer a single-asset story. The PRO-XTEN® masked T-cell engager platform (e.g VIR-5500 in prostate cancer) represents an entirely separate, high-value oncology pipeline moving toward pivotal trials in 2027. We Don't Need Cash: Unlike cash-strapped biotechs forced into M&A out of desperation, the balance sheet is fortified. With over $901M in cash, ongoing non-dilutive partnership inflows (e.g. Astellas and Gilead), and cash runway into H2 2028, management has zero financial pressure to accept any buyout offers. Platform Multiples: Retaining independence allows us to capture the compounding upside the masked TCE oncology platform validates further. Selling out prematurely risks handing a multi-platform oncology engine over to Big Pharma at a single-asset price. Revisit after ECLIPSE-2 and ECLIPSE-3.

$VIR Phenomenal data! Exceeded all expectations! VIR PH2 data, 66% TND at 48 wks; Eclipse 1, 78% TND (surprisingly exceeded the Ph2 by 12%). In comparison, the competitors have much lower TND rates (GILD, 12-20% TND at 48 wks; MIRM, 17% TND at 24 wks). VIR combo has much more convenient dosing schedule: GILD drug is injected daily; MIRM injected weekly; and VIR, monthly. This largely de-risks the Eclipse 2 and 3. These data demonstrate that VIR combo is best in class by a huge margin in efficacy and convenience. The psossibility of a GILD BO has increased in a major way. Additionally, updated Solstice data suggest up to 100% TND at 96 wks- quite remarkable in this deadly disease.

$VIR Big weekend and week ahead for VIR with hepatitis delta data. I'm holding long here. I believe their hep delta combo will impress. I like the oncology pipeline too and I have faith in management given what they've done picking up the oncology assets and masking platform and already partnering/collaborating twice. They've shown they can get deals done. $MIRM

$VIR one thing I think this management needs to do MUCH BETTER, is outline the size of the unmet need or market they are going after. Whether it’s an estimate of the number of deaths each year from CHD, or number of people diagnosed with the disease in US or worldwide etc. When you start to get to phase 3 studies, a company is slowly moving from clinical stage to commercial stage. Small shifts also happen in the investor base. New investors are thinking about potential market penetration, take up rates and revenue. Maybe this is being done, but I didn’t hear that mentioned in the call yesterday. Lest we forget, we invest in the treatment and curing of disease. Knowing the potential impact is a great motivator.

$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 like you I’ve owned this since Covid days. I averaged down and am now making money on it. It’s easy to cry manipulation. You don’t find me doing that often. I have held for a long time, I am not planning to see until I am making a really big return. Right now I am more focused on the data and clinical progress than on the stock price. Pre revenue companies are extremely hard to value. When we have approved treatments (yes I said WHEN), then I will concern myself with valuation and stock price. Maybe it’s how I cope, but that’s just how I roll with these biotechs.

$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 Exciting time for VIR. With Ph 2 data showing 66% TND at 48 wks versus 12-20% for Hepcludex at 48 wks, and 17% for brelovitug (at 24 wks), Eclipse 1 data should establish VIR combo as the overwhelming best in class drug. The difference should be very big, and sets the company for a BO from GILD or Astella.

$VIR best-in-disease, potentially curative HDV data $MIRM $GILD Fun part is for our thesis purposes it's a non-core asset

$VIR hepatitis delta Phase 3 hit its primary endpoint: 44% vs 0% on the combined week-48 measure across 124 patients. FDA filing planned for mid-2027, so the calendar is the long part.

$VIR is up ~15% premarket (12.21 close to ~14.07). Two readouts at the liver meeting over the weekend: in the phase 2 SOLSTICE study hepatitis delta RNA was undetectable in all 28 patients who completed 96 weeks, and the phase 3 ECLIPSE 1 trial met all its endpoints. The company plans an FDA filing in mid 2027. It already closed Friday up ~11%, so this is a gap on top of a run, and it has to hold after 9:30.

$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 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 those worried about primary endpoint underperforming $mirm, its never perfect. Secondary endpoint exceed expectation

Sunday is the day for $VIR imo late breaking oral at AASLD, 2:15pm mountain time. topline Phase 3 ECLIPSE 1 data for elebsiran plus tobevibart in chronic hepatitis delta, then the call Monday at 8:30 eastern the combo is monthly shots chasing undetectable virus, and ECLIPSE 2 and 3 read out next quarter. stock near 11.30 today, down about 4% on a day the sector is down about 6%, and up 87% on the year registrational data in a disease where the options are thin. that is a weekend worth watching

$VIR Hit endpoints here on this one. VIR lots of PRs this weekend Vir Biotechnology Announces Primary Endpoint Met in Pivotal Phase 3 ECLIPSE 1 Trial for Elebsiran and Tobevibart in Chronic Hepatitis Delta "Trial met all Phase 3 endpoints and regimen is well-tolerated with all patients completing 48 weeks of treatment 100% of patients achieved virologic response at Week 24 with 79% of patients reaching undetectable virus (as defined by HDV RNA TND) at Week 48"

$VIR are results already baked in due to recent move or will it pop 2-3 points. Anybody else out there thinking about doing covered calls if it does get a decent pop?

$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.