Update shared on30 Jul 2025
Fair value Increased 102%Vir Biotechnology's fair value outlook has notably improved, as bullish analyst sentiment driven by promising early Phase 1 data for VIR-5500 in mCRPC and long-term market potential outweigh concerns over competition and cash burn, resulting in a consensus price target increase from $8.71 to $17.62.
Analyst Commentary
- Bullish analysts highlight compelling early Phase 1 data for VIR-5500 in heavily pretreated metastatic castration-resistant prostate cancer (mCRPC) patients.
- VIR-5500 is seen as well-positioned to capture share in the large and growing mCRPC market.
- Analysts note constructive long-term prospects due to the unmet medical need and the sizable target population.
- Bearish analysts cite competitive headwinds in the prostate cancer space as a limiting factor.
- High cash burn and a need for additional financing to advance pivotal studies are key concerns.
What's in the News
- Vir Biotechnology dosed the first patient in a Phase 1 clinical trial of VIR-5525, a dual-masked T-cell engager targeting EGFR for various EGFR-expressing solid tumors; this trial also explores VIR-5525 in combination with pembrolizumab.
- The dosing of VIR-5525 triggered a $75 million milestone payment under the Sanofi license agreement, which had previously been recorded as restricted cash.
- Dose escalation continues for the dual-masked TCEs VIR-5818 (targets HER2-expressing tumors) and VIR-5500 (targets PSMA in metastatic castration-resistant prostate cancer), with initial Phase 1 data indicating promising safety and clinical responses.
- In the MARCH Phase 2 clinical study for chronic hepatitis B, 17%–21% of participants achieved the primary endpoint of undetectable hepatitis B surface antigen at 24 weeks post-treatment with tobevibart and elebsiran, with or without pegylated interferon alpha.
Valuation Changes
Summary of Valuation Changes for Vir Biotechnology
- The Consensus Analyst Price Target has significantly risen from $8.71 to $17.62.
- The Consensus Revenue Growth forecasts for Vir Biotechnology has significantly risen from -4.5% per annum to 40.7% per annum.
- The Net Profit Margin for Vir Biotechnology has significantly fallen from 15.87% to 12.02%.
Disclaimer
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