Viridian Therapeutics (VRDN) Is Up 16.2% After Revenue Surge and FDA Filing for Lead Therapy – What's Changed

• Earlier this week, Viridian Therapeutics reported third quarter earnings for 2025, highlighting a sharp rise in revenue to US$70.57 million and a reduced net loss of US$34.6 million, as well as announcing the submission of a Biologics License Application (BLA) to the FDA for veligrotug, its investigational therapy for thyroid eye disease, supported by positive phase 3 clinical data.
• This dual milestone not only advances Viridian's lead program toward potential commercial launch, but also reflects stronger operational momentum fueled by key licensing and development agreements with international partners.
• With both a major regulatory filing and significant revenue growth, we'll look at how Viridian's advancing commercialization efforts shape its investment narrative.

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What Is Viridian Therapeutics' Investment Narrative?

To be a shareholder in Viridian Therapeutics right now, one needs to believe in the company’s ability to successfully transition from clinical development to commercial execution. The latest quarter stands out for two reasons: the first substantial revenue in company history, driven by licensing activity, and a pivotal milestone with the FDA BLA submission for veligrotug in thyroid eye disease. These events meaningfully shift Viridian’s short-term catalysts, placing even greater emphasis on regulatory outcomes and commercial execution given the fresh inflection points ahead. Prior to this news, central risks included heavy ongoing losses, reliance on external funding, and execution risk in late-stage clinical programs. The BLA submission and revenue surge reflect progress on commercialization but also raise the stakes, with future performance now more tied to regulatory timelines, competitive positioning, and meeting near-term financing needs. The story feels different post-news, accelerated, but with sharper execution risks. On the other hand, investors should watch out for the risk of increased reliance on successful regulatory outcomes.

Viridian Therapeutics' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Only three members of the Simply Wall St Community provided fair value estimates, spanning from US$0.18 to over US$276.29 per share. This wide range highlights just how much opinions can vary, especially given key upcoming regulatory events that could reshape the outlook. Venture beyond consensus and weigh other community forecasts before making up your mind.

Explore 3 other fair value estimates on Viridian Therapeutics - why the stock might be worth less than half the current price!

Build Your Own Viridian Therapeutics Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Viridian Therapeutics research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Viridian Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Viridian Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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