Viridian Therapeutics Aktie

Viridian describes the launch of Lumvoa as successful: within six weeks it reached 95% of the top 2,000 prescribing physicians, and payers indicate reimbursement levels comparable to TEPEZZA. The company is relying on existing payer infrastructure but expects delayed revenue due to authorization processes and billing rules until delivery to specialty distributors. Viridian plans a subcutaneous version (Elegrobart) with a BLA filing in Q1 2027 and is also developing programs such as a TSHR antagonist and an FcRn therapeutic program to expand the franchise. Management sees substantial untapped market potential, especially among chronic TED patients, and emphasizes market expansion rather than zero-sum competition. » Altro su de.investing.com

Viridien’s stock rose about 14.7% after Q2 figures following a marked increase in the order backlog in geosciences to USD 306m (up 33% since March). Major project awards from IOCs and NOCs in the Gulf of Mexico, Africa and the Middle East drove the volume; analysts view this as an early sign of broader revenue recovery. The EDA segment reached an adjusted EBITDA margin of 60% and the company confirmed its full-year target of USD 100m net cash flow for 2026. Viridien also filed the interim report with the AMF, providing additional transparency and investor confidence. » Altro su de.investing.com

Goldman Sachs raised its target for Viridian Therapeutics to $39 and kept a Buy rating, citing Lumvoa's stronger proptosis improvement, promising safety profile and more convenient dosing versus Tepezza. Truist raised its target to $38, reiterated Buy and highlighted Lumvoa's focus on underserved markets, parity pricing and projected significant 2027 revenue with a franchise extension planned for Q1 2027. Viridian's broader pipeline includes Veligrotrug, Elegrobart, an anti‑TSHR program and FcRn inhibitors VRDN‑008 and VRDN‑006. » Altro su finance.yahoo.com