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/VIR
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Vir Biotechnology Inc

Vir Biotechnology Inc

VIR
$9.43USD↑+0.32%+0.03 today

MARKET CAP

1.6B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$9 – $10

52W RANGE

$4
$12

AI Summary

Stalk
Buy NowMedium

Despite the long-term downtrend, the stock is in a high-confidence Stage 2 advance with clear higher highs and lows, supported by rising EMAs and bullish patterns. An active Lockout Rally override makes short-term execution favorable now, as price holds above the 9/21 EMA zone. We will buy into shallow pullbacks around the EMAs, aiming to participate in continuation under a speculative framework.

  • ↑Cash $809.3M runway supports R&D through mid-2028.
  • ↑Astellas partnership worth $1.7B accelerates VIR5500 development and profits.
  • ↓Q1 net loss $125.7M reflects sustained high R&D burn.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Vir Biotechnology, Inc. (NASDAQ: VIR) is a specialized biotechnology company focusing on innovative therapeutic solutions aimed at treating infectious diseases, particularly in the space of hepatitis delta, and advancing its oncology portfolio through unique T-cell engagers. As a leader in the T-cell engager market, its flagship product, VIR 5500, targets metastatic castration-resistant prostate cancer (MCRPC), positioning the company at the forefront of a rapidly evolving oncology landscape amidst a backdrop of significant unmet medical needs.

Bull says

  • ↑Cash $809.3M runway supports R&D through mid-2028.
  • ↑Astellas partnership worth $1.7B accelerates VIR5500 development and profits.
  • ↑ECLIPSE 1 enrollment completed early; primary endpoint due Q4 2026.
  • ↑Dual-masked T-cell engager shows potential best-in-class safety and efficacy.
  • ↑Underdiagnosed hepatitis delta market (~61k US patients) offers unmet demand.
  • ↑Strong institutional ownership and positive momentum signal market confidence.

Bear says

  • ↓Q1 net loss $125.7M reflects sustained high R&D burn.
  • ↓Negative earnings yield and weak profitability signal poor returns.
  • ↓FDA approval risk for hepatitis delta programs could delay launch.
  • ↓Rising competition from Gilead’s Belevertide pressures market share.
  • ↓Elevated leverage risk in rising rate environment may constrain funding.
  • ↓Declining growth and analyst revisions indicate fading expectations.

Investment themes with VIR

Biotech↓ -3.20%

Genetic and drug innovations driving medical breakthroughs

APLS · RVMD · SMMT

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026bullish

Transcript signals

Bull points

  • Overall, this deal provides immediate capital and significantly reduces our near-term development spend, while preserving substantial long-term economic upside.
  • The collaboration with Astellas can maximize the value of VIR5500 through accelerated clinical development and global reach, potentially benefiting more patients and creating greater value for our shareholders.
  • During the first quarter of 2026, the VR bio team delivered meaningful advances across our T-cell engager and hepatitis delta programs, underscoring our ability to execute towards key clinical and corporate priorities.

Bear points

  • Net loss for the first quarter of 2026 was $125.7 million, compared to a net loss of $121 million for the same period last year.
  • We and KOL strongly believe that the real measure of looking at whether there is damage to the liver is looking at cirrhosis, and that's why we have involved more than 50% of patients in our trial that are CPTA cirrhotic.
Read full transcript analysis ›