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Vera reaction to competitor IgAN update ‘overdone,’ says Goldman Sachs

Vera reaction to competitor IgAN update ‘overdone,’ says Goldman Sachs

Goldman Sachs notes that Vera Therapeutics (VERA) shares are down 18% and underperforming the biotech group today following earnings results from Otsuka that included a comment on potential at-home administration of sibeprenlimab with a pre-filled syringe. However, the firm views this as “overdone” and an “overreaction” given that the disclosure largely aligns with expected competitive developments in the IgA nephropathy space. The firm, which notes that Vera is conducting the Phase 3 ORIGIN 3 study of 150 mg atacicept in patients with IgAN while utilizing at-home administration with once-weekly dosing, reiterates a Buy rating on the shares.

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