NASDAQ$VERA

Vera Therapeutics Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Vera Therapeutics Inc reported a net loss of $76.5 million for the second quarter of 2025.

Vera Therapeutics, a clinical-stage biotechnology company, continued advancing its lead candidate atacicept in IgAN with positive Phase 3 data supporting planned regulatory submission. The company reported increased R&D and G&A expenses driven by clinical development and pre-commercial activities, resulting in a larger quarterly net loss compared to the prior year. Cash position remained strong at $556.8 million including marketable securities to fund ongoing operations.

  • Net loss widened to $76.5 million for Q2 2025 from $33.7 million in Q2 2024 due to higher operating expenses.
  • R&D expenses rose 99% year-over-year to $58.2 million, primarily from contract manufacturing and clinical trial costs for atacicept.
  • Completed full enrollment of ORIGIN 3 Phase 3 trial and announced primary endpoint results supporting Q4 2025 regulatory submission.
  • Maintained robust liquidity with $556.8 million in cash, cash equivalents, and marketable securities as of June 30, 2025.

Headline financials

Total Revenue

-$337K

Previous: $932K-136.2%
EPS (adj)

-$1.20

Previous: -$0.62-93.5%
Capital Expenditures

-$395K

Previous: -$89K-343.8%
Net Income

-$76.5M

Previous: -$33.7M-127.0%
Operating Income

-$80.1M

Previous: -$37.3M-114.6%
Cash & Equivalents

$49.1M

Previous: $25.1M+95.8%
Total Assets

$579M

Previous: $397M+45.6%

Revenue & EPS history

Vera · Revenue · Quarterly

-$337K

Q2 2025-136.2%vs Q2 2024

Forward guidance

Company plans to submit regulatory approval application for atacicept in IgAN in Q4 2025 based on positive Phase 3 data.

Tailwinds

  • Strong cash position supports continued development and pre-commercial activities.
  • Breakthrough Therapy Designation maintained for atacicept in IgAN.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.2%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+7.2%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+15.6%

Q1 2022

Best reaction

-13.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-2.0%+0.3%-11.8%
Q4 2025+1.5%-5.7%-6.8%
Q3 2025+4.6%+23.3%+86.3%
Q1 2025-13.5%-15.0%+20.0%
Q4 2024+1.3%-0.7%-22.1%
Q3 2024+0.3%+1.3%+1.1%
Q2 2024+0.9%+6.5%+4.3%
Q1 2024-8.1%-9.1%-14.3%
Q4 2023-1.3%-5.2%-12.5%
Q3 2023+5.4%+18.2%+18.9%
Q2 2023-0.1%-4.3%-0.1%
Q1 2023-1.7%+0.0%+0.9%
Q4 2022+4.4%+6.3%-14.2%
Q3 2022-3.2%-3.8%-2.1%
Q2 2022+7.8%+20.6%+11.4%
Q1 2022+15.6%+11.4%-8.5%
Q4 2021+10.2%+11.2%+5.2%
Q3 2021-11.6%-7.1%-3.3%
Q2 2021+0.3%+11.6%+80.6%
Q1 2021-7.6%-13.6%+11.0%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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