NASDAQ$VIR

Vir Biotechnology Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Vir Biotechnology Inc reported a net loss of $111 million for the second quarter of 2025 driven by continued investment in clinical programs.

The company recorded total revenues of $1.2 million for the three months ended June 30, 2025, primarily from contract and grant revenue, offset by a negative collaboration revenue adjustment. Operating expenses totaled $120 million, led by research and development costs of $98 million, resulting in a loss from operations of $118 million. The company maintains a strong liquidity position with $211 million in cash and cash equivalents and $892 million in cash, cash equivalents, and investments.

  • Net loss of $111 million for Q2 2025 compared to $138 million in Q2 2024, reflecting cost reductions from restructuring.
  • R&D expenses decreased to $98 million from $105 million year-over-year due to program prioritization.
  • ECLIPSE registrational program for chronic hepatitis delta fully underway with multiple trials initiated.
  • First patient dosed in Phase 1 study of VIR-5525, advancing the oncology pipeline with PRO-XTEN masked TCEs.

Headline financials

Total Revenue

$1.21M

Previous: $3.08M-60.5%
EPS (adj)

-$0.80

Previous: -$1.02+21.6%
Research and development expenses

$97.5M

No prior period
Selling, general and administrative expenses

$22.3M

No prior period
Restructuring and impairment charges

-$172K

No prior period
Total other income

$7.63M

No prior period
Provision for income taxes

-$170K

No prior period
Capital Expenditures

-$4.17M

Previous: -$2.54M-64.2%
Net Income

-$111M

Previous: -$138M+19.8%
Operating Income

-$118M

Previous: -$159M+25.4%
Cash & Equivalents

$211M

No prior period
Total Assets

$1.19B

No prior period

Revenue & EPS history

Vir · Revenue · Quarterly

$1.21M

Q2 2025-60.5%vs Q2 2024
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Vir · $1.21M total across 3 segments · Q2 2025

  • Contract revenue
    $1.53M
  • Grant revenue
    $183K
  • Collaboration revenue
    -$495K

Forward guidance

The company expects nominal collaboration revenue in 2025 and continues to advance its CHD and oncology clinical programs with ongoing cost management initiatives.

Tailwinds

  • Advancement of ECLIPSE program and first patient dosed in VIR-5525 Phase 1 study
  • Strong cash position supporting operations through at least 12 months

Headwinds

  • Continued net losses expected due to R&D investment
  • Limited near-term revenue from COVID-19 related products

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

+2.0%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-1.3%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+27.7%

Q4 2025

Best reaction

-15.1%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+2.8%-7.2%-13.7%
Q4 2025+27.7%+22.3%+20.6%
Q3 2025-5.6%-8.9%+8.3%
Q1 2025-3.4%-16.2%-2.9%
Q4 2024-11.8%-10.9%-27.2%
Q3 2024+21.8%+26.8%+4.7%
Q2 2024-9.4%-15.4%-18.7%
Q1 2024+18.9%+13.6%+17.5%
Q4 2023+14.0%+13.1%-0.6%
Q3 2023+12.5%+8.3%+24.4%
Q2 2023-3.0%-4.8%-10.9%
Q1 2023-3.5%-4.5%+7.5%
Q4 2022-14.8%-15.6%-16.7%
Q3 2022+15.0%+20.3%+23.7%
Q2 2022+2.0%-4.9%-25.9%
Q1 2022-3.1%-1.4%+12.5%
Q4 2021+0.1%-13.7%-21.5%
Q3 2021-15.1%-11.7%+20.4%
Q2 2021+3.3%+10.5%+32.0%
Q1 2021-1.0%-8.5%+3.5%
Q4 2020-4.2%-11.7%-21.2%
Q3 2020+8.2%+5.8%+26.0%
Q2 2020-0.6%-0.9%-46.8%
Q2 2019-0.6%-0.9%-46.8%
Q1 2020-1.9%-3.1%+7.2%
Q1 2019-1.9%-3.1%+7.2%
Q4 2019+11.5%+11.4%+6.0%
Q3 2019-3.0%-0.5%-3.7%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro