NASDAQ$VIR

Vir Biotechnology Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Vir Biotechnology reported higher Q4 2025 revenue driven by a Norgine license agreement and a narrowed net loss compared to the prior year period.

For Q4 2025, Vir reported total revenue of 64070000 primarily from license revenue, with a net loss of 42923000, reflecting reduced operating expenses year over year and a strengthened cash position of 781600000 in cash and investments.

  • Total revenue increased to 64070000 from 12374000 year over year.
  • License and collaboration revenue was 63760000 in Q4 2025.
  • R&D expenses declined to 88349000 from 106083000 year over year.
  • Net loss narrowed to 42923000 compared to 104589000 in Q4 2024.

Headline financials

Total Revenue

$64.1M

Previous: $12.4K+517679.2%
EPS (adj)

-$0.31

Previous: -$0.76+59.2%
Net Income

-$42.9M

Previous: -$105K-40939.7%
Operating Income

-$47.9M

Previous: -$117K-40805.7%

Revenue & EPS history

Vir · Revenue · Quarterly

$64.1M

Q4 2025+517,679.2%vs Q4 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Vir · $2.35M total across 2 segments · Q3 2023

  • Grant revenue
    $6.74M+117.3%
  • License & collaboration revenue
    -$4.39M-101.4%

Forward guidance

Vir expects its cash, cash equivalents and investments to fund operations into the second quarter of 2028 based on current operating plans and anticipated collaboration effects.

Tailwinds

  • Cash, cash equivalents and investments totaled 781600000 as of December 31, 2025.
  • Company expects cash runway into the second quarter of 2028.
  • Collaboration with Astellas expected to support financial position.
  • Initial 64300000 payment received from Norgine in Q4 2025.
  • Operating expenses declined year over year in Q4 2025.

Headwinds

  • Net loss of 42923000 in Q4 2025.
  • Loss from operations of 47921000 in Q4 2025.
  • R&D expenses remained high at 88349000 in Q4 2025.
  • Decline of approximately 29100000 in cash and investments during Q4 2025.
  • Full year net loss of 437987000 in 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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
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

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