VirBio (VIR)
Develops immune-based medicines for chronic hepatitis delta, solid tumors, and HIV cure research.
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Builds clinical-stage immunology medicines rather than an owned commercial product franchise. The pipeline centers on tobevibart plus elebsiran for chronic hepatitis delta, PRO-XTEN masked T-cell engagers for solid tumors, and preclinical HIV antibody candidates, with revenue still tied mainly to collaborations, licenses, and grants.
Operates as a clinical-stage immunology company with a single reportable segment focused on discovering and developing medicines for serious infectious diseases and cancer. Current programs center on tobevibart plus elebsiran for chronic hepatitis delta, PRO-XTEN masked T-cell engagers for solid tumors, and HIV antibody candidates with the Gates Foundation.
The business is not built around owned product sales yet. Recent revenue came from license, collaboration, grant, and other sources, including the Norgine agreement covering commercial rights for the hepatitis delta combination in Europe, Australia, and New Zealand.
Execution depends on clinical readouts, partner rights, and access to external technology: elebsiran is licensed from Alnylam, the PRO-XTEN platform came from Sanofi, and Astellas holds rights for VIR-5500 in prostate cancer.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Morgan Stanley | Target | Target: $27 | Target: $25 |
| Jun 11, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $23 | Target: $27 |
| May 8, 2026 | Morgan Stanley | Target | Target: $24 | Target: $23 |
| Mar 4, 2026 | H.C. Wainwright | Target | Target: $15 | Target: $20 |
| Feb 26, 2026 | Leerink Partners | Target | Target: — | Target: $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $528.6M · Total debt $93.3M · Total assets $1.21B · Shareholders' equity $982.5M
- Revenue
- $238.9M
- Operating income
- $73.5M
- Net income
- $80.1M
No dividends on record.
| Institutions | ≈ 86.99% | 147.21M shares | |
|---|---|---|---|
| 246 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 11.90% | 20.14M shares | |
| 15 holders · as of Aug 12, 2026 | |||
| Strategic holders | 13.66% | 23.12M shares | |
| 3 holders · as of Dec 3, 2025 | |||
| Adds to | 112.55% | ||
169.22M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 112.55%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.22% | 20.68M | as of Jun 30, 2026 |
SVF Endurance (Cayman) LtdStrategic10 percent owner | 8.11% | 13.73M | filed Dec 3, 2025 |
Robert NelsenInsider | 8.00% | 13.53M | filed Mar 3, 2026 |
Arch Venture Management, LLCInstitution | 7.50% | 12.69M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.79% | 11.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Brent Sabatini | officer: SVP, Chief Accounting Officer | −379 | $9.45 |
| Jun 1, 2026 | Janet Napolitano | director | −3,200 | $9.45 |
| May 1, 2026 | Vicki L. Sato | director | −22,000 | $10.05 |
| Apr 6, 2026 | Marianne de Backer | director, officer: President and CEO | −72,559 | $9.16 |
| Apr 1, 2026 | Vicki L. Sato | director | −22,000 | $9.07 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| VirBio | $11.20 | +2.90% | $1.83B | — | — | 6.1 | +19,582.5% |
| Gilead Sciences | $152.45 | +1.26% | $186.93B | — | 16.8 | 6.1 | +10.2% |
| Mirum Pharmaceuticals | $91.22 | −0.85% | $5.61B | — | — | 9.1 | +37.9% |
| Janux Therapeutics | $17.23 | +1.29% | $1.04B | — | — | 32.5 | — |
| Amgen | $408.14 | +3.81% | $212.19B | 24.4 | 17.4 | 5.6 | +9.7% |
| GSK (ADR) | $50.78 | −0.59% | $102.34B | 16.1 | 9.3 | 2.3 | +5.3% |
| Aligos Therapeutics | $6.00 | +9.29% | $34.0M | — | — | 1.1 | +2,778.6% |
| Median | 20.3 | 16.8 | 5.9 | +10.2% |