Vera Therapeutics stock: ORIGIN 3 results support Vera Therapeutics stock case
Published on 10/24/2026 at 01:38 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSRegulatory path and valuation
- ORIGIN 3 reported serious adverse events of 7 percent versus 15 percent for placebo on October 22, 2026.
- Cantor Fitzgerald maintained a USD 100.00 target on October 23, 2026.
- Vera Therapeutics plans its third quarter 2026 results webcast for November 5, 2026.
Vera Therapeutics (ISIN US92337R1014) announced on October 22, 2026, that its ORIGIN 3 final analysis met all prespecified endpoints for TRUTAKNA in IgA nephropathy. The release from Vera Therapeutics said the study met its primary endpoint at 36 weeks and that a supplemental biologics license application is planned for the fourth quarter of 2026.
ORIGIN 3 supplies the catalyst
The clinical result gives the company a regulatory path beyond TRUTAKNA's accelerated approval. Serious adverse events occurred in 7 percent of patients receiving TRUTAKNA versus 15 percent in the placebo group, while infections were reported in 32 percent and 28 percent, respectively, according to the October 22 release.
The company also said one patient in the placebo group died, compared with none in the TRUTAKNA group. The release described the treatment's safety profile as generally comparable to placebo, while its indication remains tied to reducing proteinuria in adults at risk of disease progression.
What do analysts see in the data?
Markets Insider reported on October 23, 2026, that Cantor Fitzgerald maintained a Buy rating and a USD 100.00 price target. The same report cited a GAAP net loss of USD 109.47 million for the second quarter of 2026, compared with USD 76.53 million in the same quarter of 2025.
Three dates frame the story
On October 2, 2026, Vera announced presentations covering four days of ASN Kidney Week, including the ORIGIN 3 analysis, according to its investor release. On October 12, 2026, Leerink Partners began coverage with a USD 34.00 target, as reported by Markets Insider. The October 22, 2026, ORIGIN 3 update was the latest event.
November brings the next report
Vera's next scheduled date is November 5, 2026, when management plans to discuss third quarter 2026 results and business updates at 4:30 p.m. ET. GlobeNewswire reported the date and webcast time on October 20, 2026.
Nasdaq price keeps the risk visible
Vera Therapeutics closed at USD 27.99 on Nasdaq on October 23, 2026, while its market capitalization stood at USD 2.0 billion and its 52-week range was USD 23.05 to USD 56.05. The clinical data improve the regulatory narrative, but the second-quarter net loss shows the financial risk ahead of the November report.
Vera Therapeutics key facts
- Company: Vera Therapeutics, Inc.
- ISIN: US92337R1014
- Ticker: VERA
- Primary exchange: Nasdaq
- Market capitalization: USD 2.0 billion (as of October 23, 2026)
- 52-week range: USD 23.05-USD 56.05 (as of October 23, 2026)
- Sector / Industry: Healthcare / Biotechnology
- Next earnings date: November 5, 2026
Market context: Market report Nasdaq Composite.
