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Viridian Therapeutics: Promising Pipeline and Strategic Advancements Support Buy Rating

Leerink Partners analyst Thomas Smith has maintained their bullish stance on VRDN stock, giving a Buy rating yesterday.

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Thomas Smith’s rating is based on several promising developments within Viridian Therapeutics’ clinical pipeline and their adherence to projected timelines. The company is on track to submit a Biologics License Application (BLA) for veligrotug (VRDN-001) in the treatment of thyroid eye disease (TED) by the second half of 2025, with a potential market launch in 2026. This submission is supported by positive Phase 3 study results and a robust safety database from ongoing trials.
Additionally, Viridian’s other pipeline candidates, such as SC VRDN-003 and the FcRn inhibitors VRDN-006 and VRDN-008, are progressing well. The anticipated results and submissions for these candidates suggest a strong competitive position in the TED market, particularly against existing treatments like Tepezza. The company’s strategic advancements and potential for best-in-class profiles underscore the Buy rating, as they are poised to capture significant market share in a multi-billion dollar industry.

In another report released yesterday, Citizens JMP also maintained a Buy rating on the stock with a $38.00 price target.

VRDN’s price has also changed dramatically for the past six months – from $24.270 to $12.030, which is a -50.43% drop .

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