Vir Biotechnology Inc (NAS:VIR)

Q3 2025 Vir Biotechnology Inc Earnings Call Transcript

Nov 5, 2025 / 09:30 PM GMT

Release Date Price: $5.4 (+2.86%)

Transcript 10-Q8-K

Key Points

Positve

Vir Biotechnology Inc (VIR) completed enrollment in Eclipse One, their first registrational phase 3 study for hepatitis Delta, ahead of schedule.
The company plans to share a comprehensive data update for their PSMA targeted T-cell engager, VR 5,500, in the first quarter of 2026.
Vir Biotechnology Inc (VIR) dosed the first patient in their first line metastatic castration-resistant prostate cancer combination study.
The company ended the third quarter with approximately $810.7 million in cash equivalents and investments, projecting their cash runway into mid-2027.
The hepatitis Delta market represents a compelling commercial opportunity with approximately 61,000 RNA positive patients in the United States and 113,000 in EU markets.

Negative

Vir Biotechnology Inc (VIR) reported a net loss of $163.1 million for the third quarter of 2025.
R&D expenses for the third quarter were $151.5 million, including a $75 million milestone payment.
The company has not yet reached the maximum tolerated dose in their VR 5,500 dose escalation study.
There is uncertainty regarding the timing and setting for the VR 5,500 data update in the first quarter of 2026.
The competitive landscape for hepatitis Delta treatments may change with Gilead's potential launch of Bulvertide.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VIR.OQ - Vir Biotechnology Inc
Q3 2025 Vir Biotechnology Inc Earnings Call
Nov 05, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Vera Biotechnologies 3rd quarter 2025 Financial Results and corporated update call. As a reminder, this conference call is being recorded. At this time, all participants are in a listen-only mode. After the speaker's remarks, there will be a question-and-answer session. I will now turn the call over to Jason O'Byrne, Chief Financial Officer. Please go ahead.

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Unidentified_2 [2]
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Thank you and good afternoon. With me today are Dr. Maryanne Debacker, our Chief Executive Officer. And Dr. Mark Eisner, our Chief Medical Officer.

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