Analyst Says Viridian's New Thyroid Eye Drug Could Outperform Amgen's Tepezza

Benzinga_recent_news12-04

William Blair initiated coverage on Viridian Therapeutics Inc. (NASDAQ:VRDN) on Wednesday. Analyst Lachlan Hanbury-Brown writes that the company's anti-IGF-1R franchise represents a meaningful advance...

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(NASDAQ:VRDN) on Wednesday.\nAnalyst Lachlan Hanbury-Brown writes that the company's anti-IGF-1R franchise represents a meaningful advance...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/initiation/25/12/49195042/analyst-says-viridians-new-thyroid-eye-drug-could-outperform-amgens-tepezza\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMGN","symbol_name":"安进","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/initiation/25/12/49195042/analyst-says-viridians-new-thyroid-eye-drug-could-outperform-amgens-tepezza","article_id":"2588029065","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/03/Genetic-Research-And-Biotech-Science-Con.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/initiation/25/12/49195042/analyst-says-viridians-new-thyroid-eye-drug-could-outperform-amgens-tepezza","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2588029065","pubTimestamp":1764793500,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"William Blair starts coverage of Viridian, citing veligrotug's advantages over Tepezza and key 2026 catalysts, including FDA review and VRDN-003 Phase 3 data.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"AMGN":"安进"},"translate_title":"分析师称Viridian的甲状腺眼科新药可能优于安进的Tepezza","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMGN":1.5},"content_text":"William Blair initiated coverage on Viridian Therapeutics Inc. (NASDAQ:VRDN) on Wednesday.\nAnalyst Lachlan Hanbury-Brown writes that the company's anti-IGF-1R franchise represents a meaningful advance compared to Amgen Inc.’s (NASDAQ:AMGN) Tepezza (teprotumumab-trbw) for thyroid eye disease (TED).\nTED is a rare autoimmune disorder characterized by inflammation and swelling of the tissues around the eyes, often leading to pain, vision impairment.\nThe William Blair analyst acknowledges that growth in the U.S. TED market has plateaued in recent years, and writes that new therapies offering a more convenient administration, a cleaner picture of the adverse event profile of IGF-1R inhibition, and diplopia benefit in chronic disease have the potential to grow the market.\nAlso Read: Amgen To Offer Cholesterol Drug At 60% Discount As Trump Administration’s Call To Lower Drug Prices\nWilliam Blair writes that Tepezza generates annual U.S. sales of roughly $2 billion with only single-digit penetration of the moderate-to-severe TED market, making for a favorable commercial environment for veligrotug, as it has some advantages over Tepezza.\nVeligrotug requires fewer infusions (5 versus 8), and each infusion is shorter (30-45 minutes versus 60-90 minutes), a lower overall dose may offer an improved safety profile, and it appears to have a more rapid onset of efficacy.\nWilliam Blair initiated with an Outperform rating and a fair value estimate of $47.\nAnalyst Hanbury-Brown wrote on Wednesday that veligrotug has important advantages over Tepezza that could drive share capture and modest market expansion following a potential mid-2026 approval.\nIn November, Viridian Therapeutics submitted a marketing application to the U.S. Food and Drug Administration (FDA) for veligrotug for thyroid eye disease.\nViridian’s application includes a request for Priority Review, which, if granted, could accelerate the FDA’s review timing for a potential mid-2026 veligrotug commercial launch, if approved.\nWilliam Blair also added that the bigger value driver is the subcutaneously administered VRDN-003, for which top-line Phase 3 data are expected in the first and second quarters of 2026.\nVRDN-003 is designed to be administered via a commercially validated, low-volume autoinjector that patients can self-administer at home, and an FDA application submission is planned for year-end 2026.\nPrice Action: VRDN stock is up 3.84% at $31.60 at the last check on Wednesday.\nRead Next:\nPhoto: jittawit21/Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588029065","isCrawlerRequest":true}