Feb. 6 at 4:14 AM
$VIR (I'm long). The catalysts the next 12 months or so;
This February: Updated data at ASCO GU for their T-cell engager in prostate cancer. May have better safety than
$JANX compound but is the near-term risk to the stock if it disappoints.
H2'26: Updated data for a second TCE in various cancers.
Q4'26: Data from ECLIPSE 1, a phase 3 trial in Hepatitis delta
Q1'27: Data from ECLIPSE 2 and 3, the remaining studies in the ECLIPSE program, that compare VIR's compounds to
$GILD's bulevirtide.
$MIRM a notably competitor in hepatitis delta.
https://seekingalpha.com/article/4866862-vir-biotechnology-the-low-down-on-the-readouts-ahead
