Vir Biotechnology, Inc. (VIR) Stock Price & Analysis
Vir Biotechnology, Inc. (VIR) closed at USD 11.75 on Thursday, October 29, 2026, down 1.51% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 11.93; the Oct 29, 2026 session ranged USD 11.55–12.19 on volume of 1,421,526 shares. Market capitalization is $1.99B, with a 52-week range of USD 4.82–12.19 (NMS). Source: Nexqual, retrieved October 29, 2026 at 20:59 UTC.
Also available as compact Markdown for AI agents: nexqual.com/VIR.md
Key facts (VIR)
- Last four reported quarters (through Jun 30, 2026): revenue $303M, net income -$252M (-83.0% margin), free cash flow -$204M (SEC filings).
- Insider open-market sales, last ~7 months: 3 Form 4 filings, $255K; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.70 on a 1–5 scale) (10 analysts), mean target USD 21 (range 15–30).
- Total return with dividends: 1Y +98.2% vs S&P 500 +14.4%; 5Y -68.9% vs S&P 500 +79.1%.
- Next earnings: 2026-11-04, EPS estimate USD -0.73, revenue estimate $1.2M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VIR)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.62B | $86.2M | $74.2M | $68.6M | $303M |
| Gross profit | $1.03B | $1.47B | $83.4M | $73.4M | $68.5M | — |
| Operating income | $421M | $833M | -$684M | -$587M | -$479M | -$280M |
| Net income | $529M | $516M | -$615M | -$522M | -$438M | -$252M |
| EPS (diluted) | $3.96 | $3.83 | -$4.59 | -$3.83 | -$3.16 | — |
| Free cash flow | -$69.4M | $1.60B | -$800M | -$454M | -$397M | -$204M |
| Gross margin | 94.0% | 90.9% | 96.8% | 98.9% | 100.0% | — |
| Operating margin | 38.4% | 51.6% | -794.0% | -791.3% | -699.2% | -92.4% |
| Net margin | 48.3% | 31.9% | -713.7% | -703.4% | -638.9% | -83.0% |
| Revenue growth | +1334.4% | +47.5% | -94.7% | -13.9% | -7.6% | — |
| Cash + short-term investments | $910M | $2.40B | $1.63B | $901M | $461M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (VIR)
P/S 6.6x · P/B 2.0x · FCF yield -10.24% · Earnings yield -12.66%
Insider sales (SEC Form 4, open-market, last ~7 months) (VIR)
3 of 3 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-01 | Napolitano Janet | Director | 3,200 | $30K | 13.1% | Yes (adopted June 27, 2025) | Too little history (no open-market trades in 2023) |
| 2026-06-01 | Sabatini Brent | SVP, Chief Accounting Officer | 379 | $4K | 0.6% | Yes (adopted December 19, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-01 | Sato Vicki L | Director | 22,000 | $221K | 2% | Yes (adopted March 27, 2025) | Too little history (no open-market trades in 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (VIR)
Consensus Buy (mean 1.70 on a 1–5 scale), 10 analysts; mean target USD 21 (low 15, high 30).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-07 | HC Wainwright & Co. | Target raised | Buy | $20 → $22 |
Total return (dividends reinvested) (VIR)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +98.2% | -68.9% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +98.6% | -20.8% |
| Volatility (annualized) | 62.6% | 65.5% |
| Max drawdown | -25.6% (Apr 2026→Jun 2026) | -92.0% (Dec 2021→Aug 2025) |
VIR earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 5, 2026 | Quarter ended Jun 30, 2026 | $0.47 | $0.90 | Miss −47.8% | -4.4% |
| May 6, 2026 | Quarter ended Mar 31, 2026 | −$0.85 | $0.48 | Miss −$1.33 | -7.4% |
| Feb 23, 2026 | Quarter ended Dec 31, 2025 | −$0.31 | −$0.45 | Beat +31.1% | +25.5% |
| Jan 12, 2026 | Quarter ended Dec 31, 2025 | −$0.31 | −$0.45 | Beat +31.1% | +7.9% |
| Nov 5, 2025 | Quarter ended Sep 30, 2025 | −$1.17 | −$0.86 | Miss −36.0% | -2.5% |
| Aug 6, 2025 | — | — | — | — | -14.9% |
| May 7, 2025 | — | — | — | — | -3.9% |
| Feb 26, 2025 | — | — | — | — | -10.9% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
VIR recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 28, 2026 | 8-K | Director or executive officer change, or pay arrangement “On October 26, 2026, the Board of Directors (the Board) of Vir Biotechnology, Inc. (the Company), upon the recommendation of the Nominating and Corporate Governance Committee of the Board, approved an increase in the size of the Board from eight to nine members and the appointment of Suzanne Topalian, M.D., to fill the newly created vacancy and serve on the Board as a Class III director until the Company's 2028 annual meeting of stockholders, as well as the appointment of Dr. Topalian to the Science and Technology…” |
| Oct 27, 2026 | Schedule 13G/A | BlackRock, Inc.: 12.4% of shares, passive 5%+ holder (amended) |
| Oct 14, 2026 | 8-K | Unregistered sale of shares; Other material event “On October 14, 2026, Vir Bio issued a press release announcing the entry into the Agreement and the SPA. A copy of the press release is filed herewith as Exhibit 99.1 and is incorporated herein by reference. Forward-Looking Statements This Current Report on Form 8-K (this Form 8-K) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "should," "could," "may," "might," "will," "plan," "potential," "aim," "expect," "anticipate," "promising" and…” |
| Oct 8, 2026 | 8-K | Other material event “On October 8, 2026, Vir Biotechnology, Inc. (the Company) issued a press release announcing that the U.S. Food and Drug Administration has granted Fast Track designation to VIR-5500, a PSMA-targeted PRO-XTEN dual-masked T-cell engager (TCE), for the treatment of late-line metastatic castration-resistant prostate cancer. VIR-5500 is being co-developed by Astellas Pharma Inc. and the Company through a global strategic collaboration. A copy of the press release is filed herewith as Exhibit 99.1 and is incorporated…” |
| Oct 1, 2026 | 8-K | Director or executive officer change, or pay arrangement; Regulation FD disclosure “On October 1, 2026, Vir Biotechnology, Inc. (the Company) announced that Aziz Sawaf, MBEE, MBA, CFA has been appointed as Executive Vice President and Chief Financial Officer and "principal financial officer" of the Company, effective as of October 5, 2026 (the Effective Date). As of the Effective Date, Brent Sabatini, CPA, MBA, will cease serving as the Company's interim principal financial officer and continue in his role as Senior Vice President and Chief Accounting Officer and "principal accounting officer" of…” |
| Aug 7, 2026 | Schedule 13G | STATE STREET CORPORATION: 5.9% of shares, passive 5%+ holder |
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 5, 2026 | 8-K | Quarterly results |
| Jul 31, 2026 | Schedule 13G/A | Vanguard Portfolio Management: 6.8% of shares, passive 5%+ holder (amended) |
| Jul 24, 2026 | 8-K | Director or executive officer change, or pay arrangement “On July 20, 2026, Jason O'Byrne, MBA, Executive Vice President and Chief Financial Officer of Vir Biotechnology, Inc. (Vir Bio), informed Vir Bio that he will be stepping down from his role, effective August 3, 2026, to pursue another opportunity. Mr. O'Byrne's resignation was not because of any disagreement with Vir Bio on any matter relating to Vir Bio's operations, policies, or practices. Vir Bio has initiated a search for his successor. Additionally, on July 23, 2026, the Board of Directors of Vir Bio…” |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
VIR revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| License and collaboration revenue | $238.9M | 100.0% | -48369.7% |
| Grant revenue | $11,000 | 0.0% | -94.0% |
| Total revenue | $238.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
VIR suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Wellcome UK Limited and GlaxoSmithKline Biologicals | “In June 2020, we entered into a definitive collaboration agreement with GSK (the 2020 GSK Agreement), pursuant to which we agreed to collaborate to research, develop and commercialize products for the prevention, treatment and prophylaxis of diseases caused by SARS-CoV-2, the virus that causes COVID-19, and potentially other coronaviruses.” |
| Partner | ALNYLAM PHARMACEUTICALS, INC. (ALNY) | “Collaboration and License Agreement with Alnylam” |
| Partner | Brii Biosciences | “In May 2018, we entered into a collaboration, option and license agreement with Brii Biosciences Limited (Brii Bio Parent) (formerly known as BiiG Therapeutics Limited), and Brii Bio (and such agreement, the Brii Agreement), pursuant to which we granted to Brii Bio, with respect to up to four of our programs, an exclusive option to obtain exclusive rights to develop and commercialize compounds and products arising…” |
| Partner | BiiG Therapeutics | “In May 2018, we entered into a collaboration, option and license agreement with Brii Biosciences Limited (Brii Bio Parent) (formerly known as BiiG Therapeutics Limited), and Brii Bio (and such agreement, the Brii Agreement), pursuant to which we granted to Brii Bio, with respect to up to four of our programs, an exclusive option to obtain exclusive rights to develop and commercialize compounds and products arising…” |
Quoted from the company's 10-K filed Feb 23, 2026.
Companies that name VIR in their SEC reports
| Relationship to VIR | Company | Filing | Sentence |
|---|---|---|---|
| partner | ALNYLAM PHARMACEUTICALS, INC. (ALNY) | 10-K Feb 12, 2026 | “Elebsiran (formerly ALN-HBV02 (VIR-2218)) is a subcutaneously administered, investigational RNAi therapeutic targeting the HBV genome for the treatment of chronic hepatitis delta, or CHD, which is being advanced by our collaborator, Vir Biotechnology, Inc., or Vir.” |
VIR company outlook (results filed Aug 5, 2026)
- “Based on our current operating plans, including the net effects of the Astellas global collaboration, the Company expects its cash, cash equivalents and investments to fund operations into the second half of 2028.”
Quoted word-for-word from the SEC 8-K results press release.
VIR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.73 | $-0.81 | +$0.07 | $1.2M | 7 |
| Next quarter (ends Dec 2026) | $-0.63 | $-0.61 | −$0.02 | $5.2M | 7 |
| Current fiscal year (ends Dec 2026) | $-1.76 | $-1.37 | −$0.38 | $239.4M | 7 |
| Next fiscal year (ends Dec 2027) | $-2.49 | $-2.32 | −$0.16 | $76.1M | 7 |
VIR options: expected move
Options price a move of about ±20.3% (±$2.38) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±9.7% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 98.9% | ±20.3% |
| Dec 18, 2026 | 50 | 118.0% | ±35.5% |
| Jan 15, 2027 | 78 | 84.9% | ±39.8% |
| Apr 16, 2027 | 169 | 79.9% | ±43.4% |
30-day implied volatility 90.9% vs 54.3% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 20:59 UTC)
| Price | USD 11.75 |
|---|---|
| Change | ▼ 1.51% (down) |
| Previous Close | USD 11.93 |
| Open | USD 11.75 |
| Day Range | USD 11.55 – 12.19 |
| 52-Week Range | USD 4.82 – 12.19 |
| Volume | 1,421,526 shares |
| Market Cap | $1.99B |
| Exchange | NMS |
Technical Analysis (VIR)
Nexqual's technical model rates VIR "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 29, 2026 at 20:59 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 59.42 (neutral) |
| vs SMA50 | Above (USD 10.9) |
| MACD | 0.16 (positive) |
Analyst Ratings (VIR)
Wall Street analysts rate VIR "Buy" based on 10 analysts, with a mean price target of USD 21 (range USD 15–30), per Nexqual as of October 29, 2026 at 20:59 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 10 |
| Mean Target | USD 21 |
| High Target | USD 30 |
| Low Target | USD 15 |
| Buy / Hold / Sell | 10 / 0 / 0 |
Earnings (VIR)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD -0.73 |
| Revenue Estimate | $1.15M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.47 vs est 0.9 ▼ miss |
| 2026-03-31 | USD -0.85 vs est 0.48 ▼ miss |
| 2025-12-31 | USD -0.31 vs est -0.45 ▲ beat |
| 2025-09-30 | USD -1.17 vs est -0.86 ▼ miss |
Source: Nexqual, October 29, 2026 at 20:59 UTC.
Financials & Fundamentals (VIR)
| Total Revenue | $303.23M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +19582.50% |
| Gross Margin | -59.39% |
| Operating Margin | +30.75% |
| Profit Margin | -83.00% |
| ROE | -26.08% |
| Debt / Equity | 0.09 |
| Current Ratio | 6.04 |
| Total Cash | $532.73M |
| Total Debt | $93.27M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$203.59M (-67.1% of revenue) |
Source: Nexqual, October 29, 2026 at 20:59 UTC.
Financial Health Score (VIR)
Nexqual rates Vir Biotechnology, Inc.'s overall financial health "Weak" across five dimensions, as of October 29, 2026 at 20:59 UTC.
| Growth | Weak — Revenue -8% YoY (annual), declining |
|---|---|
| Profitability | Critical — Gross margin -59%, operating -92% (last 12 months) |
| Balance Sheet | Strong — $533M cash vs $93M debt, net cash position |
| Cash Flow | Weak — FCF negative: -$204M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -26%, ROA -20.7% (last 4 quarters, SEC) |
Ownership (VIR)
| Insider Ownership | +6.57% |
|---|---|
| Institutional Ownership | +84.43% |
| Shares Outstanding | 169.22M |
| Float | 129.82M |
| Short % of Float | +9.72% |
Source: Nexqual, October 29, 2026 at 20:59 UTC.
Leadership (VIR)
Vir Biotechnology, Inc. is led by Marianne De Backer M.B.A., M.Sc., President, CEO & Director, per Nexqual as of October 29, 2026 at 20:59 UTC.
| President, CEO & Director | Marianne De Backer M.B.A., M.Sc. |
|---|---|
| Executive VP, CFO & Principal Financial Officer | Aziz Sawaf C.F.A. |
| Executive VP & Chief Scientific Officer | Jennifer Eileen Towne |
| Senior Vice President of Corporate Communications | Carolyn Wang |
Major Backers & Investors (VIR)
Notable institutional backers of Vir Biotechnology, Inc. include Arch Venture Management, Llc, SB Investment Advisers (UK) LTD, GSK plc, according to Nexqual as of October 29, 2026 at 20:59 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Arch Venture Management, Llc | 7.5% |
| SB Investment Advisers (UK) LTD | 6.47% |
| GSK plc | 5.05% |
| Point72 Asset Management, L.P. | 3.35% |
| Fidelity | 0.79% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 12.22% |
| Vanguard Group | 10.57% |
| State Street | 5.89% |
| Geode Capital | 1.98% |
| Dimensional Fund Advisors | 1.84% |
Source: Nexqual, October 29, 2026 at 20:59 UTC.
From Vir Biotechnology, Inc.'s Latest SEC 10-K Filing (filed 2026-02-23)
Key Strengths & Strategy (as disclosed to the SEC)
- We will receive $335 million in upfront and near-term milestone payments, including $240 million in cash, a $75 million equity investment pursuant to a separate Stock Purchase Agreement (the Astellas SPA, described further below), and a near-term $20 million milestone payment upon completion of manufacturing technology transfer, anticipated in the second quarter or third quarter of 2027.
- We use our world-class capabilities in antibody discovery and engineering, coupled with our proprietary AI engine dAIsY™ system, and the PRO-XTEN® masking platform, to quickly and effectively discover and optimize potential new medicines.
- Tobevibart was identified using our proprietary antibody discovery platform.
- Our platform has been successfully applied to identify mAbs for multiple pathogens including SARS-CoV-2, HBV, HDV, Ebola virus, and HIV.
Partnerships
- In connection with the 2021 GSK Agreement, we entered into a stock purchase agreement with GGL pursuant to which we issued 1,924,927 shares of our common stock to GGL for an aggregate purchase price of approximately $120.0 million.
- TME: tumor microenvironment; TCE: T-Cell Engager; CD3: cluster of differentiation 3; TAA: tumor associated antigen; CRS: cytokine release syndrome; Q3W: once every 3 weeks On February 19, 2026, we and Astellas US LLC (together with its subsidiaries and affiliates (including its indirect parent, Astellas Pharma Inc.), Astellas) entered into a Collaboration and License Agreement (the Astellas Agreement).
Legal & Regulatory Risks (Item 1A, quoted)
- Any product candidates for which we intend to seek approval may face competition sooner than anticipated.
- Our relationships with customers, physicians, and third-party payors are subject, directly or indirectly, to federal and state healthcare fraud and abuse laws, false claims laws, and other healthcare laws and regulations. If we are unable to comply, or have not fully complied, with such laws, we could face substantial penalties.
- We are subject to anti-corruption, anti-bribery, anti-money laundering, and similar laws, and non-compliance with such laws can subject us to criminal and/or civil liability and harm our business.
- Risks Related to Our Dependence on Third Parties
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LGND | Ligand Pharmaceuticals Incorpor | USD 317.33 | ▼ 0.45% |
| RYTM | Rhythm Pharmaceuticals, Inc. | USD 93.07 | ▲ 1.2% |
| ORKA | Oruka Therapeutics, Inc. | USD 96.65 | ▲ 0.71% |
| IONS | Ionis Pharmaceuticals, Inc. | USD 44.39 | ▼ 1.14% |
| AXSM | Axsome Therapeutics, Inc. | USD 143.45 | ▼ 0.04% |
| ABVX | Abivax SA | USD 89.06 | ▼ 0.87% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 20:59 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt