Vera Therapeutics: FDA's eGFR Analysis Supports A Speculative Buy
Vera Therapeutics was upgraded to Buy following TRUTAKNA's FDA approval and encouraging exploratory eGFR data from the FDA showing stable kidney function. Full phase 3 data is expected in Q3 2026, and TRUTAKNA faces competition from Otsuka's VOYXACT and Vertex's povetacicept but holds a commercial head start and broad label.
Why it matters — The FDA's supportive eGFR analysis and TRUTAKNA's commercial head start strengthen the bull case for VERA ahead of the full phase 3 readout in Q3 2026.