Every material Form 8-K Vera Therapeutics, Inc. has filed with the SEC since August 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Vera Therapeutics reported third quarter 2026 results, its first quarter with product revenue from TRUTAKNA, which received FDA accelerated approval on July 7, 2026. The company's net loss widened to $93.7 million, or $1.30 per share, from $80.3 million, or $1.26 per share, a year earlier, as selling, general and administrative expenses rose to $61.4 million to fund the launch.
Net product revenue of $10.3 million in Q3 2026, compared with no product revenue in the prior-year period
Net loss of $93.7 million, or $1.30 per share, versus $80.3 million, or $1.26 per share, in Q3 2025
SG&A expenses of $61.4 million versus $27.5 million, reflecting commercial launch investment
Cash, cash equivalents and marketable securities of $384.0 million at September 30, 2026; $75 million drawn from debt facility in October, with up to $350 million still available
Vera Therapeutics announced that TRUTAKNA (atacicept-vymj) met all prespecified endpoints in the final efficacy analysis of the ORIGIN 3 trial in adults with IgA nephropathy at risk for disease progression. The company reported a placebo-adjusted 52-week eGFR change of 5.6 mL/min/1.73m2 and a 76% reduction in risk of composite kidney disease progression, and plans to submit a supplemental BLA to the FDA in Q4 2026.
Final analysis set of 428 patients; 52-week eGFR treatment effect of 5.6 mL/min/1.73m2 versus placebo (p<0.0001)
Composite kidney disease progression through 104 weeks: 11 events on TRUTAKNA versus 38 on placebo, hazard ratio 0.24
Company plans to submit supplemental BLA to FDA in Q4 2026 for full approval, and reported over 350 patient start forms in the first ten weeks
Overall adverse event and infection rates were similar to placebo; infections were reported in 32% of TRUTAKNA patients versus 28% of placebo
Vera Therapeutics reported a second-quarter 2026 net loss of $109.5 million, or $1.52 per share, up from $76.5 million, or $1.20 per share, a year earlier. The company also said the FDA granted accelerated approval to TRUTAKNA for adults with primary IgA nephropathy at risk for disease progression, and that U.S. commercial launch is underway.
Q2 2026 net loss was $109.5 million ($1.52 per share), versus $76.5 million ($1.20 per share) in Q2 2025.
TRUTAKNA received FDA accelerated approval for adult primary IgAN patients at risk for disease progression.
Cash, cash equivalents and marketable securities were $499.2 million at June 30, 2026, plus up to $425 million available under a debt facility, subject to conditions.
Final ORIGIN 3 efficacy analysis is expected in Q3 2026, and the sBLA submission is expected in Q4 2026.
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