Viridian Therapeutics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report2 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Viridian Therapeutics, Inc.
24.69
+6.83%
vs ±17.2% implied · ×0.40
shaded = implied · ▲▼ = realized
Viridian Therapeutics has 5 disclosed suppliers and 5 disclosed customers in SEC filings.
Largest filed tie
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SentenceWe have an exclusive license to the worldwide rights to develop and commercialize veligrotug for all non-oncology indications that do not use radiopharmaceuticals, including the treatment of patients with TED, from ImmunoGen, Inc. ("ImmunoGen").
VRDN 10-Kaccession 0001590750-26-000007
SentenceUnder the terms of the Paragon Research Agreement, Paragon will perform certain development activities in accordance with an agreed upon research plan, and we will pay Paragon agreed upon development fees in exchange for Paragon's commitment of the necessary personnel and resources to perform these activities.
VRDN 10-Kaccession 0001590750-26-000007
SentenceWe currently rely on a single multi-site CDMO for manufacturing our clinical materials, WuXi Biologics (Hong Kong) Limited ("WuXi"), although other avenues remain available if our current manufacturer were to be negatively impacted.
VRDN 10-Kaccession 0001590750-26-000007
SentenceIn May 2022, the Company entered into a Manufacturing Development and Supply Agreement with Zenas BioPharma to manufacture and supply, or to have manufactured and supplied, clinical drug product for developmental purposes.
VRDN 10-Kaccession 0001590750-26-000007
In October 2025, we entered into a Purchase and Sale Agreement of revenue participation right (the "DRI Purchase and Sale Agreement") with DRI Healthcare Acquisitions LP ("DRI"), pursuant to which DRI purchased rights to certain revenue streams in the U.S. from us in exchange for up to $300.0 million in consideration, including $55.0 million paid at signing and conditional payments consisting of: (i) $25.0 million that is payable following the achievement of certain milestones with respect to our elegrobart pivotal phase 3 clinical trials, REVEAL-1 and REVEAL-2, on or before a specified date; (ii) $75.0 million that is payable following receipt of marketing approval for veligrotug from the FDA on or before a specified date; (iii) $15.0 million that is payable if the events set forth in the foregoing clauses (1) and (2) are met; (iv) $50.0 million that is payable following receipt of marketing approval for elegrobart from the FDA on or before a specified date; (v) at our election, $50.0 million that is payable following our achievement of net sales of certain products equal to or exceeding $1.1 billion on or before a specified date; and (vi) an additional $30.0 million that may be payable to us at a time and pursuant to financial terms agreed upon by us and DRI at such time.
VRDN 10-Kaccession 0001590750-26-000007
SentenceIn July 2025, we entered into a Collaboration and License Agreement pursuant to which we granted to Kissei an exclusive license to develop and commercialize products containing veligrotug and elegrobart including for the treatment of TED, in Japan, and, under certain circumstances, a non-exclusive license to manufacture such licensed products worldwide for use in Japan.
VRDN 10-Kaccession 0001590750-26-000007
SentenceIn July 2025, we entered into a Collaboration and License Agreement with Kissei (the "Kissei Agreement"), pursuant to which we granted to Kissei an exclusive license to develop and commercialize products containing veligrotug and elegrobart for potential treatments, including treatment of TED, in Japan, and a non-exclusive license to manufacture such licensed products worldwide for use in Japan under certain limited circumstances.
VRDN 10-Kaccession 0001590750-26-000007
SentenceUnder the terms of the Zenas Agreements, we granted Zenas BioPharma an exclusive license to develop, manufacture, and commercialize certain IGF-1R directed antibody products for non-oncology indications in the greater area of China.
VRDN 10-Kaccession 0001590750-26-000007
Expected move
Inputs8Q avg ±9.3%·×1.14·fair
straddle ±15.1%
spot 24.67exp Nov 20ATM strike 25ATM straddle 4.38IV 91%