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Veru (VERU)
NASDAQ:VERU
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Veru (VERU) AI Stock Analysis

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VERU

Veru

(NASDAQ:VERU)

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Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
$2.50
▼(-10.71% Downside)
Action:Reiterated
Date:08/10/26
The score is held down primarily by weak financial performance (zero recent revenue, ongoing losses, and continued cash burn). Technicals also lean negative with the price below key moving averages and negative MACD. These are partially offset by a more constructive earnings call centered on PLATEAU trial progress, improved liquidity/runway, and supportive IP and partnership developments.
Positive Factors
Clinical de‑risking
Full enrollment of PLATEAU (239 patients) and defined interim/final readouts materially de-risk the program timeline. Reliable enrollment validates operational execution, enables near‑term binary clinical milestones that can change the development and partnering trajectory over the next 6–12 months.
Negative Factors
No recent revenue
Revenue absence in 2025 and TTM means the company currently lacks product cash inflows to fund operations. Combined with persistent net losses, this structural lack of commercial revenue elevates execution risk and increases the need for external financing or partnership monetization to sustain development.
Read all positive and negative factors
Positive Factors
Negative Factors
Clinical de‑risking
Full enrollment of PLATEAU (239 patients) and defined interim/final readouts materially de-risk the program timeline. Reliable enrollment validates operational execution, enables near‑term binary clinical milestones that can change the development and partnering trajectory over the next 6–12 months.
Read all positive factors

Veru (VERU) vs. SPDR S&P 500 ETF (SPY)

Veru Business Overview & Revenue Model

Company Description
Veru Inc. operates as a biopharmaceutical firm primarily dedicated to advancing novel therapeutic agents for various types of cancer. Commercially, Veru markets the FC2 internal condom, designed to offer dual protection against both unplanned preg...
How the Company Makes Money
Veru makes money primarily through (1) product revenue from the sale of its marketed prescription products in men’s health/urology (where applicable during the period in question) and (2) collaboration-related and other revenue such as licensing, ...

Veru Earnings Call Summary

Earnings Call Date:Aug 10, 2026
(Q3-2026)
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% Change Since: |
Next Earnings Date:Nov 26, 2026
Earnings Call Sentiment Positive
The call conveyed multiple meaningful positive developments: full enrollment of the Phase IIb PLATEAU study with an upcoming interim analysis, demonstration of muscle-preserving benefits in the prior QUALITY study, a strategic Novo Nordisk supply agreement, a notice of allowance for a key U.S. method-of-use patent (extending protection into the 2040s), improved cash and working capital driven by a financing and realizations, and year-to-date reductions in net loss and operating cash burn. Offsetting these positives are continued net losses, ongoing negative operating cash flow, a near-term increase in R&D spend tied to PLATEAU, strong competitive pressures from established GLP-1 players, and some commercial constraint from Novo's right of first negotiation. On balance, the company showed clear progress on clinical, IP and financing fronts sufficient to fund near-term milestones, but it continues to face execution, clinical and competitive risks.
Positive Updates
Full Enrollment of Phase IIb PLATEAU Study
Completed full enrollment of the Phase IIb PLATEAU trial with 239 patients (target ~200). Interim analysis at 32 weeks is expected in Q1 2027 and final data by Q4 2027 — a near-term clinical milestone that de-risks the program timeline.
Negative Updates
Company Not Profitable with Ongoing Net Losses
Company remains unprofitable. Net loss for the quarter ended June 30, 2026 was $7.0M ($0.30/share) compared to $7.3M ($0.50/share) in the prior quarter (improvement ~4.1%), and the nine-month loss was $15.1M. Continued losses underscore remaining commercialization and development risk.
Read all updates
Q3-2026 Updates
Negative
Full Enrollment of Phase IIb PLATEAU Study
Completed full enrollment of the Phase IIb PLATEAU trial with 239 patients (target ~200). Interim analysis at 32 weeks is expected in Q1 2027 and final data by Q4 2027 — a near-term clinical milestone that de-risks the program timeline.
Read all positive updates
Company Guidance
In the call Veru gave near‑term guidance that its fully enrolled Phase IIb PLATEAU study (239 patients, age ≥65, BMI ≥35) will have an interim analysis of DEXA‑measured lean and fat mass at 32 weeks expected in Q1 2027 and a primary endpoint readout (percent change in total body weight at 68 weeks) by Q4 2027; the program tests enobosarm (Phase IIb QUALITY previously randomized 168 patients age ≥60 to enobosarm 3 mg, 6 mg or placebo on semaglutide) with key secondary endpoints including total fat mass, total lean mass, stair‑climb physical function, mobility disability, bone mineral density, PROMs, HbA1c and insulin resistance. Management said cash, cash equivalents and restricted cash of $23.9M and net working capital of $21.1M as of June 30, 2026 is expected to be sufficient to fund operations beyond the interim analysis; quarterly R&D expense was $4.4M (prior quarter $3.0M), G&A $3.4M (prior $5.0M), net loss $7.0M or $0.30/share (prior $7.3M, $0.50), nine‑month net loss $15.1M or $0.68/share (prior $24.2M, $1.65), cash used in operations $20.6M YTD, cash from investing $5.3M YTD and net cash from financing $23.3M (public offering). They also highlighted a June 2, 2026 supply agreement with Novo Nordisk (Wegovy supplied at no charge), a U.S. patent notice of allowance with expiry at least Oct 3, 2044 (and a potential formulation patent to May 2046), and market context metrics (41.5% obesity prevalence in ≥65s, 47.4M Medicare Part D enrollees ≈20M potential patients, plus clinical context that 88% of GLP‑1 patients hit a 1‑year plateau and 62.6% remained clinically obese in SURMOUNT‑1).

Veru Financial Statement Overview

Summary
Overall fundamentals are weak: revenue fell to zero in 2025 and TTM, profitability remains deeply negative, and operating/free cash flow are consistently negative (continued cash burn). Balance-sheet leverage is modest and improving, but ongoing losses and negative cash generation keep financial risk elevated.
Income Statement
12
Very Negative
Balance Sheet
53
Neutral
Cash Flow
18
Very Negative
BreakdownTTMSep 2025Sep 2024Sep 2023Sep 2022Sep 2021
Income Statement
Total Revenue0.000.0016.89M16.30M39.35M61.26M
Gross Profit-56.39K-152.10K5.85M7.57M30.59M47.93M
EBITDA-27.01M-35.38M-36.20M-89.98M-79.23M9.33M
Net Income-13.61M-22.73M-37.80M-93.15M-83.78M7.39M
Balance Sheet
Total Assets37.03M29.84M60.42M50.02M135.36M178.15M
Cash, Cash Equivalents and Short-Term Investments23.88M18.32M24.92M9.63M80.19M122.36M
Total Debt2.68M3.12M13.86M14.41M15.88M13.74M
Total Liabilities8.65M11.50M28.10M30.34M52.56M25.85M
Stockholders Equity28.38M18.33M32.32M19.68M82.80M152.29M
Cash Flow
Free Cash Flow-26.04M-30.04M-21.84M-88.68M-48.24M-15.95M
Operating Cash Flow-26.04M-30.04M-21.68M-88.01M-47.51M-15.57M
Investing Cash Flow11.60M25.14M146.21K6.33M4.27M14.62M
Financing Cash Flow23.31M-4.22M36.83M11.11M1.07M109.72M

Veru Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2.80
Price Trends
50DMA
2.62
Positive
100DMA
2.55
Positive
200DMA
2.49
Positive
Market Momentum
MACD
0.05
Negative
RSI
51.09
Neutral
STOCH
66.54
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VERU, the sentiment is Neutral. The current price of 2.8 is above the 20-day moving average (MA) of 2.59, above the 50-day MA of 2.62, and above the 200-day MA of 2.49, indicating a bullish trend. The MACD of 0.05 indicates Negative momentum. The RSI at 51.09 is Neutral, neither overbought nor oversold. The STOCH value of 66.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for VERU.

Veru Risk Analysis

Veru disclosed 58 risk factors in its most recent earnings report. Veru reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Veru Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
$67.86M-3.48-82.87%-100.00%72.25%
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
50
Neutral
$209.58M-1.04-1032.19%354.37%-63.33%
48
Neutral
$25.48M-0.57411.46%-51.03%-35.20%
47
Neutral
$47.74M-4.56-45.89%-100.00%68.62%
44
Neutral
$44.46M-0.0977.63%6.81%11.95%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VERU
Veru
2.63
-0.63
-19.23%
KPTI
Karyopharm Therapeutics
1.87
-5.24
-73.70%
CUE
Cue Biopharma
27.88
4.47
19.11%
INMB
Inmune Bio
2.33
0.30
14.78%
CELU
Celularity
2.10
-1.84
-46.70%
JUNS
Jupiter Neurosciences, Inc.
4.89
-105.36
-95.56%

Veru Corporate Events

Business Operations and StrategyPrivate Placements and FinancingRegulatory Filings and Compliance
Veru Establishes At-the-Market Equity Offering Program
Neutral
Jul 2, 2026
On July 2, 2026, Veru Inc. entered into a sales agreement with Oppenheimer Co. Inc. and Canaccord Genuity LLC to allow the company to issue and sell up to $21.8 million of its common stock from time to time through at-the-market offerings under a...
Business Operations and StrategyProduct-Related Announcements
Veru, Novo Nordisk partner on enobosarm-Wegovy trial
Positive
Jun 4, 2026
On June 2, 2026, Veru Inc. entered into a clinical supply agreement with Novo Nordisk to support Veru’s Phase 2b PLATEAU trial evaluating enobosarm in combination with Novo Nordisk’s obesity drug Wegovy in older adults receiving Wegovy...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 10, 2026