Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Sales comps and Analyst consensus.
ACCE opinionViridian Therapeutics Inc. Common Stock (VRDN)
Fair value
Not available
ACCE price target
$18.40
Rating
Not rated
Horizon
12 months
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $22.37 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus and Sales comps.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
46
out of 100
Analysts
100% buy
17 covering
P/E
0.0x
forward 1.0x
1-year return
+1.4%
Dividend yield
0.00%
Viridian Therapeutics Inc. Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Viridian is a clinical-stage biotech developing veligrotug, an intravenous anti-IGF-1R antibody for thyroid eye disease, and VRDN-001 and VRDN-003 for the same indication and for other IGF-1R-mediated disorders. Its edge rests on the drug's dosing profile and on a regulatory path to market in a condition with few approved options, though the company has no approved product yet and the investment case depends entirely on pipeline execution. Reported revenue growth of 278.7% reflects collaboration or licensing income off a very small base, not product sales, and the operating margin of roughly -44,000% shows a company spending far more than it earns. The near-term catalysts are Phase 3 readouts and regulatory filings, and the score of 46/100 with no index membership suggests the data does not yet support a higher conviction view. This warrants a deeper look at the trial data and cash runway, not a conclusion from these numbers alone.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Heavy cash burn
Free cash flow is -$276.9M against a $2.5B market cap, and operating margin is -44,460.6%. The company is spending far more than it earns and will need new capital or partners.
moderate
Elevated short interest
Short interest stands at 16.4% of the float. That is a meaningful bet against the stock and can amplify price swings on news.
moderate
Price above ACCE target
The stock trades 21.6% above the ACCE price target of $18.40, with the current price at $22.37. The score has risen 9 points over 90 days, but the valuation gap is still wide.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Revenue grew 278.7% year over year, and the company has averaged 132.2% annual growth over five years.
Analysts' mean price target sits 63.8% above the current share price of $22.37.
Why it could disappoint
The company still loses money, with a net margin of 0.0% and free cash flow of -$277M over the last twelve months.
Shareholders are diluted: the diluted share count rose 24.9% in the last fiscal year.
The latest earnings per share missed expectations, coming in at -1.05 against -0.97 expected, an 8.2% surprise.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where VRDN's valuation models land
Price
$22.37
Model fair valueConfidence: low
about $21.79
Model
Fair value
Upside
Analyst consensus
Sales comps
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores