VERAHIGH SIGNALFINANCIAL10-K

VERA raised substantial capital as evidenced by a 283% increase in cash to $354.7M, but R&D spending accelerated 71% and net losses nearly doubled to $299.6M.

The massive cash increase suggests a successful equity raise that should extend the company's runway, which is critical given their pre-revenue status and accelerating burn rate. However, the near-doubling of losses and 79% increase in operating cash outflows indicate the company is in a much more expensive phase of development, likely advancing multiple clinical programs simultaneously.

Comparing 2026-02-26 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

VERA's financial profile shows a company that successfully raised significant capital (cash up 283% to $354.7M) but is now operating at a much higher burn rate with R&D expenses increasing 71% to $215.3M and net losses nearly doubling to $299.6M. Operating cash outflows worsened 79% to $241.1M while debt increased 48% to $74.8M, suggesting the company is funding aggressive clinical development across its pipeline. The substantial cash raise provides runway, but the accelerating losses indicate VERA is in a capital-intensive phase that will require careful monitoring of clinical milestones to justify the increased spending.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+282.9%
$92.6M$354.7M

Cash position surged 282.9% — strong cash generation or capital raise providing significant financial cushion.

Interest Expense
P&L
+281.7%
$992K$3.8M

Interest expense surged 281.7% — significant debt increase or rising rates materially impacting earnings.

Current Liabilities
Balance Sheet
+110.7%
$25.4M$53.5M

Current liabilities surged 110.7% — significant near-term obligations; verify ability to meet short-term debt.

Net Income
P&L
-96.9%
-$152.1M-$299.6M

Net income declined 96.9% — review whether driven by operations, interest costs, or non-recurring items.

Operating Income
P&L
-88.7%
-$167.2M-$315.5M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

Operating Cash Flow
Cash Flow
-79%
-$134.7M-$241.1M

Operating cash flow fell 79% — earnings quality concerns; investigate working capital changes and non-cash items.

R&D Expense
P&L
+70.6%
$126.2M$215.3M

R&D investment increased 70.6% — signals commitment to future product development, though near-term margin impact.

Total Liabilities
Balance Sheet
+65.8%
$78.5M$130.2M

Liabilities grew 65.8% — significant increase in debt or obligations, assess impact on financial flexibility.

Total Debt
Balance Sheet
+47.6%
$50.7M$74.8M

Debt increased 47.6% — substantial leverage increase; assess whether deployed for growth or covering losses.

Capital Expenditure
Cash Flow
-35.2%
$972K$630K

Capex reduced 35.2% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-28
ADDED
As of February 23, 2026 , the registra nt had 71,355,667 shares of Class A common stock, $0.001 par value per share, and no shares of Class B common stock, $0.001 par value per share, outstanding.
We have incurred net losses since inception, and have never generated revenue from product sales.
We expect to continue to incur net losses at least until we have one or more approved products that achieve commercial success.
We are substantially dependent on the success of our product candidates.
If the market opportunities for our product candidates, if and when approved, are smaller than we estimate or if any approval that we obtain is based on a narrower definition of the patient population, our revenue and ability to achieve profitability might be materially and adversely affected.
+7 more — sign up free →
REMOVED
As of February 24, 2025 , the registra nt had 63,748,290 shares of Class A common stock, $0.001 par value per share, and no shares of Class B common stock, $0.001 par value per share, outstanding.
We have incurred net losses since inception, and we expect to continue to incur net losses for the foreseeable future.
In addition, we may be unable to continue as a going concern over the long-term.
We are substantially dependent on the success of our product candidates, atacicept and MAU868, which are currently in the clinical development stage, and VT-109, which is in the pre-clinical development stage.
If the market opportunities for atacicept, MAU868, VT-109, or any future product candidate we may develop, if and when approved, are smaller than we estimate or if any approval that we obtain is based on a narrower definition of the patient population, our revenue and ability to achieve profitability might be materially and adversely affected.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →