Is VIR a good stock to buy? We came across a bullish thesis on Vir Biotechnology, Inc. on Valueinvestorsclub.com by Bohr. In this article, we will summarize the bulls’ thesis on VIR. Vir Biotechnology, Inc.’s share was trading at $9.19 as of May 25th. VIR’s trailing P/E was 5.92 according to Yahoo Finance.
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Vir Biotechnology, Inc., a clinical-stage biopharmaceutical company, discovers and develops therapeutic products to treat and prevent serious infectious diseases in the United States and internationally. VIR is positioning itself as a potentially disruptive player in metastatic castration-resistant prostate cancer (mCRPC), an advanced and difficult-to-treat stage of prostate cancer with a five-year survival rate of roughly 30%. The company’s lead asset, VIR-5500, is a PSMA-targeted T-cell engager designed to direct T-cells toward prostate cancer cells while minimizing the systemic toxicity that has limited competing therapies.
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Its differentiated “PRO-XTEN” masking technology keeps the drug inactive in circulation and activates it only at tumor sites, potentially reducing cytokine release syndrome while allowing higher and more effective dosing. Updated Phase 1 data has reinforced the bullish thesis, with no dose-limiting toxicities observed and cytokine release syndrome largely limited to manageable grade 1 events. In the highest dose cohorts, VIR-5500 achieved PSA50 responses in 82% of patients, PSA90 responses in 53%, and a 45% objective response rate, comparing favorably against competitors such as Janux, Regeneron, and Johnson & Johnson.
The significantly higher PSA90 response rate versus Janux suggests deeper remissions may be achievable due to the therapy’s improved safety profile. Vir Biotechnology further strengthened its position through a major strategic collaboration with Astellas Pharma worth up to $1.7 billion, including a premium equity investment that validates confidence in VIR-5500 as a possible successor to Xtandi as patent expirations approach.
With nearly $950 million in pro forma cash against a roughly $1.4 billion market capitalization, the market is valuing the platform at less than $500 million. Positive expansion cohort data expected in Q2 2026 could drive a rerating toward $2 billion or more, while a future acquisition by Astellas remains a plausible upside scenario.
Previously, we covered a bullish thesis on CRISPR Therapeutics AG (CRSP) by MADD-Scientis in March 2025, which highlighted Casgevy commercialization, strong gene-editing pipeline optionality, and reimbursement-driven upside in curative therapies. CRSP’s stock price has appreciated by approximately 22.91% since our coverage. Bohr shares a similar view but emphasizes Vir Biotechnology, Inc. (VIR) and its mCRPC T-cell engager VIR-5500, focusing more on early clinical efficacy signals and long-term commercialization trajectory.
Vir Biotechnology, Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 30 hedge fund portfolios held VIR at the end of the fourth quarter which was 25 in the previous quarter. While we acknowledge the risk and potential of VIR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VIR and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
