Veru (NASDAQ:VERU) Announces Quarterly Earnings Results, Beats Expectations By $0.21 EPS

Veru (NASDAQ:VERU) issued its earnings results on Wednesday. The company reported ($0.26) EPS for the quarter, topping analysts’ consensus estimates of ($0.47) by $0.21, FiscalAI reports.

Here are the key takeaways from Veru’s conference call:

• FDA meeting gave regulatory clarity for enobosarm with two potential approval pathways (≥5% incremental placebo‑corrected weight loss at 52 weeks or demonstration of clinically meaningful preservation/improvement in physical function), and confirmed enobosarm 3 mg as an acceptable dose for development.
• Veru plans to start the double‑blind Phase 2b PLATEAU study this quarter in ~200 patients ≥65 years on semaglutide, with a 68‑week primary endpoint for percent change in body weight and an interim DEXA analysis of lean/fat mass at 34 weeks.
• The FDA’s Dec 2025 decision that total hip BMD by DEXA can be a validated surrogate endpoint could provide an alternate approval route for enobosarm in postmenopausal women on GLP‑1 therapy, and preclinical data show enobosarm increases BMD.
• Balance sheet improved after an October 2025 underwritten offering: net proceeds ~$23.4 million and cash, cash equivalents and restricted cash of $33.0 million, which management says should fund operations through the PLATEAU interim analysis.
• The company remains unprofitable with a Q1 net loss of $5.3 million (26¢/share), negative operating cash flow (used $6.2 million in the quarter), and continued development risk ahead of pivotal studies.

Veru Stock Performance

Shares of VERU stock opened at $2.30 on Thursday. Veru has a fifty-two week low of $2.10 and a fifty-two week high of $7.40. The company has a 50 day moving average price of $2.43 and a 200 day moving average price of $3.10. The stock has a market capitalization of $36.92 million, a P/E ratio of -1.05 and a beta of -1.42.

More Veru News

Here are the key news stories impacting Veru this week:

• Positive Sentiment: Company confirmed initiation of the Phase 2b “PLATEAU” trial this quarter testing enobosarm + semaglutide in older patients (interim analysis targeted Q1 2027); this builds on positive Phase 2b QUALITY data showing lean-mass preservation. Veru Reports Fiscal 2026 First Quarter Financial Results and Clinical Program Progress
• Positive Sentiment: Q1 beat on the consensus EPS shortfall (reported loss per share narrower than expected), operating loss and R&D/G&A declined year-over-year, and cash rose materially to ~$33M, improving near-term runway. Veru Inc (VERU) Q1 2026 Earnings Call Highlights
• Neutral Sentiment: FDA provided regulatory clarity: a ≥5% placebo-corrected incremental weight loss at 52 weeks is an acceptable primary endpoint, or alternatively clinically meaningful preservation of physical function/BMD could support approval — enobosarm 3 mg accepted by FDA for future studies. (This clarifies pathways but doesn’t guarantee approval.) Veru Inc. Advances Phase 2b PLATEAU Clinical Trial
• Neutral Sentiment: PLATEAU is a 68‑week study (~200 patients ≥65 y/o, BMI ≥35) with a 34‑week interim DXA read for lean/fat mass — provides a clear catalyst timeline (interim Q1 2027) but long lead time to definitive results. Veru outlines new Phase IIb obesity trial
• Negative Sentiment: Company remains unprofitable (net loss ~$5.3M for Q1). Continued development will require successful trial execution or additional financing/partnerships; failure or delays would be a significant negative. Veru (VERU) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Competitive/market risk: enobosarm is an adjunct to GLP‑1 therapy (addressing plateaus and muscle/BMD preservation), but commercial adoption, labeling, and payer coverage are uncertain; regulatory acceptance depends on meeting specific efficacy or clinically meaningful secondary outcomes. Veru Inc. Charts Risky but Clearer Post-GLP-1 Path

Hedge Funds Weigh In On Veru

Several institutional investors have recently modified their holdings of the business. Marshall Wace LLP acquired a new stake in shares of Veru in the second quarter valued at $220,000. Qube Research & Technologies Ltd purchased a new stake in Veru during the 2nd quarter worth about $152,000. Sender Co & Partners Inc. increased its holdings in Veru by 82.8% during the 2nd quarter. Sender Co & Partners Inc. now owns 238,231 shares of the company’s stock worth $139,000 after purchasing an additional 107,911 shares during the period. XTX Topco Ltd acquired a new stake in Veru in the 2nd quarter valued at about $49,000. Finally, Raymond James Financial Inc. boosted its stake in shares of Veru by 48.3% in the 2nd quarter. Raymond James Financial Inc. now owns 206,405 shares of the company’s stock valued at $120,000 after buying an additional 67,178 shares during the period. Institutional investors and hedge funds own 47.16% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Canaccord Genuity Group started coverage on shares of Veru in a research report on Thursday, December 18th. They set a “buy” rating and a $25.00 price target on the stock. Wall Street Zen cut Veru from a “hold” rating to a “sell” rating in a research note on Saturday, January 31st. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Veru in a research note on Wednesday, January 21st. Finally, Oppenheimer reiterated an “outperform” rating on shares of Veru in a report on Thursday, December 18th. Three equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $22.50.

Veru Company Profile

Veru Inc is a clinical-stage biopharmaceutical company headquartered in Miami, Florida. The company is dedicated to the development and commercialization of novel therapies in the fields of oncology and infectious disease. Veru’s research strategy centers on advancing small-molecule and biologic candidates through clinical trials, leveraging its in-house manufacturing and formulation capabilities as well as strategic partnerships to support late-stage development.

The company’s lead product candidate is sabizabulin (VERU-111), an oral, microtubule-disrupting agent undergoing pivotal trials for indications that include metastatic castration-resistant prostate cancer and hospitalized patients with severe COVID-19.