Vor Biopharma Inc.
- Open
- 16.82
- Day high
- 18.24
- Day low
- 16.67
- Prev close
- 17.34
- Volume
- 971K
- Mkt cap
- $980M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -6.5
- P/S
- —
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$24.7M over the last 3 months (0 open-market buys, 6 sales)
- 🏛Institutions accumulating (13F)
Vor Biopharma Inc. (VOR) is a Healthcare company listed on NASDAQ. The stock is down 59% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 6 sales (SEC Form 4).
Vor Biopharma Inc. (VOR) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
VOR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 13, 2026 | $-0.75 | $-0.73 | +2.7% | — | — |
| Nov 13, 2025 | $-3.06 | $-3.33 | -8.8% | — | — |
| May 14, 2025 | $-0.25 | $-0.26 | -4.0% | — | — |
| Mar 20, 2025 | $-0.34 | $-0.44 | -29.4% | — | — |
| Nov 7, 2024 | $-0.40 | $-0.40 | +0.0% | — | — |
| Aug 8, 2024 | $-0.41 | $-0.41 | +0.0% | — | — |
| May 9, 2024 | $-0.37 | $-0.45 | -21.6% | — | — |
| Mar 20, 2024 | $-0.49 | $-0.39 | +20.4% | $12M | — |
| Aug 10, 2023 | $-0.42 | $-0.45 | -7.1% | — | — |
| May 11, 2023 | $-0.38 | $-0.43 | -13.2% | — | — |
| Mar 23, 2023 | $-0.56 | $-0.53 | +5.4% | — | — |
| Nov 10, 2022 | $-0.60 | $-0.63 | -5.0% | — | — |
VOR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 9, 2026 | ZACCARDELLI DAVIDdirector | Grant | 42,658 | $20.10 |
| Jun 12, 2026 | Levin Andrew Daviddirector | Grant | 57,162 | $14.09 |
| Jun 12, 2026 | Beckman Danielladirector | Grant | 53,283 | $14.09 |
| Jun 12, 2026 | Cumbo Alexanderdirector | Grant | 56,345 | $14.09 |
| Jun 12, 2026 | Kalir Erezdirector | Grant | 57,162 | $14.09 |
| Jun 12, 2026 | Joustra Wouterdirector | Grant | 57,162 | $14.09 |
| Jun 12, 2026 | Namouni Fouaddirector | Grant | 56,549 | $14.09 |
| Jun 12, 2026 | Detheux Micheldirector | Grant | 57,162 | $14.09 |
| Jun 12, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Grant | 57,162 | $14.09 |
| Apr 24, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 165,150 | $15.77 |
| Apr 21, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 171,963 | $15.77 |
| Apr 21, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 458,411 | $16.28 |
| Apr 15, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 530,610 | $16.15 |
| Apr 15, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 53,644 | $16.01 |
| Apr 15, 2026 | RA CAPITAL MANAGEMENT, L.P.director, 10 percent owner: | Sell | 153,735 | $15.97 |
Source: VOR SEC Form 4 filings, latest Jul 9, 2026. For informational purposes only — not investment advice.
See the full VOR insider & 13F page →Vor Biopharma Inc. company profile
Overview
Vor Biopharma Inc. (NASDAQ:VOR) is a clinical-stage biotechnology company founded in 2015 and headquartered in Cambridge, Massachusetts. The company went public in February 2021 through an initial public offering. Vor Biopharma specializes in developing engineered hematopoietic stem cell therapies designed to treat blood cancers, particularly acute myeloid leukemia and other hematological malignancies. The company represents an innovative approach in the biotechnology sector, focusing on genetically modifying patients' own stem cells to make them resistant to certain cancer treatments, thereby allowing for more aggressive therapeutic interventions.
Business
Vor Biopharma operates in the biotechnology industry, specifically within the field of cell and gene therapy for cancer treatment. The company's core focus is developing engineered hematopoietic stem cell (eHSC) therapies for patients with blood cancers. The company's primary product candidate is VOR33, currently in Phase 1/2 clinical trials. To understand VOR33's mechanism, it's important to know that hematopoietic stem cells are the "master cells" in bone marrow that produce all types of blood cells, including white blood cells, red blood cells, and platelets. Vor Biopharma genetically engineers these stem cells by removing a specific protein called CD33 from their surface. This genetic modification is strategically important because CD33 is a protein that appears on both healthy blood cells and acute myeloid leukemia (AML) cancer cells. Many existing cancer treatments, including CAR-T cell therapies, bispecific antibodies, and antibody-drug conjugates, target CD33 to destroy cancer cells. However, these treatments also damage healthy blood cells that express CD33, limiting their effectiveness and causing severe side effects. By creating stem cells that lack CD33 (CD33-negative), Vor's approach allows patients to receive these powerful anti-CD33 therapies without destroying their healthy blood-producing cells. The engineered stem cells can repopulate the patient's blood system with CD33-negative healthy cells, while the CD33-positive cancer cells remain vulnerable to targeted treatments. The company operates as a single business segment focused entirely on this eHSC platform technology, with VOR33 representing their lead and currently only disclosed product candidate in clinical development.
Revenue model
Vor Biopharma currently generates no revenue, as is typical for clinical-stage biotechnology companies. The company's future business model will likely center on product sales of approved cell therapies and potential licensing agreements with pharmaceutical partners. In the cell therapy industry, companies typically monetize their products through high-priced, one-time treatments administered in specialized medical centers. Cell therapies for cancer often command prices ranging from $200,000 to over $500,000 per treatment due to their complex manufacturing requirements, personalized nature, and potential to provide long-term remission or cures. The company's paying customers will primarily be hospitals and cancer treatment centers that serve patients with acute myeloid leukemia and other blood cancers. These treatments are typically covered by insurance given their life-saving potential and the high unmet medical need in hematological malignancies. Several factors could significantly impact Vor's future margins. Manufacturing complexity represents a major cost driver, as each treatment requires extracting a patient's stem cells, genetically engineering them in specialized facilities, and reinfusing them back into the same patient. Regulatory requirements for cell therapies are stringent, requiring extensive quality control and documentation that increases operational costs. Competition from other cell therapy companies and alternative treatment approaches could pressure pricing. Conversely, successful clinical outcomes demonstrating superior efficacy or safety could support premium pricing. The company's ability to scale manufacturing and potentially develop off-the-shelf products could improve margins over time. Partnership arrangements with larger pharmaceutical companies could provide upfront payments and milestone revenues while sharing development costs and risks.
Competitive moat
Vor Biopharma's competitive moat is currently narrow and unproven, as is typical for early-stage biotechnology companies. The company's primary potential moat lies in its intellectual property portfolio around CD33 gene editing and eHSC engineering, as well as its first-mover advantage in this specific approach to treating blood cancers. The company's gene editing technology and manufacturing processes could provide some protection, but the biotechnology industry is highly competitive with multiple companies pursuing similar cell therapy approaches. Regulatory barriers create some natural moat, as the FDA approval process for cell therapies is lengthy, expensive, and requires specialized expertise, potentially deterring smaller competitors. However, Vor faces significant competitive threats. Large pharmaceutical companies with substantially greater resources are developing competing cell therapies and could potentially replicate or improve upon Vor's approach. Alternative treatment modalities for AML, including other forms of immunotherapy, targeted drugs, and combination therapies, continue to advance and could potentially achieve better outcomes with less complexity than cell therapy approaches. The company's moat will ultimately depend on demonstrating superior clinical efficacy and safety in its trials compared to existing treatments. If VOR33 fails to show meaningful clinical benefit, or if competitors develop more effective approaches, Vor's competitive position would be severely weakened. The narrow focus on CD33-targeting also creates concentration risk - if this approach proves less effective than anticipated, the company lacks diversified product candidates to fall back on. The biotechnology sector's rapid pace of innovation means that today's breakthrough can quickly become tomorrow's outdated approach, making sustainable competitive advantages particularly challenging to establish and maintain.
Risks & safety
Vor Biopharma presents significant financial risk typical of clinical-stage biotechnology companies with no revenue and substantial cash burn. • Cash position: $50.0 million in cash and short-term investments as of Q1 2025, down from $82.0 million at end of 2024 • Cash burn rate: Approximately $31 million per quarter in operating cash flow burn, suggesting roughly 4-5 quarters of runway at current spending levels • Debt levels: Moderate debt-to-equity ratio of 0.47, total liabilities of $43.2 million against $66.1 million in equity • Solvency risk: High - company will likely need additional financing within the next 12-18 months to continue operations • Valuation metrics: Trading at 0.79x price-to-book ratio, suggesting shares trade below liquidation value • Market capitalization: Approximately $28 million, reflecting significant skepticism about clinical prospects • Enterprise value: Negative due to cash position exceeding market cap • Other considerations: Strong current ratio of 3.88 indicates good short-term liquidity; however, clinical-stage biotech companies face binary outcomes where clinical failures can lead to rapid value destruction. The company's survival depends entirely on successful clinical trial results and ability to raise additional capital.
Recent development
Based on the available financial data, Vor Biopharma has maintained focus on advancing its core VOR33 program through clinical development over the past few years. The company has sustained significant research and development spending, with annual cash burn of approximately $100 million in both 2023 and 2024, indicating continued investment in clinical trials and manufacturing capabilities. The company's financial trajectory shows the typical pattern of a clinical-stage biotechnology company, with steady cash depletion as it advances VOR33 through Phase 1/2 trials for acute myeloid leukemia treatment. The consistency in burn rate suggests disciplined execution of clinical development plans without major strategic pivots or program expansions. Vor has maintained its collaboration agreement with Akron BioProducts for developing and manufacturing cGMP nucleases, which are essential components for the gene editing process used in creating VOR33. This partnership approach allows the company to access specialized manufacturing capabilities without building extensive in-house infrastructure. The company's asset base has contracted from approximately $299 million in total assets at the end of 2022 to $109 million by Q1 2025, primarily reflecting the consumption of cash raised in earlier financing rounds to fund ongoing operations. This trajectory is expected for clinical-stage companies but highlights the pressing need for either positive clinical data to attract additional investment or successful completion of trials leading to regulatory approval and commercialization.
VOR company profile · for informational purposes only — not investment advice.
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