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vTv Therapeutics

VTVT Rare disease Lead: Phase 3 7 Biotech Distilled articles ↓ 25 filings & releases ↓ Cash $77.2M (Sep 30, 2026) ↓ 7 verdicts ↓ 3 timing quotes ↓
HematologyMetabolicRespiratory Small Molecule

Market cap $84.4M 4.0M shares (vendor count, Nov 7, 2026) × $21.03 close Nov 6, 2026 · share count from the market-data vendor, not the SEC cover page

Most recent annual filing: 2026-03-15

Catalyst timeline

2 trackedQuarter catalyst calendar →
  1. CATT1 Ph3 toplinemid-2027CATT1 Ph3 topline, mid-2027, major
  2. Cadisegliatin T2D Ph2 start2H 2027Cadisegliatin T2D Ph2 start, 2H 2027, routine

Bar width shows how precise the guidance is — a pin is a stated date, a wide band a six-month window. Deeper blue means more of the thesis rides on the event; it is not a view on the stock.

Pipeline (9 active programs)

Discontinued (1)

Capital (as filed)

Cash
$77.2M cash and cash equivalents · Sep 30, 2026 (10-Q)
Operating cash flow
−$10.2M quarter Jun 30, 2026 → Sep 30, 2026, year-to-date difference (10-Q)
As stated in coverage
$77.2M cash, runway anticipated CATT1 topline data readout per the update of Nov 5, 2026 — the company's own words as read there, not the filed figure

Cash, investments and operating cash flow are the company's own XBRL facts as filed with the SEC, each shown with its period end and tag. As-stated figures come from the company's own words as read in Biotech Distilled coverage, dated, and routinely count securities and planned financing that a balance sheet does not. Offering rows are the SEC cover pages as filed. Not investment advice. Figures as of Nov 7, 2026.

Biotech Distilled coverage (7)

Articles open on Substack. Some are subscriber-only; those marked ★ Distilled Pro are for Distilled Pro members.

Verdict history (7 calls)

Every verdict Biotech Distilled has published on vTv Therapeutics, oldest first — the full history, never a selection. How calls are scored: the track record.

  1. 2026-02-04 Speculative buy speculative vTv Therapeutics (VTVT): Scientific Deep Dive for Cadisegliatin and Pipeline Products Hepatoselective chemistry addresses historical GKA toxicity failures, the company is fully funded through the binary Phase 3 readout, and the hypoglycemia-sparing benefit is the real commercial value driver.
  2. 2026-03-14 Speculative buy speculative UPDATE: vTv Therapeutics (VTVT) – A Biotech Delay Hits Phase 3 The thesis is delayed not broken; enrollment slip pushes topline to Q1-Q2 2027 but the balance sheet comfortably covers the extended runway and the hepatoselective chemistry conviction is unchanged.
  3. 2026-03-29 Speculative buy speculative UPDATE: vTv Therapeutics (VTVT) - Smart Money Buys the Delay Millennium Management's 5% passive stake validates the runway math and confirms institutional confidence in the hepatoselective chemistry thesis despite the enrollment delay.
  4. 2026-05-14 Hold UPDATE: vTv Therapeutics (VTVT) – The ATM Refresh on Earnings Day The ATM refresh to $47.5M on earnings day introduces a real dilution overhang and the burn rate came in 35% above model, softening the 'no dilution gap' claim and making the entry point unattractive until the overhang clears.
  5. 2026-08-07 Speculative buy speculative UPDATE: vTv Therapeutics (VTVT) - The Gun They Didn't Fire Zero ATM shares sold in two consecutive quarters demonstrates management restraint, enrollment remains on track for Q3 2026, and the dilution feared in May has not materialized, justifying re-upgrade for those who can wait through the Q1-Q2 2027 readout.
  6. 2026-10-06 Speculative buy speculative UPDATE: vTv Therapeutics (VTVT) - The Clock Is Set CATT1 fully enrolled at 166 patients (above the 150-patient design), retiring enrollment risk and pinning topline to mid-2027, while the price has drifted back to May levels offering an improved risk/reward for patient investors.
  7. 2026-10-09 Speculative buy speculative UPDATE: vTv Therapeutics (VTVT) - Millennium Doubles Down Millennium grew its passive stake ~73% to 8.7% during the dead-money drift and before enrollment news was public, reinforcing institutional conviction in the mid-2027 binary readout at current ~$30 prices.

Every verdict Biotech Distilled has published on this company, in order, with the post it came from — the full history, never a selection. Position figures are the same ones shown on /track-record, computed by the same method. Editorial opinion, not investment advice.

Timing, in the company's words (3 quotes from 3 filings)

Sentences quoted verbatim from the company's SEC filings, newest filing first. Each sits under the filing it appeared in; the "matched to" tag names the calendar row it was read for.

Timing sentences quoted from the company's own SEC filings, each under the filing it appeared in. The 'matched to' tag is the calendar row the sentence was read for; the filing is the source. Not investment advice.

Filings & releases (25)

SEC filings from EDGAR and press releases captured from the company's investor-relations site, newest first. Releases captured from May 7, 2026; filings from March 2026. Summaries come from the BD update that read the document; "BD extracted" counts point at the pipeline table above. All companies →

5 more filings (13G holder notices, S-8, proxy material, SEC correspondence …)