UNIQURE $QURE Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.2M (Est. $6.2M) 🔴; +41% YoY
🔹 EPS: -$0.88 (Est. -$0.92) 🟢
Announcements:
🔹 FDA Priority Review: BLA for ifezuntirgene inilparvovec; PDUFA target action date May 1, 2027
🔹 Confirmatory Study: approximately 200 patients; 2:1 randomization; U.S. screening by end of 2026
🔹 Safety: manageable profile across 51 total treated patients
Other Q3 Metrics:
🔹 Cash & Investments: $768.4M; runway into 2029
🔹 R&D Expenses: $35.5M
🔹 SG&A Expenses: $23.9M
Comments:
🔸 “We strongly believe AMT-130 has the potential to deliver meaningful benefit to HD patients. With our BLA under Priority Review and preparations for the confirmatory study underway, we are committed to bringing this therapy to patients and families who continue to live with this devastating disease.”
🔸 “As we continue to build our commercial capabilities and prepare for a potential launch, we are energized by what lies ahead, and our financial strength provides us the runway to deliver on our plans,”
UNITED THERAPEUTICS $UTHR Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $832.5M (Est. $781M) 🟢; +4% YoY
🔹 EPS: $5.71 (Est. $6.42) 🔴; -20% YoY
🔹 Operating Income: $307.8M (Est. $347M) 🔴
Revenue Breakdown:
🔹 Tyvaso DPI: $378.5M; +13% YoY
🔹 Nebulized Tyvaso: $125.3M; -12% YoY
🔹 Orenitram: $145.0M; +11% YoY
🔹 Remodulin: $122.0M; -3% YoY
🔹 Adcirca: $4.5M; -54% YoY
Announcements:
🔹 Share Repurchase: Up to $2.0B authorized through October 21, 2027
Key Updates:
🔹 Other R&D: $130.0M, primarily tied to Thymmune acquisition IPR&D
Comments:
🔸 “United Therapeutics is entering a period of extraordinary growth. We are advancing a portfolio of new therapies designed to exponentially increase the number of patients we can serve.”
🔸 “Our strategies are delivering, securing an increasingly strong position to leverage our commercial operations. With a durable and robust foundation combined with significant new opportunities across cardiopulmonary and respiratory medicine rapidly approaching, we believe we have the strongest growth outlook in our history.”
Union ironworker Brian Poindexter defeated GOP Rep. Max Miller, adding to Democrats’ House gains after domestic-abuse allegations against the incumbent put the red-leaning Ohio seat in play.
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Union ironworker Brian Poindexter defeated GOP Rep. Max Miller, adding to Democrats’ House gains after domestic-abuse allegations against the incumbent put the red-leaning Ohio seat in play
Unilever plans to save €1 billion ($1.1 billion) by the end of 2029 to accelerate Chief Executive Officer Fernando Fernandez’s overhaul of the consumer goods company.