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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
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ROYALTY PHARMA $RPRX Q3โ€™26 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $690M; +13% YoY ๐Ÿ”น Adjusted EBITDA: $840M (Est. $792M) ๐ŸŸข ๐Ÿ”น Portfolio Receipts: $890M (Est. $884.8M) ๐ŸŸข; +9% YoY Raises FY26 Guide: ๐Ÿ”น Portfolio Receipts: $3.50B-$3.55B; from $3.40B-$3.50B ๐Ÿ”น Payments for operating costs: 5.5%-6.0% ๐Ÿ”น Interest paid: $350M-$360M Announcements: ๐Ÿ”น Zoryve Royalty: $100M upfront ๐Ÿ”น Mimrylo Royalty: $100M Key Updates: ๐Ÿ”น Transactions: $1.9B announced; $1.6B capital deployed ๐Ÿ”น Pelacarsen: $150M non-cash impairment charge Other Q3 Metrics: ๐Ÿ”น Royalty Receipts: $883M (Est. $873.9M) ๐ŸŸข; +9% YoY ๐Ÿ”น Cystic Fibrosis Franchise: $225M (Est. $222M) ๐ŸŸข; +1% YoY ๐Ÿ”น Trelegy: $89M (Est. $90M) ๐Ÿ”ด; -6% YoY ๐Ÿ”น Tremfya: $80M (Est. $76M) ๐ŸŸข; +61% YoY ๐Ÿ”น Tysabri: $67M (Est. $67M) ๐ŸŸก; -1% YoY ๐Ÿ”น Net Cash From Operations: $686M Comments: ๐Ÿ”ธ โ€œWe delivered 9% growth in Royalty Receipts for the quarter and double-digit growth year-to-date.โ€ ๐Ÿ”ธ โ€œLastly, we remain excited by the potential for R&D co-funding with global biopharma - where we have announced $1 billion of transactions so far this year - which represents an important new opportunity for our business.โ€
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