Earnings analysis of drugmakers' quarterly results, in-depth business analysis and the CompePharma View, ten new pieces every day.
Revenue reached $832.5 million as Tyvaso DPI and Orenitram grew, but Thymmune-related R&D and a higher tax rate pushed net income down to $258.6 million.
Record $216.3M revenue rose 3% as JORNAY PM and AZSTARYS filled much of the gap left by pain declines; adjusted EBITDA fell 9% and guidance was reaffirmed.
Revenue rose 14.9% to $221.6 million and adjusted EBITDA margin hit 23.1%, but GAAP losses widened on settlements as the VitalConnect deal closed and guidance rose.
Obsidian Therapeutics posted a $50.7M Q3 net loss after its Galera deal and $350M financing, with its amsoki-cel registration-enabling cohort now the main driver of value.
Tarsus reported 64% year-over-year growth for XDEMVY and a roughly 93% gross margin, while two acquisitions pushed the quarter deep into the red and reshaped the pipeline.
Recorlev's 93% jump more than accounted for Xeris's 44% revenue growth in Q3, while Gvoke shrank and the company raised both its 2026 guidance and its 2030 outlook.
A Q3 beat-and-raise on BRIUMVI's U.S. business sets up a run of dosing-format catalysts, from subcutaneous Phase 3 data to a simplified IV start, while spending rises.
Organic revenue rose 4.7% as safety assessment volume and Manufacturing demand offset May divestitures; the company lifted 2026 revenue and non-GAAP EPS guidance.
Revenue rose 32% to $1.025 billion in Q3, yet lumpy international orders and two acquired-R&D charges led the company to lower full-year revenue and non-GAAP EPS guidance.
Q3 demand stayed solid with 400 net patient adds and full-year guidance was held, while higher royalties and an R&D milestone cut earnings and the 2027 legal and regulatory calendar looms.
Third-quarter net sales of $431.3 million, up 50%, turned a $114.2 million loss into $55.4 million of net income, while the company is already investing for the cirrhosis market.
ANI beat on growth and profit in Q3, but cut Cortrophin Gel guidance by $40 million at both ends, blaming specialty pharmacy capacity, while launching a roughly $560 million bid for Egetis.
VYJUVEK revenue rose 30% to $127.3M with a 94% gross margin, and Krystal authorized a $400M buyback, yet net income fell year on year and several readouts moved into 2027.
Corcept's third-quarter revenue rose 64% to $340.5M as Lifyorli nearly doubled sequentially, but reiterated 2026 guidance of $1.1–1.2B leaves a wide range for Q4.
Q3 revenue of $133 million and record adjusted EBITDA of $98 million came with a second guidance raise, while quarterly LINZESS sales growth slowed to 3.2% on rebate reserves.
Acadia raised 2026 DAYBUE guidance to $505–$520 million as DAYBUE STIX drove growth, while lower R&D spending and a swing from a tax benefit to a tax charge shaped the bottom line.
Net product revenue of $323.8M and a non-GAAP operating profit of $22.9M came with a higher guidance floor, while Q4 DM1 and FSHD readouts will shape the pipeline story.
Revenue rose 29% to $1.3 billion and the company raised its 2026 outlook, but the quarter's receivables, the convertible financing and a flu launch constrained by contracting timing shape the story.
Third-quarter revenue rose 39% to $493.0 million on 44% royalty growth, and Halozyme raised all four 2026 guidance ranges while securing a Dutch injunction against Merck's Keytruda Qlex.
A $50.0 million Novo milestone flattered nine-month results, but the Q3 story is a much smaller cost base and a pipeline now funded by Roche, Novo and Bristol Myers Squibb.
Greater China and new products offset supply constraints and generics erosion, and margins widened, but a GAAP tax-driven loss and a suspended Indian plant frame the Pacira-era story.
A $275 million Takeda trigger on the MIMRYLO approval turned a $39.3 million loss into $220.0 million of net income, while ICOTYDE's royalty contribution is not broken out.
BeOne raised 2026 revenue guidance to $6.9-$7.0 billion on a quarter in which GAAP operating income rose 157%, with BRUKINSA's MANGROVE filing and ASH data the next catalysts.
Third-quarter revenue rose 10% and full-year guidance moved up, but acquired IPR&D pushed Jazz to a GAAP loss as Xywav, Zepzelca and new launches offset a soft Epidiolex.