Biotech news for Thursday, May 7, 2026, ranked by our 5-dimension investment framework — regulatory, technology, commercial, manufacturing, and narrative.
Earnings Call Insights: Vir Biotechnology (VIR) Q1 2026 Management View "Since our last earnings call in February, we have remained highly focused on execution as we advance both our oncology and hepatitis delta programs with speed and focus." (President, CEO…
Earnings Call Insights: Revolution Medicines (RVMD) Q1 2026 Management view "This is a pivotal moment for our organization" following the RASolute 302 top-line readout, where "daraxonrasib monotherapy demonstrated an unprecedented improvement in overall surviv…
Earnings Call Insights: Vanda Pharmaceuticals (VNDA) Q1 2026 Management view "Vanda delivered strong commercial execution in the first quarter, highlighted by 26% year-over-year growth in Fanapt sales, the groundbreaking U.S. launch of NEREUS with its pioneeri…
Earnings Call Insights: ADMA Biologics (ADMA) Q1 2026 Management view “We had a strong start to the year with earnings growth and margin expansion despite total revenue being essentially flat, underscoring the resilience of the business,” Adam Grossman (Co-Fou…
Earnings Call Insights: ACADIA Pharmaceuticals (ACAD) Q1 2026 Management View CEO Catherine Owen Adams said, "ACADIA delivered a solid start to the year with total revenue of $268 million in the first quarter" and highlighted DAYBUE momentum: "DAYBUE had an es…
Earnings Call Insights: Mineralys Therapeutics (MLYS) Q1 2026 Management view “During the first quarter, the FDA accepted the NDA for lorundrostat for the treatment of adult patients with hypertension in combination with other antihypertensive drugs and assign…
Angelini Pharma has agreed to acquire all outstanding shares of Catalyst Pharmaceuticals ( CPRX ) for $31.50 per share in cash, for a total equity value of approximately $4.1B. The deal has been unanimously approved by the boards of directors of both
Earnings Call Insights: Sera Prognostics (SERA) Q1 2026 Management View "Given that we reported full year results just over 6 weeks ago, I'll focus my remarks on several key developments that continue to advance our commercial strategy and expand access to
Viridian Therapeutics ( VRDN ) priced upsized concurrent public offerings totaling $350M in gross proceeds, including $225M of 1.75% convertible senior notes due 2032 and $125M of common stock. The convertible notes will mature on May 15, 2032, unless earlier…
Cytokinetics ( CYTK ) priced an upsized underwritten public offering of 9.86M shares at $71 per share, raising about $700M in gross proceeds before expenses. The underwriters were also granted a 30-day option to purchase up to an additional 1.48M shares.
Travere Therapeutics ( TVTX ) on Wednesday announced the pricing of its underwritten offering of $475M aggregate principal amount of 0.50% convertible senior notes due 2032. The sale of the notes is expected to close on May 11. The aggregate principal amount o…
Earnings Call Insights: Arcutis Biotherapeutics (ARQT) Q1 2026 Management View "We’re very excited to have submitted a supplemental NDA for ZORYVE cream, 0.05% in atopic dermatitis patients aged 3 to 24 months in April" (President, CEO & Director Todd Wata…
Earnings Call Insights: Sarepta Therapeutics (SRPT) Q1 2026 Management view “We entered 2026 with a clear set of priorities, stabilize the business, restore confidence in growth, maintain financial strength and continue advancing a pipeline with the potential…
Earnings Call Insights: Mirum Pharmaceuticals (MIRM) Q1 2026 Management view "Based on that demand and continued performance across all brands, we are raising our full year revenue guidance to $660 million to $680 million." (CEO & Director Christopher Peet…
Earnings Call Insights: Recursion Pharmaceuticals (RXRX) Q1 2026 Management View "Since stepping into this role, I've been focused on a singular question: how do we harness the full power of AI to consistently and with urgency create better medicines for patie…
Earnings Call Insights: UroGen Pharma (URGN) Q1 2026 Management view “Given the critical importance of a successful ZUSDURI launch, the Board and I made the decision a few months ago that I would assume direct oversight of the commercial organization, resultin…
Sarepta Therapeutics ( SRPT ) is down ~6% in after-hours trading Wednesday despite Q1 financial results that beat on both lines as the biotech maintained its 2026 guidance. Net product revenues are projected at $1.2B-$1.4B. Consensus revenue amount is $1.73B.…
Earnings Call Insights: Geron (GERN) Q1 2026 Management View CEO Harout Semerjian said, "In the first quarter, we made progress on our 2026 strategic priorities. We grew RYTELO through focused commercial execution and advanced our European commercial and prici…
Earnings Call Insights: Taysha Gene Therapies (TSHA) Q1 2026 Management View CEO Sean Nolan said the company “reaffirmed alignment on the planned pathway toward a BLA submission for TSHA-102,” including “the potential to submit for approval based on a 6-month…
Earnings Call Insights: Novavax (NVAX) Q1 2026 Management View John Jacobs (President, CEO & Director) said the company’s strategy is “designed to deliver value via 3 key strategic pillars, partnering our technology, capital-efficient R&D innovation an…