Fennec Pharmaceuticals (FENC)
NASDAQ:FENC
Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.01Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple material commercial and clinical positives: strong top-line acceleration (+73% YoY), meaningful operational traction from the Fennec HEARS hub (48% QoQ infusion increase, 80% conversion and adherence), expanded commercial reach (prescriber targets expanded from ~1,300 to >5,000) and growing clinical momentum via ISTs and ASCO visibility. Counterbalancing these positives are higher near-term operating expenses (~$14M in Q1, ~$50M expected for 2026 with front-loaded spend), some near-term cash seasonality with Q2 expected to be lower than Q1, and a missed German milestone from partner Norgine. Overall, the highlights and catalysts materially outweigh the lowlights, with management emphasizing that cash plus projected revenues should fund operations and that commercial investments are already showing early returns.Company Guidance
Strong Revenue Growth
Net product sales of $15.1M in Q1 2026 versus $8.8M in Q1 2025, representing ~73% year-over-year growth and marking the sixth consecutive quarter of increased net product sales since the new commercial leadership.
Fennec HEARS Operational Momentum
Completed infusions through the Fennec HEARS hub increased ~48% quarter-over-quarter; conversion rates into therapy hit the company's 80% benchmark for the first time and patient adherence is approximately 80%, a material improvement versus one year ago. April single-month HEARS demand exceeded 50% of total Q1 HEARS demand and Q2 demand is tracking to surpass Q1.
Commercial Expansion & Target Growth
Invested in 14 new territories and 4 frontline managers; prescriber target universe expanded from ~1,300 to over 5,000 targets (an increase of ~285%), enabling greater reach and frequency and early signs of new-account starts in April and balanced growth across academic and community settings.
Clinical & Investigator-Initiated Study Momentum
Announced a third investigator-initiated study (University of Arizona Cancer Center) in addition to earlier initiations at Tampa General Hospital Cancer Institute and City of Hope; these ISTs (plus ongoing studies) are generating clinical interest and early commercial adoption at participating institutions.
Peer Recognition and Scientific Visibility
Four abstracts evaluating PEDMARK for prevention of cisplatin-induced ototoxicity were accepted for presentation at the ASCO Annual Meeting, increasing scientific exposure and supporting potential broader clinical adoption.
Positive Regulatory Engagement in Japan
Held a positive informal meeting with Japan's PMDA and continue to explore partnering opportunities in the region, supporting potential international expansion efforts.
Positive Cash Flow and Balance Sheet Movement
Generated positive operating cash flow of $2.3M in the quarter; cash and cash equivalents increased by $3.3M to $40.1M as of March 31, 2026 (including ~$1M from option exercises). Company states cash, cash equivalents and investment securities plus projected PEDMARK revenues are sufficient to fund the business under the current plan.
Partnership Rollout Potential (PEDMARQSI / Norgine)
Expectation of a 2026 ramp in multiple markets through partner Norgine with royalty upside (mid-teens royalties referenced) and material milestone opportunity over time tied to sales, positioning a pathway for non-U.S. revenue growth.
FENC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FENC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $6.77 | $9.24 | +36.48% |
Mar 24, 2026 | $7.45 | $6.02 | -19.19% |
Nov 13, 2025 | $7.69 | $7.86 | +2.21% |
Aug 14, 2025 | $9.11 | $8.53 | -6.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Fennec Pharmaceuticals (FENC) report earnings?
Fennec Pharmaceuticals (FENC) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
What is Fennec Pharmaceuticals (FENC) earnings time?
Fennec Pharmaceuticals (FENC) earnings time is at Aug 06, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is FENC EPS forecast?
FENC EPS forecast for the fiscal quarter 2026 (Q2) is 0.01.