Strong Revenue Growth and Market Penetration
Revuforj and Niktimvo sales reached nearly $100 million in the first half of 2025, significantly exceeding expectations. Revuforj net revenue increased 43% quarter-over-quarter to $28.6 million.
Successful Launch of Niktimvo
Niktimvo reported $36.2 million in net revenue for the second quarter, up from $13.6 million in the first two months of the launch, with strong initial market penetration.
Promising Pipeline Developments
Anticipated approval of supplemental new drug application (sNDA) for Revuforj in relapsed/refractory mutant NPM1 AML with a PDUFA action date of October 25, 2025.
Expansion into Frontline Settings
Enrollment underway for pivotal frontline trials for Revuforj in combination with venetoclax and azacitidine, with a U.S. market opportunity exceeding $5 billion.
Operational Stability and Profitability Path
Operating expenses expected to remain stable for the next few years, with a strong balance sheet and a clear path to profitability.