Zevra Therapeutics (ZVRA)
NASDAQ:ZVRA
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Earnings Data
Report Date
Aug 18, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.11Last Year’s EPS
1.21Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong progress on multiple fronts: very robust revenue growth (+78% YoY), positive reported net income driven by a strategic asset sale, a clean balance sheet with no debt and meaningful commercial validation for MIPLYFFA (170 enrollments, guideline inclusion, broad clinical dataset). At the same time, management flagged a number of operational and execution items to monitor — elevated operating expenses, a sizeable tax provision, reliance on a one-time sale for headline profitability, variability in EAP and international orders, modest quarter-over-quarter prescription momentum (9 new enrollment forms in Q1), and slow event accrual in the Celiprolol trial. Overall, the positives around commercial traction, cash position and strategic portfolio actions outweigh the transitory and execution-related headwinds, but the underlying operating performance and trial timelines warrant continued attention.Company Guidance
Strong Revenue Growth
Total net revenue of $36.2M in Q1 2026, a 78% increase versus $20.4M in Q1 2025 (incremental $15.8M). Composition: $24.6M MIPLYFFA U.S. net sales, $10.2M net reimbursements from the global EAP (Arimoclomol), $1.1M royalty revenue and $0.3M from OLPRUVA.
Profitability Driven by Strategic Transaction
Reported net income of $37.9M (EPS $0.62 basic, $0.60 diluted) versus a net loss of $3.1M a year ago. This includes a one-time gain of approximately $43.3M from the SDX portfolio sale; excluding one-time items and related tax provision, adjusted quarterly net income was $11.5M (approximately $0.18 per diluted share).
Solid Balance Sheet and Debt Elimination
Cash, cash equivalents and investments of $236.8M as of March 31, 2026. Company is debt-free after early debt retirement, which management says will save ~ $8M per year in interest expense. Cash decreased modestly by $2.1M (-0.9%) versus Dec 31, 2025 primarily due to deleveraging.
Commercial Launch Traction for MIPLYFFA
170 prescription enrollment forms for MIPLYFFA from launch through March 31, 2026 (9 received in Q1). Management estimates this reaches roughly half of the currently diagnosed U.S. NPC patient population (300–350 diagnosed). Patient mix is ~50% adults and 50% children.
Clinical and Guideline Validation
MIPLYFFA added to NPC clinical practice guidelines; company highlights >5 years of data across >270 NPC patients from trials, open-label extension, global EAP and pediatric substudy. MIPLYFFA + miglustat is described as the first disease‑modifying therapy shown to halt progression at 12 months in a randomized trial, with benefits as early as 12 weeks and durable effects >5 years.
Global Access Progress
122 patients enrolled in the global Expanded Access Program across multiple geographies. EMA Marketing Authorization Application for Arimoclomol is under review; responses to the 120-day list were submitted within the clock stop period and review is progressing.
Late-Stage Pipeline Advancement
Phase III DiSCOVER trial for Celiprolol (VEDS) has enrolled 62 patients (10 added in Q1). Study is event-driven; 2 confirmed events recorded toward 28 required for the interim analysis. Management pursuing additional FDA engagement in H2 2026 to explore acceleration pathways.
Portfolio Optimization Monetization
Sale of SDX portfolio to Commave Therapeutics for $50M (net proceeds $45M); $40.5M received in Q1 with remaining $4.5M received in April. Aquestive entitled to 10% ($5M) per contractual obligation. Transaction provided non-dilutive capital and a one-time gain recognized.
ZVRA 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
ZVRA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $11.25 | $11.00 | -2.22% |
Mar 09, 2026 | $9.12 | $11.06 | +21.27% |
Nov 05, 2025 | $10.07 | $9.09 | -9.73% |
Aug 12, 2025 | $11.76 | $9.43 | -19.81% |
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 Zevra Therapeutics (ZVRA) report earnings?
Zevra Therapeutics (ZVRA) is schdueled to report earning on Aug 18, 2026, After Close (Confirmed).
What is Zevra Therapeutics (ZVRA) earnings time?
Zevra Therapeutics (ZVRA) earnings time is at Aug 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ZVRA EPS forecast?
ZVRA EPS forecast for the fiscal quarter 2026 (Q2) is 0.11.