Earnings MissHRTX missed on GAAP EPS due to the loss on extinguishment of debt charge related to the balance sheet cleanup announced earlier this year.
Oncology Franchise DeclineOncology franchise revenue experienced a modest decline, with plans to wind down Sustol commercialization due to increased market competition.
Revenue UncertaintyThe expected revenue ramp on Zynrelef and Aponvie remains an uncertainty and an overhang, with current unit demand growth far off from the revenue growth consensus for 2026 and 2027.