Heron Therapeutics (HRTX)
NASDAQ:HRTX
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
>-0.01Last Year’s EPS
-0.02Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call struck an overall positive tone: despite a weather-driven Q1 setback and temporary margin/EBITDA pressure, commercial momentum is clear across key products (ZYNRELEF, APONVIE, CINVANTI) with strong YoY demand growth, successful distributor incentive programs (IGNITE), clinical guideline endorsement for APONVIE, planned sales force expansions, and maintained full-year guidance. Management attributes most weaknesses to external, temporary factors and provided timelines for margin normalization and recovery, supporting confidence in achieving 2026 objectives.Company Guidance
Total Net Sales and Monthly Recovery
Q1 net product sales of $34.7 million with March recovering to over $15 million, signaling a strong sequential rebound after early-quarter disruption.
Acute Care Revenue Growth
Acute Care combined net sales of $13.6 million (ZYNRELEF $10.2M, APONVIE $3.4M) with ZYNRELEF demand unit growth of 22% year-over-year and APONVIE demand units up 68% year-over-year (average daily units +70% YoY).
ZYNRELEF Adoption and IGNITE Program Success
IGNITE 1.0 drove unit volume in targeted accounts from ~9,000 to >19,000 units (111% growth) in two quarters. IGNITE 2.0 expands targeted accounts 38% (from 2,261 to 3,109 accounts), supporting continued ZYNRELEF adoption and sequential share gains in a softer local anesthetic market.
APONVIE Clinical Endorsement and Access Expansion
APONVIE achieved P&T approval in 1,903 accounts representing 5.8 million medium-to-high-risk procedures annually, permanent product-specific J-code effective April 1, and prominent inclusion in the fifth consensus PONV guidelines (A1 evidence rating), positioning it as the evidence-graded standard for PONV prophylaxis.
Oncology Franchise Durability (CINVANTI)
CINVANTI delivered stable performance with Q1 net sales of $20.5 million and an exit NK1 market share of 25% (12-month average 25%). The REIGNITE program is expected to add ~ $10 million in near-term annualized net revenue from new formulary wins.
Pricing Discipline and Strategic Positioning
Company maintained pricing discipline across active products: ZYNRELEF net selling price trending upward, APONVIE price stable during growth phase, and CINVANTI temporary Q4 dip reverted in Q1. Management emphasized protecting long-term economics rather than chasing volume via concessions.
Commercial and R&D Investments on Track
Sales force expansions for ZYNRELEF and a dedicated aprepitant team are on track for Q3 2026. ZYNRELEF prefilled syringe (PFS) program fully funded and on schedule with registration batches manufactured and 12-month stability data planned for Q1 2027.
Full-Year Guidance Maintained
Management reaffirmed 2026 guidance: net product sales $173 million to $183 million and adjusted EBITDA $10 million to $20 million, citing Q1 weather-related softness as temporary and visible recovery underway.
HRTX 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
HRTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $1.21 | $0.95 | -21.07% |
Feb 26, 2026 | $1.08 | $1.20 | +11.11% |
Nov 04, 2025 | $1.18 | $1.14 | -3.39% |
Aug 08, 2025 | $1.84 | $1.32 | -28.26% |
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 Heron Therapeutics (HRTX) report earnings?
Heron Therapeutics (HRTX) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Heron Therapeutics (HRTX) earnings time?
Heron Therapeutics (HRTX) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HRTX EPS forecast?
HRTX EPS forecast for the fiscal quarter 2026 (Q2) is >-0.01.
