Karyopharm Therapeutics (KPTI)
NASDAQ:KPTI
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-1.31Last Year’s EPS
-4.32Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys strong clinical momentum and significant near-term catalysts: compelling Phase III SENTRY results with a statistically robust spleen response and an intriguing overall survival signal, completed enrollment in EC042 with prior SIENDO data showing deep and durable PFS benefit, ASCO presentation and planned mid-2026 manuscript, and quarter-over-quarter revenue improvement driven by gross-to-net gains. These positives are tempered by competitive pressure that reduced underlying demand for XPOVIO, gross-to-net volatility, continued net losses and high operating spend, and a limited cash runway into late Q3 2026 that may necessitate additional financing or milestone events. Regulatory timing and the need for further data granularity (e.g., deaths attribution) add some near-term uncertainty. On balance, the clinical and strategic highlights are material and potentially value-creating, though execution and financing risks remain.Company Guidance
SENTRY Phase III: Strong Spleen Volume Reduction (SVR35)
Co-primary SVR35 at week 24: 50% for selinexor + ruxolitinib vs 28% for ruxolitinib alone (p < 0.0001). Rapid meaningful spleen volume reductions observed as early as week 12 and sustained through week 36, indicating a durable effect.
Promising Overall Survival Signal and Disease-Modification Markers in SENTRY
Overall survival hazard ratio 0.43 (nominal p = 0.0222) favoring the combination. Post-hoc analyses show SVR35 predicts OS; 32% of combination patients had ≥20% variant allele frequency (VAF) reductions, consistent with potential disease modification.
Peer Recognition and Publication Plans
SENTRY data selected for a late-breaking oral presentation at ASCO; manuscript planned for a peer-reviewed journal in mid-2026, supporting scientific validation and visibility.
Endometrial Cancer Program: EC042 Enrollment Complete; SIENDO Benchmarks Very Positive
EC042 enrollment complete with 257 ITT and ~220 mITT (primary analysis population); top-line EC042 data expected mid-2026. Prior SIENDO data in p53 wild-type subgroup: median PFS 13.7 vs 3.7 months (HR 0.41) at top-line, extending to median PFS 28.4 months (HR 0.44) on long-term follow-up; p53 wild-type/MMR-proficient subgroup median PFS ~40 months (HR 0.36), comparing favorably to RUBY (HR 0.77).
Quarterly Revenue Growth and Gross-to-Net Improvement
Q1 total revenue $35.1M vs $30.0M year-ago (+~17%). U.S. XPOVIO net product revenue $29.2M vs $21.1M (+~38.4%). Gross-to-net decreased to 21.8% this quarter from 45.0% in Q1 2025 (improvement of ~23.2 percentage points); underlying gross-to-net estimated ~26% excluding atypical adjustments.
Improved Underlying Operating Performance and Confirmed Guidance
Net loss improved to $22.4M from $23.5M year-over-year. Company reports a 20% reduction in loss from operations on an underlying basis. Reaffirmed full-year 2026 guidance: total revenue $130M–$150M; U.S. XPOVIO net product revenue $115M–$130M; combined R&D + SG&A $230M–$245M.
Balance Sheet Strengthening and Commercial Readiness
Ended quarter with $91.2M cash, cash equivalents and restricted cash (including ~ $50M financing completed in March). Company emphasizes established commercial capabilities (sales, market access, medical affairs), community-focused coverage (≈60% of U.S. sales), and preparedness to launch in myelofibrosis and endometrial cancer with limited incremental pre-approval spend.
Commercial Market Opportunity
Addressable U.S. myelofibrosis market: ~20,000 living patients, ~7,000 newly diagnosed first-line annually (~4,000 addressable); company projects up to ~$1B U.S. peak annual revenue for selinexor + ruxolitinib. Endometrial advanced/recurrent pool ≈17,000 annually with ~50% p53 wild-type (substantial maintenance opportunity).
KPTI 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
KPTI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $8.85 | $8.90 | +0.56% |
Feb 12, 2026 | $7.37 | $8.94 | +21.30% |
Nov 03, 2025 | $5.80 | $6.07 | +4.66% |
Aug 11, 2025 | $3.94 | $3.77 | -4.31% |
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 Karyopharm Therapeutics (KPTI) report earnings?
Karyopharm Therapeutics (KPTI) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Karyopharm Therapeutics (KPTI) earnings time?
Karyopharm Therapeutics (KPTI) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is KPTI EPS forecast?
KPTI EPS forecast for the fiscal quarter 2026 (Q2) is -1.31.