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Scholar Rock Holding Corp (SRRK)
NASDAQ:SRRK
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.81Last Year’s EPS
-0.67Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong forward momentum: focused regulatory engagement with FDA (including a field visit), readiness to resubmit the BLA following an expected reinspection, an advancing clinical pipeline (multiple studies including FSHD and SRK‑439), active commercial build (field team, specialty pharmacy and home infusion networks), and materially strengthened financing optionality (warrant proceeds plus a $550M debt facility). The key negative is continued regulatory and manufacturing risk tied to Catalent’s remediation status, plus high pre‑launch operating spend and potential payer access timing issues. On balance, the highlights—substantive regulatory engagement, concrete mitigation steps (second fill‑finish facility), robust pipeline progress, commercial preparedness, and improved liquidity—outweigh the remaining execution risks.Company Guidance
Regulatory momentum toward U.S. resubmission and 2026 launch
Company reaffirmed guidance to resubmit the BLA and target a U.S. launch upon approval in 2026. Since the November Type A meeting, FDA engagement has been active (including an FDA field team visit to the Catalent, IN site) and the FDA indicated intent to reinspect the Catalent facility after routine manufacturing resumed in late February. Management is prepared to resubmit the BLA quickly following a successful reinspection.
European MAA review progressing
The Marketing Authorization Application (MAA) with the EMA is under review and management expects a decision in mid-2026, enabling potential launch sequencing in Europe beginning with Germany in H2 2026.
Pipeline progress — multiple programs advancing
Phase 2 OVAL (ipilimumab/epitogromab) continues enrolling infants/toddlers (<2 years) including SMN-treated patients. FSHD IND cleared and FORGE Phase 2 (randomized, placebo-controlled, ~60 patients) is on track to start mid-2026. SRK‑439 (high‑potency myostatin inhibitor) is dosing in Phase 1 with topline data expected in H2 2026. Subcutaneous formulation Phase 1 showed 800 mg subQ produced overlapping PD with 800 mg IV; further clinical/regulatory strategy planned.
Commercial preparedness and community engagement
U.S. commercial team deployed: engaging ~140 SMA treatment centers and ~2,600 prescribing physicians; expanded specialty pharmacy network for continuity of care; home infusion network with >10,000 affiliated nurses; disease awareness campaign 'Life Takes Muscle' launched; active payer engagement (national/regional, Medicare/Medicaid).
Strengthened balance sheet and financing flexibility
Ended 2025 with $368,000,000 in cash and cash equivalents. Q4 included $60,400,000 from warrant exercises (≈16% of year-end cash). Secured a new debt facility with Blue Oak Capital for up to $550,000,000 (≈149% of year-end cash): $100,000,000 available at close (used to repay prior facility), additional $100,000,000 expected this quarter, option to draw $150,000,000 following FDA approval, and incremental option up to $200,000,000 by mutual consent.
Operating spend transparency and prioritization
Q4 2025 operating expenses were $91,900,000 (including $19,400,000 non‑cash stock-based compensation). Excluding stock comp, Q4 operating expenses were $72,500,000. Full year 2025 operating expenses were $384,600,000 (including $75,600,000 stock comp); ex-stock comp FY2025 op ex = $309,000,000. Non‑cash stock compensation represented ~21.1% of Q4 op ex and ~19.7% of FY op ex.
SRRK 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
SRRK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $43.48 | $44.31 | +1.91% |
Nov 14, 2025 | $30.07 | $37.41 | +24.41% |
Aug 06, 2025 | $36.98 | $34.62 | -6.40% |
May 14, 2025 | $31.40 | $30.54 | -2.74% |
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 Scholar Rock Holding Corp (SRRK) report earnings?
Scholar Rock Holding Corp (SRRK) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Scholar Rock Holding Corp (SRRK) earnings time?
Scholar Rock Holding Corp (SRRK) earnings time is at May 12, 2026, After Close (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 SRRK EPS forecast?
SRRK EPS forecast for the fiscal quarter 2026 (Q1) is -0.81.
