secwatch.observer — SEC 8-K summary
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Issuer:     MeiraGTx Holdings plc (MGTX)
CIK:        0001735438
Form:       8-K
Filed at:   2026-08-13T12:05:59+00:00
Accession:  0001104659-26-095491
Event type: earnings
Sentiment:  positive
Materiality: 0.90
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MeiraGTx Q2 net income $160.7M; bota-vec acquired, $400M Oberland deal, BTD for AAV2-hAQP1
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- Q2 net income $160.7M ($1.76 basic EPS) vs net loss $38.8M in Q2 2025; revenue from services and licenses surged.
- Completed $25M acquisition of bota-vec (XLRP) from J&J; $100M equity financing; up to $400M Oberland investment with $375M non-dilutive.
- FDA granted Breakthrough Therapy Designation for AAV2-hAQP1; Phase 2 AQUAx2 enrollment completed; 3-year data positive.
- Lilly collaboration: $75M upfront, up to $400M milestones for medu-vec and gene therapy tech; also $95M due from Hologen.
- Cash $145.4M at June 30, 2026; expects runway into H2 2028.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1735438/000110465926095491/0001104659-26-095491-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1735438/000110465926095491/mgtx-20260813x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-095491

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