earnings
confidence high
sentiment neutral
materiality 0.60
Enanta Q1 FY2026 net loss $11.9M ($0.42/sh); pipeline advances with zelicapavir and new immunology programs
ENANTA PHARMACEUTICALS INC
2026-Q1 EPS
reported -$0.42
vs consensus -$0.50
▲ beat
(+15.6%)
- Revenue of $18.6M from AbbVie royalties, up 9% vs $17.0M YoY; net loss narrowed to $11.9M from $22.3M.
- Cash & securities $241.9M; runway expected into fiscal 2029.
- Zelicapavir Phase 2b RSVHR showed 6.7-day improvement in symptom resolution for high-risk adults; Phase 3 enabling activities ongoing.
- New MRGPRX2 immunology program introduced; development candidate selection expected in 2H 2026.
- EDP-978 (oral KIT) IND on track for Q1 2026; EPS-3903 (oral STAT6) IND targeting 2H 2026.