earnings
confidence high
sentiment negative
materiality 0.85
Ultragenyx Pharmaceutical Inc. (RARE): restructuring charge — Ultragenyx Q4 rev $207M (+25%), net loss $129M; restructures 10% headcount; UX111 gets IRL
Ultragenyx Pharmaceutical Inc.
2025-FY EPS reported
-$5.83
revenue$673,000,000
- Full year 2025 total revenue $673M (+20% YoY); Crysvita $481M, Dojolvi $96M, Evkeeza $59M.
- Q4 net loss $129M ($1.29/share); full year net loss $575M ($5.83/share).
- Restructuring: 10% workforce cut (~130 employees), $50M charges; path to profitability in 2027.
- 2026 revenue guidance $730-760M; combined R&D+SG&A expenses flat to down low-single digits.
- UX111 BLA resubmitted; received Incomplete Response Letter requesting additional CMC documentation.