earnings
confidence high
sentiment neutral
materiality 0.60
Ultragenyx Q1 revenue $136M, net loss $1.84/share; reaffirms 2026 guidance; GTX-102 Phase 3 data H2 2026
Ultragenyx Pharmaceutical Inc.
2026-Q1 EPS reported
-$1.84
revenue$136,000,000
- Total revenue $136M (Q1 2025: $139M); Crysvita $93M, Dojolvi $18M, Evkeeza $18M, Mepsevii $7M.
- Net loss $185M ($1.84/share) vs $151M ($1.57/share); operating expenses $305M including $30M restructuring.
- Reaffirms 2026 total revenue guidance $730M-$760M; combined R&D and SG&A expenses flat to slightly down vs 2025.
- DTX401 BLA for GSDIa granted Priority Review; PDUFA Aug 23, 2026. UX111 BLA resubmitted for MPS IIIA; PDUFA Sept 19, 2026.
- GTX-102 Angelman Phase 3 data expected H2 2026; DTX301 Phase 3 showed significant ammonia reduction.