earnings
confidence high
sentiment positive
materiality 0.75
Atrium Therapeutics Q2 2026: IND cleared for ATR 1072, BMS milestone $15M, cash $263.9M
Atrium Therapeutics, Inc.
- FDA cleared IND for ATR 1072; Corventis Phase 1/2 trial in PRKAG2 syndrome launched, ~37 participants planned.
- Earned second BMS milestone payment of $15M in August, to be recognized in Q3 2026.
- Q2 2026 collaboration revenue $3.0M; R&D expenses $15.3M; G&A $10.3M.
- Cash, equivalents and short-term investments $263.9M as of June 30, 2026; runway through mid-2028.
- Expect first Corventis participant enrollment by end of 2026; initial data 2H 2027; IND for ATR 1086 in 2027.