Recent 8-K filings for PTGX

• August 5, 2026, 4:11 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Protagonist Q2 net income $162.8M; ICOTYDE launch, rusfertide PDUFA in Aug 2026

  Q2 2026 net income $162.8M ($2.47 basic EPS) vs net loss $34.8M in Q2 2025; revenue $213.5M from Takeda opt-out and J&J milestones.

• May 5, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q1 net income $3.8M on ICOTYDE approval milestone; cash $620M, rusfertide opt-out fee $200M

  Net income $3.8M ($0.05 diluted EPS) vs net loss $11.7M in Q1 2025; revenue $56.4M incl. $50M ICOTYDE milestone from J&J.

• February 25, 2026, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Protagonist Q4 net loss $44.4M ($0.69/share); rusfertide opt-out expected Q2 2026

  Q4 2025 net loss $44.4M ($0.69 per share) vs Q4 2024 net income $131.7M ($2.11 per share); FY2025 loss $130.1M ($2.05) vs FY2024 income $275.2M ($4.47).

• January 12, 2026, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Protagonist updates pipeline; icotrokinra NDA Jul '25, rusfertide NDA Dec '25; Phase 3 UC/CD initiated

  Icotrokinra (oral IL-23R) NDA for psoriasis filed Jul '25; Phase 3 ICONIC-UC and ICONIC-CD initiated Q4 '25; superiority vs deucravacitinib achieved.

• November 6, 2025, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Protagonist Q3 net loss $39.3M (-$0.62); cash $678.8M; icotrokinra filed, rusfertide NDA expected Q4

  Net loss of $39.3M ($0.62 diluted EPS loss) vs $33.2M loss in Q3 2024.

• August 6, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Protagonist Q2 net loss $34.8M; icotrokinra NDA filed, rusfertide NDA on track

  Net loss $34.8M ($0.55/share) vs $30.6M in Q2 2024; license revenue $5.5M from Takeda.

• May 6, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Protagonist Q1 EPS -$0.19; rusfertide Phase 3 positive, ASCO plenary June 1

  Cash $697.9M (up from $559.2M Dec 2024); net loss $11.7M (-$0.19/sh) vs income $207.3M in Q1 2024.

• March 11, 2025, 7:59 PM ET other material materiality 0.90 positive item 8.01item 9.01

  Icotrokinra shows positive Phase 2b UC (corrected p-value) and Phase 3 PsO top-line data

  Phase 2b ANTHEM-UC: highest dose achieved 63.5% clinical response and 30.2% clinical remission at Wk12 vs 27.0% and 11.1% placebo; p-values corrected to <0.001 and <0.01.

• March 10, 2025, 7:59 PM ET other material materiality 1.00 positive item 8.01item 9.01

  Icotrokinra Phase 3 PsO hits 46% complete skin clearance; UC Phase 2b meets endpoint

  Phase 3 ICONIC-LEAD: 46% of icotrokinra patients achieved IGA 0 (completely clear skin) at Week 24; 74% IGA 0/1.

• March 3, 2025, 6:59 PM ET other material materiality 0.85 positive item 8.01item 9.01

  Protagonist and Takeda announce positive Phase 3 topline data for rusfertide in polycythemia vera; primary endpoint met

  77% of rusfertide patients achieved clinical response vs 33% placebo (p<0.0001) during weeks 20-32.

• February 21, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Protagonist reports Q4 net income $131.7M; cash $559.2M; upcoming Phase 3 readouts in March 2025

  Net income of $131.7M in Q4 2024 ($2.11 basic EPS) vs $27.3M in Q4 2023; FY 2024 net income $275.2M vs net loss of $79.0M in FY 2023.

• November 18, 2024, 6:59 PM ET other material materiality 0.85 positive item 1.01item 8.01item 9.01

  Protagonist announces positive Phase 3 results for icotrokinra; earns $165M milestone

  ICONIC-LEAD met co-primary endpoints: 64.7% achieved IGA 0/1, 49.6% PASI 90 at week 16 vs placebo 8.3% and 4.4%.

• November 7, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Protagonist Q3 net loss of $33.2M, cash $583M; key readouts expected in Q4 2024 and Q1 2025

  Net loss of $33.2M ($0.54 per share) vs $34.1M loss in prior-year Q3.

• August 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Protagonist Q2 net loss $30.6M; cash $595.4M; JNJ-2113 Phase 3 data expected Q4 2024

  Q2 net loss of $30.6M ($0.50/share) vs $38.5M loss in Q2 2023; six-month net income $176.7M from Takeda upfront.

• June 26, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.03item 5.07item 9.01

  Protagonist Therapeutics shareholders approve doubling of authorized common shares to 180M

  Shareholders approved amendment to increase authorized common shares from 90M to 180M, effective June 21, 2024.

• May 7, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q1 net income $207.3M on $255M Takeda revenue; cash runway through Q4 2027

  Net income of $207.3M ($3.26 diluted EPS) vs net loss of $33.7M in Q1 2023; revenue $255M from Takeda rusfertide license.

• February 27, 2024, 6:59 PM ET other material materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Protagonist reports Q4 profit, $300M Takeda deal extends cash runway through 2027

  Entered worldwide Takeda collaboration for rusfertide; $300M upfront, US profit share, opt-out up to $400M.

• January 31, 2024, 6:59 PM ET other material materiality 0.90 positive item 1.01 ◈ Material Agreements

  Protagonist Therapeutics signs $300M upfront collaboration with Takeda for rusfertide

  Takeda pays $300M upfront within 30 days of HSR clearance; 50/50 profit-loss share in U.S.

• January 16, 2024, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  Protagonist details rusfertide Ph3 enrollment, JNJ-2113 milestones, cash runway through Q1 2026

  Rusfertide VERIFY Ph3 enrollment expected to complete 1Q24; NDA filing planned for Q4 2024.

• November 2, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q3 net loss $34.1M; earns $50M milestone from Janssen for JNJ-2113 Phase 3

  Net loss of $34.1M ($0.58 per share) vs $31.2M loss in Q3 2022; R&D expenses rose to $30.7M.

• August 3, 2023, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q2 net loss $38.5M; JNJ-2113 advances to Phase 3 in psoriasis

  Net loss of $38.5M ($0.68/share) in Q2 2023 vs $41M loss in Q2 2022; cash $313.4M at June 30.

• July 5, 2023, 7:59 PM ET other material materiality 0.75 positive item 8.01item 9.01

  Protagonist: Ph2 REVIVE hits primary endpoint (p=0.0003); Ph3 VERIFY enrollment completion expected 1Q 2024

  Phase 2b FRONTIER 1 trial of JNJ-2113 in moderate-to-severe psoriasis completed; Phase 3 psoriasis study initiation planned.

• May 4, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q1 net loss $33.7M; positive Phase 2b data for JNJ-2113; cash runway to 2025

  Net loss $33.7M ($0.67/share) vs $20.9M loss in Q1 2022; license revenue zero (prior year $25.7M milestone).

• April 10, 2023, 7:59 PM ET other material materiality 0.60 neutral item 8.01item 9.01

  Protagonist Therapeutics announces $100M public offering of 5M shares at $20/share

  5,000,000 shares offered at $20.00 each; underwriters have 30-day option for 750,000 additional shares.

• March 15, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases ×2

  Protagonist reports Q4 net loss $0.69/shr, cash $237M; positive Ph2b JNJ-2113 and rusfertide REVIVE data

  Net loss per share Q4 2022: $0.69 ($34.2M) vs $0.77 ($36.9M) in Q4 2021; full year 2022 net loss $127.4M.

• January 6, 2023, 6:59 PM ET leadership materiality 0.60 negative item 5.02 ◈ executive_change

  Protagonist Therapeutics Chief R&D Strategy Officer David Liu transitions to part-time advisor due to health reasons

  David Liu stepped down as Chief R&D Strategy Officer effective Jan 1, 2023, due to health reasons.

• November 8, 2022, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01 ◈ Earnings Releases

  Protagonist Q3 net loss $31.2M, cash $267.4M; rusfertide Phase 3 enrollment delayed to H2 2023

  Net loss $31.2M ($0.64 per share) vs $33.8M ($0.70) in Q3 2021; no license revenue vs $10.3M.

• August 4, 2022, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Protagonist Q2 net loss $41M; rusfertide Phase 3 enrollment slower, cash runway to end 2024

  Net loss of $41.0M ($0.84 per share) vs $30.8M loss in Q2 2021; license revenue $0.9M.

• May 4, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Protagonist reports Q1 net loss $20.9M; initiates rusfertide Phase 3 VERIFY in PV

  Q1 2022 net loss $20.9M ($0.43 per share) vs $24.0M ($0.54) in Q1 2021.

• April 26, 2022, 7:59 PM ET other material materiality 0.85 positive item 7.01item 9.01

  PN-943 Phase 2 IDEAL study shows 27.5% clinical remission at 150mg BID; 13% delta vs placebo

  PN-943 150mg BID achieved 27.5% clinical remission vs 14.5% placebo (delta 13%, p=0.08); bio-naïve delta 16% (p=0.04).

• April 13, 2022, 7:59 PM ET regulatory materiality 0.65 negative item 8.01item 9.01

  FDA intends to rescind Breakthrough Therapy Designation for rusfertide; PN-943 Ph2 data due mid-May 2022

  FDA notified Protagonist of intent to rescind Breakthrough Therapy Designation for rusfertide in polycythemia vera; company requesting meeting to appeal.

• March 31, 2022, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 ◈ executive_change

  Protagonist Therapeutics appoints Asif Ali as EVP, CFO effective April 18, 2022

  Asif Ali, 48, appointed EVP, CFO; previously VP Finance & CAO at Theravance Biopharma (2018-2022) and VP Corp Controller at Depomed.

• March 23, 2022, 7:59 PM ET leadership materiality 0.60 negative item 5.02 ◈ executive_change

  Protagonist Therapeutics CFO Don Kalkofen resigns effective April 1, 2022

  CFO Don Kalkofen submitted resignation effective April 1, 2022.

• February 28, 2022, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  Protagonist reports Q4 2021 net loss $36.9M; cash $326.9M; rusfertide Phase 3 to start Q1 2022

  Net loss Q4 2021 $36.9M ($0.77/share) vs $18.9M ($0.48/share) in Q4 2020; full year loss $125.6M ($2.71/share) vs $66.2M ($1.92/share).

• November 3, 2021, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Protagonist Q3 net loss $33.8M; rusfertide hold lifted, PN-235 advancing to Phase 2

  Net loss $33.8M ($0.70/share) vs $7.8M loss in Q3 2020; revenue $10.3M (incl. $8M catch-up from Janssen amendment).

• September 17, 2021, 7:59 PM ET regulatory materiality 0.85 negative item 8.01item 9.01

  FDA places clinical hold on Protagonist's rusfertide program after tumor finding in mouse study

  FDA clinical hold on all rusfertide studies after rasH2 mouse model showed benign/malignant subcutaneous skin tumors.

• August 10, 2021, 7:59 PM ET litigation materiality 0.65 positive item 1.01

  Protagonist Therapeutics resolves rusfertide dispute with Zealand Pharma, reduces royalty and milestone payments by 50%

  Royalty rate on rusfertide net sales reduced by 50% under settlement agreement.

• August 4, 2021, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Protagonist Q2 net loss $30.8M; rusfertide gets FDA Breakthrough Therapy; Phase 3 on track

  Net loss $30.8M ($0.69/share) vs $19.4M ($0.59) in Q2 2020; cash $380.4M expected to fund through 2024.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.70 · Most common event earnings

21 positive 5 negative 24 neutral

source · PTGX on sec.gov