Highest-materiality recent filing
Royalty Pharma Q1 Portfolio Receipts +10% to $925M; raises FY 2026 guidance
Royalty Receipts grew 13% to $887M; driven by Tremfya (+79%), Voranigo (+140%), Evrysdi (+51%).
Royalty Pharma triggers $250M milestone after positive daraxonrasib Phase 3 results
Revolution Medicines' RASolute 302 trial met primary and key secondary endpoints (PFS and OS) in metastatic PDAC.
Royalty Pharma Reports Q4 and Full Year 2025 Results; Portfolio Receipts Up 18% and 16% Respectively
Portfolio Receipts reached $874M in Q4 2025 (up 18%) and $3,254M for FY 2025 (up 16%).
FDA approves Cytokinetics' MYQORZO; Royalty Pharma to receive 4.5% royalty on sales up to $5B
Royalty Pharma entitled to 4.5% royalty on MYQORZO sales up to $5B, decreasing to 1% above $5B.
Royalty Pharma Q3 Portfolio Receipts +11% to $814M; raises FY guidance to $3,200-$3,250M
Portfolio Receipts $814M (+11% YoY); Royalty Receipts $811M (+11%). Net cash ops $703M.
Royalty Pharma prices $2B senior notes in three tranches: 2031, 2035, 2055
$600M 4.450% notes due 2031, $900M 5.200% notes due 2035, $500M 5.950% notes due 2055.
Royalty Pharma Q2 Portfolio Receipts +20% to $727M; raises FY 2025 guidance
Portfolio Receipts $727M (+20% YoY); Royalty Receipts $672M (+11%), driven by Voranigo, Trelegy, Evrysdi, Tremfya.
Royalty Pharma closes acquisition of RP LLC; $200M cash, shares, and $380M debt assumed
Paid $200M cash plus 24,530,266 non-voting Class E shares; assumed RP Management's $380M term loan.
Royalty Pharma shareholders approve internalization deal; all director nominees elected
Proposal 2 (Membership Interest Purchase Agreement internalization) approved with 440.5M For, 74K Against.
Royalty Pharma Q1 Portfolio Receipts $839M (+17% YoY); raises FY2025 guidance
Royalty Receipts grew 12% to $788M; cystic fibrosis franchise, Trelegy, Xtandi drove growth.
Royalty Pharma amends purchase agreement to issue Class B shares to sellers at closing
Amendment No. 1 adds Royalty Pharma plc as a party to the existing Purchase Agreement.
Royalty Pharma Q4 2024: Royalty Receipts +12% to $729M; 2025 guidance $2.9B–$3.05B
Portfolio Receipts $742M in Q4 (+1% YoY); FY 2024 $2,801M (-8% due to $525M Biohaven milestones in 2023).
Royalty Pharma to acquire external manager for ~$1.1B, announces $3B buyback
Acquires manager RP Management for ~$1.1B: $200M cash, $380M debt assumed, 24.5M RPH shares (4% of shares).
Royalty Pharma expects FY 2024 Portfolio Receipts ~$2.8B, at upper end of guidance
FY 2024 Portfolio Receipts expected ~$2,800M (upper end of $2,750-$2,800M range).
Royalty Pharma Q3 portfolio receipts up 15% to $735M; raises FY guidance to $2.75-2.8B
Royalty Receipts grew 15% to $732M; Portfolio Receipts $735M, driven by Trelegy, Evrysdi, cystic fibrosis franchise.
FDA approved KarXT (xanomeline-trospium) for adult schizophrenia; BMS to market as Cobenfy.
Royalty Pharma Q2 Portfolio Receipts $608M (+12% YoY); raises FY 2024 guidance to $2.7-2.775B
Royalty Receipts grew 11% to $605M, driven by cystic fibrosis franchise, Trelegy (+32%), Tremfya (+34%), and Evrysdi (+91%).
FDA approves Voranigo; Royalty Pharma pays $905M milestone, expects >$150M/yr royalties
FDA approved Voranigo (vorasidenib) for IDH1/2 mutant diffuse glioma on August 6, 2024.
Royalty Pharma increases Evrysdi royalty stake to 90.5% for $242M from PTC option exercise
PTC exercised option to sell half its retained Evrysdi royalty to Royalty Pharma for ~$242M upfront.
Royalty Pharma closes $1.5B senior notes offering across three tranches
Issued $500M 5.150% notes due 2029, $500M 5.400% notes due 2034, $500M 5.900% notes due 2054.
Royalty Pharma prices $1.5B senior notes offering across three tranches
Issued $500M 5.150% Senior Notes due 2029, $500M 5.400% due 2034, and $500M 5.900% due 2054.
J&J Phase 3 seltorexant meets all endpoints; Royalty Pharma holds mid-single-digit royalty
J&J's Phase 3 MDD3001 trial of seltorexant met all primary and secondary endpoints in MDD with insomnia.
Royalty Pharma Q1 Royalty Receipts +14% to $705M; FY2024 guidance reaffirmed
Portfolio Receipts of $717M, down 37% from $1,131M YoY due to $475M Biohaven milestone in Q1 2023.
Effective April 7, 2025, Dr. Vlad Coric was appointed to serve as a new member of the Board of Directors (the “Board”) of Royalty Pharma plc (the “Company”).
Max materiality 0.90 · Median 0.65 · Most common event earnings