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How Did Edgewise Therapeutics (NASDAQ:EWTX) Book USD 1.17 Billion While Dianthus Therapeutics (NASDAQ:DNTH), Nuvation Bio (NYSE:NUVB) and Arcus Biosciences (NYSE:RCUS) Reported Losses?

Key HighlightsEdgewise Therapeutics (NASDAQ:EWTX) reported third quarterNet Incomeof USD 1,166.2 million, or USD 9.65 per diluted share, driven by a gain of about USD 1,348.1 million on the sevasemten sale.Dianthus Therapeutics (NASDAQ:DNTH) posted a net loss of USD 46.6 million, or USD 0.81 per …

Vinay Lochav | 05 November 2026

What Is Behind the USD 197.6 Million in First Sales at Revolution Medicines (NASDAQ:RVMD) as Relay Therapeutics (NASDAQ:RLAY), Vir Biotechnology (NASDAQ:VIR) and Xencor (NASDAQ:XNCR) Report?

Key HighlightsRevolution Medicines (NASDAQ:RVMD) recorded USD 197.6 million of net productRevenuein the third quarter of 2026, its first from product sales, after FDA approval of RASONQUE in August.Relay Therapeutics (NASDAQ:RLAY) lost USD 81.7 million, or USD 0.37 per share, and holds USD 848.6 million …

Vinay Lochav | 05 November 2026

Why Did Summit Therapeutics (NASDAQ:SMMT) Raise USD 2.0 Billion as Cytokinetics (NASDAQ:CYTK), Vaxcyte (NASDAQ:PCVX) and Mineralys Therapeutics (NASDAQ:MLYS) Spend Heavily on Launches?

Key HighlightsSummit Therapeutics (NASDAQ:SMMT) closed a USD 2.0 billion grossEquityInvestmentfrom AstraZeneca on October 5, 2026, with an FDA goal action date of November 14, 2026 for its ivonescimab BLA.Cytokinetics (NASDAQ:CYTK) reported USD 44.5 million of MYQORZO net productRevenueand narrowed its net loss to USD …

Vinay Lochav | 05 November 2026

Is USD 19.2 Million in Revenue at NewAmsterdam Pharma (NASDAQ:NAMS) a Real Turn While Tenaya Therapeutics (NASDAQ:TNYA), Solid Biosciences (NASDAQ:SLDB) and OnKure Therapeutics (NASDAQ:OKUR) Burn Cash?

Key HighlightsNewAmsterdam Pharma (NASDAQ:NAMS) reported third-quarterRevenueof USD 19.2 million, versus USD 0.3 million a year earlier, with USD 18.3 million of it license revenue.Tenaya Therapeutics (NASDAQ:TNYA) posted a net loss of USD 18.9 million, or USD 0.08 per share, with cash and cash equivalents …

Vinay Lochav | 05 November 2026

When Do One-Offs Distort Earnings, From a USD 220.2 Million Impairment at Edwards Lifesciences (NYSE:EW) to PROCEPT BioRobotics (NASDAQ:PRCT), STAAR Surgical (NASDAQ:STAA) and LeMaitre Vascular (NASDAQ:LMAT)?

Key HighlightsEdwards Lifesciences (NYSE:EW) reported net sales of USD 1,715.5 million, up 10.5%, and booked an intangible and long-lived assetImpairmentof USD 220.2 million, mainly a write-off of an in-processResearch and Developmentasset.PROCEPT BioRobotics (NASDAQ:PRCT) grewRevenue18% to USD 98.3 million, but net loss widened to USD …

Vinay Lochav | 05 November 2026

How Did a USD 588.2 Million Fair-Value Gain Lift Bio-Rad Laboratories (NYSE:BIO) While PacBio (NASDAQ:PACB), Myriad Genetics (NASDAQ:MYGN) and Veracyte (NASDAQ:VCYT) Reported Very Different Quarters?

Key HighlightsBio-Rad Laboratories (NYSE:BIO) reported dilutedEarningsof USD 17.02 per share against a loss of USD 12.70, helped by a USD 588.2 million fair-value gain, while net sales rose only 0.5% to USD 656.4 million.PacBio (NASDAQ:PACB) reportedRevenueof USD 40.6 million and aGAAPloss of USD 0.12 …

Vinay Lochav | 05 November 2026

What Is Behind the USD 428.1 Million Gain at Envista Holdings (NYSE:NVST) and Mixed Results at Cytek Biosciences (NASDAQ:CTKB), Alpha Teknova (NASDAQ:TKNO) and Adaptive Biotechnologies (NASDAQ:ADPT)?

Key HighlightsEnvista Holdings (NYSE:NVST) reported diluted EPS of USD 3.11 against a loss of USD 0.18, driven by a USD 428.1 million non-cash translation gain.Cytek Biosciences (NASDAQ:CTKB) widened grossMarginto 59% from 53% onRevenueof USD 53.2 million but still posted a net loss of USD …

Vinay Lochav | 05 November 2026

How Did a 25% Revenue Drop at PTC (NASDAQ:PTC) Compare With HubSpot (NYSE:HUBS), Paycom Software (NYSE:PAYC) and Vertex (NASDAQ:VERX) Results?

Key HighlightsPTC (NASDAQ:PTC) reported fourth fiscal quarterRevenueof USD 673 million, down 25%, while ARR excluding divested businesses rose 8% to USD 2,508 million.HubSpot (NYSE:HUBS) earned USD 1.67 per diluted share on revenue of USD 947.6 million as management said AI-relatedDemandheadwinds intensified.Paycom Software (NYSE:PAYC) grew …

Vinay Lochav | 05 November 2026

What Does an 84.3% Adjusted EBITDA Margin at AppLovin (NASDAQ:APP) Say About Klaviyo (NYSE:KVYO), Magnite (NASDAQ:MGNI) and QuinStreet (NASDAQ:QNST)?

Key HighlightsAppLovin (NASDAQ:APP) reportedRevenueof USD 2.18 billion, about 55.5% higher (calculated), and an Adjusted EBITDAMarginof 84.3% against 82.4% a year earlier.Klaviyo (NYSE:KVYO) grew revenue about 24.5% (calculated) to USD 387.2 million but earned only USD 0.7 million ofNet Incomeafter an operating loss of USD …

Vinay Lochav | 05 November 2026

Why Did SiTime (NASDAQ:SITM) Revenue Jump 257% While Qualcomm (NASDAQ:QCOM), Cirrus Logic (NASDAQ:CRUS) and Power Integrations (NASDAQ:POWI) Showed Single-Digit Moves?

Key HighlightsSiTime (NASDAQ:SITM) reported third-quarterRevenueof USD 298.7 million versus USD 83.6 million a year earlier, a 257% increase, withGAAPEPS of USD 0.14 against non-GAAP EPS of USD 4.01.Qualcomm (NASDAQ:QCOM) grew fiscal 2026Net Income146% to USD 13.6 billion on a USD 5.7 billion valuation allowance …

Vinay Lochav | 05 November 2026
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