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● Kiniksa Pharmaceuticals reported second-quarter 2026Revenueof $243.6 million, up roughly 55% year over year, and raised full-year 2026 ARCALYST guidance to $995 million from a prior $945 million.
● United Therapeutics reported first-half 2026 totalRevenueof about $1,564.8 million andNet Incomeof roughly $607.9 million, and agreed in July 2026 to acquire Thymmune Therapeutics for $140.0 million upfront plus up to $160.0 million in milestones.
● Cytokinetics' MYQORZO (aficamten), approved by the FDA on December 19, 2025 for obstructive hypertrophic cardiomyopathy, generated $23.0 million in U.S. sales and $2.3 million in Europe during the second quarter of 2026, with more than 700 unique prescribers by quarter-end.
● Mesa Laboratories reported fiscal 2026Revenueof $249.1 million, up 3.4% year over year, and deferred comprehensive guidance pending completion of a new CEO's 100-day strategic review.
● Disc Medicine received a Complete Response Letter for bitopertin in EPP in February 2026, but a June 2026 FDA Type A meeting aligned that a successful Phase 3 APOLLO study could support a CRL response, with topline data expected in the fourth quarter …
● Guardant Health reported second-quarter 2026Revenueof $335.0 million, up 44% year over year, and raised full-year 2026 revenue guidance to $1.36 billion.
● Ionis Pharmaceuticals reported second-quarter 2026Revenueof $268 million, up 56% year over year, and guided full-year 2026 revenue to $875 million to $900 million while targeting cash-flow breakeven in 2028.
● Capricor Therapeutics' deramiocel faced a negative FDA advisory committee vote (3 in favor, 9 against) on July 29, 2026, but the agency extended the PDUFA target action date to November 22, 2026 after a major amendment submission.
● TransMedics Group reported second-quarter 2026Revenueof $189.9 million, up 21% year over year, and raised the low end of full-year 2026 revenue guidance to $737 million to $757 million.
● Arvinas won FDA approval in August 2026 for VEPPANU (vepdegestrant), described as the first approval for a PROTAC-class protein degrader, and licensed global rights for the drug to Rigel Pharmaceuticals.
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