TG Therapeutics ups guidance

 

TG Therapeutics posts Q1 2026 EPS $0.12, revenue $204.9M, beats BRIUMVI guidance and raises 2026 outlook

• Q1 2026 non-GAAP EPS was $0.12 (+300% YoY) on revenue of $204.9M (+70% YoY).
• Q1 2026 results missed EPS expectations but exceeded revenue estimates versus analyst consensus.
• Q1 U.S. BRIUMVI revenue of $195M beat $185–190M guidance, growing 63% YoY.
• Total Q1 revenue reached $205M, with $201M from BRIUMVI product sales globally.
• Operating income rose to $34.8M and EPS to $0.12, both sharply up YoY.
• U.S. BRIUMVI full-year guidance raised to $885–900M; global revenue guided to ~$925M.
• Q2 U.S. BRIUMVI revenue guided to ~$220M, implying continued strong sequential growth.
• Over 25,000 patients have been prescribed BRIUMVI globally, with persistence exceeding initial expectations.
• BRIUMVI now leads CD20 dynamic share in infusion-capable private practices, benefiting from 1-hour infusions.
• ENHANCE Phase III single-dose IV regimen and subcutaneous Phase I data expected in coming weeks.
• Subcutaneous BRIUMVI Phase III fully enrolled; top-line around year-end with potential 2028 launch.
• Company repurchased $100M of stock in Q1 and expanded Blue Owl facility, boosting cash to $573M.
• Main concern: Execution and differentiation amid intensifying MS competition and dependence on successful subcutaneous/ENHANCE outcomes.
• Strong quarter, driven by BRIUMVI revenue outperformance, better-than-expected persistence, and a sizable guidance raise.

https://finviz.com/quote?t=TGTX&p=d

BeOne ups guidance

 BeOne Medicines Q1 2026 revenue rises 35% year over year to $1.5B, raises full-year 2026 revenue and operating income guidance

https://finviz.com/quote?t=ONC&p=d

Madrigal backs ~$1.5B 2026 Rezdiffra revenue consensus after Q1 sales rise 127% year over year

 

Madrigal backs ~$1.5B 2026 Rezdiffra revenue consensus after Q1 sales rise 127% year over year

• Q1 2026 non-GAAP EPS -$3.25 vs -$3.61 consensus, reflecting a narrower loss than expected.
• Rezdiffra Q1 2026 net sales were $311.3M, +127% YoY, bringing trailing 12-month sales to $1.1B and beating analyst revenue estimates.
• Active Rezdiffra patients reached 42,250, 2.5x year over year, with strong momentum continuing into Q2.
• Management endorsed 2026 Rezdiffra net sales consensus around $1.48B and gross-to-net in the mid–high 30s percent.
• Cash and securities totaled about $818M, funding the Rezdiffra launch, outcomes trials, and multiple early-stage combination programs.
• Operating expenses increased driven by business development and commercial spend, and the company expects 2026 will not be profitable.
• GLP-1s are viewed as background therapy for MASH, with roughly 25% of Rezdiffra patients using combination treatment.
• Pipeline expanded to more than 10 MASH programs, including a clinical-stage PNPLA3 siRNA candidate in-licensed from Arrowhead.
• F4 cirrhosis outcomes trial for Rezdiffra remains expected in 2027, and success could roughly double the franchise opportunity.
• Key risk remains commercial execution and event risk tied to the pivotal F4 outcomes readout planned for 2027.
• Main concern is high ongoing spending and dependence on positive F4 outcomes data to support long-term growth trajectory.
• Strong quarter driven by rapid Rezdiffra uptake and an expanding diagnosed MASH patient pool supporting durable demand.

https://finviz.com/quote?t=MDGL&p=d

United Therapeutics breakthrough PAH/IPF data point to revenue doubling

 

United Therapeutics posts solid Q1 as breakthrough PAH/IPF data point to revenue doubling

• Q1 2026 non-GAAP EPS $5.82 (-12% YoY) and revenue $781.5M (-2% YoY), both came in below estimates.
• Authorized $2.0B share repurchase program, including a $1.5B accelerated buyback component announced with earnings release.
• Q1 2026 net income totaled $274.9 million, according to the company's latest earnings announcement.
• Q1 revenue $782M; seasonality, winter storms and pharmacy issues temporarily dampened February sales.
• Tyvaso revenue $458M, up 9% YoY, driven by strong Tyvaso DPI patient demand.
• Management expects return to sequential growth near term and sustained double-digit long-term revenue growth.
• Ralinepag OUTCOMES Phase III showed roughly threefold reduction in PAH disease progression versus background therapy.
• Company expects ralinepag to double treated PAH patients to over 30,000 within two years post-launch.
• Management believes ralinepag and Tyvaso IPF each can exceed today’s ~$3B revenue run rate individually.
• Supplemental NDA for nebulized Tyvaso in IPF planned by late summer; possible launch by Q2 2027.
• Oral ralinepag targeted for mid-2027 launch; inhaled ralinepag DPI entering Phase I this year.
• EPS, margins, cash flow, and detailed 2026 financial guidance were not disclosed on this call.
• Main risks are competitive inhaled prostacyclin market plus execution and regulatory outcomes for multiple launches.
• Main concern: execution and regulatory risks around multiple high-impact PAH and IPF launches.
• Strong quarter, driven by breakthrough PAH/IPF trial results and resilient Tyvaso DPI demand.

https://finviz.com/quote?t=UTHR&p=d

Myriad misses, reaffirms 2026 outlook as cancer, GeneSight offset prenatal weakness

 

Myriad misses Q1 2026 estimates with EPS -$0.09, revenue $200.4M, but reaffirms 2026 outlook as cancer, GeneSight offset prenatal weakness

• Reported Q1 2026 GAAP loss of $0.36 per share alongside adjusted loss of $0.09 per share.
• Q1 results missed Zacks consensus estimates for both adjusted EPS and revenue.
• Q1 revenue $200.4M, +2% YoY and within guidance; total tests 385,000, flat YoY.
• Hereditary cancer volumes +14% YoY (affected +10%, unaffected +16%), driving Cancer Care Continuum revenue +4%.
• Prenatal revenue $41.9M, -15% YoY; volumes slightly up QoQ but softer than internal expectations.
• GeneSight revenue $38.3M, +24% YoY on 7% volume growth and improved reimbursement; 39k+ ordering clinicians.
• Gross margin 68.7%, ~20 bps higher YoY and in line with 68–69% full‑year guidance.
• Adjusted EBITDA loss $5M and adjusted EPS loss $0.09, both hurt by accelerated commercial hiring.
• Full‑year 2026 guidance reaffirmed: revenue $860–880M, adjusted EBITDA $37–49M, implying stronger 2H ramp.
• Company added 100+ account executives, mainly in oncology; dedicated prenatal and hereditary sales teams now in place.
• Precise MRD breast alpha launch tracking well; colorectal and renal alpha launches pulled forward into Q3 2026.
• FirstGene prenatal test on track for 2H 2026 launch; expected to be ASP and margin accretive.
• Main concern: Execution risk on the back‑half growth ramp, especially prenatal reacceleration and new product launches underpinning guidance.
• Mixed quarter, driven by strong hereditary cancer and GeneSight growth offset by prenatal weakness and heavier upfront investments.

https://finviz.com/quote?t=MYGN&p=d

Usana beats, affirms guidance

 

Usana Health Sciences reports Q1 2026 EPS $0.61 and revenue $250.0M, beats EPS and revenue estimates, reiterates full-year 2026 guidance

• Q1 2026 net sales and adjusted EPS both declined year over year.

https://finviz.com/quote?t=USNA&p=d

Samsung says to discontinue China sales of some consumer electronics products

 Samsung Electronics, a maker of TVs and home appliances, said on Wednesday that it has ‌decided to discontinue sales of some consumer electronics products ‌in mainland China amid intensifying competition in the local market.

"The company will make ​every effort to minimize any impact on customers resulting from this decision, and is reviewing various support measures for business partners," Samsung said in a statement, following earlier reports in South Korean media about ‌the exit of its ⁠TV and home appliance sales in China.

While Samsung's memory chip business is enjoying a profit surge due ⁠to AI boom, its other products such as TVs, home appliances and mobile phones face mounting competition from Chinese rivals in China ​and elsewhere.

Samsung ​said on Monday that it ​has replaced the head of ‌its TV business for the first time in more than two years.

Last December, Samsung, a longtime leader in the global TV market, was briefly overtaken by Chinese rival TCL, which recently agreed to form a strategic partnership with Japan's Sony, according to market ‌researcher Counterpoint.

Samsung's TV and home appliance ​businesses posted losses of 200 billion won ($138.31 ​million) last year in ​the face of competition and U.S. tariffs.

The world's ‌No. 2 smartphone vendor also lost ​market share to ​Apple and local rivals in the Chinese market, while it also faces a growing challenge from smaller competitors, such as ​ChangXin Memory Technologies ‌in the chip market.

Samsung is expected to continue sales ​of mobile phones and chips in China.

https://www.aol.com/articles/samsung-says-discontinue-china-sales-174732745.html