Company expects to accelerate revenue growth in H2 2026 and into 2027
Company aims to achieve profitability in 2027
Company expanding commercial access for Arbli and launching REZENOPY in Q3 2026
Overview
US specialty pharma firm's Q2 revenue rose sharply, driven by commercial launch of REZENOPY
Q2 gross margin reached 97.7%, reflecting growing commercial revenue base
Net loss for Q2 narrowed 58% yr/yr as operating expenses declined
Result drivers
REZENOPY launch - Co commenced commercial launch of REZENOPY, establishing its second commercial product and expanding its revenue-generating portfolio
Arbli expansion - Expanded ARBLI payer coverage and commercial access, adding approximately 12.5 million covered lives
Expense management - Q2 operating expenses decreased approximately 41% yr/yr, demonstrating continued expense management and operating discipline