🏢 官网IRHRMYCodex · 实盘不做把握 5/10
北京时间·🕒 发布 20:30:00时区推断·⟳ 抓取 20:32:46回填·⚡ 决策 07-16 20:34:50·102.9 天前
Harmony Biosciences 预告二季度 WAKIX 收入创纪录但全年指引未上调且 CFO 离任
公司官方预告 Q2 2026 WAKIX 净收入约2.61亿美元，同比+30%、环比+21%，相对约20亿美元市值和全年10.0亿-10.4亿美元收入指引有基本面意义。
📄 原文HRMY↗ 原文
Skip to main navigation Media Corporate Careers Media Corporate Careers Release Details Harmony Biosciences Preannounce…
不做 Harmony Biosciences（HRMY.US）
不做：Q2收入预告本身偏正面但全年指引未上调，且同日CFO离任使方向混合；未确认相对一致预期的正向surprise，盘前仅小幅反应，业绩类追多edge不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 公司盘前一手发布Q2收入预告、重申全年指引并披露CFO离任，是本次催化的首发可信节点。市场反应:08:33 UTC行情显示HRMY盘前/最新价34.865美元，较前收34.78美元约+0.24%。
- BusinessWire同步承载公司新闻稿，传播仍处早期。
- Q1 2026收入2.1539亿美元低于市场预期2.2084亿美元，说明HRMY近期业绩交易需要严格比较一致预期。
关键理由
- 公司官方预告 Q2 2026 WAKIX 净收入约2.61亿美元，同比+30%、环比+21%，相对约20亿美元市值和全年10.0亿-10.4亿美元收入指引有基本面意义。
- 但公司只是重申全年收入指引而非上调，H1约4.76亿美元意味着H2仍需约5.24亿-5.64亿美元，市场可能把它解读为Q2强劲但全年预期未变。
- CFO 同日离任且4月刚任命，虽公司称非因运营或政策分歧，但会削弱业绩预告利好的可交易纯度。
主要风险
- 业绩类事件默认要看相对一致预期的 surprise；公开可查信息未确认Q2收入是否显著高于卖方预期，追多胜率不足。
- 盘前报价仅小幅上涨，正式开盘后可能因“指引未上修+CFO离任”出现高开低走或反向解读。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 weakens
反向因素是全年收入指引仅重申、CFO离任同日发生，且未确认Q2收入相对一致预期显著超预期。
检索:HRMY Q2 2026 revenue estimate consensus CFO transition guidance reaffirmed 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-05-07 · 影响 weakens
Q1收入和EPS此前均低于预期，市场对HRMY业绩质量有过负面记忆，单季收入高增长不足以自动构成追多。
检索:Harmony Biosciences Q1 2026 revenue consensus miss 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 7,522 字
Skip to main navigation
Media
Corporate
Careers
Media
Corporate
Careers
Release Details
Harmony Biosciences Preannounces Record Quarterly Revenue for Q2 2026, Reaffirms Full-Year 2026 Revenue Guidance, and Announces CFO Transition
July 16, 2026
PDF Version
WAKIX® Net Revenue Grew 30% Year over Year to a Record of Approximately $261 Million for Q2 2026
Reaffirms 2026 Net Revenue Guidance of $1.0 Billion to $1.04 Billion
Full Q2 2026 Financial Results and Business Updates to be Reported on August 4, 2026
PLYMOUTH MEETING, Pa. --(BUSINESS WIRE)--Jul. 16, 2026--
Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY) today announced preliminary, unaudited second quarter 2026 net product revenue for WAKIX® (pitolisant) of approximately $261 million , representing a new quarterly revenue record for the Company and growth of 30% year over year and 21% growth for Q2 over Q1. These results underscore continued strong demand for WAKIX, disciplined commercial execution across the franchise and sustained momentum through the first half of 2026. Based on its first-half performance and current business trends, Harmony is reiterating its full-year 2026 net product revenue guidance of $1.0 billion to $1.04 billion .
“Our record quarterly results reflect the continued strength of the WAKIX franchise and sustained momentum across the business,” said Jeffrey M. Dayno , M.D., President and Chief Executive Officer of Harmony Biosciences . “Demand remains strong, our commercial execution continues to deliver results and, based on our performance through the first half of the year, we remain confident in our ability to achieve full-year net revenue of $1.0 billion to $1.04 billion .”
Harmony also announced that its Chief Financial Officer, Glenn Reicin , has stepped down to pursue other opportunities, effective July 16, 2026 . The Company appointed Stephen Mollichella , SVP and Controller, as Interim Principal Financial Officer, ensuring continuity in the Company’s financial leadership as it conducts its search for a permanent CFO. Since joining Harmony in 2021, Mr. Mollichella has played a key role in leading the Company’s financial accounting, reporting, financial systems and controls, and also supporting Harmony’s business development activities. Mr. Reicin’s departure is not the result of any disagreement with the Company on any matter relating to its operations, policies or practices, and Harmony does not expect this transition to affect its performance or momentum in any way. Harmony thanks Mr. Reicin and wishes him well in his future endeavors.
Harmony will report full second quarter 2026 financial results and provide a business update on August 4, 2026 .
About Harmony Biosciences
Harmony Biosciences is a pharmaceutical company dedicated to developing and commercializing innovative therapies for patients with rare neurological diseases who have unmet medical needs. Driven by novel science, visionary thinking, and a commitment to those who feel overlooked, Harmony Biosciences is nurturing a future full of therapeutic possibilities that may enable patients with rare neurological diseases to truly thrive. Established by Paragon Biosciences, LLC, in 2017 and headquartered in Plymouth Meeting, Pa., we believe that when empathy and innovation meet, a better future can begin; a vision evident in the therapeutic innovations we advance, the culture we cultivate, and the community programs we foster. For more information, please visit www.harmonybiosciences.com .
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our full year 2026 net product revenue, expectations for the growth and value of WAKIX, and our future results of operations and financial position, business strategy, products, prospective products, product approvals, the plans and objectives of management for future operations and future results of anticipated products. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our commercialization efforts and strategy for WAKIX; the rate and degree of market acceptance and clinical utility of pitolisant in additional indications, if approved, and any other product candidates we may develop or acquire, if approved, including EPX-100, Pitolisant GT and BP-205; our research and development plans, including our plans to explore the therapeutic potential of pitolisant in additional indications; our ongoing and planned clinical trials; our ability to expand the scope of our license agreements with Bioprojet Société Civile de Recherche (“Bioprojet”); the availability of favorable insurance coverage and reimbursement for WAKIX; the timing of, and our ability to obtain, regulatory approvals for pitolisant for other indications as well as any other product candidates; our estimates regarding expenses, future revenue, capital requirements and additional financing needs; our ability to identify, acquire and integrate additional products or product candidates with significant commercial potential that are consistent with our commercial objectives; our commercialization, marketing and manufacturing capabilities and strategy; significant competition in our industry; our intellectual property position; loss or retirement of key members of management; failure to successfully execute our growth strategy, including any delays in our planned future growth; our failure to maintain effective internal controls; the impact of government laws and regulations; volatility and fluctuations in the price of our common stock; the significant costs and required management time as a result of operating as a public company; the fact that the price of Harmony's common stock may be volatile and fluctuate substantially; statements related to our intended share repurchases and repurchase timeframe; and macroeconomic effects and changes in market conditions, including the impact of tariffs, inflation and the risk of recession. These and other important factors discussed under the caption “Risk Factors” in our Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on February 24, 2026 and our other filings with the SEC could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260716586168/en/
Harmony Biosciences Investor:
Brennan Doyle
484-539-9700
bdoyle@harmonybiosciences.com
Harmony Biosciences Media :
Cate McCanless
202-641-6086
cmccanless@harmonybiosciences.com
Source: Harmony Biosciences Holdings, Inc.
print page
email alerts
rss
contact ir
Media
Corporate
Careers
Media
Corporate
Careers
Release Details
Harmony Biosciences Preannounces Record Quarterly Revenue for Q2 2026, Reaffirms Full-Year 2026 Revenue Guidance, and Announces CFO Transition
July 16, 2026
PDF Version
WAKIX® Net Revenue Grew 30% Year over Year to a Record of Approximately $261 Million for Q2 2026
Reaffirms 2026 Net Revenue Guidance of $1.0 Billion to $1.04 Billion
Full Q2 2026 Financial Results and Business Updates to be Reported on August 4, 2026
PLYMOUTH MEETING, Pa. --(BUSINESS WIRE)--Jul. 16, 2026--
Harmony Biosciences Holdings, Inc. (Nasdaq: HRMY) today announced preliminary, unaudited second quarter 2026 net product revenue for WAKIX® (pitolisant) of approximately $261 million , representing a new quarterly revenue record for the Company and growth of 30% year over year and 21% growth for Q2 over Q1. These results underscore continued strong demand for WAKIX, disciplined commercial execution across the franchise and sustained momentum through the first half of 2026. Based on its first-half performance and current business trends, Harmony is reiterating its full-year 2026 net product revenue guidance of $1.0 billion to $1.04 billion .
“Our record quarterly results reflect the continued strength of the WAKIX franchise and sustained momentum across the business,” said Jeffrey M. Dayno , M.D., President and Chief Executive Officer of Harmony Biosciences . “Demand remains strong, our commercial execution continues to deliver results and, based on our performance through the first half of the year, we remain confident in our ability to achieve full-year net revenue of $1.0 billion to $1.04 billion .”
Harmony also announced that its Chief Financial Officer, Glenn Reicin , has stepped down to pursue other opportunities, effective July 16, 2026 . The Company appointed Stephen Mollichella , SVP and Controller, as Interim Principal Financial Officer, ensuring continuity in the Company’s financial leadership as it conducts its search for a permanent CFO. Since joining Harmony in 2021, Mr. Mollichella has played a key role in leading the Company’s financial accounting, reporting, financial systems and controls, and also supporting Harmony’s business development activities. Mr. Reicin’s departure is not the result of any disagreement with the Company on any matter relating to its operations, policies or practices, and Harmony does not expect this transition to affect its performance or momentum in any way. Harmony thanks Mr. Reicin and wishes him well in his future endeavors.
Harmony will report full second quarter 2026 financial results and provide a business update on August 4, 2026 .
About Harmony Biosciences
Harmony Biosciences is a pharmaceutical company dedicated to developing and commercializing innovative therapies for patients with rare neurological diseases who have unmet medical needs. Driven by novel science, visionary thinking, and a commitment to those who feel overlooked, Harmony Biosciences is nurturing a future full of therapeutic possibilities that may enable patients with rare neurological diseases to truly thrive. Established by Paragon Biosciences, LLC, in 2017 and headquartered in Plymouth Meeting, Pa., we believe that when empathy and innovation meet, a better future can begin; a vision evident in the therapeutic innovations we advance, the culture we cultivate, and the community programs we foster. For more information, please visit www.harmonybiosciences.com .
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding our full year 2026 net product revenue, expectations for the growth and value of WAKIX, and our future results of operations and financial position, business strategy, products, prospective products, product approvals, the plans and objectives of management for future operations and future results of anticipated products. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: our commercialization efforts and strategy for WAKIX; the rate and degree of market acceptance and clinical utility of pitolisant in additional indications, if approved, and any other product candidates we may develop or acquire, if approved, including EPX-100, Pitolisant GT and BP-205; our research and development plans, including our plans to explore the therapeutic potential of pitolisant in additional indications; our ongoing and planned clinical trials; our ability to expand the scope of our license agreements with Bioprojet Société Civile de Recherche (“Bioprojet”); the availability of favorable insurance coverage and reimbursement for WAKIX; the timing of, and our ability to obtain, regulatory approvals for pitolisant for other indications as well as any other product candidates; our estimates regarding expenses, future revenue, capital requirements and additional financing needs; our ability to identify, acquire and integrate additional products or product candidates with significant commercial potential that are consistent with our commercial objectives; our commercialization, marketing and manufacturing capabilities and strategy; significant competition in our industry; our intellectual property position; loss or retirement of key members of management; failure to successfully execute our growth strategy, including any delays in our planned future growth; our failure to maintain effective internal controls; the impact of government laws and regulations; volatility and fluctuations in the price of our common stock; the significant costs and required management time as a result of operating as a public company; the fact that the price of Harmony's common stock may be volatile and fluctuate substantially; statements related to our intended share repurchases and repurchase timeframe; and macroeconomic effects and changes in market conditions, including the impact of tariffs, inflation and the risk of recession. These and other important factors discussed under the caption “Risk Factors” in our Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on February 24, 2026 and our other filings with the SEC could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260716586168/en/
Harmony Biosciences Investor:
Brennan Doyle
484-539-9700
bdoyle@harmonybiosciences.com
Harmony Biosciences Media :
Cate McCanless
202-641-6086
cmccanless@harmonybiosciences.com
Source: Harmony Biosciences Holdings, Inc.
print page
email alerts
rss
contact ir
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。