Key reported figures
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Revenue:
117,6 millions de dollars
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Quarterly revenue:
117,6 millions de dollars
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Revenue growth:
21 %
Guidance from the release
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Tightened 2026 total revenue guidance to between US$380 million and US$390 million from prior US$375 million to US$395 million
Risks mentioned
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Joenja revenue growth was partly driven by temporary benefit from ordering patterns in other international markets
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RUCONEST third quarter revenue includes an early seasonal increase in channel inventory at a single U.S. specialty pharmacy customer, following significant drawdowns earlier in the year
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Napazimone (KL1333): enrollment in the pivotal FALCON trial now expected to complete in the first half of 2027 (about 145 of 180 subjects by end-2026), with topline results approximately one year after completion of enrollment
Opportunities identified
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RUCONEST stabilization and continued recovery of demand in the US (third quarter revenue of about US$93.8 million, +14% year-on-year and +30% versus the second quarter of 2026)
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Joenja strong growth driven by launches in Germany, Japan and continued penetration in the U.K.
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Substantial growth potential for Joenja with estimated CVID with immune dysregulation prevalence of 39 patients per million vs 1.5 for APDS
Outlook / guidance
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Expected revenue:
385 millions de dollars
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Management commentary:
Tightened 2026 total revenue guidance to between US$380 million and US$390 million (1% to 4% growth) from prior US$375 million to US$395 million (0% to 5% growth)
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