Halozyme Delivers Record Quarter, Raises Outlook, and Wins Wall Street Praise
Strong Q2 for Halozyme: Revenue $481M (+48% YoY), royalties +50%. Raises 2026 guidance. H.C. Wainwright, Leerink, Morgan Stanley upgrade.
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#XY Earnings Movers↓
MIRM Shares Slide on Volixibat Regulatory Delay Despite Robust Q2 Results
Mirum reported robust Q2 2026 net sales of $176.2 million and hiked guidance, yet MIRM stock fell sharply after the FDA asked for an additional Phase 3 study for its PSC drug volixibat.
Insmed Shares Surge ~30% on Explosive BRINSUPRI Launch and Massive Guidance Raise
Insmed delivered a standout Q2 with $425.5M revenue driven by $309M BRINSUPRI sales. Company raised 2026 guidance and long-term peak sales to $14B+.
Black Diamond Therapeutics Shares Jump on Positive Silevertinib Phase 2 Data and Strong Cash Runway
Black Diamond Therapeutics reported Q2 results with robust silevertinib responses, no new brain mets, and cash expected to last into the second half of 2028.
Oscar Health Beats Expectations With Record Profits and Raises 2026 Outlook
Membership near 3M as medical costs ease and outlook rises.
Tyra Biosciences Faces Investor Pressure After Pushing Back Key Trial Timelines
TYRA shares fell after Q2 results showed delayed BEACH301 and SURF302 data, a wider $45.6M loss, and potential dilution from a new $250M ATM.