SHARPE
Reported results
- Total global revenue for the third quarter of 2026 was approximately $260 million ($259,936 thousand GAAP total revenue).
- BRIUMVI U.S. net product revenue for the third quarter of 2026 was $232.6 million.
- GAAP net income for the third quarter of 2026 was $55.5 million ($55,463 thousand).
- GAAP diluted net income per common share for the third quarter of 2026 was $0.35.
- GAAP operating income for the third quarter of 2026 was $85,899 thousand.
Guidance
- Raises full-year 2026 target total global revenue guidance to approximately $1 billion.
- Raises full-year 2026 target BRIUMVI U.S. net product revenue guidance to approximately $915–920 million.
- Reaffirms full-year 2026 target operating expense (R&D and SG&A excluding non-cash compensation) guidance of approximately $450 - $500 million.
Notes
Net income for the three and nine months ended September 30, 2025 includes a non-recurring income tax benefit of approximately $365.0 million, driven by the release of the deferred tax asset valuation allowance during that period.
Price and volatility reaction
The stock moved +5.9% on the print. No front-expiry chain was on file, so there is no straddle expected move.
| Measure | Value | Basis |
|---|---|---|
| Close before release | 59.825 | 2026-11-06 |
| Close after release | 63.38 | 2026-11-09 |
| Realised move | +5.9% | close to close |
Source
The figures above come from the earnings release the company filed with the SEC on 2026-11-09 (8-K, Item 2.02). Read the original filing on sec.gov.