Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Edgewise Therapeutics, Inc. (EWTX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$38.87+3.57%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for EWTX yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Report CIRRUS-HCM Part D 12-week data by end of Q2 2026 | Edgewise Therapeutics is advancing its CIRRUS-HCM Part D data reporting on time by Q2 2026. | Under Pressure | Data report delayed beyond Q2 2026 | Data report delayed beyond Q2 2026 No news or filings confirm CIRRUS-HCM Part D data reporting by the Q2 2026 deadline. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “In August 2026, the Company shared positive top-line results from the 12-week Phase 2 Part D CIRRUS-HCM open label trial of EDG-7500 in obstructive and nonobstructive HCM in a late-breaking science presentation at the European Society of Cardiology Congress, which can be found here .” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a speculative clinical-stage biotechnology story, not an established earnings compounder. The thesis is on watch: management has delivered key milestones, but recent financial performance is weak and the evidence snapshot carries low overall confidence.
The snapshot provides no valuation measure or clear account of market expectations, so whether EWTX is cheap or expensive versus peers cannot be assessed. It reports no valuation fragility flags, but that does not establish what expectations are already reflected.
Near term, the company remains loss-making, and the latest recorded earnings event was a miss. Management has advanced its stated priorities, including positive 12-week CIRRUS-HCM data and plans for later-stage trials; the sale of its muscular dystrophy business also lifted pro forma cash to over $2 billion. Near-term results remain uncertain, with elevated risk and a 44% estimated miss probability in the snapshot.
The multi-year view depends on advancing EDG-7500 and EDG-15400 through planned clinical trials and on whether the cardiovascular pipeline produces further supportive evidence. A guidance cut would be a negative signal, while stronger results and guidance from sector peers could support the healthcare backdrop. Weakening jobs data may add pressure through recession concerns, though this is a broader sector risk rather than company-specific proof.
Over the next 1 to 3 years, EWTX’s long-term thesis rests on clinical execution and the use of its strengthened cash position, while weak recent performance and elevated risk keep confidence low. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
EPS remains positive in 2026 with improvement from prior losses | Earnings have shown improvement with recent beats. | Broken | EPS falls below 1.28 USD in FY 2026 | Diluted EPS: $9.65 per share FY2026-Q3; GAAP. Published target: EPS >= 1.28 USD in FY 2026. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 20269.65 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Successful integration and execution of asset purchase agreement with Servier Pharmaceuticals | The company recently made a positive asset purchase agreement with Servier Pharmaceuticals. | Intact | Failure to execute or integrate asset purchase by end 2026 | Asset purchase completed 2026-07-10 vs target end 2026 EWTX completed the acquisition of sevasemten assets from Servier on July 10, 2026, following the May 31 agreement. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.66 → $-1.71 · observed estimates
$0.04B → $0.03B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.66 | $40,709,091 | 7 / 6 |
| 2026-07-25 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-07-26 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-07-27 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-07-28 | $-1.66 | $40,709,091 | 7 / 6 |
| 2026-07-29 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-07-30 | $-1.66 | $40,709,091 | 7 / 6 |
| 2026-07-31 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-01 | $-1.66 | $40,709,091 | 7 / 6 |
| 2026-08-02 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-03 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-04 | $-1.66 | $40,709,091 | 7 / 6 |
| 2026-08-05 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-06 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-07 | $-1.73 | $40,709,091 | 7 / 6 |
| 2026-08-08 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-09 | $-1.47 | $52,500,000 | 8 / 8 |
| 2026-08-10 | $-1.73 | $40,709,091 | 7 / 6 |
| 2026-08-11 | $-1.73 | $40,709,091 | 7 / 6 |
| 2026-08-12 | $-1.72 | $47,000,000 | 10 / 10 |
| 2026-08-13 | $-1.73 | $40,709,091 | 7 / 6 |
| 2026-08-14 | $-1.73 | $40,709,091 | 7 / 6 |
| 2026-08-15 | $-1.73 | $40,709,091 | 8 / 7 |
| 2026-08-16 | $-1.73 | $40,709,091 | 8 / 7 |
| 2026-08-17 | $-1.73 | $40,709,091 | 8 / 7 |
| 2026-08-18 | $-1.73 | $40,709,091 | 8 / 7 |
| 2026-08-19 | $-1.73 | $40,709,091 | 8 / 7 |
| 2026-08-20 | $-1.61 | $38,645,455 | 9 / 8 |
| 2026-08-21 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-22 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-23 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-24 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-25 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-26 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-27 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-28 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-29 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-30 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-08-31 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-01 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-02 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-03 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-04 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-05 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-06 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-07 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-08 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-09 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-10 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-11 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-12 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-13 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-14 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-15 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-16 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-17 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-18 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-19 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-20 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-21 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-22 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-23 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-24 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-25 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-26 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-27 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-28 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-29 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-09-30 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-01 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-02 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-03 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-04 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-05 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-06 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-07 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-08 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-09 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-10 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-11 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-12 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-13 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-14 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-15 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-16 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-17 | $-1.64 | $38,645,455 | 9 / 8 |
| 2026-10-18 | $-1.64 | $35,425,000 | 10 / 8 |
| 2026-10-19 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-20 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-21 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-22 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-23 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-24 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-25 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-26 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-27 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-28 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-29 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-30 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-10-31 | $-1.64 | $35,425,000 | 10 / 9 |
| 2026-11-01 | $-1.71 | $27,281,818 | 10 / 9 |
| 2026-11-02 | $-1.71 | $27,281,818 | 10 / 8 |
| 2026-11-03 | $-1.71 | $27,281,818 | 10 / 8 |
| 2026-11-04 | $-1.71 | $27,281,818 | 10 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 12 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.