Edgewise Therapeutics, Inc. (EWTX)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · EWTX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -15.6% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
EWTX — earnings miss
Dated 2026-08-06
and Item 9.01 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and shall not be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Why it matters: This data is key for Edgewise's future and could impact investor confidence. Positive results may boost the stock.
Supportive ifCIRRUS-HCM Part D Data shows positive efficacy results in the Q2 2026 report.
Worry ifCIRRUS-HCM Part D Data shows poor or unclear results.
Why it matters: This agreement could expand Edgewise's capabilities and market reach. Clarity on its status is crucial for growth.
Watch forThe company says it is making progress on the Asset Purchase Agreement with Servier.
Also watch forThe agreement has big delays or gets canceled.
Why it matters: This data will inform the Phase 3 trial design for EDG-7500. Positive results could boost confidence in the cardiovascular pipeline.
Supportive ifManagement says the 12-week data from the CIRRUS-HCM trial shows it is safe and effective.
Worry ifData from the CIRRUS-HCM trial shows no improvement or worse outcomes.
Why it matters: These results could help the first marketing application for sevasemten in Becker muscular dystrophy. Good results would prove the drug works.
Supportive ifTop-line results from the GRAND CANYON trial show a clear improvement in NSAA scores.
Worry ifResults from the GRAND CANYON trial show no clear difference compared to placebo.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$241 on $10,000 · ±2.4% | How much price usually moves either way. |
| Bad day | $554 loss on $10,000 · 5.5% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,101 loss on $10,000 · 21.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Earnings results show how the company is doing financially. A good report can lift spirits.
Watch forEarnings are better than expected, showing more revenue or fewer losses.
Also watch forEarnings are below what people expected. This shows that there are ongoing money issues.
Why it matters: Starting this trial is important for EDG-7500. It will help with hypertrophic cardiomyopathy.
Supportive ifThe company officially announces the start of the Phase 3 trial for EDG-7500.
Worry ifThe company delays the initiation of the Phase 3 trial beyond Q4 2026.
Why it matters: Starting this trial is key. It will improve treatment options for heart failure with preserved ejection fraction.
Supportive ifThe company announces the start of the Phase 2 trial for EDG-15400.
Worry ifThe company delays the initiation of the Phase 2 trial beyond H2 2026.