Harmony Biosciences Holdings, Inc. (HRMY)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · HRMY
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guida…
Stated in 4 of 4 supplied quarters. Management reported: “WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guidance of $1.0 billion to $1.04 billion.” Revenue was $268.917 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 42% for the rest of the cohort, n=10089).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guida…”
“0 Billion to $1.04 Billion Phase 1 SAD Data for BP-205 Demonstrate Favorable PK and Safety/Tolerability Profiles ; Phase 1 MAD Data Expected in Q4 2026 BP-205 IND Open in US; Initiating Phase 1b Stud…”
“Exhibit 99.1 HARMONY BIOSCIENCES REPORTS Q1 FINANCIAL RESULTS AND CONFIRMS 2026 NET REVENUE GUIDANCE OF OVER $1 BILLION; REINFORCES 2026 STRATEGIC PRIORITIES WAKIX® Net Revenue Grew 17% to $215.4 M…”
“ Exhibit 99.1 HARMONY BIOSCIENCES REPORTS STRONG 2025 FINANCIAL RESULTS AND REITERATES 2026 NET REVENUE GUIDANCE OF OVER $1 BILLION WAKIX 2025 Net Revenue of $868.5 Million; 2026 WAKIX Net Reven…”
Harmony remains on track to report Phase 1b data in sleep-deprived healthy volunteers in the first quarter of 2027, followed by the initiation of Phase 2 studies across multiple CNS indications by mi…
Stated in 4 of 4 supplied quarters. Management reported: “Harmony remains on track to report Phase 1b data in sleep-deprived healthy volunteers in the first quarter of 2027, followed by the initiation of Phase 2 studies across multiple CNS indications by mid-2027.” “These data support Harmony’s robust orexin development strategy, including initiating Phase 2 studies beginning in mid-2027 to evaluate multiple CNS indications.”
“Harmony remains on track to report Phase 1b data in sleep-deprived healthy volunteers in the first quarter of 2027, followed by the initiation of Phase 2 studies across multiple CNS indications by mi…”
“These data support Harmony’s robust orexin development strategy, including initiating Phase 2 studies beginning in mid-2027 to evaluate multiple CNS indications.”
“Third, drive value from our pipeline, led by BP-205, which has the potential to be a highly differentiated and best-in-class orexin-2 agonist across multiple indications.”
“ Exhibit 99.1 HARMONY BIOSCIENCES REPORTS STRONG 2025 FINANCIAL RESULTS AND REITERATES 2026 NET REVENUE GUIDANCE OF OVER $1 BILLION WAKIX 2025 Net Revenue of $868.5 Million; 2026 WAKIX Net Reven…”
This planned leadership transition does not change Harmony's previously communicated strategic priorities or the expected timing of key commercial and pipeline milestones.
Stated in 4 of 4 supplied quarters. Management reported: “This planned leadership transition does not change Harmony's previously communicated strategic priorities or the expected timing of key commercial and pipeline milestones.” “First, protect the pitolisant franchise to ensure durability into the 2030s, supported by multi-layered intellectual property.”
“This planned leadership transition does not change Harmony's previously communicated strategic priorities or the expected timing of key commercial and pipeline milestones.”
“0 Billion to $1.04 Billion Phase 1 SAD Data for BP-205 Demonstrate Favorable PK and Safety/Tolerability Profiles ; Phase 1 MAD Data Expected in Q4 2026 BP-205 IND Open in US; Initiating Phase 1b Stud…”
“First, protect the pitolisant franchise to ensure durability into the 2030s, supported by multi-layered intellectual property.”
“ Exhibit 99.1 HARMONY BIOSCIENCES REPORTS STRONG 2025 FINANCIAL RESULTS AND REITERATES 2026 NET REVENUE GUIDANCE OF OVER $1 BILLION WAKIX 2025 Net Revenue of $868.5 Million; 2026 WAKIX Net Reven…”
WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guida…
Stated in 4 of 4 supplied quarters. Management reported: “WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guidance of $1.0 billion to $1.04 billion.”
“WAKIX® (pitolisant) delivered third quarter net revenue of $269 million, driven by strong demand of 400 net patient adds, and the Company remains on track to achieve full-year WAKIX net revenue guida…”
“0 Billion to $1.04 Billion Phase 1 SAD Data for BP-205 Demonstrate Favorable PK and Safety/Tolerability Profiles ; Phase 1 MAD Data Expected in Q4 2026 BP-205 IND Open in US; Initiating Phase 1b Stud…”
“And fourth, a renewed emphasis on business development with a goal to transact on opportunities with revenue potential in the 2028–2032 timeframe,” said Jeffrey M.”
“ Exhibit 99.1 HARMONY BIOSCIENCES REPORTS STRONG 2025 FINANCIAL RESULTS AND REITERATES 2026 NET REVENUE GUIDANCE OF OVER $1 BILLION WAKIX 2025 Net Revenue of $868.5 Million; 2026 WAKIX Net Reven…”
Continue WAKIX growth through commercial execution and lifecycle management, with 2026 net product revenue guidance of $1.0 billion to $1.04 billion.
Over the trailing year it converted 1.19x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 52% of the time over the next year (vs 44% for the rest of the cohort, n=3371).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 46% of the time over the next year (vs 44% for the rest of the cohort, n=13229).
Not investment advice. As of 2026-11-05.