Ultragenyx Pharmaceutical Inc (RARE)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$15.57-9.27%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · RARE
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.
To support this transition, the company has initiated substantial headcount and expense reductions and expects to reduce 2027 R&D expenses to less than $350 million and 2027 SG&A expenses to less tha…
Stated in 3 of 3 supplied quarters. Management reported: “To support this transition, the company has initiated substantial headcount and expense reductions and expects to reduce 2027 R&D expenses to less than $350 million and 2027 SG&A expenses to less than $375 million.”
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 neutral grew net income 51% of the time over the next year (vs 41% for the rest of the cohort, n=13498).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“To support this transition, the company has initiated substantial headcount and expense reductions and expects to reduce 2027 R&D expenses to less than $350 million and 2027 SG&A expenses to less tha…”
“The company reaffirms its full year 2026 and 2027 guidance for combined R&D and SG&A operating expenses: compared to 2025, combined R&D and SG&A expenses in 2026 are expected to be flat to down low‑s…”
“The company reaffirms its full year 2026 and 2027 guidance for combined R&D and SG&A operating expenses: compared to 2025, combined R&D and SG&A expenses in 2026 are expected to be flat to down low‑s…”
The company continues to anticipate achieving full-year GAAP profitability in 2027 and going forward.
Stated in 3 of 3 supplied quarters. Management reported: “The company continues to anticipate achieving full-year GAAP profitability in 2027 and going forward.” ““In the second quarter we generated the highest quarterly revenue in the history of the company, supporting our full-year revenue guidance, and keeping us on track toward profitability in 2027,” said Emil D.”
“The company continues to anticipate achieving full-year GAAP profitability in 2027 and going forward.”
““In the second quarter we generated the highest quarterly revenue in the history of the company, supporting our full-year revenue guidance, and keeping us on track toward profitability in 2027,” said…”
“– May 05, 2026 – Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE), a biopharmaceutical company focused on the development and commercialization of novel therapies for serious rare and ultra-rare genetic…”
“We received two BLA approvals from the FDA within one month for our first gene therapy treatments and the launches are progressing well with growing demand for these products,” said Emil D.
Stated in 3 of 3 supplied quarters. Management reported: “Recent Corporate Updates and Upcoming Milestones • GENGLYCOS (pariglasgene brecaparvovec) AAV8 gene therapy for the treatment of glycogen storage disease type Ia (GSDIa): In August 2026, the U.S. Food and Drug Administration (FDA) granted accelerated approval for GENGLYCOS as a treatment for adult and pediatric patients eight years and older with GSDIa.” “• FAYUVI (rebisufligene etisparvovec) AAV9 gene therapy for the treatment of Sanfilippo syndrome type A (MPS IIIA): In September 2026, the FDA granted standard full approval for FAYUVI as a treatment of pediatric patients with Sanfilippo syndrome Type A.”
““We received two BLA approvals from the FDA within one month for our first gene therapy treatments and the launches are progressing well with growing demand for these products,” said Emil D.”
““As we look to the second half of the year, we are entering a transformative period with multiple important catalysts.”
““This is an important year for Ultragenyx with two BLAs under review and our Angelman Phase 3 readout coming soon.”
The company reaffirms its full year 2026 total revenue guidance of $730 million to $760 million, which excludes revenue from new product launches.
Stated in 3 of 3 supplied quarters. Management reported: “The company reaffirms its full year 2026 total revenue guidance of $730 million to $760 million, which excludes revenue from new product launches.” “Third Quarter 2026 Revenue Highlights and 2026 Revenue Guidance • Total revenue in the third quarter 2026 was $173 million.” Revenue was $173.000 million in 2026-Q3.
“The company reaffirms its full year 2026 total revenue guidance of $730 million to $760 million, which excludes revenue from new product launches.”
“The company reaffirms its full year 2026 total revenue guidance of $730 million to $760 million, which excludes revenue from potential new product launches.”
“The company reaffirms its full year 2026 total revenue guidance of $730 million to $760 million, which excludes revenue from potential new product launches.”
The company reaffirms its full year 2026 and 2027 guidance for combined R&D and SG&A operating expenses: compared to 2025, combined R&D and SG&A expenses in 2026 are expected to be flat to down low‑s…
Over the trailing year it converted 1.01x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by M&A activity. Historically, Health Care names rated volatile grew net income 45% of the time over the next year (vs 45% for the rest of the cohort, n=10076).
Not investment advice. As of 2026-11-05.