Zevra Therapeutics, Inc. (ZVRA)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · ZVRA
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 is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -46.3% |
| Our one-year growth estimate | diamond |
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
| 17.3% |
Growth built into the price is above our model estimate.
The price assumes 63.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 116 industry peers · Company calendar date is not available
ZVRA — M&A activity — Termination of a Material Definitive Agreement
Dated 2026-03-16
Termination of a Material Definitive Agreement. On March 12, 2026, the Company repaid in full all outstanding obligations under that certain Credit Agreement, dated as of April 5, 2024, by and among the Company, HCR Stafford Fund II, L.P., HCR Potomac Fund II, L.P., and Perceptive Credit Holdings IV, LP (collectively, the “Lenders”), and Alter Domus (US) LLC, as administrative agent (the “Credit Agreement”). The Credit Agreement provided for a senior secured loan facility in an aggregate prin…
Why it matters: FDA feedback could change the trial's pace or design. The trial had 66 patients and three confirmed events in Q2.
Watch forZevra says the FDA agreed on a clear path to speed DiSCOVER's clinical development.
Also watch forZevra reports that FDA feedback gives no faster path, or asks for added trial work.
Why it matters: Cash rose from $236.8 million in Q1 to $260.2 million in Q2. A further rise would support the plan to fund work without new capital.
Supportive ifQ3 cash, cash equivalents, and investments exceed $260.2 million.
Worry ifQ3 cash, cash equivalents, and investments fall below $236.8 million.
Why it matters: The next report can show whether Q2 revenue growth continued. In Q2, total net revenue rose 53% from a year earlier.
Watch forQ3 net revenue is above $39.7 million, the Q2 level.
Also watch forQ3 net revenue is below $39.7 million.
Why it matters: MIPLYFFA revenue rose from $24.6 million in Q1 to $30.2 million in Q2. Another gain would show that sales growth is continuing.
Supportive ifQ3 MIPLYFFA net revenue is above $30.2 million.
Worry ifQ3 MIPLYFFA net revenue is at or below $30.2 million.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$188 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $543 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,553 loss on $10,000 · 35.5% | 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.