Healthcare Earnings Report — 2026-09-22 to 2026-11-06

25 most recent Healthcare earnings

1. Nov 6, 2026, 5:28 PM ET·BIAF·Healthcare

   bioAffinity Technologies — Third Quarter 2026 Earnings Summary

   BIOAFFINITY TECHNOLOGIES INC

   Total revenue decreased to approximately $1.1 million from $1.4 million in Q3 2025, driven by lower average reimbursement per test and reduced case volumes at Precision Pathology Laboratory Services, while net loss widened to $5.3 million from $5.1 million. Cash and cash equivalents declined to $2.6 million from $6.4 million at year-end 2025, though the company secured $8.0 million in gross proceeds via private placement and registered direct offering in August and October 2026, plus an additional $4.0 million in subsequent financing. CyPath Lung test unit sales doubled year-over-year through Q3 2026, with ordering physicians increasing 89% and nine-month testing revenue rising 79%, supported by a new government distribution agreement with AvMEDICAL. Strategic expansion includes advancing precision medicine opportunities for asthma and COPD through a collaboration with Pictor, Inc., and pursuing topical therapies for skin cancers based on promising CD320 and LRP2 receptor findings. The company holds 22 awarded patents and 36 pending applications, with recent grants in Hong Kong and a Notice of Allowance from Japan for its lung cancer prediction technology.

2. Nov 6, 2026, 5:18 PM ET·QNRX·Healthcare

   Quoin Pharmaceuticals — Third Quarter 2026 Earnings Summary

   QUOIN PHARMACEUTICALS LTD

   Financial Results: Net loss increased to $4.9 million for the quarter (vs. $3.9 million prior year) and $15.2 million for the nine months (vs. $11.5 million prior year), driven by higher R&D and G&A expenses; however, cash and marketable securities rose significantly to $33.2 million as of September 30, 2026, from $18.7 million at year-end 2025. Capital Raise & Dilution: A private placement completed in August 2026 provided $30.8 million in upfront funding with potential additional proceeds of $19.2 million, increasing ordinary shares outstanding to 168.1 million from 52.4 million at December 31, 2025. Clinical & Regulatory Milestones: Interim data for QRX003 in Netherton Syndrome showed 66.7% of participants achieved the primary endpoint with statistical significance; the FDA granted the first-ever IND, Rare Pediatric Disease, and Fast Track designations for QRX003 in Peeling Skin Syndrome (PSS). Future Outlook & Guidance: Management expects to complete recruitment for the Netherton Syndrome Phase 2/3 study by end of 2026 with topline data in Q2 2027, initiate a formal PSS study before year-end 2026, and advance QRX009 toward clinical testing in early 2027; current cash reserves are projected to fund operations into 2028.

3. Nov 6, 2026, 4:10 PM ET·USPH·Healthcare

   U.S. Physical Therapy, Inc. — Third Quarter 2026 Earnings Summary

   U S PHYSICAL THERAPY INC

   Total net revenue reached $223 million in Q3 2026, up 13% year-over-year, while adjusted net income rose to $12 million and adjusted EPS increased to $0.80 from $0.66 in the prior year period. Management reaffirmed full-year 2026 adjusted EBITDA guidance of $102 million to $106 million, despite a GAAP loss per share of $1.04 driven by a $0.1 million loss on contingent earn-out consideration versus a $6 million gain in Q3 2025. The company expanded its footprint to 799 locations following the acquisition of a 12-clinic practice for $16 million and the successful integration of all 72 hospital-affiliated clinics, with IIP margin improving to 22% from 20%. Capital management actions included a declared quarterly dividend of $0.46 per share and the execution of a new interest rate swap fixing $171 million of term debt at 4.6% through 2031, while borrowings under the credit facility increased to $247 million. Future outlook remains positive for revenue growth driven by rising referral volumes and new hospital affiliations, though margins faced approximately 150 basis points of pressure from self-insured employee medical program overages in the quarter.

4. Nov 6, 2026, 9:18 AM ET·ONMD·Healthcare

   OneMedNet — Third Quarter 2026 Earnings Summary

   ONEMEDNET CORP

   Preliminary Q3 2026 revenue reached approximately $1 million, marking a 242% sequential increase and a 465% year-over-year growth compared to the prior year quarter. Fourth quarter 2026 revenue guidance is set between $12 million and $14 million, contingent on customer acceptance of delivered data, with 2026 revenue expected to be weighted heavily toward Q4. Management reports the sales funnel has grown substantially and the core infrastructure for scaling regulatory-grade, AI-driven Real-World Data delivery is substantially complete. Final Q3 results remain subject to adjustment pending the November 16, 2026, Form 10-Q filing; no M&A activity, dividends, or share buybacks were disclosed.

5. Nov 6, 2026, 9:14 AM ET·NHC·Healthcare

   National HealthCare Corporation — Third Quarter 2026 Earnings Summary

   NATIONAL HEALTHCARE CORP

   Net operating revenues increased 6.6% year-over-year to $407.97 million for the quarter, while adjusted net income rose 13.8% to $28.15 million and adjusted diluted EPS grew to $1.76 from $1.58. GAAP net income declined to $13.64 million from $39.24 million in the prior year period, primarily due to a $17.6 million unrealized loss on marketable equity securities compared to $20.8 million in gains the previous year. Significant balance sheet expansion occurred with debt rising to $502.1 million and property/equipment increasing to $1.29 billion, driven by the June acquisition of five skilled nursing facilities and the July acquisition of 35 real estate assets. Operational metrics showed growth in total skilled nursing patient days (796,122 vs. 740,373) and per diem rates across Medicare ($623.72) and Managed Care ($513.06) segments. The company declared a quarterly dividend of $0.67 per share, an increase from $0.64 in the prior year period.

6. Nov 6, 2026, 9:10 AM ET·NERV·Healthcare

   Minerva Neurosciences — Third Quarter 2026 Earnings Summary

   MINERVA NEUROSCIENCES INC

   GAAP net income for the quarter was $100.7 million ($1.94 per share), driven by a $109.6 million non-cash gain on warrant liability; adjusted non-GAAP net loss widened to $5.6 million from $2.5 million in the prior-year period, while nine-month adjusted losses increased to $20.8 million from $8.9 million. Operating expenses rose significantly year-over-year, with R&D reaching $5.2 million for the quarter ($17.6 million for nine months) and G&A hitting $4.3 million ($19.1 million for nine months), driven by C19 trial costs, compensation, and a $6.6 million one-time non-cash charge for stock option modifications. The company maintains a cash position of approximately $77.0 million as of September 30, 2026, down from $82.4 million at year-end 2025, while total liabilities decreased to $184.1 million from $233.8 million. Topline efficacy data for Phase A of the C19 Study is expected in the second half of 2027, with Phase B data anticipated in the second half of 2028; management remains on track for these timelines. Roluperidone continues to be positioned as the only late-stage candidate targeting negative symptoms of schizophrenia, with the global Phase 3 trial currently enrolling 380 patients across 40 sites.

7. Nov 6, 2026, 9:00 AM ET·IMCR·Healthcare

   Immunocore — Q3 2026 Earnings Summary

   IMMUNOCORE HOLDINGS PLC

   Q3 2026 net product revenue was $102.2 million, down from $103.7 million in Q3 2025, though normalized underlying revenue grew approximately 10% year-over-year after adjusting for US wholesaler stocking and an additional sales week in the prior year; nine-month net sales reached $324.8 million, up from $295.5 million. The company reported a net loss of $14.2 million ($0.28 per share) for Q3 2026 compared to a $0.2 million loss in the prior year, while the nine-month net loss narrowed significantly to $2.1 million ($0.04 per share) from $5.5 million ($0.11 per share) in 2025. Strategic progress includes the completion of target enrollment for the Phase 3 TEBE-AM trial, the dosing of the first patient in the tissue-specific autoimmune program for type 1 diabetes (IMC-S118AI), and the expectation of top-line overall survival data from the TEBE-AM trial in Q2 2027. KIMMTRAK remains the standard of care in major markets with approvals in 39 countries, and the company is advancing a combination of KIMMTRAK and brenetafusp, which showed a 70% two-year overall survival rate in Phase 1 metastatic uveal melanoma data. The company holds $901.3 million in cash, cash equivalents, and marketable securities as of September 30, 2026, and expects to pay approximately $120 million in sales-related rebate accruals in Q4 2026.

8. Nov 6, 2026, 8:30 AM ET·CGON·Healthcare

   CG Oncology — Third Quarter 2026 Earnings Summary

   CG ONCOLOGY INC

   Total revenue declined to $1.604 million from $1.666 million year-over-year, driven by a drop in license and collaboration revenue to $0 from $158,000, while commercial and development revenue rose to $1.604 million from $1.508 million. Net loss widened to $56.9 million ($0.64 per share) from $43.8 million ($0.57 per share) in the prior year period, primarily due to a 40% increase in R&D expenses to $39.2 million. Cash and marketable securities decreased to $984.5 million as of September 30, 2026, from $1.0 billion in June 2026, though management confirms existing resources will fund operations through 2029. Key clinical milestones include anticipated topline data from the PIVOT-006 Phase 3 trial in November 2026, 12-month data from BOND-003 and CORE-008 in December 2026, and BLA completion expected in Q4 2026. Strategic updates include the appointment of Isabel Kalofonos as Chief Commercial Officer in October and the initiation of an Expanded Access Program for cretostimogene in North America.

9. Nov 6, 2026, 8:05 AM ET·TARA·Healthcare

   Protara Therapeutics — Third Quarter 2026 Earnings Summary

   PROTARA THERAPEUTICS INC

   Reported a net loss of $21.7 million ($0.35 per share) for Q3 2026, widening from $13.3 million ($0.31 per share) in the prior-year period, driven by a $7.2 million increase in R&D expenses to $16.8 million. Updated clinical guidance to expect completion of the ADVANCED-2 trial enrollment for TARA-002 in NMIBC by year-end 2026, with STARBORN-1 enrollment for LMs now targeted for early 2027 and a rolling BLA submission planned for the second half of 2027. Acquired TARA-002 manufacturing assets from Novex Innovations for $8.75 million to bring production in-house, securing capacity ahead of potential commercial launches. Maintained cash reserves of $143.1 million as of September 30, 2026, sufficient to fund operations and milestones through 2028 despite a decrease in total assets to $156.5 million.

10. Nov 6, 2026, 8:00 AM ET·ALGS·Healthcare

    Aligos Therapeutics — Third Quarter 2026 Earnings Summary

    ALIGOS THERAPEUTICS INC

    Net loss narrowed to $21.9 million ($2.09/share) for Q3 2026 from $31.5 million ($3.04/share) in 2025, while total revenue rose to $2.8 million from $0.7 million year-over-year, driven by $2.8 million in customer revenue and $0.04 million in licensing revenue. Cash and investments declined to $31.1 million as of September 30, 2026, from $77.8 million at year-end 2025, with management confirming sufficient funding to sustain operations into Q1 2027. Phase 2 B-SUPREME study enrollment is complete with 245 total participants, and 70 subjects have finished 48 weeks of treatment; top-line data for HBeAg+ and HBeAg- cohorts is expected in late Q3 2027. Partner Amoytop advanced ASO ALG-170675 into Phase 1 clinical studies in China, with Amoytop funding Greater China development costs while Aligos retains rights to utilize data for regulatory filings.

11. Nov 6, 2026, 7:20 AM ET·ANIK·Healthcare

    Anika Therapeutics — Third Quarter 2026 Earnings Summary

    ANIKA THERAPEUTICS INC

    Q3 2026 revenue rose 10% year-over-year to $30.6 million, driven by a 17% increase in the Commercial Channel and a 5% rise in the OEM Channel, while GAAP loss narrowed to $0.3 million and adjusted EBITDA surged to $5.1 million. Full-year 2026 guidance was upgraded to 6%–10% revenue growth and 15%–17% adjusted EBITDA margin, though Commercial Channel growth expectations were lowered to 9%–13% due to slower elective surgery markets. Strategic momentum includes a 10-year partnership with Boehringer Ingelheim for Hyvisc featuring $8 million in expected payments, a $9.5 million stock repurchase program, and double-digit growth in the Integrity product line. Regulatory and pipeline updates show a "not approvable" FDA notification for Hyalofast requiring pathway reassessment, while the Cingal NDA submission is targeted before year-end 2027. Inventory levels increased significantly to $30.4 million to support production, and management reaffirmed confidence in 2027 flat-to-5% revenue growth despite near-term market seasonality.

12. Nov 6, 2026, 7:06 AM ET·CGC·Healthcare

    Canopy Growth — Q2 FY2027 Earnings Summary

    CANOPY GROWTH CORP

    Consolidated net revenue increased 22% year-over-year to $81.4 million, driven by a 141% surge in international markets, while the cannabis segment grew 30% and Storz & Bickel declined 4%. Net loss widened to $40.7 million due to $35.8 million in fair value charges related to Canopy USA assets, though adjusted EBITDA loss narrowed 6% to $2.9 million and free cash outflow decreased to $15.5 million. Management reaffirmed guidance to achieve positive adjusted EBITDA in fiscal 2027, citing progress toward profitability and the expansion of an end-to-end EU GMP-certified supply chain. Strategic growth was supported by the EU GMP certification of the Smiths Falls facility, the acquisition of MTL Cannabis Corp., and new market entries in the U.K. and Germany.

13. Nov 6, 2026, 7:05 AM ET·TMCI·Healthcare

    Treace Medical Concepts — Third Quarter 2026 Earnings Summary

    TREACE MEDICAL CONCEPTS INC

    Reported Q3 2026 revenue of $48.3 million, a 4% year-over-year decrease, though excluding stocking distributor sales revealed mid-single-digit growth driven by increased bunion kit volume. Net loss narrowed 23% to $(12.6) million and Adjusted EBITDA improved to a $0.3 million profit from a $(2.6) million loss in the prior year period, supported by a 10% reduction in operating expenses. Updated full-year 2026 revenue guidance to $206 million–$210 million (previously $204 million–$212 million) and tightened Adjusted EBITDA loss expectations to $1.0 million–$2.0 million (previously $3.0 million–$5.0 million). Reiterated a target for a 50% reduction in full-year cash usage compared to 2025, with year-to-date cash usage already down 53% to $9.7 million. Strategic momentum continues with double-digit procedure volume growth, 45% adoption of new bunion systems among surgeons, and the release of 5-year positive outcomes data for the Lapiplasty® procedure.

14. Nov 6, 2026, 6:57 AM ET·AIRS·Healthcare

    AirSculpt Technologies — Third Quarter Fiscal 2026 Earnings Summary

    AIRSCULPT TECHNOLOGIES INC

    Q3 2026 revenue declined 8.7% year-over-year to $31.9 million, while net loss narrowed to $7.2 million from $9.5 million; full-year revenue guidance was reduced to $144–$146 million and Adjusted EBITDA guidance to $9–$10 million. Case volume fell 9.6% in Q3 and 2.1% for the first nine months on a same-store basis, though revenue per case increased 2.3% in Q3, partially offsetting volume declines. The company completed refinancing via the "Blue Torch Financing Agreement" on November 5, 2026, extending debt maturity to 2031 with a $39.0 million term loan and $5.0 million revolver, while raising $7.2 million via at-the-market offerings in Q3. Management identified increased competition from GLP-1 drugs as a key market driver, prioritizing the expansion of GLP-1-related procedures which comprised 10% of Q3 cases, and expressed confidence in long-term growth despite near-term headwinds.

15. Nov 6, 2026, 6:54 AM ET·AIRS·Healthcare

    AirSculpt Technologies — Third Quarter Fiscal 2026 Earnings Summary

    AIRSCULPT TECHNOLOGIES INC

    Q3 2026 revenue declined 8.7% year-over-year to $31.9 million, while net loss narrowed to $7.2 million from $9.5 million in the prior year; full-year 2026 revenue guidance was reduced to $144–$146 million (from $151–$157 million) and Adjusted EBITDA guidance lowered to $9–$10 million (from $12–$14 million). Case volume fell 9.6% in Q3 and 2.1% for the first nine months on a same-store basis, with total facilities decreasing to 31 and procedure rooms to 65, though revenue per case rose to $12,865 in Q3. The company completed the "Blue Torch Financing Agreement" on November 5, 2026, securing a $39.0 million senior secured term loan and $5.0 million revolving facility to refinance existing debt and extend maturity to 2031. Cash and cash equivalents increased to $15.2 million as of September 30, 2026, driven by $6.7 million in financing activities, while operating cash flow for the first nine months dropped to $558,000 from $5.6 million in the prior year.

16. Nov 6, 2026, 6:47 AM ET·MRNA·Healthcare

    Moderna — Third Quarter 2026 Earnings Summary

    MODERNA INC

    Q3 2026 revenue rose 29% year-over-year to $1.3 billion, with GAAP net income turning positive at $162 million compared to a $200 million loss in the prior year period. Full-year 2026 revenue guidance was raised to 15%–25% growth (previously up to 10%), while cost of sales and R&D expense forecasts were reduced to $1.7 billion and $2.7 billion, respectively. The company raised $2.6 billion in net proceeds from a $3.0 billion convertible notes offering and increased its year-end cash and investments outlook to $8.1–$8.3 billion. Strategic milestones include U.S. FDA approval of mFLUSIVA for adults 50+, positive Phase 3 data for intismeran in melanoma, and a new five-year manufacturing agreement in Mexico. The Norovirus vaccine program (mRNA-1403) missed Phase 3 interim success criteria, and the Methylmalonic Acidemia study initiation is deferred pending propionic acidemia results.

17. Nov 6, 2026, 6:47 AM ET·VOGX·Healthcare

    Vogenx — Third Quarter 2026 Earnings Summary

    VOGENX INC

    Cash, cash equivalents, and marketable securities increased to $82.1 million as of September 30, 2026, from $601 thousand in December 2025, following an August 2026 IPO that generated approximately $84.4 million in net proceeds. Net loss widened to $4.9 million ($0.47 per share) for the three months ended September 30, 2026, compared to $284 thousand ($0.05 per share) in the prior year period, driven by a $3.4 million change in warrant liability and increased R&D and G&A expenses. The Company initiated the EMERGE Phase 2b study for post-bariatric hypoglycemia in October 2026 and plans to begin a Phase 2 study for gastroparesis in the first half of 2027, with top-line EMERGE results expected in the second half of 2027. Management anticipates a need for additional capital and financing based on future capital requirements, while strengthening leadership with the appointment of Ken Toombs as audit committee chair and Rich Gorman as Chief Commercial Officer.

18. Nov 6, 2026, 6:34 AM ET·BKD·Healthcare

    Brookdale Senior Living Inc. — Third Quarter 2026 Earnings Summary

    BROOKDALE SENIOR LIVING INC

    Reported a net loss of $13.9 million for Q3 2026, a significant improvement from the $114.7 million loss in the prior year period, while Adjusted EBITDA rose 12.0% year-over-year to $124.3 million. Revised full-year 2026 Adjusted EBITDA guidance downward to $495–$502 million (previously $502–$516 million) and RevPAR growth guidance to 7.4–7.9% (previously 8.0–9.0%) due to slower occupancy growth, marketing investments, and the impact of a fire at the Clinton, Mississippi community. Executed a strategic portfolio optimization strategy, selling 24 owned communities for $178.6 million in 2026 to date and acquiring 17 leased communities for $157.4 million in September, with a definitive agreement to acquire 30 additional communities for $290.0 million expected to close in Q4 2026. Strengthened liquidity to $523.6 million and refinanced debt obligations, including settling $23.3 million in convertible senior notes with cash and stock, while securing $356.9 million in new debt to eliminate mortgage maturities until 2028.

19. Nov 6, 2026, 6:27 AM ET·ELAN·Healthcare

    Elanco Animal Health — Third Quarter 2026 Earnings Summary

    ELANCO ANIMAL HEALTH INC

    Financial Results: Q3 2026 revenue reached $1.265 billion (up 11% YoY, 9% organic), while adjusted net income surged 42% to $136 million ($0.27 EPS) and adjusted EBITDA rose 23% to $243 million, expanding the margin to 19.5%. Guidance Upgrade: Full-year 2026 guidance was raised across the board, with revenue now projected at $5.155–$5.18 billion, adjusted EBITDA at $1.05–$1.065 billion, and adjusted EPS at $1.17–$1.20. Strategic Momentum: Net leverage decreased to 2.9x, unlocking capital allocation flexibility; key products Zenrelia and Credelio Quattro achieved record market shares, with the latter receiving a positive EMA opinion for a Q1 2027 EU launch. Future Outlook: Early 2027 expectations target mid-single digit organic revenue growth, high-single digit adjusted EBITDA growth, and low-double digit adjusted EPS growth, maintaining alignment with the December 2025 Investor Day algorithm.

20. Nov 6, 2026, 6:09 AM ET·HUM·Healthcare

    Humana Inc. — Third Quarter 2026 Earnings Summary

    HUMANA INC

    Reported 3Q26 GAAP EPS of $1.33 (down from $1.62 YoY) and Adjusted EPS loss of $0.70 (vs. $3.24 profit YoY), driven by a $358 million non-cash loss on put/call valuation adjustments; however, consolidated revenues rose 26% YoY to $41.16 billion and GAAP pretax income increased to $216 million. Raised full-year 2026 Adjusted EPS guidance to "at least $9.50" (from $9.00) and GAAP EPS guidance to "at least $15.09" (from $6.52), though Adjusted EPS outlook anticipates a YoY decline due to Star Ratings headwinds impacting 2026 quality bonus payments. Announced a strategic joint venture with BlackRock (HPS Investment Partners) to enhance balance sheet efficiency and reduce cost of capital, with an initial option liability of approximately $2.14 per share expected to be recorded in Q4 2026. CenterWell Senior Primary Care patient growth accelerated 30% YoY to 146,800, while Medicaid membership increased 7% driven by new integrated Duals programs in Michigan, Illinois, and South Carolina. The company faces ongoing regulatory and competitive headwinds, including a rejected court challenge to 2025 Star Ratings and potential risks from CMS risk-adjustment model changes, while operating cost ratios improved to 11.3% in 3Q26.

21. Nov 5, 2026, 7:16 PM ET·VEEV·Healthcare

    Veeva Systems — Q3 2027 Earnings Summary

    VEEVA SYSTEMS INC

    Total revenue guidance for the quarter ended October 31, 2026, is set at $932–935 million, driven by subscription revenue of approximately $782 million and services revenue of $150–153 million. Non-GAAP operating income is projected between $417–420 million, with fully diluted net income per share guidance ranging from $2.33–2.34. The company expects to meet or exceed the Q3 2027 guidance previously issued on August 26, 2026, assuming foreign exchange rates remain near current levels. GAAP targets for operating income and net income per share were not provided due to the difficulty in estimating significant excluded items, such as stock-based compensation expense.

22. Nov 5, 2026, 5:29 PM ET·REVB·Healthcare

    Revelation Biosciences, Inc. — Three and Nine Months Ended September 30, 2026 Earnings Summary

    REVELATION BIOSCIENCES INC

    Net loss widened to $3.3 million ($5.92/share) for the three months ended September 30, 2026, compared to $1.9 million ($49.51/share) in 2025, and $9.6 million ($29.37/share) for the nine-month period versus $6.4 million ($273.33/share) in 2025. Cash and cash equivalents declined to $9.1 million as of September 30, 2026, from $10.7 million at year-end 2025, driven by increased net cash used in operating activities ($2.6 million vs. $1.6 million in Q3 2025) and offset by proceeds from a January 2026 warrant inducement. The company selected a global CRO for the upcoming Gemini Phase 1 study in acute kidney injury (GEM-AKI) and noted an independent assessment valuing the total addressable market for Gemini at $94 billion. Current cash reserves are projected to fund operations through the second quarter of 2027, while total shares outstanding increased to 683,442 from 226,330 as of December 31, 2025.

23. Nov 5, 2026, 5:00 PM ET·NTHI·Healthcare

    NeOnc Technologies — Third Quarter 2026 Earnings Summary

    NEONC TECHNOLOGIES HOLDINGS INC

    Net loss narrowed 49% year-over-year to $4.4 million in Q3 2026 from $8.6 million in Q3 2025, driven by a 16% reduction in total operating expenses to $5.8 million, while R&D spending increased to $1.3 million. Cash and cash equivalents rose to $6.2 million as of September 30, 2026, following a $15 million registered direct offering and the $5.8 million redemption of all Series A Convertible Preferred Stock to eliminate dilution. NEO100 Phase 2a results met the primary endpoint with 48.9% six-month progression-free survival versus a 20% benchmark, while NEO212 advances toward Phase 2 development pending FDA feedback on formulation changes. Management highlighted progress in Abu Dhabi with new Investigational New Drug authorizations and an MoU for CNS oncology research, though the company warned of a need for substantial additional capital that may not be available on acceptable terms. No formal guidance changes were issued; the company plans to present updated NEO100 and NEO212 data at the Society for Neuro-Oncology Annual Meeting on November 13, 2026.

24. Nov 5, 2026, 4:57 PM ET·STLN·Healthcare

    Starling Oncology — Third Quarter 2026 Earnings Summary

    STARLING ONCOLOGY INC

    Consolidated revenue reached $169.8 million, up 24.3% year-over-year, while Adjusted EBITDA turned positive at $3.4 million versus a $3.5 million loss in the prior year period. Full-year 2026 guidance was slightly narrowed, with revenue updated to $650–$660 million and Adjusted EBITDA to $4–$6 million, though Q4 Adjusted EBITDA is projected at $3–$5 million driven by Florida capitated onboarding. Strategic expansion continues with affiliated clinics growing to 322 and value-based contract lives reaching 2.2 million, alongside the full market rollout of the Starling Nexus utilization management portal. Capital position remains stable with $36.9 million in cash and long-term debt reduced to $72.5 million, despite a $11.6 million non-cash loss on debt extinguishment recorded in the quarter.

25. Nov 5, 2026, 4:36 PM ET·NKTX·Healthcare

    Nkarta — Third Quarter 2026 Earnings Summary

    NKARTA INC

    Reported a net loss of $33.3 million ($0.45 per share) for Q3 2026, widening from $21.7 million ($0.29 per share) in the prior year period, driven by a 46% increase in R&D expenses to $29.5 million. Cash and investments declined to $216.0 million as of September 30, 2026, from $295.1 million at year-end 2025, though management confirms current liquidity is sufficient to fund operations through 2029. Initial clinical data for lead candidate NKX019 in idiopathic inflammatory myopathy and systemic sclerosis is scheduled for presentation at ACR Convergence 2026, with enrollment ongoing across multiple autoimmune indications. No changes to financial guidance were announced; the company continues to advance outpatient dosing protocols and remains focused on safety and durable remission in its Ntrust trials.