HARMONY BIOSC.HLD.-,00001

Harmony is building on revenue driver WAKIX (on track for over $1 billion) and a broader pipeline approach. The company has about $963 million in cash, positions BP-205 as a leading orexin‑2 agonist and plans two to three business-development transactions expected to generate revenue in 2028–2032. In parallel, Harmony is defending WAKIX’s patent portfolio against generics and anticipates loss of exclusivity in March 2030. Several clinical milestones for BP-205 are targeted for late 2024 to mid-2026. » Altro su de.investing.com

Harmony Biosciences shares rose to a new 52-week high of $42.70 and have a market capitalization of about $2.49 billion. In the second quarter, adjusted earnings per share of $1.28 beat expectations, and Wakix revenue hit a record $261.3 million, confirming the full-year guidance of $1.00–1.04 billion. Analysts remain positive (including outperform ratings with price targets of $60–70), despite ongoing IP disputes and competition from orexin agonists. InvestingPro sees the stock at a fair value of $59.06 and rates the financial condition as "EXCELLENT". » Altro su de.investing.com

Harmony outlines three strategic pillars: expanding the pitolisant franchise with Pitolisant GR (PDUFA April 27) and Pitolisant HD; advancing BP-205 as a potential best-in-class orexin-2 agonist; and developing EPX-100 for rare epilepsies. WAKIX delivered record quarterly sales and funds the pipeline growth, while key milestones are mostly expected in 2027/2028. BP-205 showed strong efficacy, rapid absorption and no relevant safety signals in early studies; EPX-100 demonstrated substantial seizure reductions in Dravet syndrome. The stock closed at $38.50 (-3.19%). » Altro su de.investing.com