Peptide News Digest

#Asnd

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Ascendis Pharma (NASDAQ: ASND) Shares Fell Approximately 2.4% Premarket Friday August 14 to $249.28 (Compared to Thursday Close of $255.46) Despite Reporting Q2 2026 EPS of $2.83 (Beating the $1.51 Analyst Consensus by 87%) on Revenue of $339.3 Million (Beating the $326.5 Million Consensus) With Product Revenue of €315 Million (+105% Year-Over-Year) Led by YORVIPATH at €252 Million; The Market Response Reflects Investors Balancing the Substantive Beat Against the Ongoing International Trade Commission (ITC) Patent-Infringement Case Brought by BioMarin Pharmaceutical (NASDAQ: BMRN) Over the YUVIWEL (TransCon CNP for Achondroplasia) Launch That Directly Competes With BioMarin's Voxzogo (Vosoritide); BioMarin Owns U.S. Patent No. RE48,267 Covering the Peptide Analog Variants, and a First ITC Opinion Is Expected in August 2026 Following the March 26, 2026 Federal Circuit Ruling Against Ascendis on the Mandatory-Stay Question in Ascendis Pharma A/S v. BioMarin Pharmaceutical Inc.

Ascendis Pharma (NASDAQ: ASND) shares fell approximately 2.4% premarket Friday August 14, 2026 to $249.28 (compared to Thursday close of $255.46) despite reporting Q2 2026 EPS of $2.83 (beating the $1.51 analyst consensus by 87%) on revenue of $339.3 million (beating the $326.5 million consensus). Q2 2026 product revenue reached €315 million (+105% year-over-year) led by YORVIPATH (palopegteriparatide) at €252 million, SKYTROFA (lonapegsomatropin) at €55 million, and YUVIWEL (TransCon CNP for achondroplasia) at €8 million in its first US quarter with 220+ patient enrollments through July 31. The company ended Q2 2026 with €812 million in cash, no bank or convertible debt, and expects to generate more than €500 million in operating cash flow this year. The market response reflects investors balancing the substantive beat against the ongoing International Trade Commission (ITC) patent-infringement case brought by BioMarin Pharmaceutical (NASDAQ: BMRN) over the YUVIWEL launch. BioMarin owns U.S. Patent No. RE48,267 covering peptide analog variants including its FDA-approved Voxzogo (vosoritide). A first ITC opinion is expected in August 2026 following the March 26, 2026 Federal Circuit ruling in Ascendis Pharma A/S v. BioMarin Pharmaceutical Inc. that a party cannot use voluntary dismissal to restart a statutory deadline it already missed. The case represents the first substantive peptide-vs-peptide patent battle in the achondroplasia commercial category.

Industry · View digest

Ascendis Pharma (NASDAQ: ASND) Reported Thursday August 13 Q2 2026 Financial Results With Product Revenue of €315 Million (+105% Year-Over-Year), Anchored by YORVIPATH (Palopegteriparatide, a TransCon Parathyroid Hormone Peptide Analog for Chronic Hypoparathyroidism) at €252 Million on Consistent New Patient Demand in the US and Continued Ex-US Global Launch Expansion With Full Reimbursement, SKYTROFA (Lonapegsomatropin, a TransCon Growth Hormone Peptide) at €55 Million, and YUVIWEL (TransCon C-Type Natriuretic Peptide for Achondroplasia) at €8 Million With More Than 220 US Patient Enrollments Through July 31, 2026; The YUVIWEL Launch Positions Ascendis Directly Against BioMarin's Voxzogo (Vosoritide) in the Same Achondroplasia Pediatric Indication and Opens a New Front in the CNP Peptide Analog Commercial Category

Ascendis Pharma (NASDAQ: ASND) reported Thursday August 13, 2026 Q2 2026 financial results with product revenue of €315 million (+105% year-over-year). YORVIPATH (palopegteriparatide, a TransCon parathyroid hormone peptide analog for chronic hypoparathyroidism) delivered €252 million on consistent new patient demand in the US and continued ex-US global launch expansion with full reimbursement in additional markets. SKYTROFA (lonapegsomatropin, a TransCon growth hormone peptide for pediatric growth hormone deficiency) delivered €55 million. YUVIWEL (TransCon C-type natriuretic peptide for achondroplasia) delivered €8 million with more than 220 US patient enrollments through July 31, 2026. Total Q2 revenue reached €339 million (+100% YoY) including €24 million in collaboration and milestone income. The YUVIWEL launch positions Ascendis directly against BioMarin's Voxzogo (vosoritide) in the same achondroplasia pediatric indication, opening a new front in the CNP peptide analog commercial category. YORVIPATH's €252 million quarterly revenue trajectory suggests a $1+ billion annual run-rate for the peptide franchise by end of 2026, a notable rare-disease peptide launch magnitude. Ascendis's TransCon platform uses a transient linker chemistry to release parent drug over an extended half-life, allowing weekly dosing of peptides that natively have short in vivo lifespans.