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Ultragenyx Pharmaceutical Inc. (RARE) Form 8-K — Nov 3, 2026

$RAREForm 8-KItems 2.01, 2.02, 2.05, 9.01Filed Nov 3, 2026, 4:07 PM ET0001193125-26-445342Original filing

Ultragenyx reported Q3 2026 revenue of $173 million, up from $160 million a year ago, with the net loss narrowing to $118 million ($1.16/share) from $180 million ($1.81/share). The company reaffirmed full-year 2026 revenue guidance of $730-$760 million. The company closed the sale of its GENGLYCOS Priority Review Voucher for $210 million gross on October 30 and agreed to sell its FAYUVI PRV for $203 million, with combined net proceeds of approximately $350 million expected. 20% of the GENGLYCOS PRV proceeds go to the NIH under a 2018 patent license.

Key figures

Revenue
173000000
Guidance
FY2026 total revenue $730M-$760M (excludes new launches); CRYSVITA $500M-$520M; DOJOLVI $100M-$110M; 2027 R&D <$350M and SG&A <$375M; full-year GAAP profitability expected in 2027
Revenue Yoy
8.1% ($173M vs $160M)
Total Assets
1187000000
Cash Position
401000000
Q3 2025 eps
-$1.81
Q3 2025 revenue
$160M
Q3 2025 net loss
$180M
Dojolvi q3 revenue
$30M
Evkeeza q3 revenue
$24M
Nine month revenue
$523M
Post rif workforce
approximately 1,000 employees
Crysvita q3 revenue
$109M
Mepsevii q3 revenue
$10M
Nine month net loss
$395M
Workforce reduction
approximately 20%
Fayuvi prv sale price
$203M
Restructuring charges
$25M (Q4 2026)
Combined prv sale price
$413M
Genglycos prv sale price
$210M
Expected net prv proceeds
$350M
Nih royalty on genglycos prv
20%
Q3 net cash used in operations
$43M
Dec 2025 cash and marketable securities
$737M

AI analysis

Red flags6 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    Ultragenyx Pharmaceutical Inc. (RARE) Form 8-K — Nov 3, 2026: AI Analysis | Signal8