Ultragenyx stock rises as Genglycos wins FDA's accelerated approval as the first treatment targeting the underlying cause of GSDIa, boosting its rare-disease portfolio.
Ultragenyx Pharmaceutical NASDAQ: RARE said the U.S. Food and Drug Administration has approved GENGLYCOS, also known as DTX401, for glycogen storage disease type 1A, or GSD1A. The approval marks the company's first gene therapy approval and its fifth approved medicine.
Ultragenyx Pharmaceutical is rated a soft Buy at $26.75, with a probability-weighted fair value of ~$32 per share. Two near-term FDA decisions: DTX401 on Aug 23 and another for UX111 on Sept 19. DTX401 has a cleaner regulatory case, but UX111 has a credible approval path. Using 80% approval odds for DTX401 and 65% for UX111, our probability-weighted value is approximately $32 per share versus a current share price near $27.
RARE beats Q2 earnings estimates as revenues surge year over year to a record quarterly high, driven by higher product sales across its portfolio.
Ultragenyx Pharmaceutical Inc. (RARE) Q2 2026 Earnings Call Transcript
Ultragenyx Pharmaceutical NASDAQ: RARE reported second-quarter 2026 revenue of $214 million, led by growth across its commercial rare-disease portfolio, while the company prepared for potential regulatory decisions on two gene therapies and a late-stage data readout in Angelman syndrome.
While the top- and bottom-line numbers for Ultragenyx (RARE) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Ultragenyx (RARE) came out with a quarterly loss of $0.9 per share versus the Zacks Consensus Estimate of a loss of $1.27. This compares to a loss of $1.17 per share a year ago.
Ultragenyx (RARE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Ultragenyx (RARE) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Ultragenyx (RARE) is transitioning from a broad pipeline to a focused rare disease platform, entering a high-catalyst period with four approved products and multiple late-stage assets. Despite a recent Phase 3 failure and Q1 2026 net loss, RARE reaffirmed 2026 revenue guidance of $730–$760 million, supported by a scalable commercial base and cost controls. Key near-term catalysts include FDA reviews for DTX401 and UX111 (PDUFA dates in H2 2026) and pivotal Phase 3 Aspire results for GTX-102 in Angelman syndrome.
Ultragenyx Pharmaceutical Inc. (RARE) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript