Earnings summaries and quarterly performance for Protagonist Therapeutics.
Executive leadership at Protagonist Therapeutics.
Board of directors at Protagonist Therapeutics.
Research analysts who have asked questions during Protagonist Therapeutics earnings calls.
Chris Bialas
H.C. Wainwright & Co.
2 questions for PTGX
Douglas Tsao
H.C. Wainwright & Co.
2 questions for PTGX
Adam Walsh
Stifel, Nicolaus & Company, Inc.
1 question for PTGX
Anupam Rama
JPMorgan Chase & Co.
1 question for PTGX
Chris Howerton
Jefferies
1 question for PTGX
Chris Marai
Nomura Instinet
1 question for PTGX
Christopher Marai
Nomura Securities Co. Ltd.
1 question for PTGX
George Farmer
Scotiabank
1 question for PTGX
Gobind Singh
BMO Capital Markets
1 question for PTGX
Joe Schwartz
Leerink Partners
1 question for PTGX
Joori Park
Leerink Partners
1 question for PTGX
Joseph Schwartz
Oppenheimer
1 question for PTGX
Recent press releases and 8-K filings for PTGX.
- Rusfertide, a hepcidin mimetic peptide, demonstrated sustained control of hematocrit levels below 45% and significantly reduced the need for therapeutic phlebotomy in patients with polycythemia vera (PV) through 52 weeks in the Phase 3 VERIFY study.
- In the VERIFY study, 61.9% of patients continuously treated with rusfertide avoided phlebotomy eligibility, and those who switched from placebo achieved rapid and durable hematocrit reduction, with up to 77.9% becoming phlebotomy ineligible.
- Long-term extension studies further corroborated rusfertide's sustained efficacy and safety, showing a 13-fold reduction in annual phlebotomy rates over four years.
- Rusfertide, a weekly self-injected peptide mimetic, was well tolerated and offers potential for improved PV management by controlling hematocrit and reducing cardiovascular risks, though it is not yet FDA approved.
- Protagonist Therapeutics reported a net loss of ($39.3) million or ($0.62) per basic and diluted share for the three months ended September 30, 2025.
- As of September 30, 2025, the company held $678.8 million in cash, cash equivalents, and marketable securities, which is anticipated to provide a cash runway through at least the end of 2028.
- A New Drug Application (NDA) for icotrokinra was submitted to the U.S. FDA in July, followed by an EMA application in September.
- Rusfertide was granted Breakthrough Therapy Designation by the U.S. FDA, and its U.S. NDA filing is expected in Q4 2025.
- The first patient has been dosed in the Phase 1 trial of PN-881, a first-in-class oral IL-17 peptide antagonist.
- Protagonist's rusfertide, for polycythemia vera, has outstandingly positive Phase 3 data and received Breakthrough Designation. The company has 9 to 12 months to decide on an opt-out with Takeda, which could yield $425 million and 14% to 29% royalties on projected $1 billion to $2 billion peak sales.
- Protagonist's partnered asset, icotrochra (oral IL-23 blocker) with J&J, has an NDA filed for psoriasis and is progressing in other indications. J&J guided 2027 sales to $1.4 billion, with royalties for Protagonist ranging from 6% to 10% on sales potentially exceeding $4 billion.
- Protagonist is advancing new pipeline assets, including PN881 (oral IL-17 blocker) and PN477 (oral triple G for obesity), with Phase 1 studies for both expected to begin in Q4 2025. The company plans to develop both oral and injectable versions of PN477 for the obesity market.
Quarterly earnings call transcripts for Protagonist Therapeutics.
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