Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was $44 million, an increase of 13.4% compared to $38.8 million in Q3 2024 [26] - U.S. net product revenue for XPOVIO grew 8.5% year over year to $32 million [26] - License and other revenue was $12 million in Q3 2025, up nearly 30% from Q3 2024 [27] - Gross to net provisions for XPOVIO were 27% in Q3 2025, consistent with Q2 2025 and down from 31% in Q3 2024 [26] - The net loss was $33.1 million, or $3.82 per share on a GAAP basis, with more than half of this loss driven by non-operational items [29] Business Line Data and Key Metrics Changes - XPOVIO net product revenue in Q3 2025 was $32 million, reflecting continued strength in the multi-biomodal market [20] - The company is focused on advancing late-stage clinical programs, particularly SENTRY and ECO42, which are expected to be transformative [6] Market Data and Key Metrics Changes - The company sees a significant opportunity in the myofibrosis market, with approximately 20,000 patients living with the condition in the U.S. [23] - There are about 4,000 newly diagnosed patients each year in the U.S. with intermediate to high-risk myofibrosis who could benefit from the combination therapy [23] Company Strategy and Development Direction - The company aims to redefine the standard of care for myofibrosis through the combination of selinexor and ruxolitinib [4] - The strategy includes maintaining financial discipline while driving growth across the XPOVIO franchise and advancing clinical programs [6] - The company is preparing for a potentially transformative commercial launch in myofibrosis, driven by high unmet needs and lack of innovation in the market [21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the upcoming top-line data from the SENTRY trial, expected in March 2026, which could reshape treatment paradigms [4] - The company has secured approximately $100 million in financial flexibility, extending its cash runway into Q2 2026 [5] - Management emphasized the importance of executing with clarity and purpose to deliver innovative cancer therapies [7] Other Important Information - The company has completed enrollment in the phase three SENTRY trial, marking a pivotal moment for its myofibrosis program [4] - The company has a strong commercial foundation and existing capabilities that will support a rapid launch if the trial data is positive [25] Q&A Session Summary Question: Can you walk through what we should see for MF data in March 2026? - Management anticipates providing top-line details, including primary endpoints of SVR35 and absolute TSS, with potential secondary endpoints [34][35] Question: What is the size of the sales force for myofibrosis? - Minimal additions to the commercial structure are expected due to strong overlap with existing capabilities [36] Question: Are there any milestones associated with recent financial restructuring? - No specific triggers related to positive data were mentioned, but positive data could significantly enhance value [37] Question: Can you discuss the commercial potential launch in myofibrosis? - The company is leveraging learnings from multiple myeloma to optimize trial design and patient outcomes [48][49]

Clinical Trial Updates - Phase 3 SENTRY试验的顶线数据预计在2026年3月公布[8, 25] - Phase 3 XPORT-EC-042子宫内膜癌试验的顶线数据预计在2026年中期公布[8, 67] - 评估SPd治疗复发性多发性骨髓瘤患者的3期全球研究(XPORT-MM-031/EMN29)的顶线数据预计在2026年上半年公布[70, 73] - SENTRY (XPORT-MF-034) 是一项针对JAKi初治骨髓纤维化患者，Selinexor联合Ruxolitinib的3期试验，已于2025年9月完成患者招募，共353名患者[23, 24] Commercial Performance - 2025年第三季度，美国XPOVIO净产品收入为3200万美元，比2024年第三季度的2950万美元增长8.5%[37] - 公司重申2025年全年净产品收入指导范围为1.1亿美元至1.2亿美元[37, 54] - 社区环境持续驱动约60%的美国整体净产品收入[37] Financial Highlights - 2025年第三季度总收入为4400万美元，高于2024年第三季度的3880万美元[51] - 预计现有流动资金，在计入2025年10月8日宣布的融资交易的影响后，足以支持公司计划运营至2026年第二季度[53] - 研发和SG&A费用预计为2.35亿美元至2.45亿美元[54] Myelofibrosis Market Opportunity - Selinexor联合Ruxolitinib疗法在美国市场可能达到每年约10亿美元的净销售额峰值[41, 43] - 约75%的患者有意愿接受联合治疗[42]

Financial Performance - For the three months ended September 30, 2025, product revenue increased by $2.5 million (9%) to $32.0 million compared to the same period in 2024[126]. - For the nine months ended September 30, 2025, product revenue decreased by $0.8 million (1%) to $82.8 million compared to the same period in 2024[127]. - The company reported a net loss of $93.8 million for the nine months ended September 30, 2025, compared to a net loss of $45.6 million for the same period in 2024[126]. - License and other revenue for the three months ended September 30, 2025 increased by $2.7 million (30%) compared to the same period in 2024, primarily due to increased milestone-related revenue[130]. - License and other revenue for the nine months ended September 30, 2025 decreased by $1.9 million (6%) compared to the same period in 2024, primarily due to decreased milestone-related revenue[131]. - Total operating expenses for the three months ended September 30, 2025 decreased by $5.8 million (9%) compared to the same period in 2024[132]. - Research and development expenses for the three months ended September 30, 2025 decreased by $5.6 million (15%) compared to the same period in 2024, driven by a reduction in clinical trial costs for selinexor in multiple myeloma[136]. - Selling, general and administrative expenses for the three months ended September 30, 2025 decreased by $1.0 million (4%) compared to the same period in 2024[141]. - Interest expense for the nine months ended September 30, 2025 increased by $7.0 million (27%) compared to the same period in 2024[143]. - Research and development expenses for the nine months ended September 30, 2025 decreased by $12.0 million (11%) compared to the same period in 2024, mainly due to reduced clinical trial costs[137]. Cash and Financing - As of September 30, 2025, the company had an accumulated deficit of $1.7 billion[120]. - The company had $112.5 million outstanding under its senior secured term loan with a maturity date in May 2028 following the financing transactions[122]. - Financing transactions in October 2025 included $27.5 million in new term loan borrowings and convertible debt, and a private placement for approximately $8.8 million[121]. - The company raised approximately $8.8 million through a private placement of 1,487,917 shares of common stock at $5.88 per share on October 7, 2025[152]. - The company issued $15.0 million in new 9.00% senior secured convertible notes due 2028, with interest payable quarterly starting December 31, 2025[153]. - Future obligations include $152.4 million related to the Amended Credit Agreement through May 2028 and $136.1 million related to the 2029 Notes through May 13, 2029[166]. - As of September 30, 2025, the company had $45.9 million in cash, cash equivalents, and investments, reflecting a $7.4 million benefit from interest and royalties paid in kind[146]. - The company expects to fund its current operating plans into the second quarter of 2026 with existing cash and cash flows from product revenue[164]. - There is substantial doubt regarding the company's ability to continue as a going concern within one year after the issuance of the financial statements due to uncertainty in funding availability[163]. Operational Updates - The company completed enrollment in the Phase 3 SENTRY trial in September 2025, with top-line data expected in March 2026[117]. - The company plans to continue developing selinexor for multiple high unmet need cancer indications, including myelofibrosis and endometrial cancer[119]. - The company is focusing resources on prioritized late-stage programs, putting further development of the eltanexor program on hold[119]. - The company expects net product revenue in Q4 2025 to be consistent with Q3 2025 due to stable gross-to-net adjustments and demand[129]. - The company expects license and other revenue to decrease in the fourth quarter of 2025 compared to the third quarter of 2025[131]. - The company anticipates that total other (expense) income, net will remain relatively consistent in the fourth quarter of 2025 compared to the third quarter of 2025, excluding the impact of Financing Transactions[145]. Market Risks - The primary market risk exposure is interest rate sensitivity, with an immediate 100 basis point shift in interest rates expected to have no material effect on the fair market value of the investment portfolio[167]. - The company does not believe its cash, cash equivalents, and investments have significant risk of default or illiquidity, but acknowledges potential future adverse changes[168]. - The company is exposed to market risk related to fluctuations in foreign currency exchange rates due to contracts with organizations in Canada, the UK, and Europe[169]. - The company does not currently hedge its foreign currency exchange rate risk, which may impact financial performance[169]. Cash Flow - Net cash used in operating activities decreased by $38.1 million to $(63,541) thousand for the nine months ended September 30, 2025, a 38% improvement year-over-year[148]. - Net cash provided by investing activities decreased by $42.3 million to $38,378 thousand for the nine months ended September 30, 2025, a 52% decline compared to the previous year[149]. - The company received $8.2 million in milestone payments under license and distribution agreements during the nine months ended September 30, 2025[157]. - Total other (expense) income, net for the three months ended September 30, 2025 increased by $12.1 million compared to the same period in 2024, primarily due to the remeasurement of embedded derivatives and liability-classified common stock warrants[144].

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Accessibility StatementSkip Navigation Endometrial Cancer – Top-Line Data from the Phase 3 SENTRY Trial in Myelofibrosis on Track for March 2026 – – Total Revenue was $44.0 Million; U.S. XPOVIO® (selinexor) Net Product Revenue was $32.0 Million, an increase of 8.5% compared to Third Quarter of 2024 – –Â Reaffirms Full-Year 2025 Total Revenue Guidance of $140 Million to $155 Million and U.S. XPOVIO Net Product Revenue Guidance of $110 Million to $120 Million – – Â Conference Call Scheduled for Today at 8:00 ...

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Core Insights - Karyopharm Therapeutics Inc. (KPTI) is showing potential as a bullish investment opportunity due to a recent technical indicator known as a "golden cross" [1][2] - The stock has experienced a 5.2% gain over the past four weeks, indicating positive momentum [3] - Earnings expectations for KPTI have improved, with upward revisions in estimates, further supporting the bullish outlook [3][5] Technical Analysis - KPTI's 50-day simple moving average has crossed above its 200-day simple moving average, signaling a potential bullish breakout [1] - The golden cross pattern consists of three stages: a downtrend followed by a crossover of moving averages, and then an upward price momentum [2] Earnings Expectations - There have been two upward revisions in earnings estimates for the current quarter, with no downward changes in the past 60 days [3] - The Zacks Consensus Estimate for KPTI has also increased, reinforcing the positive sentiment around the stock [3]

Group 1 - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment [1] - The article suggests that investors consider buying PANW stock, highlighting the positive perspective from analysts [1]

Key Points - Several biotech stocks experienced notable after-hours gains on October 9, driven by new data and corporate developments [1] Company Summaries Palisade Bio Inc. (PALI) - Shares traded at $2.26 in after-hours, reflecting a 7.62% gain from the prior close of $2.10, which was up 5% on the day [1] - The company cancelled its special meeting of stockholders due to lack of quorum, withdrawing all proposals from consideration [2] Healthcare Triangle Inc. (HCTI) - Shares traded at $2.88 in after-hours, up 4.35% from the regular session close of $2.76, which was down 17.86% [3] - The company signed a non-binding Letter of Intent to acquire Teyame.AI, projected to generate $34 million in revenue for fiscal year 2025 [4] Nutriband Inc. (NTRB) - Shares traded at $8.25 in after-hours, up 4.30% from the regular session close of $7.91, which was down 6.94% [5] - The company filed a provisional patent application with the USPTO to strengthen its intellectual property for its AVERSA abuse deterrent transdermal [5] Karyopharm Therapeutics Inc. (KPTI) - Shares traded at $6.08 in after-hours, up 4.46% from the regular session close of $5.82, which had declined 1.36% [6] - The company announced financing transactions expected to provide $100 million in financial flexibility, extending its cash runway into Q2 2026 [6] Editas Medicine Inc. (EDIT) - Shares traded at $4.22 in after-hours, up 3.43% from the regular session close of $4.08, which was down 1.69% [7] - The company presented new preclinical proof-of-concept data for its therapy EDIT-401, showing a 90% LDL-C reduction in non-human primates and mice [7] CG Oncology Inc. (CGON) - Shares traded at $45.40 in after-hours, up 2.11% from the regular session close of $44.46, which gained 9.21% [8] - No official news releases or filings were issued during the day [8]

Financing and Capital Structure - Karyopharm Therapeutics Inc. announced comprehensive financing and capital structure transactions expected to provide $100 million of financial flexibility, extending the cash runway into Q2 2026 [1] - The company is exploring potential financing and strategic alternatives to enhance liquidity and maximize value, with Centerview Partners acting as the financial advisor [2] - A private placement of approximately $8.75 million will involve the sale of 1.49 million shares and warrants to purchase 1.32 million shares at an exercise price of $6.64 per share [2] Revenue Expectations - The company expects total revenue, including license and royalty revenue from partners, to be between $42 million and $44 million, with U.S. XPOVIO net product revenue anticipated to be approximately $32 million for Q3 2025 [3] Clinical Trials - Enrollment continues in the Phase 3 XPORT-EC-042 trial evaluating selinexor as a maintenance-only therapy in patients with TP53 wild-type advanced or recurrent endometrial cancer, with topline data expected in mid-2026 [4] - The company completed enrollment in the Phase 3 SENTRY trial, which evaluates selinexor in combination with ruxolitinib in JAKi-naïve myelofibrosis patients, with topline data anticipated in March 2026 [4][5] Stock Performance - Karyopharm stock is down 12.74% at $5.03 at the time of publication [5]