Key Takeaways CORT posted Q4 EPS of 20 cents, missing estimates. Revenues rose 11% Y/Y to $202.1M in Q4 2025.CORT expects 2026 revenues of $900M-$1B. FDA decision on relacorilant in ovarian cancer is due in July 2026.Corcept received the FDA's CRL for relacorilant in Cushing's syndrome and is engaging in the next steps.Corcept Therapeutics (CORT) reported fourth-quarter 2025 earnings of 20 cents per share, which missed the Zacks Consensus Estimate of 27 cents. The company had reported earnings of 26 cents p ...

Corcept Therapeutics (NasdaqCM:CORT) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAtabak Mokari - CFOBill Guyer - Chief Development OfficerCharlie Robb - Chief Business OfficerJing He - Equity Research AssociateJoe Belanoff - CEORoberto Vieira - President of OncologySean Maduck - President of EndocrinologyConference Call ParticipantsDavid Amsellem - Managing Director and Senior Research AnalystSwayampakula Ramakanth - Managing Director and Senior Healthcare Equity Research Analyst ...

Corcept Therapeutics (NasdaqCM:CORT) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Company ParticipantsAtabak Mokari - CFOCharles Robb - Chief Business OfficerJing He - Equity Research AssociateJoe Belanoff - CEORoberto Vieira - President of OncologySean Maduck - President of EndocrinologyWilliam Guyer - Chief Development OfficerConference Call ParticipantsDavid Amsellem - Managing Director and Senior Research AnalystSwayampakula Ramakanth - Managing Director and Senior Healthcare Equity Research Anal ...

Corcept Therapeutics (NasdaqCM:CORT) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker5Thank you for standing by, and welcome to Corcept Therapeutics' fourth quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. To remove yourself from the queue, you may press star one one again. I would ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen 5Perspectives Small Growth Strategy”. A copy of the letter can be downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% net of fees in the fourth quarter of 2025, compared to a 1.2% return of the Russell 2000 Growth Index. Following double-digit returns in 2Q and 3Q, small caps concluded the year with a 1.2% return in 4Q. Biotech stood out as a major per ...

Corcept Therapeutics shares are approaching critical lows. What’s pressuring CORT?Appeals Court Upholds Ruling Against CorceptCorcept had argued that Teva's label for its generic version of Korlym, a drug used to treat Cushing's syndrome, would induce doctors to follow patented dosing methods involving mifepristone and strong CYP3A inhibitors such as ketoconazole. The appeals court agreed with the lower court that there was no proof doctors had used, or were likely to use, those specific regimens, especiall ...

Core Insights - Corcept Therapeutics' shares increased by 13.7% following the announcement that the phase III ROSELLA study met its overall survival primary endpoint for relacorilant in combination with nab-paclitaxel in treating platinum-resistant ovarian cancer [1] Study Results - The ROSELLA study demonstrated a 35% reduction in the risk of death for patients treated with relacorilant plus nab-paclitaxel compared to those receiving nab-paclitaxel alone [2] - Patients receiving the combination therapy achieved a median overall survival (OS) of 16 months, compared to 11.9 months for those on nab-paclitaxel alone [3] - The combination treatment was well tolerated, with a safety profile consistent with existing data, providing clinical benefits without increasing safety risks [3] Regulatory Developments - The FDA accepted the new drug application (NDA) for relacorilant in combination with nab-paclitaxel, with a decision expected on July 11, 2026 [6][9] - Corcept submitted a marketing authorization application to the European Medicines Agency for relacorilant, with a decision anticipated later in 2026 [9] Market Context - Corcept's shares have declined by 40% over the past six months, contrasting with a 2.9% decline in the industry [4] - The company previously faced a setback when the FDA issued a complete response letter regarding the NDA for relacorilant in treating hypercortisolism, which negatively impacted investor sentiment [11][12] Financial Performance - Korlym, Corcept's sole-marketed drug for Cushing's syndrome, generated sales of $559.3 million in the first nine months of 2025, reflecting a year-over-year increase of approximately 13.4% [13]

Core Insights - Corcept Therapeutics is a mid-cap biotechnology company focused on therapies for severe endocrine and oncologic conditions, leveraging cortisol modulation to meet unmet medical needs with a growing portfolio of proprietary drug candidates [1] - The company generates revenue primarily from Korlym, an FDA-approved therapy for Cushing's syndrome, and is advancing a pipeline of selective cortisol modulators targeting various disorders [2] Transaction Details - William Guyer, the chief development officer, exercised 20,000 stock options and sold the resulting shares for approximately $703,656, which reflects a significant transaction involving direct common stock holdings [4] - Following this transaction, Guyer's direct common stock holdings decreased from 21,235 shares to 1,235 shares, a reduction of 94.18%, although he retains stock options for 250,000 shares [3] Financial Performance - Corcept reported third-quarter revenue of $207.6 million, an increase from $182.5 million year-over-year, driven by growth in Korlym prescriptions [6] - The company reaffirmed its full-year revenue guidance of $800 million to $850 million and ended the quarter with $524 million in cash and investments, indicating strong balance sheet flexibility [6] Market Context - The stock experienced a sharp decline on December 31 following an FDA complete response letter for relacorilant; however, the transaction by Guyer is viewed as a portfolio management decision rather than a shift in long-term outlook [5][7] - The core business remains strong despite regulatory setbacks, with the focus on clinical execution and the future of relacorilant being more critical than the recent stock transaction [7]

Core Insights - Corcept Therapeutics Incorporated (NASDAQ:CORT) is identified as one of the 12 stocks expected to rebound according to Wall Street analysts [1] - Canaccord Genuity has reduced its price target for Corcept from $140 to $99 while maintaining a Buy rating, following the FDA's Complete Response Letter regarding the New Drug Application for relacorilant [1] - H.C. Wainwright has also lowered its price target from $145 to $90, anticipating a three-year delay in the launch of relacorilant for Cushing's syndrome, now expected in Q1 2029 [3] Business Performance - Despite the FDA's decision, Corcept's Korlym business is performing well, with Canaccord Genuity viewing the recent share sell-off as a buying opportunity due to continued growth prospects for Korlym and its authorized generic version [2] - The Complete Response Letter does not impact the ongoing FDA review of relacorilant for platinum-resistant ovarian cancer, which has a PDUFA date set for July 11, 2026 [4] Company Focus - Corcept Therapeutics is a commercial-stage pharmaceutical company dedicated to developing treatments for serious disorders through cortisol modulation [4]

Company Overview - Corcept Therapeutics is a commercial-stage biotech company focused on treatments for cortisol modulation, particularly related to Cushing's Syndrome [1] Product Information - Since 2012, the company has marketed Korlym as a treatment for Cushing's Syndrome [1]