Pharming N.V.(US:PHAR)2025-07-31 11:30Financial Performance - Total revenues for Q2 2025 increased by 26% compared to Q2 2024 [16] - RUCONEST® revenues in Q2 2025 reached $80.4 million, up from $63.0 million in Q2 2024 [14, 23] - Joenja® revenues in Q2 2025 were $12.8 million, compared to $11.1 million in Q2 2024 [14, 28] - Adjusted operating profit for Q2 2025 was $12.9 million, compared to a loss of $3.1 million in Q2 2024 [14] - The company is raising its 2025 revenue guidance to $335-350 million [16] - Revenues for 1H 2025 increased by 33% to $172.315 million, compared to $129.679 million in 1H 2024 [55, 63] Commercial Updates - RUCONEST® U S volume growth increased by 27% in Q2 2025 and 31% in 1H 2025 [23] - The number of U S patients on Joenja® increased by 25% compared to Q2 2024, reaching 114 patients in Q2 2025 [28] Research and Development - A study uncovered >100 new variants leading to PI3Kδ hyperactivity (GOF variants) [38] - Data suggests that VUS patients with these GOF variants should be reclassified as APDS [39] - APDS may be up to 100x more prevalent than previously estimated [40]