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ASASND

Ascendis Pharma A/S

Strong FundamentalsStrong FundamentalsRevenue growing 148% YoYStreet coverage with positive forward estimatesQuiet on X (10 mentions/wk)
$ASND·$14B·Biotechnology·Healthcare
$228.07-0.9%YTD+7.2%1Y+19.0%
Price updated 36m ago·X counts updated 2d ago
ASASND
$ASNDAscendis Pharma A/S
$228.07-0.86%10 posts
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $ASND on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

10X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-07

Ascendis reached a global settlement with BioMarin — royalties owed on Yuviwel/navepegritide sales in US/EU/Brazil/S Korea, but ASND keeps 80% of the revenue stream and gets a non-exclusive worldwide license. Market loves the overhang removed. Canada's Drug Agency also recommended reimbursement for Yorvipath.

Read what X is saying about $ASND

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ASND — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Ascendis just settled with BioMarin, announced a $400M buyback, and is compounding revenue at 148% — the endocrine specialty franchise is delivering.

Ascendis Pharma is a $14B-cap Danish specialty biotech (endocrine, oncology) whose commercial trajectory has re-accelerated.

  • Up 8% year to date and 20% over the last twelve months, at 46% of its 52-week range and 8% below the 50-day moving average.
  • Q1 revenue $251M grew 148% year over year at 91% gross margin and 10% operating margin, EPS $10.37 (local-currency).
  • Q4 revenue $245M grew 41% year over year — the acceleration is durable.
  • Trailing P/E 28 and EV/EBITDA 1176 (spread widely by one-time items) — the reported multiples don't tell the story cleanly.
  • Debt-to-equity 1.84 and beta 0.38 — moderate leverage with low systematic risk.
  • Three surprises of 71-92% magnitude on positive read-outs, though one earlier surprise was deeply negative.
  • Just settled with BioMarin — royalties owed on Yuviwel/navepegritide but Ascendis keeps 80% of the revenue stream plus a non-exclusive worldwide license.
  • Announced a planned $400M share buyback — a specific capital-return commitment.
  • Canada's Drug Agency recommended reimbursement for Yorvipath.

November 11 earnings (est. $1.13 EPS) will show whether the BioMarin overhang clearing translates into faster earnings execution.

Agrees with X sentimentThe X sample flags the BioMarin settlement clearing the overhang, the 80% retention of Yuviwel/navepegritide revenue, and Yorvipath Canada reimbursement — that matches the operational and capital-return trajectory.

What to watch: November 11 print — Yorvipath launch trajectory, BioMarin royalty accounting, and progress on the $400M buyback pace.

On the calendar: 2026-11-11 — Q3 earnings

Read the AI verdict on $ASND

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biopharma commercializing SKYTROFA for growth hormone deficiency using its TransCon prodrug platform with an endocrinology pipeline.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ASND.

Biotechnology · Healthcare

No material change from last week — mRNA oncology platform remains the structural driver.

What this means for $ASND

Partial — Biopharma commercializing SKYTROFA for growth hormone deficiency using its TransCon prodrug platform with an endocrinology pipeline.

Top industry ETF

$IBBiShares Biotechnology ETF
+24.4%YTD
+48.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-56.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
88.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$3.29$1.71+92.4%
Q1 2026May 7, 2026$0.32$0.19+70.6%
Q4 2025Feb 11, 2026$-0.64$-0.06-966.7%
Q3 2025Nov 12, 2025$-1.17$-0.41-185.4%
Next earningsWed, Nov 11·consensus EPS $1.13

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$250.7M+148.3%91.4%10.1%$10.37$-15.7M
Q4 FY25$245.2M+41.0%88.9%4.0%$-0.54$67.4M
Q3 FY25$213.6M+269.4%89.5%5.1%$-1.00$2.1M
Q2 FY25$158.0M+339.0%80.1%-33.5%$-0.64$-11.7M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.4B$13.94$10.52 – $15.7514
FY27$2.0B$1.9B – $2.1B$9.04$4.24 – $11.7114
FY28$2.5B$2.2B – $2.8B$14.32$7.10 – $24.7914
FY29$3.0B$2.8B – $3.3B$17.48$15.91 – $19.668
FY30$3.4B$3.2B – $3.7B$20.89$19.02 – $23.5012

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 61.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 8Mads BodenhoffSVP & PAO3.0K sh$811KSellSep 2Lars HoltugDirector236 sh$62KBuyAug 14Bienaime Jean JacquesDirector2.0K sh$493KBuyJun 2Smith Scott ThomasCFO100 sh$22KBuyMay 29Bienaime Jean JacquesDirector500 sh$112KBuyMay 29Smith Scott ThomasCFO250 sh$56KBuyMay 26Bienaime Jean JacquesDirector400 sh$95KSellMay 11Jensen Flemming SteenSee Remarks19.5K sh$4.6M
+ 3 other (1 exempt · 1 award · 1 return) in window

See when $ASND insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsJun 13/A
AI summary

Scott Thomas Smith, EVP & Chief Financial Officer of Ascendis Pharma A/S (Denmark), filed an amended Form 3 on June 1, 2026 (original event date March 18, 2026) to correct Table I by adding 1,500 previously unreported shares held in brokerage accounts; Smith's corrected total includes 4,017 ordinary shares directly, plus warrants to purchase 158,259 shares at prices ranging from $37.18 to $176.28, and approximately 16,995 RSUs. Corrective filing to capture 1,500 brokerage shares omitted from the original Form 3; no new equity was granted.

+ 34 other (26 6-Ks · 6 13Gs · 1 SD · 1 8-A12B/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Ascendis Pharma A/S’s (ASND) “Overweight” Rating Reaffirmed at Cantor Fitzgeralddefenseworld.net·2d agoAscendis Pharma: Back To Full Independenceseekingalpha.com·13d agoAscendis Pharma A/S (ASND) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·14d agoWhy Is Ascendis Pharma Stock Trading Lower on Tuesday?benzinga.com·14d agoAscendis Announces Planned $400 Million Share Repurchase Programglobenewswire.com·15d ago

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