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ASASND

Ascendis Pharma A/S

$ASND·$16B·Biotechnology·Healthcare
$248.50+0.9%YTD+14.9%1Y+29.4%
Mentions · last 7 days
2026-08-08: 3 posts2026-08-09: 7 posts2026-08-10: 5 posts2026-08-11: 1 posts2026-08-12: 10 posts2026-08-13: 29 posts2026-08-14: 10 posts65+45%
Price updated 16h ago·X counts updated 15h ago
ASASND
$ASNDAscendis Pharma A/S
$248.50+0.92%65 posts+45%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ASND, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Rare-disease pipeline finally converting to commercial revenue, and Q2 was the print that made analysts believe.

Ascendis Pharma just delivered a Q2 that resets the narrative: EPS $3.29 vs $1.71 est (+92% surprise), and Q1 was similar (+70%). Revenue growing +148% YoY to $250M in Q1 and analyst forecasts walk that to $1.34B in FY26, $1.94B in FY27, and $3.3B by 2030 — this is a real ramp, not a story stock anymore. The catalyst is YUVIWEL (TransCon-hGH for growth hormone deficiency) uptake in the US plus continued COACH Week 78 achondroplasia readouts.

Where the bull/bear tension actually sits:

  • Valuation is the pushback — 16.4x P/S and 27.9x P/E on TTM numbers that are just crossing into profitability. The market is paying for the 2028-2030 revenue curve, not what's there today.
  • Balance-sheet risk is real — debt-to-equity 1.84, negative ROE, thin FCF. The business needs the launch to keep hitting to service that structure.
  • Off -$246 price down -3.6% today after a stellar print signals the beat was priced in going in, and profit-takers stepped in on the news.
  • 30% t12m return with -29% off the 52-week peak — this has already had its move and pulled back.

What you're watching: US YUVIWEL script-run rate, COACH readouts in achondroplasia (a much larger indication), and whether operating leverage flows to the P&L as revenue scales.

What to watch: US YUVIWEL uptake curve, COACH achondroplasia data, and Q3 print 11/11 for continued top-line acceleration.

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

Read the AI verdict + X sentiment for $ASND

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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 — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ASND

Partial — Biopharma commercializing SKYTROFA for growth hormone deficiency using its TransCon prodrug platform with an endocrinology pipeline; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%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 $1.56

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 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.3B$1.3B – $1.4B$14.04$13.33 – $14.6612
FY27$1.9B$1.9B – $2.1B$10.37$5.83 – $21.2812
FY28$2.5B$2.1B – $2.8B$15.34$7.37 – $26.6412
FY29$2.9B$2.7B – $3.3B$17.95$16.01 – $20.6611
FY30$3.3B$3.0B – $3.7B$20.47$18.26 – $23.566

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.1.2×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.65%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.+0.2%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.+8.8%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 today1.1% 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

BuyJun 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

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
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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.

3New insider — initial holdingsApr 13
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 42 other (26 6-Ks · 8 3s · 5 13Gs · 1 SD) in window

Recent news

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

Ascendis Pharma A/S (ASND) Q2 2026 Earnings Call Transcriptseekingalpha.com·2d agoAscendis Pharma A/S Q2 Earnings Call Highlightsmarketbeat.com·2d agoAscendis Pharma Reports Second Quarter 2026 Financial Resultsglobenewswire.com·2d agoAscendis Announces COACH Week 78 Results and Provides Update on Achondroplasia Programs and YUVIWEL® Uptake in the U.S.globenewswire.com·9d agoWhy Crinetics Stock Soared 99% This Week247wallst.com·37d ago

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