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EWEWTX

Edgewise Therapeutics, Inc.

$EWTX·$4.1B·Biotechnology·Healthcare
$44.70+16.5%YTD+64.0%1Y+182.0%
Mentions · last 7 days
2026-07-25: 1 posts2026-07-26: 1 posts2026-07-27: 3 posts2026-07-28: 2 posts2026-07-29: 1 posts2026-07-30: 1 posts2026-07-31: 2 posts11
Price updated 4m ago·X counts updated 4d ago
EWEWTX
$EWTXEdgewise Therapeutics, Inc.
$44.71+16.48%11 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $EWTX, 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 numbersEvent coming upAI verdict · as of 2026-08-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Edgewise Therapeutics is the small-molecule-cardiovascular biotech up 170% t12m at 72%-of-range — Aug 6 Q2 print plus $2.65B Sevasemten sale plus EDG-7500 HCM data is the substance.

Edgewise Therapeutics Inc. is a specific US-listed small-molecule-musculoskeletal-plus-cardiovascular biopharmaceutical franchise — historically EDG-5506 for Duchenne/Becker muscular dystrophy (sevasemten), now pivoting to a cardiovascular pipeline focus with EDG-7500 in hypertrophic cardiomyopathy. Down 1% today, up 64% year to date, and up 170% over 12 months, sitting at the 72nd percentile of the 52-week range on a divest-plus-cardiovascular-catalyst tape.

Where it stands:

  • The business is pre-revenue: reported quarters at $0 revenue with EPS printing -$0.34, -$0.39, -$0.47, -$0.46 — pure clinical-stage cash-burn.
  • The valuation is speculative: TTM P/E of -22 (loss-making), forward analyst estimates model FY26 EPS -$1.99 with $2.3M revenue rising to FY29 revenue $242M with EPS -$0.48 — the multi-year commercialization pathway is the whole thesis.
  • The strategic tape is a specific transformative catalyst: Edgewise Therapeutics Completes Sale of Sevasemten for Up to $2.65 Billion, Strengthening Balance Sheet and Centering Company Focus on Cardiovascular Pipeline 7/13 — the specific pattern where a $2.65B divestiture materially strengthens the balance sheet and re-focuses on EDG-7500.
  • The EDG-7500 clinical data is a specific mixed catalyst: Top Line Data From EDG-7500 Phase II CIRRUS-HCM Trial in Hypertrophic Cardiomyopathy 6/16 plus Reports Improvements In Heart Drug Trial 6/16 — but Edgewise shares slip after heart-disease drug trial data disappoints investors — mixed reception with Truist calling data excellent while Stifel/Mizuho/RBC flag small open-label samples plus Phase 3 timing into 2028/2029.

Aug 6 Q2 earnings needs continued cardiovascular pipeline plus dated commentary on the Sevasemten divestiture-proceeds deployment and EDG-7500 Phase 3 pathway to extend the event-ahead tape; a specific EDG-7500 walk-back or a further competitive-landscape disclosure would take the stock back toward the mid-range.

Agrees with X sentimentX is mixed and I agree with the honest read — the $2.65B Sevasemten sale plus CIRRUS-HCM data with clean safety and no LVEF drop framing is a defensible cardiovascular-pivot trade. The bear reservation is real: Stifel, Mizuho, and RBC flag small open-label samples plus Phase 3 timing risk into 2028/2029 plus competitive CYTK positioning means the investment debate is genuinely unresolved.

What to watch: Aug 6 Q2 earnings — good = continued cardiovascular pipeline with dated commentary on the Sevasemten divestiture-proceeds deployment and EDG-7500 Phase 3 pathway; bad = a specific EDG-7500 walk-back or a further competitive-landscape disclosure, which takes the stock back toward the mid-range.

On the calendar: 2026-08-06 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment7 posts analyzed · as of 2026-06-24

Edgewise's hypertrophic cardiomyopathy data drew praise for a clean safety profile and lack of LVEF drop, with Truist calling it excellent. But sell-side notes from Stifel, Mizuho, and RBC flag small open-label samples, a crowded competitive landscape, and Phase 3 timing risk into 2028/2029, leaving the investment debate unresolved versus CYTK.

Read the AI verdict + X sentiment for $EWTX

  • 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)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Developing small-molecule myosin modulators (EDG-5506) for Duchenne and Becker muscular dystrophy.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $EWTX

Neutral — Developing small-molecule myosin modulators (EDG-5506) for Duchenne and Becker muscular dystrophy; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.0%YTD
+37.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-22.4How 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
-40.2%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
0.0%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
-3.8%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
0.0Same 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
-32.5%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
0.0%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
0.0Total 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
Q1 2026May 7, 2026$-0.46$-0.50+8.0%
Q4 2025Feb 26, 2026$-0.47$-0.43-9.3%
Q3 2025Nov 6, 2025$-0.39$-0.40+2.5%
Q2 2025Aug 7, 2025$-0.34$-0.42+19.0%
Next earningsThu, Aug 6·consensus EPS $-0.47

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.46$-42.8M
Q4 FY25$0———$-0.47$-38.4M
Q3 FY25$0———$-0.39$-34.9M
Q2 FY25$0———$-0.34$-32.6M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3M$647K – $4.8M-$1.99-$2.27 – -$1.775
FY27$40.7M$2.6M – $100.9M-$1.66-$2.47 – -$0.356
FY28$80.3M$22.9M – $171.0M-$1.69-$2.51 – -$0.147
FY29$241.7M$68.8M – $514.4M-$0.48-$1.18 – -$0.033
FY30$371.4M$105.7M – $790.4M-$0.43-$1.06 – -$0.036

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.0.6×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.72%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.+0.0%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.+28.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.285-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

SellJul 1Alan J RussellChief Scientific Officer200.0K sh$7.9MSellMay 5Joanne M. DonovanCMO50.0K sh$1.9MSellMay 4Joanne M. DonovanCMO5.2K sh$164KSellApr 1Joanne M. DonovanCMO28.7K sh$926KSellMar 31Joanne M. DonovanCMO21.3K sh$685KSellMar 27Joanne M. DonovanCMO16.4K sh$507K
+ 13 other (9 awards · 4 exempts) in window

See when $EWTX 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

8-KAcquisition completedJul 138-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

Edgewise Therapeutics (EWTX) — 8-K (Items 2.01, 7.01) reporting completion of an acquisition (Item 2.01) and a Reg FD disclosure (Item 7.01). Body excerpt truncated before identifying the acquisition target or deal value. Material — completion of an acquisition is highly significant; refer to the full 8-K for counterparty and financial terms.

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

Edgewise Therapeutics (EWTX) held its 2026 Annual Meeting on June 4, 2026 and filed an 8-K on June 5, 2026 reporting routine director election and proposal vote results (Item 5.07). No extraordinary governance changes were disclosed.

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement
AI summary

Edgewise Therapeutics (EWTX) announced a major asset sale: on May 31, 2026, it signed an Asset Purchase Agreement with Servier Pharmaceuticals LLC and Les Laboratoires Servier to sell the sevasemten neuromuscular program for $1.55 billion in cash at closing (net of escrow amounts) plus a milestone payment contingent on US marketing approval. The transaction is subject to customary closing conditions. This is a transformative deal for Edgewise, monetizing a late-stage asset for over $1.5B in near-term cash, effectively a major partial liquidation of the company's pipeline value.

SC 13D/AActivist amendmentApr 27SC 13D/A
AI summary

Novo Holdings A/S (Denmark) filed Amendment No. 6 on a Schedule 13D for Edgewise Therapeutics (EWTX), disclosing current ownership of 5,350,000 shares representing approximately 4.9% of the class. The amendment was triggered not by a new purchase or sale but by dilution of Novo's position below the 5% 13D reporting threshold due to other share issuances. Novo remains a significant institutional holder of EWTX.

+ 11 other (3 earnings 8-Ks · 2 13Gs · 2 proxys · 1 S-8) in window

Recent news

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

Edgewise Therapeutics Completes Sale of Sevasemten for Up to $2.65 Billion, Strengthening Balance Sheet and Centering Company Focus on Cardiovascular Pipelineprnewswire.com·23d agoEdgewise Therapeutics Reports Inducement Grants as permitted by the Nasdaq Listing Rulesprnewswire.com·35d agoEdgewise Therapeutics, Inc. (EWTX) Discusses Top Line Data From EDG-7500 Phase II CIRRUS-HCM Trial in Hypertrophic Cardiomyopathy Transcriptseekingalpha.com·49d agoEdgewise Therapeutics Reports Improvements In Heart Drug Trialbenzinga.com·49d agoEdgewise shares slip after heart-disease drug trial data disappoints investorsreuters.com·49d ago

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Voices on X · last 7 days

No standout posts about $EWTX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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