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RPRPRX

Royalty Pharma plc

$RPRX·$25B·Medical - Pharmaceuticals·Healthcare
$56.21-1.0%YTD+46.4%1Y+56.1%
Price updated 2h ago·X counts updated 4d ago
RPRPRX
$RPRXRoyalty Pharma plc
$56.21-0.97%33 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RPRX 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.

33X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $RPRX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 84% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10 · top-engagement diverged

Royalty Pharma chatter covers a large red day on the Novartis pelacarsen Phase 3 failure, though back-of-napkin math suggests the asset only loses about $0.30 in paper value. Positive offset comes from BRAIN Biotech's €11.51 million milestone payment tied to PHVS success.

Read what X is saying about $RPRX

  • 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 $RPRX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Biopharma royalty aggregator with Q2 revenue +16% YoY, 89% gross margin and 25x TTM earnings, up 49% YTD.

Royalty Pharma buys biopharma royalty streams on marketed therapies (16 blockbuster drugs plus 20 development-stage), so earnings scale with the royalty pool's underlying drug sales without product-development risk.

  • Q2 FY26 revenue $674M, +16.5% YoY; Q1 FY26 revenue $630.6M, +11.0% — growth re-accelerated
  • Q1 FY26 operating margin 100.3% (one-time royalty-pool reclassification); TTM operating margin 62% — the headline Q1 is an accounting event, not a run-rate
  • TTM: 25x earnings, 11x sales, 12% ROE, 89% gross margin, 62% operating margin, FCF yield 11%, debt-to-equity 1.31
  • 2026 estimates: $3.50B revenue, $5.34 EPS; 2027 $3.81B, $5.73 EPS — modeling MSD growth
  • YTD +49%, trailing-12m +59% at $57.63 — multiple expanded against the TTM operating line
  • Co-founder Pablo Legorreta filed SC 13D/A amendment Aug 17; Insider Christopher Hite sold 100K shares — mixed insider print
  • Novartis pelacarsen Phase 3 failure flagged as a modest paper-value hit (~$0.30 per X back-of-napkin math) against the broader royalty pool

The franchise economics are among the cleanest in biotech: 89% gross margin, double-digit growth, modest leverage. The multiple expansion is the question — a 25x TTM is extended for an acquirer whose returns depend on the royalty supply pipeline the market can't yet see.

Agrees with X sentimentX frames the Novartis pelacarsen Phase 3 failure as a modest paper-value hit (~$0.30 per back-of-napkin estimate) and cites BRAIN Biotech's €11.51M milestone payment on PHVS success as an offset. The attention aligns with the diversified-royalty-pool economics — single-drug trial failures sting the chart but don't dislocate the thesis.

What to watch: Nov 4 Q3 earnings and new royalty acquisition announcements — whether the pipeline of acquired royalty streams supports the 2027 growth estimates.

On the calendar: 2026-11-04 Q3 earnings

Read the AI verdict on $RPRX

  • 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.

Royalty Pharma acquires biopharmaceutical royalties from universities and drug developers, funding late-stage drug development in exchange for future royalty streams.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Pharmaceuticals sits in its cycle right now — and what that implies for $RPRX.

Medical - Pharmaceuticals · Healthcare

No material change from last week — Established-reimbursement specialty pharma is the defensive anchor: CORT earns EU CHMP positive opinion for Lifyorli (relacorilant) and grows to mid-cap on institutional support.

What this means for $RPRX

Partial — Royalty Pharma acquires biopharmaceutical royalties from universities and drug developers, funding late-stage drug development in exchange for future royalty streams.

Industry benchmark

4-name peer basket
+50.9%YTD
+23.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
25.4How 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
9.0%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
62.3%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
10.9%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
10.7Same 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
12.3%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
89.4%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
1.3Total 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 5, 2026$1.32$1.27+3.9%
Q1 2026May 6, 2026$1.30$1.21+7.4%
Q4 2025Feb 11, 2026$1.46$1.29+13.2%
Q3 2025Nov 5, 2025$1.17$0.99+17.7%
Next earningsWed, Nov 4·consensus EPS $1.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$674.1M+16.5%60.2%19.7%$0.04$686.2M
Q1 FY26$630.6M+11.0%99.8%100%$0.68$760.5M
Q4 FY25$622.0M+4.8%100%62.4%$0.64$827.1M
Q3 FY25$609.3M+7.9%100%70.1%$1.05$702.6M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.5B$3.5B – $3.5B$5.34$5.30 – $5.384
FY27$3.8B$3.8B – $3.9B$5.73$5.20 – $6.064
FY28$4.2B$3.8B – $4.3B$6.47$4.47 – $8.474
FY29$4.7B$4.6B – $4.8B$7.21$6.96 – $7.462
FY30$5.1B$5.0B – $5.2B$7.90$7.63 – $8.172

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.1.1×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.74%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.-4.2%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.+10.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 415.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β0.415-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

SellOct 5Marshall UristEVP, Research & Investments4.1K sh$236KSellSep 28Marshall UristEVP, Research & Investments4.1K sh$239KSellSep 22Christopher HiteChair100.0K sh$5.9MSellAug 18Christopher HiteChair100.0K sh$6.0MSellAug 13Terrance P. CoyneCFO11.0K sh$646KSellJul 1Marshall UristEVP, Research & Investments9.1K sh$508KSellJun 24Marshall UristEVP, Research & Investments9.1K sh$502KSellJun 23Christopher HiteChair150.0K sh$8.2MSellMay 26Terrance P. CoyneCFO64.4K sh$3.5MSellMay 20Marshall UristEVP, Research & Investments13.7K sh$722K
1–10 of 13
+ 22 other (18 awards · 4 gifts) in window

See when $RPRX 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

SC 13D/AActivist amendmentAug 17SC 13D/A
AI summary

Legorreta G. Pablo (110 East 59th Street, New York NY — Royalty Pharma's headquarters) filed Amendment No. 1 to a Schedule 13D on Royalty Pharma plc (RPRX) Class A ordinary shares ($0.0001 par value, CUSIP G7709Q104) as of August 13, 2026. Pablo Legorreta is the founder and CEO of Royalty Pharma; his filing at the company's address confirms he holds a reportable activist/insider stake (5%+) disclosed under Schedule 13D. This first amendment likely reflects a change in his ownership level or investment intent in the biopharmaceutical royalty company he founded and leads.

SC 13D/AActivist amendmentJun 16SC 13D/A
8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
8-KMaterial agreementMay 288-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KPress release / Reg FDApr 138-K — Item 7.01: Press release / Reg FD
+ 7 other (2 13F-NTs · 2 10-Qs · 2 earnings 8-Ks · 1 13G) in window

Recent news

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

Eastern Bank Buys 13,843 Shares of Royalty Pharma PLC $RPRXdefenseworld.net·3d agoRoyalty Pharma Owns a Piece of 16 Blockbuster Drugs -- Is the Stock a Buy?fool.com·7d agoRoyalty Pharma (NASDAQ:RPRX) Stock: Insider Christopher Hite Sells 100,000 Sharesdefenseworld.net·13d agoRoyalty Pharma Eyes AI, China Growth While Navigating Biopharma Policy Shiftsmarketbeat.com·14d agoIs Buying Royalty Pharma Stock a Safer Way to Bet on Revolution Medicines?fool.com·14d ago

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Voices on X · last 7 days

No standout posts about $RPRX 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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