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TickerTalks›$RYTM
RYRYTM

Rhythm Pharmaceuticals, Inc.

$RYTM·$7.4B·Biotechnology·Healthcare
$109.69-0.2%YTD+3.3%1Y+22.8%
Mentions · last 7 days
2026-07-09: 3 posts2026-07-10: 1 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 0 posts7+14%
Price updated 4m ago·X counts updated 15h ago
RYRYTM
$RYTMRhythm Pharmaceuticals, Inc.
$109.69-0.25%7 posts+14%
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 $RYTM, 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 2026-07-15

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

Rhythm's rare-obesity franchise is scaling — TRANSCEND Phase 3 in NEJM, IMCIVREE growth, and the crowd hasn't fully re-rated yet.

Rhythm Pharmaceuticals is a commercial-stage rare-disease franchise with a genuinely compounding lead product and pipeline data landing at real venues.

  • Revenue growth is compounding: Q1 2026 $60.1M (+83.8% YoY), Q4 2025 +36.9%, Q3 +54.3%, Q2 +66.8% — IMCIVREE (setmelanotide) commercial ramp is real and consistent, not lumpy.
  • Gross margin ~89% is genuinely software-like for a pharma; operating margin -87% reflects reinvestment into commercial expansion and pipeline, not distress.
  • Pipeline validation: Jul 8 New England Journal of Medicine publication of Phase 3 TRANSCEND trial results in acquired hypothalamic obesity — an NEJM primary publication is a durable clinical-legitimacy marker. Additional new data across Bardet-Biedl Syndrome, Prader-Willi Syndrome (positive Phase 2 interim), and long-term setmelanotide obesity data all in the June window.
  • Balance sheet: PE trailing -29x reflects the OpEx investment; PS 27x is priced for the sales curve to steepen — analyst 2028 revenue consensus of $870M implies ~4.5x from here.
  • Insider tape: A cluster of routine A-Awards to directors on Jun 24-25 at ~$66 (each ~$397K) — that's the current fair-value comp anchor; officer Alastair Garfield did routine M-Exempt + F-InKind at $110 in early July. No discretionary S-Sale cluster to worry about.
  • Setup: $109.96, +3.6% YTD, +23% over 12 months, sitting 74% up 52-week range with 1.88 beta — the market has not aggressively re-rated on the pipeline data, which is what makes the setup interesting.

Aug 4 Q2 print — IMCIVREE net-sales run-rate and prescription trend are the near-term hinge.

What to watch: Aug 4 Q2 print — IMCIVREE US and ex-US net sales, prescription growth in the rare-obesity market; TRANSCEND (hypothalamic obesity) FDA filing timeline; Prader-Willi Phase 2 further readouts; competitive commentary vs GLP-1 franchise crossover; setmelanotide long-term safety follow-up.

On the calendar: 2026-08-04 — Q2 2026 earnings (EPS est -$0.82)

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Read the AI verdict + X sentiment for $RYTM

  • 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.

Sells Imcivree (setmelanotide) for rare genetic obesity disorders caused by MC4R pathway deficiencies.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $RYTM

Partial — Sells Imcivree (setmelanotide) for rare genetic obesity disorders caused by MC4R pathway deficiencies; this segment overlaps with the GLP-1 pipeline bifurcation and ADA oral formulation competition but is not the dominant revenue driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+11.9%YTD
+47.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-29.0How 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
-56.4%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
-90.9%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
-2.0%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
27.3Same 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
-203%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
1.8Total 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
Q1 2026May 5, 2026$-0.83$-0.86+3.5%
Q4 2025Feb 26, 2026$-0.73$-0.79+7.6%
Q3 2025Nov 4, 2025$-0.82$-0.72-13.9%
Q2 2025Aug 5, 2025$-0.75$-0.66-13.6%
Next earningsTue, Aug 4·consensus EPS $-0.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$60.1M+83.8%88.1%-87.1%$-0.83$-44.2M
Q4 FY25$57.3M+36.9%91.6%-82.2%$-0.73$-26.3M
Q3 FY25$51.3M+54.3%89.3%-103%$-0.82$-26.6M
Q2 FY25$48.5M+66.8%88.6%-93.4%$-0.75$-23.3M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$298.2M$280.3M – $305.4M-$3.15-$3.32 – -$3.0012
FY27$541.8M$482.2M – $626.6M-$0.74-$2.17 – $1.1211
FY28$870.4M$868.5M – $872.4M$2.31$0.14 – $5.7211
FY29$1.3B$1.1B – $1.5B$6.34$5.31 – $7.305
FY30$1.8B$1.6B – $2.0B$10.19$8.54 – $11.735

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.0.5×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.+13.9%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.+11.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 55.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.885-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

SellJun 22Lynn A. TetraultDirector37.0K sh$3.7MSellMay 15German Christopher PaulCorporate Controller & CAO4.6K sh$428KSellMar 4German Christopher PaulCorporate Controller & CAO5.6K sh$503KSellFeb 19Hunter C SmithCFO4.4K sh$444KSellFeb 17Hunter C SmithCFO1.2K sh$119KSellFeb 12Hunter C SmithCFO1.6K sh$156KSellFeb 11Hunter C SmithCFO2.8K sh$273KSellFeb 10Hunter C SmithCFO1.9K sh$196K
+ 32 other (14 exempts · 14 awards · 2 inkinds · 2 others) in window

See when $RYTM 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-KShareholder voteJun 258-K — Item 5.07: Shareholder vote
AI summary

Rhythm Pharmaceuticals held its Annual Meeting on June 24, 2026, with ~92% of 69.7M eligible votes represented. Class III directors David McGirr (53M for) and CEO David Meeker (59.9M for) were elected to serve until 2029. Shareholders ratified Ernst & Young LLP as auditor for 2026 (63.9M for) and approved executive compensation on an advisory basis (50.4M for, 11.5M against). The ~18% say-on-pay dissent rate is a notable signal of investor concern worth monitoring.

8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Rhythm Pharmaceuticals, Inc. (RYTM) made a Reg FD disclosure (Item 7.01) and reported other events (Item 8.01) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before the substance of the Reg FD disclosure is revealed.

3New insider — initial holdingsApr 33
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RYTM on 2026-04-03, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeApr 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

RYTM disclosed a personnel change (8-K Item 5.02, dated 2026-04-03). An executive departure and a new appointment are both reported. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KPress release / Reg FDMar 268-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

RYTM filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-26. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMar 208-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

RYTM filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-03-20. Covers: presentation announcing that the U. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

8-KPress release / Reg FDMar 168-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDMar 28-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 17 other (6 13Gs · 3 proxys · 2 S-8s · 2 earnings 8-Ks) in window

Recent news

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

Rhythm Pharmaceuticals Announces The New England Journal of Medicine Publication of Phase 3 TRANSCEND Trial Results in Acquired Hypothalamic Obesityglobenewswire.com·8d agoRhythm Pharmaceuticals, Inc. (RYTM) Discusses Positive Interim Results from Phase 2 Setmelanotide Trial in Prader-Willi Syndrome Transcriptseekingalpha.com·29d agoRhythm Pharmaceuticals posts long-term setmelanotide data for obesityproactiveinvestors.com·30d agoRhythm Pharmaceuticals Announces Multiple New Data Presentations from MC4R Agonists in Acquired Hypothalamic Obesity (HO), Bardet-Biedl Syndrome (BBS) and Prader-Willi Syndrome (PWS) at ENDO 2026globenewswire.com·31d agoWhy Is Rhythm Pharma Stock Jumping Today?benzinga.com·31d ago

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Voices on X · last 7 days

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