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RYRYTM

Rhythm Pharmaceuticals, Inc.

$RYTM·$7.9B·Biotechnology·Healthcare
$106.13-1.0%YTD+0.3%1Y+1.8%
Mentions · last 7 days
2026-08-22: 1 posts20+5%
Price updated 8h ago·X counts updated 9d ago
RYRYTM
$RYTMRhythm Pharmaceuticals, Inc.
$106.13-0.97%20 posts+5%
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 2026-08-20

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

Rare-disease biotech growing IMCIVREE (rare obesity) revenue by 80%+ per year — the pipeline is delivering, insiders are trimming into it.

Rhythm Pharmaceuticals is a rare-disease biotech built around IMCIVREE (setmelanotide) for genetic obesity conditions like MC4R deficiency and Bardet-Biedl syndrome — and now expanding into acquired hypothalamic obesity (AHO), a much larger addressable population. Revenue is compounding at nearly triple-digit rates as the franchise expands globally.

  • Growth is genuinely accelerating: Q1 revenue was up 84% year-on-year to $60M, following 37%, 54%, and 67% in the prior three quarters — this is a franchise ramp, not a launch bump, driven by geographic expansion and new indication rollouts.
  • The pipeline extends into a much bigger opportunity: AHO (acquired hypothalamic obesity, mostly craniopharyngioma survivors) is 30-50x the MC4R deficiency population, and the sell-side model has FY28 EPS turning positive at $2.31 as AHO revenue layers in — this is the growth optionality on top of the base commercial ramp.
  • Insiders are trimming into the strength: officer Jennifer Lee sold $8.9M on Aug 13 and Yann Mazabraud sold $6.6M on Aug 12 — both option-exercise-and-sell pairs, consistent with 'take chips at highs' after a two-year run rather than a distress-selling pattern, but worth flagging.

Trajectory is accelerating at 86% of the 52-week range; the Nov 3 print needs the AHO commercial-readiness commentary plus another 60%+ IMCIVREE revenue print to keep the multiple where it is — a slower international launch or a soft AHO-readiness signal reverses the setup as the stock is priced for near-perfection.

What to watch: Nov 3 Q3 earnings — AHO commercial-readiness commentary plus IMCIVREE revenue growth staying above 60% year-on-year sustains the multiple; a soft AHO signal or an international launch slippage reverses the tape given the priced-for-perfection multiple.

On the calendar: 2026-11-03 — Q3 2026 earnings

officer trim clusterno sentiment

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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

GLP-1 oral formulation competition — emerging clinical data from pipeline challengers — is the central bifurcation: platform holders (LLY, NVO) defend on efficacy breadth while precision oncology names decouple entirely. FDA catalyst cadence over the next 60 days sets the near-term tone.

What this means for $RYTM

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+48.9%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
Q2 2026Aug 4, 2026$-0.73$-0.81+9.6%
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%
Next earningsTue, Nov 3·consensus EPS $-0.73

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$298.8M$280.9M – $306.1M-$3.13-$3.26 – -$2.9912
FY27$539.2M$479.9M – $623.5M-$0.77-$1.69 – $0.8711
FY28$870.4M$650.0M – $1.2B$2.31$0.14 – $5.5811
FY29$1.3B$1.1B – $1.5B$6.34$4.98 – $7.775
FY30$1.8B$1.5B – $2.1B$10.19$8.01 – $12.485

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.66%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.-3.2%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.+6.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.975-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

SellAug 13Joseph ShulmanChief Technical Officer5.1K sh$608KSellAug 13Alastair GarfieldChief Scientific Officer7.8K sh$913KSellAug 13Lee Jennifer KaydenEVP, Head of North America75.8K sh$8.9MSellAug 12Yann MazabraudEVP, Head of International57.0K sh$6.6MSellJun 22Lynn A. TetraultDirector37.0K sh$3.7MSellMay 15German Christopher PaulCorporate Controller & CAO4.6K sh$428K
+ 22 other (13 exempts · 7 awards · 1 inkind · 1 other) 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

3New insider — initial holdingsAug 183
8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

RYTM filed an 8-K (Item 2.02) reporting its financial results for the second quarter ended June 30, 2026. The full text of the press release issued by, filed 2026-08-04. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

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.

+ 12 other (3 proxys · 3 13Gs · 2 10-Qs · 1 S-8) in window

Recent news

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

Here Are Friday’s Top Wall Street Analyst Research Calls: Baozun, Commerce Bancshares, Element Solutions, Evolution Petroleum, Petrobras, Rythm Pharmaceuticals, Terawulf, UMB Financial, Workday, and More247wallst.com·4d agoBank of New York Mellon Corp Purchases Shares of 394,044 Rhythm Pharmaceuticals, Inc. $RYTMdefenseworld.net·4d agoBillionaire Stanley Druckenmiller Is Quietly Loading Up on Healthcare Stocks -- Here's What His New Positions Revealfool.com·6d agoRhythm Pharmaceuticals Announces MHLW Approval of IMCIVREE® (setmelanotide) for Patients with Acquired Hypothalamic Obesity (HO) in Japanglobenewswire.com·8d agoEli Lilly and Novo Nordisk Can't Treat This Form of Obesity. Billionaire Stanley Druckenmiller Is Betting Rhythm Pharmaceuticals Canfool.com·8d ago

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