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TickerTalks›$ZVRA
ZVZVRA

Zevra Therapeutics, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 78% YoY at strong marginsCatalyst pendingQuiet on X (18 mentions/wk)
$ZVRA·$686M·Biotechnology·Healthcare
$11.61-1.9%YTD+40.8%1Y+46.2%
Price updated 13h ago·X counts updated 5d ago
ZVZVRA
$ZVRAZevra Therapeutics, Inc.
$11.61-1.94%18 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZVRA 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.

18X posts · last 7 days
Sep 1Sep 14
Mixed sentiment⚠AI analysisGenerated by AI from underlying data9 posts analyzed · as of 2026-07-31 · top-engagement diverged

Mixed tape on Zevra. Bulls point to $500M market cap with $250M net cash growing, Miplyffa's new patent extending exclusivity, and confidence in beating earnings estimates. Bears note the CHMP negative opinion on arimoclomol MAA for Niemann-Pick Type C creates new BD urgency and a corrective pattern targeting the 0.618 fib (~$7s) as a potential bottom.

Read what X is saying about $ZVRA

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

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-18

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

A commercial-stage rare-disease pharma with a growing lead drug, a European regulatory setback and a big net-cash cushion.

Zevra Therapeutics is a commercial-stage pharmaceutical company focused on rare and orphan diseases. It has one approved product in Niemann-Pick disease type C generating steady revenue, and a pipeline where the European regulatory story has just re-set.

  • The commercial franchise is real: revenue rose sequentially between the two most recent quarters and gross margins are extraordinarily high — well above eighty percent of sales — a proper commercial-stage rare-disease profile.
  • The balance sheet is a cushion: the market value is only a fraction above the company's disclosed net cash position, which limits downside if the pipeline stalls and gives the company optionality to do a business-development deal.
  • The European story took a hit: a European regulatory committee issued a negative opinion on the marketing authorisation application for one of the pipeline drugs in Niemann-Pick disease type C, which creates pressure to find another path to that market or reposition the asset.

The next real catalysts are further real-world data on the lead drug at upcoming conferences, and any European regulatory follow-through or business-development announcement addressing the negative opinion.

Agrees with X sentimentX sentiment is mixed and directly reflects the setup. Bulls point to the market value being close to net cash plus a growing lead drug, and to a new patent extending exclusivity; bears highlight the European regulatory committee's negative opinion as increasing business-development urgency and target a technical retracement level as a floor. Both reads are consistent with the fundamentals.

What to watch: Upcoming conference readouts on real-world data for the lead drug in Niemann-Pick disease type C, any European regulatory follow-through, and any business-development announcement addressing the negative opinion. Sustained institutional additions would strengthen the setup.

On the calendar: Real-world data update — date pending

Read the AI verdict on $ZVRA

  • 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.

Rare disease biotech developing treatments for Niemann-Pick disease type C and other rare conditions using proprietary Ligand Activated Therapy.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

mRNA oncology platform is the week's catalyst — Merck CEO hinted positive MRNA melanoma Phase 3 data (Oct readout, potentially doubling cancer-free rate vs Keytruda), driving MRNA +8%. IBB +41% T12M reflects the GLP-1, gene-editing, and RNA-medicine premium multiples re-rating the sector. ALT +14.2% since earnings confirms GLP-1 pipeline names as the most active near-term catalyst cohort.

What this means for $ZVRA

Partial — Niemann-Pick disease type C treatment (arimoclomol) and rare CNS pipeline benefit from the rare-disease biotech premium; no GLP-1/mRNA/gene-editing exposure; commercial launch trajectory is the company-specific driver.

Top industry ETF

$IBBiShares Biotechnology ETF
+22.1%YTD
+42.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
6.1How 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
-19.6%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
-39.9%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
1.6%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
6.3Same 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
81.3%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
85.5%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
Q2 2026Aug 5, 2026$0.14$0.11+27.3%
Q1 2026May 6, 2026$0.60$0.06+900.0%
Q4 2025Mar 9, 2026$0.21$0.05+316.7%
Q3 2025Nov 5, 2025$-0.01$-0.02+50.0%
Next earningsWed, Nov 4·consensus EPS $0.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$36.2M+77.5%93.7%24.4%$0.62$6.1M
Q4 FY25$34.1M+183.4%95.5%27.3%$0.21$5.5M
Q3 FY25$26.1M+605.4%94.0%15.9%$-0.01$4.2M
Q2 FY25$25.9M+481.7%52.2%-274%$1.36$-3.8M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$152.2M$149.5M – $156.4M$1.11$1.05 – $1.177
FY27$177.0M$169.4M – $183.4M$0.94$0.61 – $1.287
FY28$221.9M$177.8M – $254.8M$1.41$0.61 – $2.176
FY29$266.6M$241.6M – $290.1M$1.94$1.70 – $2.164
FY30$315.1M$285.6M – $342.9M$2.46$2.16 – $2.743

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.1.6×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.55%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.-0.4%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.+11.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 54.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.7% 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.β0.955-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 14Rahsaan ThompsonChief Legal & Compliance42.7K sh$475KSellAug 10Watton Corey MichaelDirector12.3K sh$138KSellJun 22Rahsaan ThompsonChief Legal & Compliance34.6K sh$438KSellMay 11Rahsaan ThompsonChief Legal & Compliance1.8K sh$20K
+ 10 other (7 awards · 3 exempts) in window

See when $ZVRA 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 58-K — Item 5.07: Shareholder vote
AI summary

Zevra Therapeutics, Inc. held its 2026 Annual Meeting on June 4, 2026, with 78.37% of 59,114,850 shares voting (46.3M shares represented). Shareholders elected two Class II directors — Douglas W. Calder and Corey Watton — to terms expiring at the 2029 annual meeting. Ernst & Young LLP was ratified as independent auditor for fiscal year 2026. Notably, shareholders voted to approve an amendment to de-classify the Board, requiring all directors elected at or after the 2027 annual meeting to stand for annual election — a meaningful shareholder-friendly governance change.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 proxy) in window

Recent news

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

Zevra Therapeutics, Inc. (ZVRA) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcriptseekingalpha.com·4d agoZevra Therapeutics to Present at Upcoming Investor Conferencesglobenewswire.com·17d agoZevra Therapeutics to Present New Long-Term Real-World Data on MIPLYFFA® in Niemann-Pick Disease Type C (NPC) at the 2026 SSIEM Annual Symposiumglobenewswire.com·25d agoZevra Therapeutics Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·29d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Zevra Therapeutics, Inc. - ZVRAprnewswire.com·37d ago

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Voices on X · last 7 days

No standout posts about $ZVRA 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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