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ZVZVRA

Zevra Therapeutics, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 78% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (22 mentions/wk)
$ZVRA·$562M·Biotechnology·Healthcare
$10.52+4.6%YTD+16.9%1Y-6.5%
Mentions · last 7 days
2026-07-28: 4 posts2026-07-29: 4 posts2026-07-30: 2 posts2026-07-31: 0 posts2026-08-01: 1 posts2026-08-02: 5 posts2026-08-03: 6 posts22-20%
Price updated 4h ago·X counts updated 1d ago
ZVZVRA
$ZVRAZevra Therapeutics, Inc.
$10.52+4.62%22 posts-20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ZVRA, 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.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-08-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Zevra coiling into Aug 5 — Miplyffa patent extension, $250M net cash, but CHMP negative on arimoclomol creates BD urgency.

Zevra Therapeutics is a specialty biotech commercializing Miplyffa (arimoclomol) for Niemann-Pick disease Type C plus KP1077 for idiopathic hypersomnia. The setup into Aug 5 earnings is genuinely two-sided — a Miplyffa patent extension plus $250M cash is real, but the CHMP negative opinion on arimoclomol in the EU creates fresh business-development urgency.

Where the setup sits:

  • Q1 was a huge beat: EPS $0.60 vs $0.06 consensus (900% beat) on $37M revenue (+78% YoY) — the Miplyffa commercial ramp in the US is delivering materially above sell-side expectations.
  • The Miplyffa patent extension is the substantive positive: new patent adds exclusivity — this is durable protection for the primary revenue driver of the company.
  • But the CHMP negative on arimoclomol is a real regulatory setback: the EU rejection removes a major geographic revenue vector and creates urgency around finding alternative EU commercialization paths.
  • The $500M market cap with $250M net cash growing is a real value setup: the enterprise value is roughly half the market cap, which limits downside if execution stumbles.

August 5 is the pivot: continued Miplyffa US commercial ramp plus firm EU BD alternative commentary is what breaks the coil upward; another quarter of EU regulatory silence or a slowdown in US Miplyffa growth and the corrective pattern targeting $7s fib support becomes the near-term risk.

Agrees with X sentimentX is genuinely two-camp and the setup is too — bulls on $500M market cap with $250M net cash growing, Miplyffa new patent extending exclusivity, and confidence beating estimates; bears on the CHMP negative arimoclomol opinion creating BD urgency and the corrective pattern targeting the 0.618 fib (~$7); both grade real evidence.

What to watch: The August 5 Q2 print — continued Miplyffa US commercial ramp plus firm EU BD alternative commentary breaks the coil upward; another quarter of EU regulatory silence or US Miplyffa slowdown and the corrective pattern targets $7s.

On the calendar: 2026-08-05 — Q2 earnings

X sentiment

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

Mixed sentiment⚠9 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 the AI verdict + X sentiment for $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)
  • 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.

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

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 $ZVRA

Neutral — Rare disease biotech developing treatments for Niemann-Pick disease type C and other rare conditions using proprietary Ligand Activated Therapy; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+40.5%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
Q1 2026May 6, 2026$0.60$0.06+900.0%
Q4 2025Mar 9, 2026$1.16$0.05+2201.6%
Q3 2025Nov 5, 2025$-0.01$-0.02+50.0%
Q2 2025Aug 12, 2025$1.21$2.19-44.7%
Next earningsWed, Aug 5·consensus EPS $0.11

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$145.7M$140.5M – $149.1M$1.07$0.98 – $1.127
FY27$182.2M$170.7M – $194.7M$0.93$0.33 – $1.567
FY28$249.9M$248.7M – $251.1M$1.80$0.81 – $2.827
FY29$308.5M$282.7M – $346.2M$2.48$2.21 – $2.873
FY30$366.4M$335.8M – $411.2M$3.08$2.75 – $3.576

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.37%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.-17.5%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.-0.5%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 today3.2% 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.β0.855-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 22Rahsaan ThompsonChief Legal & Compliance34.6K sh$438KSellMay 11Rahsaan ThompsonChief Legal & Compliance1.8K sh$20KSellFeb 9Neil F. McfarlaneCEO14.6K sh$125K
+ 11 other (8 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.

3New insider — initial holdingsMar 193
8-KAgreement terminatedMar 168-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMar 98-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
+ 8 other (2 13Gs · 1 10-Q · 1 earnings 8-K · 1 proxy) in window

Recent news

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

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Zevra Therapeutics, Inc. - ZVRAglobenewswire.com·8h agoZevra Therapeutics to Present at the Canaccord Genuity Annual Growth Conferenceglobenewswire.com·19h agoZevra Therapeutics (ZVRA) Securities Investigation Notice - Levi & Korsinskyprnewswire.com·2d agoZevra Therapeutics Announces Publication of Four-Year Real-World Data from U.S. Early Access Program Evaluating MIPLYFFA® (arimoclomol) in Niemann-Pick Disease Type C (NPC)globenewswire.com·2d agoFinancial Contrast: Cocrystal Pharma (NASDAQ:COCP) vs. Zevra Therapeutics (NASDAQ:ZVRA)defenseworld.net·2d ago

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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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