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ZVZVRA

Zevra Therapeutics, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 78% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (744/wk), no spike
$ZVRA·$748M·Biotechnology·Healthcare
$12.90+2.3%YTD+43.3%1Y+42.7%
Mentions · last 7 days
2026-06-13: 1 posts2026-06-14: 4 posts2026-06-15: 3 posts2026-06-16: 8 posts2026-06-17: 1 posts2026-06-18: 3 posts2026-06-19: 4 posts24+20%
Price updated 14h ago·X counts updated 13h ago
ZVZVRA
Zevra Therapeutics, Inc.$ZVRA
$12.90+2.30%24 posts+20%
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 $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.

Proven numbersWinding up for a moveAI verdict · as of 2026-06-19

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

Commercial-stage rare-disease biopharm with a fresh patent-exclusivity win and a CMO transition; small market but durable cash-flow base.

Zevra Therapeutics is the rare-disease biopharm with a commercial product (MIPLYFFA for Niemann-Pick disease type C) where the latest news is mixed: the Chief Medical Officer is stepping down for personal reasons as a planned transition (June 11), but an Orange Book listing of a US patent strengthening MIPLYFFA exclusivity (June 8) is a clean intellectual-property win. Recent A-Award grants to officers June 4 are typical comp activity. No meaningful X sentiment in the bundle. At $12.90 the stock is +43% YTD and +42% T12M on a $750M market cap, with gross margin 86%, ROE 81% and ROIC -20% — the divergence reflects positive recent royalty/sale earnings against an accumulated R&D loss base. Debt-to-equity 0.006 is essentially debt-free. The bear case is that MIPLYFFA's small addressable population caps commercial scale and the CMO departure adds clinical-program execution risk; the offsetting case is that the patent extension materially de-risks the existing cash-flow stream and the pipeline (KP1077, mostly partnered) has additional optionality.

sparse datamicro cap risk

Read the AI verdict + X sentiment for $ZVRA

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  • 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

GLP-1 obesity pipeline competition is the dominant structural driver — the 'next phase' of obesity drugs (oral formulations, differentiated mechanisms) is reshaping clinical bets for NVO competitors. Gene editing (CRSP, BEAM, NTLA, PRME) is transitioning from clinical to commercial-maturation phase with Casgevy scaling; oncology binary events (IBRX, ALLO, KURA) define the near-term calendar.

What this means for $ZVRA

Neutral — Zevra Therapeutics' rare disease CNS drugs for Niemann-Pick and other rare conditions serve small patient populations with high unmet need; GLP-1 obesity competition and gene editing commercial maturation are separate from rare CNS metabolic disorder development.

Top industry ETF

$IBBiShares Biotechnology ETF
+2.4%YTD
+38.3%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$0.18$0.06+200.0%
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 earningsTue, Aug 11·consensus EPS $0.08

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$170.6M – $194.7M$0.93$0.45 – $1.287
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.0.8×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.77%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.+18.2%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.+32.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 55.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.1% 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.β0.895-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

SellMay 11Rahsaan ThompsonChief Legal & Compliance1.8K sh$20KSellFeb 9Neil F. McfarlaneCEO14.6K sh$125KSellFeb 3Timothy J. SangiovanniSVP, Finance & Corp Controller3.0K sh$28KSellFeb 3Joshua SchaferCCO10.5K sh$97KSellFeb 2Neil F. McfarlaneCEO91.0K sh$853KSellJan 30Timothy J. SangiovanniSVP, Finance & Corp Controller1.8K sh$15KSellJan 30Rahsaan ThompsonChief Legal & Compliance4.1K sh$36KSellJan 30Joshua SchaferCCO3.4K sh$30KSellJan 30Adrian W QuartelChief Medical Officer4.5K sh$40K
+ 23 other (12 awards · 10 exempts · 1 inkind) 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
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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.

Zevra's Chief Medical Officer to Step Down for Personal Reasons as Part of Planned Transitionglobenewswire.com·9d agoZevra Therapeutics Announces Orange Book Listing of U.S. Patent Strengthening Exclusivity for MIPLYFFAglobenewswire.com·12d agoZevra Therapeutics Announces Inducement Grants under Nasdaq Listing Rule 5635(c)(4)globenewswire.com·22d agoZevra Therapeutics to Present at the H.C. Wainwright BioConnect Investor Conferenceglobenewswire.com·39d agoZevra Therapeutics to Present at the H.C. Wainwright BioConnect Investor Conferenceglobenewswire.com·39d ago

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Voices on X · last 7 days

No standout posts about $ZVRA on X in the last 7 days.

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