ASND Ascendis Pharma A/S

BULLISH Impact: 7/10 6-K
Horizon months Filed May 7, 2026 Processed 1mo ago SEC 0001612042-26-000005
Notable filing: 6-K
Latest settled — T+20d ⚠ clustered
ASND ▼ -11.92% at T+20d
LONG call ✗ call lost -11.92% · α vs SPY -15.06% · entry $246.14 → $216.79
Next anchor: T+60d in 8w
Last close $205.81 (close Jun 8) · -16.38% from $246.14 entry
Entry anchored
May 7, 2026
via day open
T+1d
-3.04%
call -3.04% · α -3.87%
$238.66
settled 5w ago
T+5d
-1.04%
call -1.04% · α -2.54%
$243.58
settled 27d ago
T+20d
-11.92%
call -11.92% · α -15.06%
$216.79
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Ascendis Pharma reported Q1 2026 revenue of €246.6M (+144% YoY), driven by YORVIPATH sales tripling to €196.9M. Operating profit turned positive to €24.8M vs a loss of €104.2M, and net profit of €629.3M included a €679.0M deferred tax asset recognition. Subsequent events include FDA approval of YUVIWEL and a $187.5M PRV sale, strengthening the balance sheet.

Actionable Insight

The strong YORVIPATH growth and positive operating income signal a fundamental inflection point. Monitor Q2 2026 for initial YUVIWEL revenue and the PRV sale proceeds, which will further strengthen liquidity. The convertible note conversion eliminates $575M in debt, potentially improving equity quality.

Key Facts

  • Revenue €246.6M, up 144% YoY (Q1 2025: €100.95M)
  • Operating profit €24.8M vs loss of €104.2M YoY
  • Net profit €629.3M (includes €679.0M deferred tax asset recognition)
  • Basic EPS €10.20 vs -€1.58 YoY
  • YORVIPATH revenue €196.9M, up 341% YoY
  • Cash and cash equivalents €572.8M at March 31, 2026
  • YUVIWEL (navepegritide) FDA approval for achondroplasia in February 2026
  • Agreement to sell Rare Pediatric Disease PRV for $187.5M on May 6, 2026
  • Completed conversion of $575M convertible notes into equity on May 6, 2026

Financial Impact

Revenue increased by €145.6M YoY; operating profit improved by €129.0M; net profit includes €679.0M non-cash deferred tax benefit

revenueoperating_profitnet_incomeepscash_and_cash_equivalents

Risk Factors

  • BioMarin patent litigation (ITC trial ongoing) could impact YUVIWEL commercialization
  • Foreign exchange headwinds (USD/EUR volatility) may affect reported revenue
  • Uncertainty around tariff measures on pharmaceutical products
  • Sustained profitability depends on continued commercial execution for YORVIPATH and YUVIWEL

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
96% bullish (24 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001612042-26-000005
Document: 0001612042-26-000005-index-headers.html0001612042-26-000005
Document: 0001612042-26-000005-index.html0001612042-26-000005
Document: 0001612042-26-000005.txt0001612042-26-000005
14 reports for ASND
Performance horizon
89% Hit rate 8 of 9 directional calls best @ T+5▲ +13.32%Apr 7, 2026
Filters
Rows
Reports for ASND — sortable, filterable
Type Now
Jun 2, 2026
7d ago
Insider Cluster
BULLISH ★ 4/10
$216.79 $218.84▲ +0.95%▲ +0.55%$205.81 (−5.06%)
May 19, 2026
21d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$237.98 $241.34▲ +1.41%▲ +0.37%$205.81 (−13.52%)
May 16, 2026
24d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$170.74 $162.84▼ −4.63%▼ −3.78%$205.81 (+20.54%)
May 7, 2026
4w ago
6-K
BULLISH ★ 8/10
$246.14 $238.66▼ −3.04%▼ −3.87%$205.81 (−16.38%)
May 7, 2026
4w ago
6-K
BULLISH ★ 7/10
$246.14 $238.66▼ −3.04%▼ −3.87%$205.81 (−16.38%)
May 6, 2026
4w ago
Press Release
NEUTRAL ★ 5/10
$246.14 $246.14· 0.00%▼ −0.83%$205.81 (−16.38%)
Apr 21, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$240.29 $231.05▼ −3.85%▼ −4.86%$205.81 (−14.35%)
Apr 16, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 9/10
$242.95 $244.48▲ +0.63%▼ −0.58%$205.81 (−15.29%)
Apr 8, 2026
8w ago
6-K
NEUTRAL ★ 5/10
$241.71 $239.28▼ −1.01%▼ −0.94%$205.81 (−14.85%)
Apr 8, 2026
8w ago
6-K
BULLISH ★ 8/10
$241.71 $239.28▼ −1.01%▼ −0.94%$205.81 (−14.85%)
Showing 10 of 14

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