CPRX CATALYST PHARMACEUTICALS, INC.

BULLISH Impact: 8/10 DEFA14A
Horizon weeks Filed May 7, 2026 Processed 1mo ago SEC 0001193125-26-210587
Proxy solicitation materials
Latest settled — T+20d ⚠ clustered
CPRX ▲ +0.35% at T+20d
LONG call ✓ call won +0.35% · α vs SPY -2.78% · entry $31.17 → $31.28
Next anchor: T+60d in 8w
Last close $31.28 (close Jun 8) · +0.35% from $31.17 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
-0.06%
call -0.06% · α -0.89%
$31.15
settled 5w ago
T+5d
-0.03%
call -0.03% · α -1.54%
$31.16
settled 27d ago
T+20d
+0.35%
call +0.35% · α -2.78%
$31.28
settled 5d ago
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Catalyst Pharmaceuticals has entered into a definitive agreement to be acquired by Angelini Pharma S.p.A. for $31.50 per share in cash, representing a total equity value of approximately $4.1 billion. The transaction, unanimously approved by both boards, is expected to close in Q3 2026 and provides a 28% premium to the 30-day VWAP. Separately, Catalyst resolved all pending FIRDAPSE patent litigation with Hetero, pushing generic entry to no earlier than January 2035.

Actionable Insight

The all-cash acquisition at a significant premium provides immediate and certain value for CPRX shareholders. The stock should trade near the deal price with a small spread reflecting closing risk (regulatory, shareholder vote). Monitor the proxy filing and HSR review timeline. The FIRDAPSE patent settlement removes a key overhang, extending IP protection to 2035.

Key Facts

  • Acquisition price of $31.50 per share in cash, total equity value ~$4.1 billion
  • 28% premium to 30-day VWAP as of April 22, 2026; 21% premium to unaffected closing price
  • Closing expected in Q3 2026, subject to stockholder approval, HSR, and other conditions
  • All directors and executive officers entered into voting agreements to support the merger
  • Termination fee of ~$155.5 million payable by Catalyst under specified circumstances
  • FIRDAPSE patent litigation with Hetero settled; generic entry no earlier than January 2035
  • Merger not subject to financing condition; Angelini financing via cash and debt with BNP Paribas as coordinator
  • J.P. Morgan provided fairness opinion to Catalyst's board

Financial Impact

Total equity value of approximately $4.1 billion at $31.50 per share cash consideration

share priceenterprise value

Risk Factors

  • Shareholder vote may not be obtained (though insider voting agreements cover a significant block)
  • Regulatory delays or antitrust conditions could push closing beyond Q3 2026 or impose remedies
  • Superior proposal could emerge during the go-shop period, triggering termination fee
  • Integration risk post-close for Angelini as a new U.S. market entrant

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
93% bullish (14 analysts)

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-210587
Document: 0001193125-26-210587-index-headers.html0001193125-26-210587
Document: 0001193125-26-210587-index.html0001193125-26-210587
Document: 0001193125-26-210587.txt0001193125-26-210587
8 reports for CPRX
Performance horizon
80% Hit rate 4 of 5 directional calls best @ T+60▲ +25.72%Feb 25, 2026
Filters
Rows
Reports for CPRX — sortable, filterable
Type Now
May 28, 2026
12d ago
PREM14A
BULLISH ★ 8/10
$31.23 $31.28▲ +0.16%▲ +0.45%$31.28 (+0.16%)
May 12, 2026
28d ago
DEFA14A
NEUTRAL ★ 3/10
$31.14 $31.23▲ +0.29%▲ +0.21%$31.28 (+0.45%)
May 11, 2026
29d ago
Press Release
BEARISH ★ 8/10
$31.14 $31.23▼ −0.29%▼ −0.21%$31.28 (−0.45%)
May 7, 2026
4w ago
DEFA14A
BULLISH ★ 8/10
$31.15 $31.16▲ +0.03%▼ −1.43%$31.28 (+0.42%)
May 7, 2026
4w ago
DEFA14A
BULLISH ★ 8/10
$31.17 $31.16▼ −0.03%▼ −1.54%$31.28 (+0.35%)
May 7, 2026
4w ago
8-K
BULLISH ★ 9/10
$31.17 $31.16▼ −0.03%▼ −1.54%$31.28 (+0.35%)
Mar 19, 2026
11w ago
8-K/A
NEUTRAL ★ 4/10
$22.33 $24.25▲ +8.60%▲ +10.81%$31.28 (+40.08%)
Feb 25, 2026
14w ago
8-K
BULLISH ★ 8/10
$24.88 $24.32▼ −2.25%▼ −1.12%$31.28 (+25.72%)
Showing 8 of 8

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