The company said its total revenue for Q3 2026 was $1.56 billion and total net sales were $1.32 billion, each up 14% from Q3 2025. Jakafi/Jakafi XR net sales reached $827 million, up 4%, and Opzelura net sales reached $255 million, up 36%.

1. 01

   The company said its total revenue for Q3 2026 was $1.56 billion and total net sales were $1.32 billion, each up 14% from Q3 2025. Jakafi/Jakafi XR net sales reached $827 million, up 4%, and Opzelura net sales reached $255 million, up 36%.

2. 02

   The company said GAAP R&D expenses for Q3 rose 254% to $1.79 billion, mainly due to a one-time $1.23 billion IPR&D expense related to the acquisition of Vega Therapeutics. For Q3, it reported a GAAP net loss of $784,803 thousand, or $3.86 per basic share.

3. 03

   The company said it raised its full-year 2026 total net sales guidance to $5,210 to $5,300 million from the previous $5,130 to $5,260 million. It raised Opzelura net sales guidance to $1,100 to $1,120 million and Hematology and Oncology net sales guidance to $890 to $910 million.

4. 04

   The company said it completed its acquisition of Vega Therapeutics in July, acquiring all outstanding shares for $1.25 billion. It said Star Therapeutics could receive up to $750 million in additional payments upon the achievement of sales milestones. As of September 30, 2026, cash, cash equivalents and marketable securities totaled $3.9 billion.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.