3 hours ago
2
MarketBeat
Sat, February 14, 2026 astatine 4:05 PM CST 7 min read
-
Phathom is gathering its concern astir VOQUEZNA (vonoprazan), reporting $55 cardinal successful 2024 gross and an estimated $175 cardinal for 2025, and expects to scope operating profitability successful the second fractional of 2026.
-
The institution has pivoted its commercialized effort to gastroenterology—remapping territories and refilling its tract squad to ~300 reps—and aims to person 20–30% of GI PPI scripts (about 4–6 cardinal prescriptions) to VOQUEZNA, which absorption estimates could thrust astir $1 billion successful gross from GI scripts alone.
-
Phathom’s caller superior rise was meant to “reset” the equilibrium expanse and code a dense interest/debt overhang with maturities successful 2027, portion regulatory exclusivity for the cause runs done May 2032 with imaginable extensions into 2033/2034 oregon a six‑month pediatric exclusivity boost if objective programs progress.
-
Interested successful Phathom Pharmaceuticals, Inc.? Here are 5 stocks we similar better.
Phathom Pharmaceuticals (NASDAQ:PHAT) CEO Steven Basta told attendees astatine the Guggenheim Emerging Outlook Biotech Summit 2026 that the company’s commercialized absorption implicit the past twelvemonth has shifted much heavy toward gastroenterology, a determination helium said supported continued gross maturation portion besides enabling tighter operating disbursal discipline.
Basta said the company’s concern is built astir VOQUEZNA, which helium described arsenic the first-to-market potassium-competitive acerb blocker (P-CAB) successful the U.S. for gastroesophageal reflux illness (GERD). He framed the commercialized accidental arsenic targeting patients who stay symptomatic connected existing therapies, stating that astir 40% of reflux patients connected standard-of-care therapy are inactive successful symptom and correspond an addressable radical for a stronger acerb suppression option.
→ Is Albemarle Setting Up for a Lithium-Fueled Rebound?
VOQUEZNA launched successful November 2023, and Basta said the institution generated $55 cardinal successful gross successful 2024, its archetypal afloat twelvemonth connected the market. For 2025, helium noted Phathom has not yet reported last results but antecedently provided estimated figures, including an estimated $175 cardinal successful gross for the year.
Looking ahead, Basta reiterated the company’s anticipation to modulation to operating profitability during 2026, adding that Phathom expects to beryllium operating profitably successful the 2nd fractional of 2026 with affirmative operating profit.
→ Cloudflare: Another AI-Disrupted Stock You Might Want to Buy
Basta said a large strategical alteration aft helium joined the institution was pivoting the income effort distant from a wide superior attraction attack and toward gastroenterologists, who helium characterized arsenic the “early adopters” and the physicians astir apt to spot high-need patients. He argued that patients referred to gastroenterology practices for GERD thin to beryllium those inactive experiencing important symptom contempt treatment, making them premier candidates for therapy changes.
English (CA) · 
English (US) · 
Spanish (MX) ·