Karyopharm (KPTI) Q4 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
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Should l Buy KPTI?
Source: NASDAQ.COM
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Analyst Views on KPTI
Wall Street analysts forecast KPTI stock price to rise
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 8.940
Low
6.00
Averages
13.83
High
21.00
Current: 8.940
Low
6.00
Averages
13.83
High
21.00
About KPTI
Karyopharm Therapeutics Inc. is a commercial-stage pharmaceutical company. The Company is engaged in the discovery, development and commercialization of drugs directed against nuclear export for the treatment of cancer and other diseases. It is developing and commercializing small molecule Selective Inhibitor of Nuclear Export (SINE) compounds that inhibit the nuclear export protein exportin 1 (XPO1). Its lead asset, XPOVIO (selinexor), is marketed in combination with bortezomib and dexamethasone for the treatment of adult patients with multiple myeloma who have received at least one prior therapy. The Company is engaged in evaluating selinexor in certain hematological and solid tumor malignancies, including endometrial cancer, mycosis fungoides (MF) and diffuse large B-cell lymphoma (DLBCL). The Company’s product candidate, eltanexor, is an oral SINE compound like selinexor, that selectively blocks the nuclear export protein XPO1.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Karyopharm Therapeutics Q4 2025 Earnings Call Highlights
- Financial Performance Review: Karyopharm reported net product revenue of $32.1 million in Q4 and $114.9 million for the full year, indicating sustained growth potential in oncology, with guidance for 2026 revenue between $130 million and $150 million, further solidifying its market position.
- Clinical Trial Progress: Management confirmed that top-line data from the Phase III SENTRY trial will be shared in March, marking a critical milestone in the myelofibrosis space that could set new standards of care for future treatments.
- Cost Control Measures: R&D expenses decreased by 17% year-over-year in Q4, while selling, general, and administrative expenses fell by 16%, demonstrating strict financial management that is expected to enhance future profitability.
- Strategic Outlook: Management emphasized a continued focus on near-term value-creating milestones, with cash runway extending into the second quarter, indicating the company's ability to maintain flexible capital decisions ahead of clinical trial results.
See More
Karyopharm (KPTI) Q4 2025 Earnings Call Transcript
See More
Karyopharm Q4 Earnings Beat Expectations, 2026 Outlook Positive
- Earnings Performance: Karyopharm reported a Q4 GAAP EPS of -$5.71, missing expectations by $3.67, although revenue of $34.08 million, up 11.7% year-over-year, beat estimates by $0.92 million, indicating resilience in revenue growth.
- 2026 Revenue Outlook: The company anticipates total revenue for 2026 to range between $130 million and $150 million, with U.S. XPOVIO net product revenue expected to be between $115 million and $130 million, reflecting confidence in future product sales.
- Expense Projections: Karyopharm expects R&D and selling, general, and administrative expenses to be between $230 million and $245 million, which will impact profitability but also highlights ongoing investments in R&D and marketing.
- Liquidity Assurance: The company expects its existing liquidity, including cash, cash equivalents, and investments, to fund its operating plans into the second quarter of 2026, demonstrating financial stability and operational sustainability.
See More
Karyopharm Reports 2025 Financial Results and 2026 Outlook
- 2025 Financial Performance: Karyopharm reported total revenue of $146 million for 2025, slightly up from 2024, primarily driven by $115 million in XPOVIO® product revenue, despite a net loss of $196 million, indicating challenges in profitability.
- R&D Spending Adjustments: R&D expenses for 2025 were $125.6 million, a 12.3% decrease from 2024, reflecting cost control in clinical trial spending, although this may impact the pace of future product development.
- Clinical Trial Progress: Karyopharm expects to release top-line data from the SENTRY trial in March 2026, which, if successful, could provide the first combination therapy for myelofibrosis patients, representing significant market potential and addressing unmet patient needs.
- 2026 Financial Guidance: The company projects total revenue for 2026 to be between $130 million and $150 million, demonstrating continued confidence in XPOVIO's market performance despite facing intense competition and R&D risks.
See More
Karyopharm Reports 2025 Financials and 2026 Outlook
- Financial Performance Review: Karyopharm reported total revenue of $146 million for 2025, a slight increase from 2024, yet the net loss reached $196 million, highlighting the challenges the company faces in seeking growth amid ongoing losses.
- XPOVIO Sales Performance: The U.S. net product revenue for XPOVIO (selinexor) was $115 million in 2025, maintaining stability in the highly competitive multiple myeloma market, but still facing pressure on market share.
- Clinical Trial Progress: Top-line data from the Phase 3 SENTRY trial is expected in March 2026, and if successful, it will provide the first-ever combination therapy for patients, significantly improving treatment outcomes and presenting substantial market potential.
- 2026 Financial Outlook: The company anticipates total revenue for 2026 to be between $130 million and $150 million, despite facing R&D and SG&A expenses of up to $245 million, reflecting cautious optimism for future growth.
See More
Karyopharm Therapeutics to Announce Q4 Earnings on February 12
- Earnings Announcement Timing: Karyopharm Therapeutics is set to release its Q4 earnings report on February 12 before the market opens, with significant attention from investors that could impact stock performance.
- EPS Expectations: The consensus EPS estimate stands at -$2.00, indicating challenges in profitability that may affect investor confidence moving forward.
- Revenue Growth Expectations: The revenue estimate is projected at $33.16 million, reflecting an 8.7% year-over-year increase, showcasing the company's growth potential despite profitability pressures.
- Estimate Revision Status: Over the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates also saw no upward revisions, indicating analysts' cautious outlook on the company's future performance.
See More
Karyopharm Therapeutics Q4 2025 Earnings Call Highlights
- Financial Performance Review: Karyopharm reported net product revenue of $32.1 million in Q4 and $114.9 million for the full year, indicating sustained growth potential in oncology, with guidance for 2026 revenue between $130 million and $150 million, further solidifying its market position.
- Clinical Trial Progress: Management confirmed that top-line data from the Phase III SENTRY trial will be shared in March, marking a critical milestone in the myelofibrosis space that could set new standards of care for future treatments.
- Cost Control Measures: R&D expenses decreased by 17% year-over-year in Q4, while selling, general, and administrative expenses fell by 16%, demonstrating strict financial management that is expected to enhance future profitability.
- Strategic Outlook: Management emphasized a continued focus on near-term value-creating milestones, with cash runway extending into the second quarter, indicating the company's ability to maintain flexible capital decisions ahead of clinical trial results.
See More
Karyopharm (KPTI) Q4 2025 Earnings Call Transcript
See More
Karyopharm Q4 Earnings Beat Expectations, 2026 Outlook Positive
- Earnings Performance: Karyopharm reported a Q4 GAAP EPS of -$5.71, missing expectations by $3.67, although revenue of $34.08 million, up 11.7% year-over-year, beat estimates by $0.92 million, indicating resilience in revenue growth.
- 2026 Revenue Outlook: The company anticipates total revenue for 2026 to range between $130 million and $150 million, with U.S. XPOVIO net product revenue expected to be between $115 million and $130 million, reflecting confidence in future product sales.
- Expense Projections: Karyopharm expects R&D and selling, general, and administrative expenses to be between $230 million and $245 million, which will impact profitability but also highlights ongoing investments in R&D and marketing.
- Liquidity Assurance: The company expects its existing liquidity, including cash, cash equivalents, and investments, to fund its operating plans into the second quarter of 2026, demonstrating financial stability and operational sustainability.
See More
Karyopharm Reports 2025 Financial Results and 2026 Outlook
- 2025 Financial Performance: Karyopharm reported total revenue of $146 million for 2025, slightly up from 2024, primarily driven by $115 million in XPOVIO® product revenue, despite a net loss of $196 million, indicating challenges in profitability.
- R&D Spending Adjustments: R&D expenses for 2025 were $125.6 million, a 12.3% decrease from 2024, reflecting cost control in clinical trial spending, although this may impact the pace of future product development.
- Clinical Trial Progress: Karyopharm expects to release top-line data from the SENTRY trial in March 2026, which, if successful, could provide the first combination therapy for myelofibrosis patients, representing significant market potential and addressing unmet patient needs.
- 2026 Financial Guidance: The company projects total revenue for 2026 to be between $130 million and $150 million, demonstrating continued confidence in XPOVIO's market performance despite facing intense competition and R&D risks.
See More
Karyopharm Reports 2025 Financials and 2026 Outlook
- Financial Performance Review: Karyopharm reported total revenue of $146 million for 2025, a slight increase from 2024, yet the net loss reached $196 million, highlighting the challenges the company faces in seeking growth amid ongoing losses.
- XPOVIO Sales Performance: The U.S. net product revenue for XPOVIO (selinexor) was $115 million in 2025, maintaining stability in the highly competitive multiple myeloma market, but still facing pressure on market share.
- Clinical Trial Progress: Top-line data from the Phase 3 SENTRY trial is expected in March 2026, and if successful, it will provide the first-ever combination therapy for patients, significantly improving treatment outcomes and presenting substantial market potential.
- 2026 Financial Outlook: The company anticipates total revenue for 2026 to be between $130 million and $150 million, despite facing R&D and SG&A expenses of up to $245 million, reflecting cautious optimism for future growth.
See More
Karyopharm Therapeutics to Announce Q4 Earnings on February 12
- Earnings Announcement Timing: Karyopharm Therapeutics is set to release its Q4 earnings report on February 12 before the market opens, with significant attention from investors that could impact stock performance.
- EPS Expectations: The consensus EPS estimate stands at -$2.00, indicating challenges in profitability that may affect investor confidence moving forward.
- Revenue Growth Expectations: The revenue estimate is projected at $33.16 million, reflecting an 8.7% year-over-year increase, showcasing the company's growth potential despite profitability pressures.
- Estimate Revision Status: Over the last three months, there have been no upward revisions to EPS estimates and one downward revision, while revenue estimates also saw no upward revisions, indicating analysts' cautious outlook on the company's future performance.
See More
