Edgewise Therapeutics Reports Q4 Results with Significant Cash Reserves
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 15 hours ago
0mins
Should l Buy EWTX?
Source: seekingalpha
- Financial Performance: Edgewise Therapeutics reported a Q4 GAAP EPS of -$0.47, indicating challenges in profitability that could impact investor confidence and stock performance.
- Cash Reserves: As of December 31, 2025, the company held approximately $530.1 million in cash, cash equivalents, and marketable securities, providing significant financial flexibility for future R&D and operational needs.
- Conference Presentation: Edgewise presented at the 44th Annual J.P. Morgan Healthcare Conference, enhancing its visibility among investors and potentially paving the way for future financing and partnership opportunities.
- Clinical Trial Progress: The company reported positive mid-stage trial data for its heart disease therapy, suggesting that despite current financial struggles, favorable clinical outcomes may set the stage for key catalysts in Q2 2026.
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Analyst Views on EWTX
Wall Street analysts forecast EWTX stock price to rise
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 30.120
Low
16.00
Averages
38.14
High
51.00
Current: 30.120
Low
16.00
Averages
38.14
High
51.00
About EWTX
Edgewise Therapeutics, Inc. is a muscle disease biopharmaceutical company developing novel therapeutics for muscular dystrophies and serious cardiac conditions. The Company’s lead product candidate, sevasemten (EDG-5506), is an orally administered skeletal myosin inhibitor in late-stage clinical trials in Becker and Duchenne muscular dystrophies. Its EDG-7500 is a novel cardiac sarcomere modulator for the treatment of hypertrophic cardiomyopathy and other diseases of diastolic dysfunction, which is in Phase II clinical development. The Company is using its proprietary drug discovery platform to develop a pipeline of precision medicine product candidates that target key muscle proteins and modulators to address a broad array of serious muscle disorders. Its platform utilizes custom-built high throughput and translatable systems that measure integrated muscle function in whole organ extracts to identify small molecule precision medicines regulating key proteins in muscle tissue.
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.
Edgewise Therapeutics Reports Q4 Results with Significant Cash Reserves
- Financial Performance: Edgewise Therapeutics reported a Q4 GAAP EPS of -$0.47, indicating challenges in profitability that could impact investor confidence and stock performance.
- Cash Reserves: As of December 31, 2025, the company held approximately $530.1 million in cash, cash equivalents, and marketable securities, providing significant financial flexibility for future R&D and operational needs.
- Conference Presentation: Edgewise presented at the 44th Annual J.P. Morgan Healthcare Conference, enhancing its visibility among investors and potentially paving the way for future financing and partnership opportunities.
- Clinical Trial Progress: The company reported positive mid-stage trial data for its heart disease therapy, suggesting that despite current financial struggles, favorable clinical outcomes may set the stage for key catalysts in Q2 2026.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Share Reduction Transaction: According to a SEC filing dated February 17, 2026, ORBIMED Advisors LLC sold 5,409,671 shares of Terns Pharmaceuticals for approximately $125 million, indicating a potential decrease in confidence regarding the company's future prospects.
- Holding Changes: Following this sale, ORBIMED retains 2,153,300 shares of Terns, with a value decrease of $30.20 million, reflecting fluctuations in market expectations for its clinical pipeline.
- Market Performance: As of February 17, 2026, Terns' stock price stood at $39.58, marking an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, showcasing strong market confidence in its biotech potential.
- Investor Focus: With upcoming clinical data releases, investors should monitor Terns' cash flow and trial results to assess whether its pipeline justifies the current high valuation, especially since robust data is crucial for sustaining valuation in the biotech sector.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Stake Reduction Size: ORBIMED Advisors LLC disclosed in an SEC filing on February 17, 2026, that it reduced its stake in Terns Pharmaceuticals by 5,409,671 shares, with an estimated transaction size of $125.01 million, reflecting a cautious outlook on the company's future prospects.
- Position Value Change: Following this transaction, ORBIMED's position in Terns decreased to 2,153,300 shares, with a value drop of $30.20 million, indicating the market's sensitivity to fluctuations in the company's stock price.
- Asset Management Proportion: After the reduction, Terns now represents 1.78% of ORBIMED's reportable AUM, falling outside the top five holdings, which suggests a diminished significance in the investment portfolio.
- Market Performance Comparison: As of February 17, 2026, Terns' stock price stood at $39.58, reflecting an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, demonstrating strong market confidence in its clinical pipeline.
See More
Cormorant Increases MoonLake Stake Above 6%
- Stake Increase: Cormorant Asset Management disclosed on Tuesday that it has increased its stake in MoonLake Immunotherapeutics to 4.36 million shares, representing a 6.1% ownership, up from about 2 million shares in October 2025, indicating strong confidence in the company's future and potential stock price impact.
- Significant Stock Surge: Following the news of Cormorant's increased stake, MoonLake's shares jumped 11% on Tuesday, marking the largest rally in over a month, reflecting heightened market interest in a possible takeover and potentially attracting more investors.
- Market Sentiment Shift: Retail sentiment for MLTX on Stocktwits flipped from 'extremely bearish' to 'extremely bullish' with a 900% surge in message volume over 24 hours, indicating strong investor expectations for the company's future, which could further drive stock price increases.
- FDA Fast Track Progress: MoonLake's Sonelokimab received FDA Fast Track designation, with plans to pursue a biologics license application in the second half of 2026, highlighting the company's potential in the treatment space and likely drawing increased institutional investor interest in its long-term growth prospects.
See More
Analyst Reiterates Bullish Stance on Edgewise Stock
- Analyst Recommendation: Yasmeen Rahimi from Piper Sandler reiterated her overweight rating on Edgewise Therapeutics, setting a $51 price target, which contributed to a 4% stock increase, significantly outperforming the S&P 500's 0.5% rise.
- Clinical Trial Progress: Edgewise's cardiovascular drug candidate EDG-7500 is currently in Phase 2 clinical trials, with results expected in Q2 of this year, and if approved, it will provide an innovative solution for hypertrophic cardiomyopathy, enhancing market competitiveness.
- Market Potential: Rahimi considers Edgewise one of Piper Sandler's best stock picks for this year, based on its leading cardiovascular drug development and the potential of other pipeline projects, indicating strong prospects in the biotech sector.
- Muscle Development Treatment: In addition to cardiovascular drugs, Edgewise is advancing Sevasemten, a treatment for muscular dystrophy, showcasing the company's research capabilities and market opportunities across multiple therapeutic areas.
See More
Analyst Reiterates Bullish Stance on Edgewise
- Analyst Recommendation: Yasmeen Rahimi from Piper Sandler reiterated her buy rating on Edgewise Therapeutics (NASDAQ: EWTX) with a price target of $51 per share, demonstrating strong confidence in the company and likely attracting more investor interest.
- Stock Price Surge: Following the analyst's positive assessment, Edgewise's stock rose by 4% on Monday, significantly outperforming the S&P 500's 0.5% increase, reflecting market recognition of the company's potential.
- Clinical Trial Progress: Edgewise's cardiovascular drug candidate, EDG-7500, is currently in Phase 2 clinical trials, with results expected this quarter; approval could provide the company with a significant competitive edge in the market.
- Pipeline Potential: In addition to EDG-7500, Rahimi highlighted that Edgewise has solid potential in other drug developments, particularly with Sevasemten for muscular dystrophy, further enhancing the company's market outlook.
See More
Edgewise Therapeutics Reports Q4 Results with Significant Cash Reserves
- Financial Performance: Edgewise Therapeutics reported a Q4 GAAP EPS of -$0.47, indicating challenges in profitability that could impact investor confidence and stock performance.
- Cash Reserves: As of December 31, 2025, the company held approximately $530.1 million in cash, cash equivalents, and marketable securities, providing significant financial flexibility for future R&D and operational needs.
- Conference Presentation: Edgewise presented at the 44th Annual J.P. Morgan Healthcare Conference, enhancing its visibility among investors and potentially paving the way for future financing and partnership opportunities.
- Clinical Trial Progress: The company reported positive mid-stage trial data for its heart disease therapy, suggesting that despite current financial struggles, favorable clinical outcomes may set the stage for key catalysts in Q2 2026.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Share Reduction Transaction: According to a SEC filing dated February 17, 2026, ORBIMED Advisors LLC sold 5,409,671 shares of Terns Pharmaceuticals for approximately $125 million, indicating a potential decrease in confidence regarding the company's future prospects.
- Holding Changes: Following this sale, ORBIMED retains 2,153,300 shares of Terns, with a value decrease of $30.20 million, reflecting fluctuations in market expectations for its clinical pipeline.
- Market Performance: As of February 17, 2026, Terns' stock price stood at $39.58, marking an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, showcasing strong market confidence in its biotech potential.
- Investor Focus: With upcoming clinical data releases, investors should monitor Terns' cash flow and trial results to assess whether its pipeline justifies the current high valuation, especially since robust data is crucial for sustaining valuation in the biotech sector.
See More
ORBIMED Reduces Stake in Terns Pharmaceuticals
- Stake Reduction Size: ORBIMED Advisors LLC disclosed in an SEC filing on February 17, 2026, that it reduced its stake in Terns Pharmaceuticals by 5,409,671 shares, with an estimated transaction size of $125.01 million, reflecting a cautious outlook on the company's future prospects.
- Position Value Change: Following this transaction, ORBIMED's position in Terns decreased to 2,153,300 shares, with a value drop of $30.20 million, indicating the market's sensitivity to fluctuations in the company's stock price.
- Asset Management Proportion: After the reduction, Terns now represents 1.78% of ORBIMED's reportable AUM, falling outside the top five holdings, which suggests a diminished significance in the investment portfolio.
- Market Performance Comparison: As of February 17, 2026, Terns' stock price stood at $39.58, reflecting an 858.4% increase over the past year, significantly outperforming the S&P 500 by 862.96 percentage points, demonstrating strong market confidence in its clinical pipeline.
See More
Cormorant Increases MoonLake Stake Above 6%
- Stake Increase: Cormorant Asset Management disclosed on Tuesday that it has increased its stake in MoonLake Immunotherapeutics to 4.36 million shares, representing a 6.1% ownership, up from about 2 million shares in October 2025, indicating strong confidence in the company's future and potential stock price impact.
- Significant Stock Surge: Following the news of Cormorant's increased stake, MoonLake's shares jumped 11% on Tuesday, marking the largest rally in over a month, reflecting heightened market interest in a possible takeover and potentially attracting more investors.
- Market Sentiment Shift: Retail sentiment for MLTX on Stocktwits flipped from 'extremely bearish' to 'extremely bullish' with a 900% surge in message volume over 24 hours, indicating strong investor expectations for the company's future, which could further drive stock price increases.
- FDA Fast Track Progress: MoonLake's Sonelokimab received FDA Fast Track designation, with plans to pursue a biologics license application in the second half of 2026, highlighting the company's potential in the treatment space and likely drawing increased institutional investor interest in its long-term growth prospects.
See More
Analyst Reiterates Bullish Stance on Edgewise Stock
- Analyst Recommendation: Yasmeen Rahimi from Piper Sandler reiterated her overweight rating on Edgewise Therapeutics, setting a $51 price target, which contributed to a 4% stock increase, significantly outperforming the S&P 500's 0.5% rise.
- Clinical Trial Progress: Edgewise's cardiovascular drug candidate EDG-7500 is currently in Phase 2 clinical trials, with results expected in Q2 of this year, and if approved, it will provide an innovative solution for hypertrophic cardiomyopathy, enhancing market competitiveness.
- Market Potential: Rahimi considers Edgewise one of Piper Sandler's best stock picks for this year, based on its leading cardiovascular drug development and the potential of other pipeline projects, indicating strong prospects in the biotech sector.
- Muscle Development Treatment: In addition to cardiovascular drugs, Edgewise is advancing Sevasemten, a treatment for muscular dystrophy, showcasing the company's research capabilities and market opportunities across multiple therapeutic areas.
See More
Analyst Reiterates Bullish Stance on Edgewise
- Analyst Recommendation: Yasmeen Rahimi from Piper Sandler reiterated her buy rating on Edgewise Therapeutics (NASDAQ: EWTX) with a price target of $51 per share, demonstrating strong confidence in the company and likely attracting more investor interest.
- Stock Price Surge: Following the analyst's positive assessment, Edgewise's stock rose by 4% on Monday, significantly outperforming the S&P 500's 0.5% increase, reflecting market recognition of the company's potential.
- Clinical Trial Progress: Edgewise's cardiovascular drug candidate, EDG-7500, is currently in Phase 2 clinical trials, with results expected this quarter; approval could provide the company with a significant competitive edge in the market.
- Pipeline Potential: In addition to EDG-7500, Rahimi highlighted that Edgewise has solid potential in other drug developments, particularly with Sevasemten for muscular dystrophy, further enhancing the company's market outlook.
See More
