Added to YB: 2026-05-05
Pitch date: 2026-05-01
PHAT [neutral]
Phathom Pharmaceuticals, Inc.
-12.5%
current return
Author Info
No bio for this author
Company Info
Phathom Pharmaceuticals, Inc., a biopharmaceutical company, focuses on developing and commercializing treatments for gastrointestinal diseases in the United States.
Market Cap
$997.6M
Pitch Price
$11.92
Price Target
24.17 (+132%)
Dividend
N/A
EV/EBITDA
-15.46
P/E
-6.02
EV/Sales
6.66
Sector
Pharmaceuticals
Category
special_situation
PHAT Q1 2026, the Guide Stayed and the Market Hated It
PHAT (earnings): Q1 rev $58.3M (+104% YoY) beat, 268K scripts (+115% YoY), 1.35M cumulative scripts, adj net loss -$0.18/sh beat -$0.21 est. BUT sequential rev growth only 1.2% vs Q4's 16%, guide held at $320-345M (not raised), stock -4.92%. Op profit still guided Q3'26, FCF+ 2027. Takeda natural acquirer for vonoprazan US rights. M&A Score 64, Growth Score 57. Q2 reacceleration critical.
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