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Ultragenyx Pharmaceutical (UP0) AI Stock Analysis

DE:UP0

Ultragenyx Pharmaceutical

(XETRA:UP0)

Rating:―N/A
Action:N/A
Date:―

No summary available

Positive Factors
Revenue growth and gross marginUltragenyx has demonstrated substantial commercial scaling while retaining very high gross margins. This combination indicates that approved rare-disease products can generate meaningful revenue and gross profit, supporting continued investment in launches and pipeline programs over the next several quarters.
Negative Factors
Persistent losses and cash burnUltragenyx remains deeply unprofitable despite strong gross margins because operating costs continue to exceed gross profit. Persistent operating and free-cash-flow deficits require substantial funding and could constrain investment capacity until management’s targeted 2027 profitability plan is achieved.

Ultragenyx Pharmaceutical (UP0) vs. iShares MSCI Germany ETF (EWG)

-60%-40%-20%0%20%40%DE:UP0-38.94%EWG+6.61%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
EUR 1.61B
Dividend Yield
―
Average Volume (3M)
270
Price to Earnings (P/E)
-2.8
Beta (1Y)
0.89
Revenue Growth
9.67%
EPS Growth
1.87%
Country
Germany
Employees
1,371
Sector
Healthcare
Sector Strength
51
Industry
Biotechnology

Ultragenyx Pharmaceutical Business Overview & Revenue Model

Company Description

Ultragenyx Pharmaceutical Inc. is a biopharmaceutical firm dedicated to discovering, developing, and commercializing innovative treatments for rare and ultra-rare genetic conditions. Its operations span North America, Europe, and other international...

Ultragenyx Pharmaceutical Earnings Call Summary

Earnings Call Date:Aug 03, 2026(Q2-2026)|% Change Since:-33.59%|Next Earnings Date:Nov 02, 2026
Earnings Call SentimentPositive

Positive overall: the call highlighted record quarterly revenue, broad-based product growth (including Evkeeza +50% YoY), expanding patient counts across multiple geographies, improving cash consumption versus Q1, and clear near-term catalysts (two PDUFAs and a pivotal readout). Management articulated a credible path to profitability in 2027 with expense discipline and potential non-dilutive PRV monetization. Offsetting risks include a sizable operating loss and expense run-rate, reliance on binary regulatory outcomes, an unmet primary outcome for setrusumab requiring possible new trials, and readout/regulatory uncertainty for GTX-102, but these are framed as manageable and addressable within management's plan.

Positive Updates

Record Quarterly Revenue
Total revenue of $214 million in Q2 2026, the highest quarterly revenue in company history, reinforcing reaffirmed full-year revenue guidance.

Negative Updates

Operating Loss and Expense Run-Rate
Total operating expenses of $289 million in Q2 2026 (cost of sales $34M; combined R&D and SG&A $255M), resulting in a net loss of $92 million ($0.90 per share) for the quarter; operating expenses exceed quarterly revenue ($289M vs $214M).

Company Guidance

Ultragenyx reaffirmed full-year revenue guidance while reporting Q2 2026 results that included $214M total revenue (Crysvita $156M: $94M North America / $54M Latin America & Turkey / $8M Europe; DOJOLVI $27M; Evkeeza $21M, +50% vs Q2 2025; MEPSEVII $10M), total operating expenses of $289M (cost of sales $34M; combined R&D & SG&A $255M, including $34M non‑cash stock‑based comp), net loss of $92M ($0.90/share), $436M in cash & marketable securities as of June 30 and $97M net cash used in operations for the quarter; management reiterated combined R&D & SG&A guidance (2026 flat to down low‑single digits vs 2025) and a targeted ≥15% reduction in 2027 as part of a plan (plus double‑digit revenue growth, contributions from potential DTX‑401 and UX‑111 launches, and monetization of PRVs if approved) to reach profitability in 2027.

Ultragenyx Pharmaceutical Risk Analysis

Ultragenyx Pharmaceutical disclosed 61 risk factors in its most recent earnings report. Ultragenyx Pharmaceutical reported the most risks in the "Tech & Innovation" category.

Higher RiskSector Avg.Lower RiskFinance & CorporateTech & InnovationLegal & RegulatoryProductionAbility to SellMacro & Political
Tech & Innovation - Risks related to the company’s reliance on technology and ability to make innovative products

Latest Risks Added

0 New Risks

Ultragenyx Pharmaceutical Peers Comparison

Overall Rating

UnderperformOutperform
Sector (51)

Financial Indicators

DE:UP0 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
TARSTARS78Outperform$3.69B-67.27-13.53%―105.17%53.58%
IRONIRON67Neutral$3.59B-11.91-37.17%――-47.00%
XENEXENE60Neutral$3.62B-7.94-43.98%―-100.00%-33.88%
Sector *51Neutral$7.86B-0.30-43.30%2.27%22.53%-2.21%
TVTXTVTX51Neutral$4.75B-31.58-55.79%―77.12%64.40%
MLYSMLYS50Neutral$1.61B-3.67-57.97%――-19.00%

* Healthcare Sector Average

Performance Comparison

-50%0%50%DE:UP0TVTXXENEIRONTARSMLYSDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
DE:UP0 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
DE:UP0Ultragenyx Pharmaceutical, Inc.14.41-14.19-49.62%
TVTXTravere Therapeutics, Inc.49.2615.1344.33%
XENEXenon Pharmaceuticals37.62-1.47-3.76%
IRONDisc Medicine, Inc.78.62-7.44-8.65%
TARSTarsus Pharmaceuticals, Inc.73.321.822.55%
MLYSMineralys Therapeutics, Inc.15.55-24.26-60.94%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.