Want to see RCUS full AI Analyst Report?
Revenue by Segment
Breaks down revenue by different business units or product lines, highlighting which areas are driving growth and which may need strategic adjustments.Revenue is clearly lumpy and milestone-driven: large, infrequent license/development receipts drive the peaks while “Other Collaboration” provides a small, shrinking baseline—so GAAP revenue is timing-dependent, not recurring. Management’s reiterated $50–65M guidance and strong cash runway ease financing concerns, but planned R&D cuts and portfolio focus on cascadifan mean baseline collaboration receipts may decline. In short, treat near-term revenue as binary milestone noise tied to partner payments and clinical catalysts (PEEK‑1/other readouts), not as evidence of durable commercial traction.
Date | License and Devlopment Services | Other Collaboration |
|---|---|---|
Jun 30, 2026 | $16.00M | $25.00M |
Mar 31, 2026 | $12.00M | $5.00M |
Dec 31, 2025 | $29.00M | $4.00M |
Sep 30, 2025 | $20.00M | $6.00M |
Jun 30, 2025 | $152.00M | $8.00M |
Mar 31, 2025 | $20.00M | $8.00M |
Dec 31, 2024 | $28.00M | $8.00M |
Sep 30, 2024 | $41.00M | $7.00M |
Jun 30, 2024 | $28.00M | $11.00M |
Mar 31, 2024 | $135.00M | $10.00M |