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Revenue by Segment
Breaks revenue into sources such as product sales, partnerships, milestones, and royalties to show whether the company relies on a single drug, partner agreements, or recurring product income. A business skewed toward one-time milestones or a single product carries higher execution and commercialization risk, while diversified or recurring revenue points to more sustainable cash flow and clearer paths to profitability.Product revenue is showing steady, accelerating commercial traction—driven by U.S. uptake, an active HO launch and faster international sales—while the License line is essentially non‑recurring (a one‑time negative adjustment). That momentum supports top‑line durability but won’t immediately fix profitability: management flags rising CMC/clinical and SG&A investments, payer‑policy timing and specialty pharmacy inventory effects that can cause quarter volatility despite a healthy cash runway.
Date | License | Product |
|---|---|---|
Jun 30, 2026 | $0.00 | $71.25M |
Mar 31, 2026 | $0.00 | $60.11M |
Dec 31, 2025 | $0.00 | $57.25M |
Sep 30, 2025 | $0.00 | $51.30M |
Jun 30, 2025 | $0.00 | $48.50M |
Mar 31, 2025 | -$5.01M | $37.72M |
Dec 31, 2024 | $0.00 | $41.83M |
Sep 30, 2024 | $0.00 | $33.25M |
Jun 30, 2024 | $0.00 | $29.08M |
Mar 31, 2024 | $0.00 | $25.97M |