Every material Form 8-K Harmony Biosciences Holdings filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Harmony Biosciences reported third-quarter 2026 WAKIX net revenue of $268.9 million, up 12% from $239.5 million a year earlier, and reiterated full-year WAKIX net revenue guidance of $1.0 billion to $1.04 billion. Net income fell to $48.2 million, or $0.81 per diluted share, from $50.9 million, or $0.87, a year earlier, mainly due to higher milestone charges and new royalty charges tied to the Novitium license.
Q3 2026 WAKIX net revenue of $268.9 million, up 12% from $239.5 million in Q3 2025
Net income of $48.2 million, or $0.81 per diluted share, versus $50.9 million, or $0.87, in Q3 2025
Full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion reiterated
Peter Anastasiou will succeed Jeffrey Dayno, MD, as President and CEO effective January 1, 2027
Harmony Biosciences said CEO Jeffrey M. Dayno, M.D., will retire and leave the board on December 31, 2026, as part of a planned succession. Chief Operating Officer Peter Anastasiou will become President, Chief Executive Officer and a Class I director on January 1, 2027, and the company reiterated its full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion.
Dayno retires as President and CEO and steps down from the board on December 31, 2026, and will serve as a non-executive advisor through 2027.
Anastasiou, COO since April 2026, becomes President and CEO effective January 1, 2027, and joins the board as a Class I director.
The company reiterated full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion.
Harmony still expects to report multiple ascending dose study data for BP-205 in Q4 2026.
Harmony Biosciences reported second-quarter 2026 net product revenue for WAKIX of $261.3 million, up 30% from $200.5 million a year earlier, and net income of $75.4 million, or $1.28 per diluted share, versus $39.8 million, or $0.68, in the prior-year quarter. The company reiterated its 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion and shared initial Phase 1 single ascending dose data for its orexin-2 agonist BP-205.
Net product revenue of $261.3 million, up 30% year over year; estimated average patients rose by 450 to 8,950.
Net income of $75.4 million, or $1.28 per diluted share, compared with $39.8 million, or $0.68, a year earlier.
Cost of product sold rose to 24.2% of net product revenue from 19.0%, mainly due to new royalties related to the Novitium license agreement.
Full-year 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion was reiterated, not changed; cash and investments were $962.5 million as of June 30, 2026.
Harmony Biosciences said preliminary, unaudited second-quarter 2026 net product revenue for WAKIX was about $261 million, a company record and 30% higher than a year earlier, and reaffirmed its full-year 2026 net product revenue guidance of $1.0 billion to $1.04 billion. The company also said CFO Glenn Reicin stepped down effective July 16, 2026, with Controller Stephen Mollichella named interim principal financial officer while a permanent CFO is sought.
Preliminary Q2 2026 WAKIX net product revenue of about $261 million, up 30% year over year and 21% over Q1 2026
2026 net product revenue guidance of $1.0 billion to $1.04 billion reaffirmed
Glenn Reicin stepped down as CFO effective July 16, 2026; he is receiving severance and a pro-rated target bonus under a separation agreement
Full Q2 2026 financial results and business update scheduled for August 4, 2026
Harmony Biosciences reported first-quarter 2026 WAKIX net product revenue of $215.4 million, up 17% from $184.7 million a year earlier, and reiterated its 2026 net revenue guidance of $1.0 billion to $1.04 billion. Net income fell to $32.5 million, or $0.55 per diluted share, from $45.6 million, or $0.78, because of $32.0 million in up-front license payments recorded in research and development expenses. Revenue grew while profit declined, so the quarter shows mixed results for shareholders.
Net product revenue was $215.4 million for the quarter ended March 31, 2026, compared with $184.7 million a year earlier; average patients were 8,500 in Q1.
Net income was $32.5 million, or $0.55 per diluted share, versus $45.6 million, or $0.78, in Q1 2025.
Research and development expenses rose to $69.4 million from $34.5 million, including $32.0 million in up-front license payments; cost of product sold rose to 20.7% of net product revenue from 17.3%.
2026 WAKIX net revenue guidance was reiterated at $1.0 billion to $1.04 billion; cash, cash equivalents and investments were $870.5 million as of March 31, 2026.
Harmony Biosciences said CFO Sandip Kapadia stepped down effective April 14, 2026, to pursue other career opportunities, and named Glenn Reicin as his successor effective the same day. The company also reiterated its 2026 net product revenue guidance of $1.0 to $1.04 billion, so the change does not come with a guidance change.
Sandip Kapadia left the CFO role effective April 14, 2026; his separation agreement provides severance under his existing employment and award agreements, in exchange for a release of claims.
Glenn Reicin, age 61, was appointed CFO effective April 14, 2026; he was CFO at Eccogene from October 2024 to October 2025.
Reicin's employment agreement sets a $500,000 annual base salary, a target bonus of 50% of base salary, and an option award with a $3,000,000 grant date fair value vesting over four years.
Harmony reiterated its 2026 net product revenue guidance of $1.0 to $1.04 billion, primarily from WAKIX sales.
Harmony Biosciences appointed director Peter Anastasiou as Senior Executive Vice President and Chief Operating Officer effective April 2, 2026, and he resigned from the board. The board filled the vacancy with Troy Ignelzi, and director Antonio Gracias will not stand for re-election, with Geno J. Germano nominated to the board. The filing covers executive and board changes only and reports no financial results, so the effect on shareholders depends on how the new leadership executes the company's plans.
Peter Anastasiou named COO effective April 2, 2026, with a $600,000 base salary and a 55% target annual bonus
Anastasiou's option award has an aggregate grant date fair value of $3,700,000, vesting over four years
Troy Ignelzi appointed Class III director April 2, 2026; joins Audit and Compensation committees effective May 14, 2026
Antonio Gracias will not stand for re-election; Geno J. Germano nominated for election at the 2026 annual meeting
Harmony Biosciences reported fourth quarter and full year 2025 results, with WAKIX net product revenue up 21% in the quarter and 22% for the year. Fourth quarter GAAP net income fell to $22.5 million from $49.5 million, while full year GAAP net income rose to $158.7 million, and the company reiterated 2026 WAKIX net revenue guidance of $1.0 to $1.04 billion.
Q4 2025 net product revenue was $243.8 million, compared with $201.3 million in Q4 2024.
Q4 2025 GAAP net income was $22.5 million, or $0.38 per diluted share, versus $49.5 million, or $0.85, a year earlier.
Full year 2025 net product revenue was $868.5 million, compared with $714.7 million in 2024; full year GAAP net income was $158.7 million, or $2.71 per diluted share.
2026 WAKIX net revenue guidance of $1.0 to $1.04 billion was reiterated.
Harmony Biosciences said preliminary unaudited WAKIX net product revenue was about $868 million for 2025, up from $714.7 million in 2024, and about $243 million for the fourth quarter, up from $201.3 million a year earlier. It also issued 2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion and said it is phasing out its ZYN002 Fragile X program. The figures are unaudited and may change after year-end closing and auditor review.
Preliminary 2025 WAKIX net product revenue of about $868 million, versus $714.7 million in 2024 (about 21% growth)
Q4 2025 preliminary net product revenue of about $243 million, versus $201.3 million in Q4 2024
2026 WAKIX net revenue guidance of $1.0 billion to $1.04 billion for the year ending December 31, 2026
ZYN002 Fragile X program being phased out after review of RECONNECT study data; 22q deletion indication no longer pursued
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