Every material Form 8-K MeiraGTx Holdings plc has filed with the SEC since July 07, 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.
MeiraGTx appointed Alan M. Sebulsky to its Board of Directors as a Class I director, effective September 23, 2026, and named him to the Science and Technology Committee. Mr. Sebulsky previously spent about 14 years as a Partner and Portfolio Manager at Adage Capital Management, where he managed a biopharmaceutical portfolio, and the company said he brings healthcare investment experience as it transitions to a commercial company.
Board appointment effective September 23, 2026; term runs to the 2028 annual meeting of shareholders
Mr. Sebulsky joins the Science and Technology Committee
Previously Partner and Portfolio Manager at Adage Capital Management from July 2012 to April 2026; Managing Member of Apothecary Capital LLC since April 2026
Company states there are no related party transactions with Mr. Sebulsky
MeiraGTx reported second-quarter 2026 net income attributable to ordinary shareholders of $160.7 million, or $1.71 per diluted share, compared with a net loss of $38.8 million, or $0.48 per share, a year earlier. The result was driven mainly by $204.6 million of related-party license revenue from licenses granted to Reogen, while a $71.9 million loss on an equity method investee partly offset it.
Total revenue was $321.4 million for the quarter, versus $3.7 million in the second quarter of 2025.
License revenue of $204.6 million came from licenses granted to Reogen for the AAV-GAD and AAV-BDNF programs and the AAV-GAD delivery device.
Loss on equity method investee was $71.9 million, reflecting the company's share of Reogen's in-process research and development expenses.
Cash, cash equivalents and restricted cash were $145.4 million as of June 30, 2026.
On June 30, 2026, MeiraGTx entered a royalty note purchase agreement with funds affiliated with Oberland Capital for up to $375 million, secured by company assets and tied to capped royalties on three gene therapy products. The company also agreed to sell 950,570 shares at $10.52 for about $10.0 million and fully redeemed its Perceptive credit notes on the same day. The royalty obligation and asset security add long-term commitments for shareholders, though the funding is non-dilutive apart from the small equity sale.
Initial purchase of $100 million on June 30, 2026, with a second purchase of $25 million scheduled for July 17, 2026
Revenue Payments equal to 1.95% of global net sales of AAV-AIPL1, AAV-hAQP1 and bota-vec, subject to a cap and payable after marketing approval
Sale of 950,570 shares at $10.52 per share for about $10.0 million, with closing on July 17, 2026
Full redemption of Perceptive notes on June 30, 2026, with no early termination penalties
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