Every material Form 8-K ARS Pharmaceuticals, Inc. has filed with the SEC since July 17, 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.
ARS Pharmaceuticals reported third-quarter 2026 total revenue of $37.7 million, up from $32.5 million a year earlier, and a net loss of $35.6 million, or $(0.36) per share, compared with a net loss of $51.2 million, or $(0.52) per share, in the prior-year quarter. The company reaffirmed its expectation to reach cash flow breakeven by the end of 2027 and appointed a new Chief Medical Officer and Chief Legal Officer.
Q3 2026 total revenue was $37.7 million, including U.S. net product revenue for neffy of $33.4 million, versus $32.5 million in Q3 2025.
Q3 2026 SG&A expenses were $43.5 million, compared with $74.8 million in Q3 2025, and R&D expenses were $18.3 million, including a one-time $12.5 million license payment.
Cash, cash equivalents and short-term investments were $138.4 million as of September 30, 2026; the company continues to expect cash flow breakeven by the end of 2027.
ARS Pharma reported second quarter 2026 results and outlined a narrower commercial strategy focused on high-volume prescribers. Total revenue rose to $33.7 million from $15.7 million a year earlier, but the net loss widened to $62.3 million, or $0.63 per share, from $44.9 million, or $0.46 per share. The company expects second-half 2026 SG&A and R&D expenses of $114 million to $126 million and a path to cash flow breakeven by the end of 2027.
Total revenue of $33.7 million in Q2 2026, including $26.2 million of U.S. neffy net product revenue, versus $15.7 million in Q2 2025.
Net loss of $62.3 million, or $0.63 per share, versus $44.9 million, or $0.46 per share, in Q2 2025.
Second-half 2026 SG&A and R&D expenses guided to $114 million to $126 million, including stock-based compensation; cash-based expenses guided to $100 million to $110 million.
Cash, cash equivalents and short-term investments of $143.8 million as of June 30, 2026; Meg Smith joins as Chief Commercial Officer effective August 17, 2026.
Director Richard Lowenthal resigned from the ARS Pharmaceuticals board effective immediately on July 15, 2026, and Chief Medical Officer Sarina Tanimoto, M.D., ceased employment the same day in a termination without cause. The company agreed to one-time payments of $217,350 to Lowenthal and $111,780 to Tanimoto, each a prorated share of their 2026 target bonus, on top of severance described in the 2026 proxy statement. The filing gives no financial results or guidance, but it reports senior leadership departures and added costs.
Richard Lowenthal resigned from the Board effective immediately on July 15, 2026; his resignation was a condition for severance rights.
Sarina Tanimoto, M.D., Chief Medical Officer, ceased employment on July 15, 2026, under a termination without cause.
One-time payments: $217,350 to Lowenthal and $111,780 to Tanimoto, each a prorated 2026 target bonus.
Payments and severance are conditioned on the effectiveness of each executive's release of claims.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every ARS Pharmaceuticals, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →