Rhythm第三季度产品收入9210万美元环比增长29%：IMCIVREE美国启动表逾700份，日本上市推进
总部位于马萨诸塞州萨福克县 Boston 的生物制药公司 Rhythm Pharmaceuticals（Nasdaq: RYTM）11月3日公布2026年第三季度财报：旗下药物 IMCIVREE（setmelanotide）全球净产品收入9,210万美元，环比增长29%，上年同期为5,130万美元；其中美国收入6,750万美元，占73%，环比增长32%；美国以外收入2,470万美元，环比增长22%。季度净亏损4,240万美元，每股亏损0.61美元，上年同期净亏损5,430万美元。
美国上市进展方面，该药用于获得性下丘脑性肥胖（HO）的适应证今年3月19日获美国食品药品监管局（FDA）批准，截至9月30日，公司收到逾700份患者启动表、来自逾500名处方医师，全球接受报销治疗的患者数环比增长20%。该药10月13日在日本启动商业上市，此前已获日本厚生劳动省与加拿大卫生部批准。前九个月，公司净产品收入2.235亿美元，上年同期1.375亿美元；研发费用第三季度5,250万美元，销售、一般及行政费用6,680万美元。
管线与财务安排方面，公司11月2日与 LG Chem 修订候选药 bivamelagon 的授权协议：四年内支付固定款项3.5亿美元，将原协议低至中个位数版税率降至1%；同日，公司签下五年期贷款安排，最高可动用7.5亿美元，首笔提款2.5亿美元。截至9月30日，公司现金、现金等价物与短期投资约3.209亿美元，公司预计现有资金可支持至少24个月运营。bivamelagon 将推进至 Prader-Willi 综合征的关键性开发，获得性下丘脑性肥胖三期试验计划今年年底前启动。
董事长兼首席执行官 David Meeker 表示，美国上市头两个季度的强劲表现印证了获得性下丘脑性肥胖领域显著的未满足需求，日本上市是公司在潜在第二大市场的重要里程碑。Rhythm 专注于罕见神经内分泌疾病，其主打药物已在美国、欧洲与英国获批用于相关肥胖适应证。
（来源：Rhythm Pharmaceuticals）
Rhythm Q3 Product Revenue Rises 29% Sequentially to $92.1 Million: More Than 700 U.S. Start Forms for IMCIVREE
Rhythm Pharmaceuticals, Inc. (Nasdaq: RYTM), the biopharmaceutical company headquartered in Boston, in Suffolk County, Massachusetts, reported third-quarter 2026 results on November 3: global net product revenue from IMCIVREE (setmelanotide) was $92.1 million, up 29% sequentially and versus $51.3 million a year earlier, with U.S. revenue of $67.5 million (73% of the total, up 32% sequentially) and ex-U.S. revenue of $24.7 million (up 22%). The net loss was $42.4 million, or $0.61 per share, versus a $54.3 million loss a year earlier.
Following U.S. Food and Drug Administration (FDA) approval on March 19, 2026 for acquired hypothalamic obesity (HO), the company had received more than 700 patient start forms from more than 500 prescribers as of September 30, and the number of patients on reimbursed therapy globally rose 20% sequentially. The drug's commercial launch in Japan began on October 13, following approvals in Japan and Canada. Nine-month net product revenue was $223.5 million, versus $137.5 million a year earlier; third-quarter R&D expenses were $52.5 million and SG&A expenses $66.8 million.
On November 2, the company amended its license agreement with LG Chem for bivamelagon, agreeing to fixed payments of $350 million over four years to reduce the royalty to 1%, and entered a five-year term loan facility providing access to up to $750 million, with an initial $250 million draw. Cash, cash equivalents and short-term investments were about $320.9 million as of September 30, which the company expects to fund operations for at least 24 months. Bivamelagon will advance into pivotal development in Prader-Willi syndrome, with a Phase 3 trial in acquired HO planned by year-end 2026.
Chairman and CEO David Meeker, M.D., said the strength of the U.S. launch through two quarters reinforced the significant unmet need in acquired HO, and called the Japan launch an important milestone in a market with the potential to become the company's second largest. Rhythm focuses on rare neuroendocrine diseases.
(Source: Rhythm Pharmaceuticals)
来源：Rhythm Pharmaceuticals
发布：GSM·美国（发布链接）
图片来源：图：Rhythm 总部所在地 Boston 的 Back Bay 与 Charles River。King of Hearts 摄，CC BY-SA 4.0，经 Wikimedia Commons。 / Photo: Back Bay and the Charles River in Boston, home of Rhythm Pharmaceuticals. Photo by King of Hearts, CC BY-SA 4.0, via Wikimedia Commons.
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