Harmony Biosciences Holdings, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+8.93%
vs ±14.3% implied · ×0.62
shaded = implied · ▲▼ = realized
Harmony Biosciences has 13 disclosed suppliers and 3 disclosed customers in SEC filings.
Harmony Biosciences Holdings, Inc.
38.73
+0.14 · +0.37%
post 38.73 0.00%
SentenceFor the year ended December 31, 2025, three customers accounted for 100% of gross product revenue; Caremark LLC accounted for 38% of gross product revenue; Accredo Health Group, Inc. accounted for 36% of gross product revenue; and PANTHERx Specialty Pharmacy LLC accounted for 26% of gross product revenue.
basisHRMY FY2025 revenue $868M
HRMY 10-Kaccession 0001104659-26-018859
SentenceFor the year ended December 31, 2025, three customers accounted for 100% of gross product revenue; Caremark LLC accounted for 38% of gross product revenue; Accredo Health Group, Inc. accounted for 36% of gross product revenue; and PANTHERx Specialty Pharmacy LLC accounted for 26% of gross product revenue.
basisHRMY FY2025 revenue $868M
HRMY 10-Kaccession 0001104659-26-018859
SentenceFor the year ended December 31, 2025, three customers accounted for 100% of gross product revenue; Caremark LLC accounted for 38% of gross product revenue; Accredo Health Group, Inc. accounted for 36% of gross product revenue; and PANTHERx Specialty Pharmacy LLC accounted for 26% of gross product revenue.
basisHRMY FY2025 revenue $868M
HRMY 10-Kaccession 0001104659-26-018859
SentenceIn July 2017, we entered into a License Agreement (as amended, the "2017 LCA") with Bioprojet Société Civile de Recherche ("Bioprojet") whereby we acquired the exclusive right to commercialize the pharmaceutical compound pitolisant.
HRMY 10-Kaccession 0001104659-26-018859
SentenceIn June 2025, we entered into a research collaboration, option and license agreement (the "CiRC Agreement") with a related party, CiRC Biosciences, Inc. ("CiRC").
HRMY 10-Kaccession 0001104659-26-018859
SentenceIn August 2021, we acquired HBS-102, a Melanin-concentrating hormone receptor type 1 (MCHR1) antagonist previously developed as CSTI-100/ALB-127258(a)/ALB-127258 (the "Compound"), along with intellectual property and other assets related to the development, manufacture, and commercialization of the Compound from ConSynance Therapeutics, Inc.
HRMY 10-Kaccession 0001104659-26-018859
SentenceCorden Pharma Chenôve SAS, a full-service contract development and manufacturing organization ("CDMO") manufactures our API.
HRMY 10-Kaccession 0001104659-26-018859
SentenceInteror S.A. manufactures our BF4 and BF6 intermediate and starting material used in the active pharmaceutical ingredient ("API").
HRMY 10-Kaccession 0001104659-26-018859
SentencePatheon UK Limited and Patheon Pharmaceuticals, Inc., CDMOs owned by Thermo Fisher Scientific Inc., manufacture our finished product tablets.
HRMY 10-Kaccession 0001104659-26-018859
SentencePatheon UK Limited and Patheon Pharmaceuticals, Inc., CDMOs owned by Thermo Fisher Scientific Inc., manufacture our finished product tablets.
HRMY 10-Kaccession 0001104659-26-018859
SentencePharma Packaging Solutions, LLC dba Tjoapack, LLC, fills unlabeled bottles and performs labeling and secondary packaging.
HRMY 10-Kaccession 0001104659-26-018859
SentenceProcos, S.p.A. operates as an alternate drug substance manufacturing site for WAKIX API.
HRMY 10-Kaccession 0001104659-26-018859
SentenceUnder the Sublicense, we obtained the exclusive right to develop, manufacture and commercialize BP1.15205 in the United States and Latin American territories, which are rights originally licensed from Teijin Pharma, the innovator of BP1.15205.
HRMY 10-Kaccession 0001104659-26-018859
SentenceIn October 2023, we acquired Zynerba Pharmaceuticals, Inc. ("Zynerba"), adding global rights to develop, manufacture and commercialize ZYN002, which is a pharmaceutically manufactured 100% synthetic, patent protected permeation enhanced cannabidiol gel for transdermal delivery.
HRMY 10-Kaccession 0001104659-26-018859
Expected move
Inputs8Q avg ±5.0%·×0.56·cheap
straddle ±10.6%
spot 38.76exp Nov 20ATM strike 40ATM straddle 4.85IV 63%