ARS Pharmaceuticals, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−7.38%
vs ±22.2% implied · ×0.33
shaded = implied · ▲▼ = realized
ARS Pharmaceuticals has 12 disclosed suppliers and 8 disclosed customers in SEC filings.
SentencePursuant to the Aegis Agreement, Aegis granted us an exclusive, worldwide, sublicensable license under patents and know-how relating to the Intravail drug delivery technology to research, develop, make (subject to Aegis supplying the Intravail drug delivery technology to us under a supply agreement), use, sell, offer for sale, import, and otherwise commercialize products incorporating epinephrine compounds ("Aegis Licensed Compounds"), including the neffy nasal spray.
SPRY 10-Kaccession 0001193125-26-097478
SentenceUnder the ALK Co-Promotion Agreement, the total remaining payment obligations under this agreement are $20.2 million as of December 31, 2025.
SPRY 10-Kaccession 0001193125-26-097478
SentenceIn addition to the base fee, ALK U.S will be eligible to receive performance-based payments from us.
SPRY 10-Kaccession 0001193125-26-097478
SentenceThe unit dose sprayer device used to delivery drug product in neffy is produced by Aptar Pharma ("Aptar") and Silgan Dispensing Systems ("Silgan").
SPRY 10-Kaccession 0001193125-26-097478
SentenceWe use Cambrex Profarmco ("Cambrex") as one of our commercial sources for epinephrine API.
SPRY 10-Kaccession 0001193125-26-097478
SentenceDodecyl maltoside or Intravail is purchased through our license agreement with Aegis Therapeutics, LLC ("Aegis") from two manufacturers, Dr. Reddy Laboratories and Inalco, which are based in India and Italy, respectively.
SPRY 10-Kaccession 0001193125-26-097478
SentenceIn August 2024, we entered into a corporate sponsorship agreement with Food Allergy Research and Education, Inc., which was subsequently amended in May 2025.
SPRY 10-Kaccession 0001193125-26-097478
SentenceDodecyl maltoside or Intravail is purchased through our license agreement with Aegis Therapeutics, LLC ("Aegis") from two manufacturers, Dr. Reddy Laboratories and Inalco, which are based in India and Italy, respectively.
SPRY 10-Kaccession 0001193125-26-097478
SentenceUnder the Aegis Agreement, remaining payment obligations to OrbiMed are contingent upon our achievement of certain commercial milestones and have been reduced to $9.0 million as of December 31, 2025.
SPRY 10-Kaccession 0001193125-26-097478
SentenceUnder the Recordati Termination Agreement, we are required to make royalty payments to Recordati of up to €5.0 million in the aggregate from sales of neffy in the Recordati Territory, of which up to €4.6 million (approximately $5.4 million in U.S. dollars) remain as of December 31, 2025.
SPRY 10-Kaccession 0001193125-26-097478
SentenceManufacturing drug product for neffy and our intranasal epinephrine technology product candidates is conducted by Renaissance Lakewood, LLC ("Renaissance"), which has been actively involved in supporting the manufacture of neffy and our intranasal epinephrine technology product candidates.
SPRY 10-Kaccession 0001193125-26-097478
SentenceThe unit dose sprayer device used to delivery drug product in neffy is produced by Aptar Pharma ("Aptar") and Silgan Dispensing Systems ("Silgan").
SPRY 10-Kaccession 0001193125-26-097478
SentenceRevenue under collaboration agreements consists of $73.1 million under the ALK Collaboration Agreement for the delivery of a license to develop, manufacture and commercialize products containing epinephrine administered intranasally in the ALK Territory excluding the EEA, $0.4 million under the ALK Collaboration Agreement for revenue recognized under the regulatory services performance obligations, $6.0 million from a regulatory milestone under the Alfresa Agreement, $1.5 million for the first event milestone under the Seqirus Agreement, and $0.5 million for the delivery of the license for neffy in the Seqirus Territory in combination with the transfer of know-how under the Seqirus Agreement.
SPRY 10-Kaccession 0001193125-26-097478
SentenceIn December 2025, in connection with the Alfresa Agreement, ARS and Alfresa also entered into a commercial supply agreement (the "Alfresa Supply Agreement"), under which we will supply Alfresa's requirements (and Alfresa will purchase from ARS its requirements) for a transfer price in the low-double-digit percentage on net sales of neffy in Japan.
SPRY 10-Kaccession 0001193125-26-097478
SentenceOn November 9, 2024, in connection with the ALK Collaboration Agreement, ARS and ALK also entered into a commercial supply agreement (the "ALK Supply Agreement"), under which ARS will supply ALK's requirements (and ALK will purchase from ARS its requirements) of Products for five years for a specified supply price, after which ALK may elect to transition to itself or its contract manufacturer the manufacture and supply of Products.
SPRY 10-Kaccession 0001193125-26-097478
SentenceRevenue under collaboration agreements consists of achievement of regulatory and commercial milestones under the Pediatrix Agreement of $4.0 million, ALK Collaboration Agreement of $2.6 million, Alfresa Agreement of $2.0 million, and Seqirus Agreement of $0.6 million, as well as the performance of development and regulatory services, and royalties attributable to the ALK Territory, excluding the EEA, under the ALK Collaboration Agreement of $0.3 million and $0.2 million, respectively.
SPRY 10-Kaccession 0001193125-26-097478
SentenceWe will receive a per unit supply price for any sale of commercial supply to Pediatrix.
SPRY 10-Kaccession 0001193125-26-097478
SentenceWe are obligated to provide Renaissance with certain supplies to manufacture the Renaissance Products and to purchase from Renaissance a mid-double-digit percentage of our annual aggregate Renaissance Product requirements in the EU, and a high-double-digit percentage of our annual aggregate Renaissance Product requirements in the U.S.
SPRY 10-Kaccession 0001193125-26-097478
SentenceRevenue under collaboration agreements consists of $73.1 million under the ALK Collaboration Agreement for the delivery of a license to develop, manufacture and commercialize products containing epinephrine administered intranasally in the ALK Territory excluding the EEA, $0.4 million under the ALK Collaboration Agreement for revenue recognized under the regulatory services performance obligations, $6.0 million from a regulatory milestone under the Alfresa Agreement, $1.5 million for the first event milestone under the Seqirus Agreement, and $0.5 million for the delivery of the license for neffy in the Seqirus Territory in combination with the transfer of know-how under the Seqirus Agreement.
SPRY 10-Kaccession 0001193125-26-097478
SentenceSubject to regulatory approval in Australia and New Zealand, we will also receive a per unit supply price for the sale of commercial supply to Seqirus.
SPRY 10-Kaccession 0001193125-26-097478
Largest filed tie
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ARS Pharmaceuticals, Inc.
3.37
Expected move
No implied move.