Key Takeaways Expanding addressable markets and a diversified pipeline position Harmony for sustained revenue growth with reduced dependence on any single product. Strong commercial execution and strategic capital management enable continued R&D investment, life cycle extension, and resilience against future competition.
Key Takeaways Robust WAKIX growth and expansion into new indications position Harmony for sustained, outsized revenue and margin gains beyond market expectations. Strong cash reserves and business development set up Harmony as a leading consolidator and innovator in rare neurological diseases and regenerative therapies.
Key Takeaways Over-reliance on a single key product exposes the company to concentration risk and vulnerability when patent protections expire or rivals enter the market. Evolving payer, regulatory, and scientific landscapes threaten pricing power, future earnings visibility, and long-term demand for the company's portfolio.