Goldman Sachs
June 9, 2026
Harmony Biosciences Key Takeaways 47th Annual Global Healthcare Conference
Market ReportEquitiesHealth Care
This report provides key takeaways from Harmony Biosciences' presentation at the 47th Annual Global Healthcare Conference, focusing on their 2030 patent outlook, pipeline development for orexin-2, and lifecycle management for pitolisant.
Key Takeaways
- 1.Management maintains confidence in patent protection for pitolisant through 2030, bolstered by recent legal filings regarding the Novitium-acquired amorphous solution patent.
- 2.Orexin-2 pipeline progress remains on track, with Phase 1 data expected mid-2026 to validate dosing and efficacy signals expected later in the year.
- 3.Lifecycle strategy continues with the NDA filing for pitolisant GR; company aims to streamline investment in pipeline opportunities and smaller neuroscience business development deals.
Table of Contents
- Key Takeaways
- Valuation/Risks
- Disclosure Appendix
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Authors
Kevin Strang, Ph.D.Corinne JohnsonAnupam SrivastavaErik Wong
Securities
HRMY
Themes
Patent LitigationPipeline DevelopmentLifecycle Management
Regions
North AmericaUnited States
