Inferra AI / Company / MGTX

MeiraGTx Holdings plc

MGTX · Health Care

Last earnings Aug 13, 2026

Key results

Service revenuequarter

$11.9 million

Service revenue was $11.9 million for the three months ended June 30, 2026, compared to nil for the three months ended June 30, 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Revenuequarter

$11.9 million

The increase of $11.9 million was due to revenue recognized for the contract manufacturing services provided to Lilly under the Lilly collaboration agreement and related agreements.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Service revenue related party was $104.9 million for the three months ended June 30, 2026, compared to $3.7 million for the three months ended June 30, 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The increase of $101.2 million was due to the release of deferred revenue from the termination of the original asset purchase agreement and supply agreement with J&J and the development and transition services provided to Reogen Limited (Reogen), formerly known as Hologen Neuro AI Limited, under the Hologen collaboration agreement and related agreements, which was partially offset by decreased activity of PPQ services under the original asset purchase agreement and related agreements with J&J as the work was substantially completed in the first half of 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

License revenuequarter

$204.6 million

License revenue related party was $204.6 million for the three months ended June 30, 2026, compared to nil for the three months ended June 30, 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The increase of $204.6 million was due to revenue recognized for the licenses granted to Reogen for the AAV-GAD and AAV-BDNF programs and the AAV-GAD delivery device.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Cost of service revenue was $1.4 million for the three months ended June 30, 2026 compared to nil for the three months ended June 30, 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Cost of service revenue related party was $5.8 million for the three months ended June 30, 2026 compared to $2.7 million for the three months ended June 30, 2025.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

AI analysis

Q2 2027 · reported Aug 13, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2027
$11.9M
EX-99 · Aug 13, 2026
Service revenue · Q2 2027
$11.9M
EX-99 · Aug 13, 2026
License revenue · Q2 2027
$204.6M
EX-99 · Aug 13, 2026

The quarter in charts

Segment mix

Business-unit revenue, as stated

083.3167250$204.6MLicense$11.9MService

Segment revenue figures as stated in the event record.

Headline figures

MetricQ2 2027Prior qtrYear ago
Service revenue$11.9 million——
Revenue$11.9 million——
License revenue$204.6 million——

EX-99 · Aug 13, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Together with the second purchase of $25.0 million of royalty notes and $10.0 million proceeds from the sale of the Company s ordinary shares under the agreements with Oberland Capital in July 2026, and the additional $95.0 million upfront payment due from Hologen and associated reimbursements, the Company believes that it will have sufficient capital to fund operating expenses and capital expenditure requirements into the second half of 2028.

We may not have sufficient cash flows or cash on hand to satisfy our debt obligations or covenants under our financing arrangements, or we may not be able to effectively manage our business in compliance with such covenants.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

MeiraGTx Holdings plc Q2 2027 — Service revenue was $11.9 million for the three months ended June 30, 2026, compared to nil for the three months ended June 30, 2025.

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Together with the second purchase of $25.0 million of royalty notes and $10.0 million proceeds from the sale of the Company s ordinary shares under the agreements with Oberland Capital in July 2026, and the additional $95.0 million upfront payment due from Hologen and associated reimbursements, the Company believes that it will have sufficient capital to fund operating expenses and capital expenditure requirements into the second half of 2028.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

We may not have sufficient cash flows or cash on hand to satisfy our debt obligations or covenants under our financing arrangements, or we may not be able to effectively manage our business in compliance with such covenants.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

The Company s capital resources and operations to date have been funded primarily with the proceeds from the Company s collaboration and business development activities and private and public equity offerings, as well as proceeds from debt financings.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

In the future, the Company may seek to raise additional capital through equity offerings, debt financings, marketing and distribution arrangements and other collaborations, strategic alliances and licensing arrangements or other sources to enable it to complete the development and potential commercialization of its product candidates.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

Strategy & priorities

Food and Drug Administration (FDA), and in the EU has received Priority Medicines, or PRIME, advanced therapy medicinal product, or ATMP, and Orphan Drug Designations from the local regulatory authorities.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Up to $400 Million Strategic Investment from Oberland Capital: In June 2026, MeiraGTx entered into an agreement with Oberland Capital Management LLC (Oberland Capital) for an investment of up to $400 million, including up to $375 million in non-dilutive capital in exchange for low single-digit capped royalties on certain products and up to $25 million in equity investment.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

AAV-AIPL1 for LCA4: MeiraGTx entered into a strategic collaboration with Eli Lilly and Company (Lilly), granting Lilly worldwide exclusive rights to meduretgene parvec, or medu-vec (formerly referred to as AAV-AIPL1) for the treatment of Leber congenial amaurosis 4 (LCA4).

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

The increase of $2.4 million was primarily driven by taxable income generated from strategic collaboration and other non-recurring transactions, partially offset by valuation allowances and losses in jurisdictions where no tax benefit was recognized.

SEC original ↗MeiraGTx Holdings plc — Earnings release (8-K exhibit)EX-99Aug 13, 2026

Our review of potential strategic transactions may not result in an executed or consummated transaction or other strategic alternative and may not result in anticipated benefits to us or our shareholders, and the process of reviewing strategic transactions or its conclusion could be disruptive and distracting to our business operations and management.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

Risks & headwinds

These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the important factors discussed under Item 1A.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

These risks and uncertainties include, among others, the following: We have incurred significant losses since inception and anticipate that we will incur continued losses for the foreseeable future, and may never achieve or maintain profitability.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

Legal Proceedings 54 Item 1A.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

The success of the Company is subject to certain risks and uncertainties, including, among others: uncertainty of product development; competition in the Company s field of use; uncertainty of capital availability; uncertainty in the Company s ability to enter into agreements and consummate transactions with collaborative partners; expanding and protecting the Company s intellectual property portfolio; dependence on third parties; and dependence on key personnel.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

Risks and Uncertainties The Company operates in an industry that is subject to intense competition, government regulation and rapid technological change.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

The Company s operations are subject to significant risk and uncertainties including financial, operational, technological, regulatory and other risks, including the potential risk of business failure.

SEC original ↗MeiraGTx Holdings plc — 10-Q Quarterly report10-QAug 13, 2026

Documents

Earnings deck slides

0 decks with slide view

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

MeiraGTx Holdings plc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

35 documents

Earnings releases

4 documents

Presentations

6 documents

Transcripts

0 documents

No transcripts for MeiraGTx Holdings plc are held in this edition of the library.

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