Karyopharm Therapeutics Inc.
- Open
- 9.68
- Day high
- 9.85
- Day low
- 9.34
- Prev close
- 9.77
- Volume
- 121K
- Mkt cap
- $214M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -0.8
- P/S
- 1.4
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$39K over the last 3 months (0 open-market buys, 7 sales)
- 🏛Institutions accumulating (13F)
Karyopharm Therapeutics Inc. (KPTI) is a Healthcare company listed on NASDAQ. The stock is up 124% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 7 sales (SEC Form 4).
Karyopharm Therapeutics Inc. (KPTI) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
KPTI earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 14, 2026 | $-1.45 | $-1.24 | +14.5% | $35M | +11.7% |
| Feb 12, 2026 | $-2.26 | $-2.23 | +1.3% | $34M | +7.4% |
| Feb 19, 2025 | $-3.90 | $-3.60 | +7.7% | $31M | -19.3% |
| Feb 29, 2024 | $-4.35 | $-5.40 | -24.1% | $34M | -4.7% |
| Nov 2, 2023 | $-4.20 | $-4.50 | -7.1% | $36M | -3.4% |
| Aug 2, 2023 | $-5.10 | $-4.35 | +14.7% | $38M | +4.4% |
| May 4, 2023 | $-5.10 | $-4.50 | +11.8% | $39M | +5.7% |
| Feb 15, 2023 | $-5.10 | $-6.45 | -26.5% | $34M | -2.5% |
| Nov 3, 2022 | $-8.40 | $-6.75 | +19.6% | $36M | +3.8% |
| Aug 4, 2022 | $-9.45 | $-9.30 | +1.6% | $40M | +10.3% |
| May 5, 2022 | $-9.45 | $-7.95 | +15.9% | $48M | +38.5% |
| Feb 8, 2022 | $-6.00 | $6.90 | +215.0% | $126M | +139.5% |
KPTI insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | Su Zhendirector | Grant | 15,508 | — |
| May 26, 2026 | BOHLIN GAREN Gdirector | Grant | 15,508 | — |
| May 26, 2026 | Schor Chendirector | Grant | 15,508 | — |
| May 26, 2026 | Greene Barry Edirector | Grant | 15,508 | — |
| May 26, 2026 | PAKIANATHAN DEEPIKAdirector | Grant | 15,508 | — |
| May 26, 2026 | Oliger Christy J.director | Grant | 15,508 | — |
| May 15, 2026 | Mano Michaelofficer: EVP, CLO&Secretary | Grant | 700 | — |
| May 15, 2026 | Abate Kristinofficer: Chief Accounting Officer | Sell | 53 | $9.50 |
| May 15, 2026 | Rangwala Reshmaofficer: EVP & Chief Medical Officer | Sell | 408 | $9.50 |
| May 15, 2026 | Abate Kristinofficer: Chief Accounting Officer | Grant | 121 | — |
| May 15, 2026 | Rangwala Reshmaofficer: EVP & Chief Medical Officer | Grant | 947 | — |
| May 15, 2026 | Poulton Stuartofficer: EVP, Chief Development Officer | Sell | 403 | $9.50 |
| May 15, 2026 | Poulton Stuartofficer: EVP, Chief Development Officer | Grant | 896 | — |
| May 15, 2026 | Cheng Sohanya Roshanofficer: EVP & Chief Commercial Officer | Grant | 947 | — |
| May 15, 2026 | Mano Michaelofficer: EVP, CLO&Secretary | Sell | 266 | $9.50 |
Source: KPTI SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
See the full KPTI insider & 13F page →Karyopharm Therapeutics Inc. company profile
Overview
Karyopharm Therapeutics Inc. (NASDAQ:KPTI) is a commercial-stage pharmaceutical company founded in 2008 and headquartered in Newton, Massachusetts. The company went public in 2013 and specializes in developing and commercializing a novel class of cancer drugs called Selective Inhibitor of Nuclear Export (SINE) compounds. Karyopharm's lead product, XPOVIO (selinexor), is currently approved for multiple myeloma and diffuse large B-cell lymphoma, with the company advancing an ambitious pipeline of three Phase 3 trials targeting additional cancer indications including myelofibrosis and endometrial cancer.
Business
Karyopharm operates in the oncology pharmaceutical sector, focusing on a unique mechanism of action for cancer treatment. The company's core technology platform centers on Selective Inhibitor of Nuclear Export (SINE) compounds, which work by blocking a protein called XPO1 that normally transports tumor suppressor proteins out of cancer cell nuclei. By inhibiting this export process, SINE compounds force these protective proteins to accumulate in the nucleus where they can effectively fight cancer cells. The company's flagship product is XPOVIO (selinexor), an oral medication approved by the FDA for treating multiple myeloma and diffuse large B-cell lymphoma. Multiple myeloma is a blood cancer affecting plasma cells in bone marrow, while diffuse large B-cell lymphoma is an aggressive form of non-Hodgkin's lymphoma. XPOVIO is typically used in combination with other cancer drugs like bortezomib and dexamethasone for patients whose cancer has returned or become resistant to previous treatments. The company operates primarily as a single business segment focused on oncology, with XPOVIO generating approximately 95% of total revenues. The remaining revenue comes from royalty payments from international licensing agreements, particularly with Menarini Group for European and Latin American markets. Karyopharm has three major clinical programs in Phase 3 development: myelofibrosis (a bone marrow disorder), endometrial cancer (uterine cancer), and additional multiple myeloma indications, each representing potential billion-dollar market opportunities.
Revenue model
Karyopharm generates revenue through two primary channels: direct product sales and licensing royalties. The company sells XPOVIO directly to specialty pharmacies, hospitals, and cancer treatment centers in the United States, generating approximately $112-130 million annually from these sales. The drug is typically covered by insurance plans, though the company provides patient assistance programs for those facing financial barriers. International revenues come from royalty payments from licensing partner Menarini Group, which markets the drug as NEXPOVIO in Europe and Latin America. The company's customers are primarily oncologists and hematologists treating cancer patients in both academic medical centers and community oncology practices. Approximately 60-65% of XPOVIO sales occur in community settings, where the drug is increasingly used in earlier lines of therapy (second to fourth treatment attempts) rather than as a last resort option. Several factors significantly impact Karyopharm's profit margins. Gross-to-net discounts currently run around 31%, reflecting rebates to insurance companies, government programs, and patient assistance costs. The company faces pricing pressure from Medicare Part D reforms and increased competition from newer cancer therapies, particularly bispecific antibodies in multiple myeloma. However, margins benefit from the drug's oral formulation, which offers convenience advantages over intravenous competitors, and from the company's established commercial infrastructure that can support multiple product launches. The success of the three ongoing Phase 3 trials could dramatically expand the addressable market and improve economies of scale, while failure would limit growth to the existing approved indications.
Competitive moat
Karyopharm's competitive moat is moderate but faces significant challenges. The company's primary advantage lies in its novel mechanism of action through XPO1 inhibition, which represents a unique approach in oncology that is difficult to replicate. This scientific differentiation has enabled XPOVIO to find a niche in heavily pretreated cancer patients where other therapies have failed. The company also benefits from regulatory barriers, holding patents on its SINE technology platform and having established relationships with key opinion leaders in hematology and oncology. However, the moat is not particularly strong. The oncology market is highly competitive with rapid innovation, and newer therapies like CAR-T cell treatments and bispecific antibodies are reshaping treatment paradigms in multiple myeloma. These newer approaches often show superior efficacy, forcing XPOVIO into later treatment lines where patient populations are smaller. The company's commercial success depends heavily on maintaining relevance in an evolving treatment landscape, and its relatively modest revenue base of around $145 million annually limits resources for competing against larger pharmaceutical companies. The most significant competitive threat comes from the rapid advancement of immunotherapies and targeted therapies that may offer better efficacy with more manageable side effect profiles. Karyopharm's future competitiveness will largely depend on successfully expanding into new indications like myelofibrosis and endometrial cancer, where the competitive landscape may be more favorable and the unique mechanism of action could provide clearer advantages over existing treatments.
Risks & safety
The margin of safety appears concerning given the company's financial trajectory and cash burn rate. • Cash burn and solvency risk: With $38.8 million in cash and quarterly operating cash outflows of approximately $39 million, the company faces immediate liquidity concerns. Management projects cash runway into early Q1 2026, but this assumes no unexpected delays or increased spending. • Debt burden: Total liabilities of $333.6 million significantly exceed total assets of $127.7 million, creating a negative book value situation. The company completed debt refinancing in 2024, extending maturities beyond expected clinical trial readouts. • Valuation metrics: Current P/E ratio of -4.9x reflects ongoing losses, while the negative enterprise value to EBITDA ratio indicates the market values the company below its debt obligations. Price-to-book ratio of -2.2x reflects the negative equity position. • Other considerations: The company's survival depends heavily on successful clinical trial outcomes and potential partnership deals. Three Phase 3 trials represent significant binary risk events that could dramatically improve or worsen the financial position.
Recent development
Over the past few years, Karyopharm has undergone a strategic transformation from a single-product company to a diversified oncology pipeline. The most significant development has been the advancement of three concurrent Phase 3 clinical trials, each targeting billion-dollar market opportunities. The SENTRY trial in myelofibrosis represents the most advanced program, with enrollment expected to complete in mid-2025 and top-line data in the second half of 2025. This program combines selinexor with ruxolitinib and has shown promising early results with 79% of patients achieving meaningful spleen volume reduction. The company has also pivoted its endometrial cancer strategy following FDA feedback, focusing on p53 wild-type patients who represent approximately 50% of advanced endometrial cancer cases. This refined approach targets patients with poor response to checkpoint inhibitors, potentially creating a more defined market opportunity with top-line data expected in mid-2026. Commercially, Karyopharm has shifted XPOVIO's positioning toward earlier lines of therapy in multiple myeloma, with over 50% of patients now receiving treatment in second to fourth lines rather than as a last resort. The company has also expanded its global footprint through the Menarini partnership and secured reimbursement approvals in multiple European countries. A significant financial restructuring in 2024 included retiring 86% of convertible notes due in 2025, issuing new secured debt, and reducing royalty obligations, extending the company's operational runway to support its clinical programs through key data readouts.
KPTI company profile · for informational purposes only — not investment advice.
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