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Stock impact report

Zevra Therapeutics: Asymmetric Risk-Reward Setup In Ultra-Rare Disease Market [Seeking Alpha]

Zevra Therapeutics, Inc. (ZVRA) 
Company Research Source: Seeking Alpha
ZVRA's valuation appears deeply discounted, with significant upside from EU expansion, pipeline assets Celiprolol and KP-1077, and a strong $200M cash position. FY26 is projected as the first year of true profitability, with analyst EPS estimates between $0.29 and $1.07 and revenue growth driven by MIPLYFFA. Even under pessimistic scenarios, ZVRA's risk/reward skews attractively, with 2030 per-share value estimates of $28–$42, representing a 25–36% CAGR from current levels. Catherine Delahaye/DigitalVision via Getty Images Introduction Zevra Therapeutics ( ZVRA ) announced Q3 FY25 earnings on November 5th, 2025, reporting a strong quarter with net revenues of $26.1 million ($22.4 million of which came from their primary revenue driver, MIPLYFFA). This represents a revenue increase of 605% over the same quarter last year This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ZVRO either through stock ownership, options, or Show less Read more
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