SecBot SecBot
8-K ·Filed Oct 13, 2026

HRMY

Harmony Biosciences Holdings, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed14d 19h ago SEC0001104659-26-115282
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

Monitor Q4 2026 for BP-205 MAD study data readout, which is the next major pipeline catalyst. The CEO transition is orderly and well-flagged, so no near-term disruption is expected.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+5d
HRMY ▲ +4.51% at T+5d
NEUTRAL call +4.51% · α vs SPY +5.66% · entry $37.03 → $38.70
Next anchor: T+20d in 13d
Latest observation: T+8 -6.71% FF3 residual α
Entry = T+0 close
Oct 13, 2026
via day close
T+1d
+1.30%
call +1.30% · α +2.38%
$37.51
settled 14d ago
T+5d
+4.51%
call +4.51% · α +5.66%
$38.70
settled 8d ago
T+20d
Pending
in 13d
T+60d
Pending
in 2mo

Price Chart

Loading chart...

Executive Summary

Harmony Biosciences announced a planned CEO transition: current CEO Jeffrey Dayno will retire on December 31, 2026, and COO Peter Anastasiou will become President and CEO effective January 1, 2027. The company reiterated its full-year 2026 WAKIX net revenue guidance of $1.0B-$1.04B and remains on track for BP-205 MAD study data in Q4 2026. This is a routine, orderly succession with no financial surprises or operational disruption.

Key Facts

  • CEO Jeffrey Dayno retiring effective Dec 31, 2026; will serve as non-executive advisor through 2027
  • COO Peter Anastasiou appointed President and CEO effective Jan 1, 2027, and appointed to the Board
  • Full-year 2026 WAKIX net revenue guidance reiterated at $1.0B to $1.04B
  • Company on track to report BP-205 multiple ascending dose (MAD) study data in Q4 2026
  • Succession described as part of Board's planned leadership succession plan

Financial Impact

No financial impact from the transition itself; revenue guidance unchanged at $1.0B-$1.04B

Risk Factors

  • Execution risk during leadership transition, though Anastasiou is an internal hire with prior board experience
  • BP-205 data readout in Q4 2026 carries binary outcome risk for pipeline valuation

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-115282
Document: hrmy-ex99d1.htm0001104659-26-115282
Document: 0001104659-26-115282-index-headers.html0001104659-26-115282
Document: 0001104659-26-115282-index.html0001104659-26-115282
Document: 0001104659-26-115282.txt0001104659-26-115282
15 reports for HRMY
Performance horizon
67% Hit rate @ T+20 2 of 3 directional calls Went positive at some point 4 of 5 best @ T+20▲ +14.82%Jul 16, 2026
Filters
Rows
Reports for HRMY, sortable and filterable
TypeNow
Oct 27, 2026
today
SC 13G/A
NEUTRAL ★ 2/10
$36.90awaiting T+20awaiting T+20$37.95 (+2.85%)
Oct 13, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$37.03awaiting T+20awaiting T+20$37.95 (+2.48%)
Oct 1, 2026
26d ago
Press Release
NEUTRAL ★ 3/10
$39.57awaiting T+20awaiting T+20$37.95 (−4.09%)
Aug 4, 2026
12w ago
8-K
BULLISH ★ 7/10
$38.78awaiting T+20awaiting T+20$37.95 (−2.14%)
Aug 4, 2026
12w ago
Press Release
BULLISH ★ 6/10
$38.78awaiting T+20awaiting T+20$37.95 (−2.14%)
Jul 16, 2026
14w ago
8-K
BULLISH ★ 7/10
$33.53 $38.50▲ +14.82%▲ +11.20%$37.95 (+13.18%)
Jun 30, 2026
17w ago
144
BEARISH ★ 5/10
$36.00 $35.86▲ +0.39%▼ −1.80%$37.95 (−5.42%)
Jun 24, 2026
17w ago
144
BEARISH ★ 5/10
$34.13 $35.80▼ −4.89%▼ −4.36%$37.95 (−11.19%)
Jun 9, 2026
20w ago
144
NEUTRAL ★ 3/10
$35.48 $38.21▲ +7.69%▲ +4.07%$37.95 (+6.96%)
Jun 5, 2026
20w ago
144
NEUTRAL ★ 3/10
$32.39 $37.01▲ +14.26%▲ +12.63%$37.95 (+17.17%)
Showing 10 of 15

US Market Status

Market Closed · Opens in 5h 41m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 13, 2026