8-K ·Filed Aug 11, 2026

RARE

Ultragenyx Pharmaceutical Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed1mo ago SEC0001193125-26-343525
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

The settlement removes near-term overhang from this specific ANDA filer but establishes a clear generic entry timeline for DOJOLVI. Monitor progress of remaining ANDA litigations and any FTC/DOJ challenge to the settlement. The 2033 generic entry date is distant, so near-term revenue impact is minimal, but the settlement signals that patent protection may not extend beyond that window.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
RARE ▼ -46.60% at T+20d
NEUTRAL call ✗ call lost -46.60% · α vs SPY -45.55% · entry $26.80 → $14.31
Next anchor: T+60d in 5w
Latest observation: T+35 -49.49% FF3 residual α
Entry anchored
Aug 11, 08:16 AM ET
via 1-min bar
T+1d
+0.22%
call +0.22% · α -0.03%
$26.86
settled 7w ago
T+5d
-4.89%
call -4.89% · α -4.48%
$25.49
settled 6w ago
T+20d
-46.60%
call -46.60% · α -45.55%
$14.31
settled 23d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Ultragenyx settled patent litigation with Esjay Pharma over generic DOJOLVI (triheptanoin). Esjay gets a non-exclusive, royalty-free license to market its generic version starting January 1, 2033 (extended to July 1, 2033 if pediatric exclusivity is granted). The settlement removes near-term generic risk but sets a definitive loss of exclusivity date, while litigation against other ANDA filers remains pending. No financial terms were disclosed, and the agreement is subject to FTC/DOJ review.

Key Facts

  • Ultragenyx settled DOJOLVI patent litigation with Esjay Pharma on August 7, 2026.
  • Esjay receives a non-exclusive, royalty-free license to market generic DOJOLVI starting January 1, 2033 (or July 1, 2033 if pediatric exclusivity is granted).
  • Litigation against other ANDA filers for DOJOLVI remains pending in the District of New Jersey.
  • The settlement agreement will be submitted to the FTC and DOJ as required by law.
  • No financial terms of the settlement were disclosed.

Financial Impact

No financial terms disclosed; settlement removes litigation uncertainty but establishes a definitive generic entry date of January 1, 2033 (or July 1, 2033 with pediatric exclusivity).

revenuedilution

Risk Factors

  • Remaining ANDA litigations could result in earlier generic entry if not settled on similar terms.
  • FTC or DOJ could challenge the settlement agreement as anticompetitive.
  • Loss of exclusivity for DOJOLVI in 2033 will materially reduce revenue from the product.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
88% bullish (25 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-343525
Document: 0001193125-26-343525-index.html0001193125-26-343525
Document: 0001193125-26-343525.txt0001193125-26-343525
12 reports for RARE
Performance horizon
83% Hit rate 5 of 6 directional calls best @ T+60▲ +48.73%Apr 2, 2026
Filters
Rows
Reports for RARE — sortable, filterable
TypeNow
Sep 2, 2026
4w ago
8-K
BEARISH ★ 8/10
$14.85 $15.22▼ −2.49%▼ −3.68%$15.22 (−2.49%)
Sep 1, 2026
4w ago
Press Release
BULLISH ★ 7/10
$26.53 $15.03▼ −43.35%▼ −43.02%$15.22 (−42.63%)
Aug 11, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$26.80 $14.31▼ −46.60%▼ −45.55%$15.22 (−43.21%)
Aug 4, 2026
8w ago
8-K
BULLISH ★ 6/10
$24.93 $26.53▲ +6.42%▲ +7.02%$15.22 (−38.95%)
Aug 4, 2026
8w ago
Insider Cluster
NEUTRAL ★ 2/10
$25.81 $25.81· 0.00%▲ +1.24%$15.22 (−41.03%)
Jun 15, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.85 $32.03▲ +28.89%▲ +28.69%$15.22 (−38.75%)
Jun 11, 2026
16w ago
Institutional Cluster
NEUTRAL ★ 4/10
$23.98 $34.61▲ +44.33%▲ +42.44%$15.22 (−36.53%)
May 5, 2026
21w ago
Press Release
BEARISH ★ 6/10
$25.93 $22.41▲ +13.57%▲ +16.36%$15.22 (+41.30%)
May 1, 2026
22w ago
Insider Cluster
NEUTRAL ★ 2/10
$24.77 $22.85▼ −7.75%▼ −13.04%$15.22 (−38.55%)
Apr 2, 2026
26w ago
8-K
BULLISH ★ 8/10
$22.45 $24.69▲ +9.98%▲ +0.10%$15.22 (−32.20%)
Showing 10 of 12

US Market Status

Market Closed — Opens Mon (64h 20m)

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