ORCHPHARMA

What Orchid Pharma promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 25 tracked 0 delivered 11 missed 14 open
  • Enmetazobactam Lifetime Sales went quiet said Q2 FY25 Promised: $2 billion to $3 billion Q1 FY27: The overall lifetime sales target of $1-2 billion was not mentioned. Management provided a 10-year value of ~$178 million for a specific licensing arrangement in Russia.
  • Teflaro & Avycaz US Filing delayed said Q3 FY26 Promised: This year or early next year Q1 FY27: Regarding Zavicefta (Avycaz), management now expects 'validation batches maybe this year or early next year, and then six months for filing.' This pushes the filing timeline to mid-to-late 2027, beyond the original target.
  • 7ACA Plant Commissioning on track said Q2 FY25 Promised: April '26 Q1 FY27: We target commissioning by December of '26, followed by validation and initial batches during January to March '27 period. Our objective remains unchanged, commissioning and the first commercial batch by March of '27.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 25 tracked commitments for Orchid Pharma — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens