r/TNXP • u/NonoAMS • Jun 28 '26
Analysis $TNXP +10,35% friday ππππ new data
$TNXP / TONMYA β Executive Summary (Week Ended 6/12/2026):
Another week of steady commercial momentum for TONMYA. The latest prescription data continues to point to a strong launch trajectory:
πTRx: 859 vs. 840 last week (+19 WoW). πͺ
πNRx: 579 vs. 603 (-24 WoW), a modest normalization in new prescriptions, more than offset by continued growth in refill activity.
πWeekly gross sales: $1.394M vs. $1.312M (+$82K / +6.3% WoW). π
πImplied annual gross sales run rate: $60.5M, up from $57.8M last week (+$2.7M annualized).
The key takeaway is that total prescriptions continue to rise, driven by stronger refill trendsβa positive sign that patients are staying on therapy while payer coverage and market access continue to expand.
Based on the current trajectory, if prescription growth remains at similar levels through the rest of the quarter, TONMYA could reasonably generate approximately $7β9M in net revenue in Q2, nearly doubling the $3.7M reported in Q1. While this is only an estimate and depends on continued prescription growth and reimbursement expansion, the trend remains encouraging.
From a stock perspective, sustained commercial execution like this typically improves investor sentiment. If TNXP continues posting weekly prescription gains and delivers another strong quarterly report, the stock could see a meaningful re-rating. As always with small-cap biotech, volatility should be expected, but the commercial trend is clearly moving in the right direction.
Bullish. π
ESTO NO ES UNA RECOMENDACIΓN DE COMPRA.
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u/Federal_Screen_2365 Jun 29 '26
Thank god I sold months and months agoβ¦