Scholar Rock (NASDAQ:SRRK) Issues Earnings Results, Beats Estimates By $0.10 EPS

Scholar Rock (NASDAQ:SRRK) issued its earnings results on Tuesday. The company reported ($0.76) earnings per share for the quarter, topping the consensus estimate of ($0.86) by $0.10, FiscalAI reports. During the same period last year, the business earned ($0.64) earnings per share.

Here are the key takeaways from Scholar Rock’s conference call:

• Scholar Rock is prepared to resubmit the apitegromab BLA immediately following a successful FDA reinspection of the Catalent Indiana facility and reaffirmed guidance for a 2026 resubmission and U.S. launch upon approval.
• Engineering runs are underway at a second U.S. fill‑finish facility to build supply redundancy, and the company expects to file a supplemental BLA for that facility later in 2026.
• The apitegromab MAA is under EMA review with a decision expected in mid‑2026, supporting parallel launch planning in Europe (beginning with Germany).
• Pipeline momentum continues — the OPAL trial in infants/toddlers is enrolling, the FSHD IND is cleared with the FORGE randomized Phase 2 planned to start mid‑2026, and dosing for SRK‑439 is ongoing with top‑line data expected in H2 2026.
• Scholar Rock ended 2025 with $368M in cash, raised $60.4M from warrant exercises and secured a $550 million debt facility to support commercialization, while reporting substantial operating expenses (including large non‑cash stock‑based compensation).

Scholar Rock Trading Up 1.9%

Shares of NASDAQ:SRRK opened at $44.31 on Wednesday. The company has a 50 day moving average of $45.29 and a 200-day moving average of $39.08. The company has a current ratio of 6.30, a quick ratio of 6.30 and a debt-to-equity ratio of 0.41. The firm has a market cap of $4.52 billion, a P/E ratio of -14.07 and a beta of 0.70. Scholar Rock has a twelve month low of $22.71 and a twelve month high of $49.82.

Insider Transactions at Scholar Rock

In other news, insider Caryn Parlavecchio sold 9,035 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $46.53, for a total value of $420,398.55. Following the sale, the insider owned 169,087 shares of the company’s stock, valued at approximately $7,867,618.11. The trade was a 5.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Mo Qatanani sold 8,484 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $47.07, for a total value of $399,341.88. Following the completion of the sale, the insider owned 98,445 shares of the company’s stock, valued at approximately $4,633,806.15. This trade represents a 7.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 344,932 shares of company stock worth $15,371,225 in the last three months. 13.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Scholar Rock

Hedge funds and other institutional investors have recently bought and sold shares of the business. California State Teachers Retirement System lifted its holdings in Scholar Rock by 0.9% in the 2nd quarter. California State Teachers Retirement System now owns 62,372 shares of the company’s stock valued at $2,209,000 after acquiring an additional 577 shares during the last quarter. Osaic Holdings Inc. lifted its stake in Scholar Rock by 25.1% during the fourth quarter. Osaic Holdings Inc. now owns 3,318 shares of the company’s stock valued at $146,000 after purchasing an additional 665 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in Scholar Rock during the fourth quarter worth approximately $30,000. Summit Securities Group LLC acquired a new position in Scholar Rock in the fourth quarter worth approximately $31,000. Finally, E Fund Management Co. Ltd. grew its position in Scholar Rock by 6.8% in the second quarter. E Fund Management Co. Ltd. now owns 11,146 shares of the company’s stock worth $395,000 after buying an additional 710 shares during the last quarter. 91.08% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on SRRK shares. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Scholar Rock in a report on Tuesday. BMO Capital Markets restated an “outperform” rating and issued a $50.00 price target on shares of Scholar Rock in a research note on Friday, November 14th. HC Wainwright reaffirmed a “buy” rating and set a $58.00 price target on shares of Scholar Rock in a report on Tuesday. UBS Group began coverage on Scholar Rock in a research report on Wednesday, January 7th. They set a “buy” rating and a $60.00 price objective for the company. Finally, Citigroup initiated coverage on Scholar Rock in a research report on Friday, January 9th. They issued a “buy” rating and a $55.00 target price on the stock. Four investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $52.00.

Scholar Rock Company Profile

Scholar Rock is a clinical-stage biotechnology company focused on the discovery and development of protein therapeutics that selectively target growth factors involved in disease processes. The company’s research platform is designed to modulate endogenous growth factor activation and signaling with high specificity, aiming to restore normal biological function across a range of disorders. Scholar Rock’s approach is distinguished by its emphasis on engineering antibodies and biologics that interact with growth factor precursors or latent complexes rather than the active form, potentially offering improved safety and efficacy profiles.

The company’s lead program, SRK-015 (appercept), is an investigational monoclonal antibody targeting the activation of latent myostatin proproteins and is being evaluated for the treatment of spinal muscular atrophy (SMA).