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Ultragenyx Pharmaceutical Inc. stock: filings, catalysts and timeline

RARE · Biotech · Nasdaq · As of 4 Nov 2026

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32AIR SCORE
  • FundamentalsWhat is this?Too few of the required measures on file

    How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.

    Source: SEC XBRL financial statements.

  • ValueWhat is this?Weak

    How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.

    Source: SEC XBRL financial statements and end-of-day prices.

  • News flowWhat is this?Balanced

    What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.

    Source: SEC EDGAR 8-K filings and FDA approvals.

  • MomentumWhat is this?Weak

    The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.

    Source: End-of-day prices.

  • SafetyWhat is this?Balanced

    The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.

    Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.

How AIR scores →

Fundamental score not available. AIR's fundamental engine is built for businesses with established revenue and cash flow; biotech financial profiles — often R&D-heavy or pre-revenue — don't yet fit the measures it requires. AIR still assesses this company on News flow, Momentum and Safety, and the missing score lowers its Evidence strength.

Discovery Gap: Medium (22/100) · Gap confidence 66/100

Medium22
DISCOVERY GAP

Some evidence isn't yet fully priced in.

Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.

What is this?

How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.

Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.

How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.

  • Gap confidenceWhat is this?Strong 66/100How fully AIR could measure this Gap.

    How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.

  • Evidence strengthWhat is this?Moderate 55/100Support behind the full AIR read, not only the Gap.

    How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.

This month at a glance

AIR Score™ change: 0AIR Score™ held steady this month.
Window31 Oct 2026 → 4 Nov 2026
Safety-1Weighed on the score this month.
Value+1Lifted the score this month.

Evidence timeline

  1. Expected
  2. Thu 5 Nov · expected 10-Q

    Last year filed 5 Nov 2025.

  3. Thu 18 Feb · expected 10-K

    Last year filed 18 Feb 2026.

  4. Filed
  5. Tue 3 Nov · 8-K

    8-K · Items 2.01, 2.02, 2.05 — Acquisition or disposal of assets

    Ultragenyx completed sale of PRV for $210M but announced 20% workforce reduction (~200 employees), ~$25M restructuring charges, termination of UX701 program, and wind-down of GTX-102 studies despite reaffirming 2027 profitability guidance.

    Gap Very high · 50 → Medium · 22

    The gap narrowed as the filings read less positively.

  6. Mon 19 Oct · 8-K

    8-K · Item 8.01 — Other events

    Gap Very high · 62 → Very high · 51

    The gap narrowed — attention is catching up.

    The price trend weakened.

  7. Wed 14 Oct · 8-K

    8-K · Item 1.01 — Material agreement

    Ultragenyx agreed to sell a Rare Pediatric Disease Priority Review Voucher (PRV) for $203 million in cash. The PRV was awarded by the FDA following approval of FAYUVI for pediatric MPS IIIA treatment.

    Gap High · 38 → Very high · 62

    Progress is running ahead of attention.

  8. Wed 7 Oct · 8-K

    8-K · Item 1.01 — Material agreement

    Ultragenyx agreed to sell a Rare Pediatric Disease Priority Review Voucher (PRV) awarded for GENGLYCOS approval for $210 million in cash, subject to customary closing conditions including HSR clearance.

    Gap Low · 2 → High · 38

    Progress is running ahead of attention.

  9. Thu 17 Sep · 8-K

    8-K · Item 8.01 — Other events

  10. Wed 2 Sep · 8-K

    8-K · Item 8.01 — Other events

  11. Wed 19 Aug · 8-K

    8-K · Item 8.01 — Other events

  12. Tue 11 Aug · 8-K

    8-K · Item 8.01 — Other events

  13. Wed 5 Aug · 10-Q

    Quarterly report (10-Q), period ending 31 Jul 2026

  14. Tue 4 Aug · 8-K

    8-K · Item 2.02 — Results of operations

  15. Mon 18 May · 8-K

    8-K · Item 5.02 — Director or officer change

  16. Wed 6 May · 10-Q

    Quarterly report (10-Q), period ending 1 May 2026

  17. Tue 5 May · 8-K

    8-K · Item 2.02 — Results of operations

  18. Thu 2 Apr · 8-K

    8-K · Item 8.01 — Other events

  19. Mon 30 Mar · 8-K

    8-K · Item 8.01 — Other events

  20. Thu 12 Mar · 8-K

    8-K · Item 8.01 — Other events

  21. Mon 23 Feb · 8-K

    8-K · Item 8.01 — Other events

  22. Wed 18 Feb · 10-K

    Annual report (10-K), FY2026

  23. Thu 12 Feb · 8-K

    8-K · Items 2.02, 2.05 — Results of operations

  24. Tue 3 Feb · 8-K

    8-K · Item 8.01 — Other events

  25. Fri 30 Jan · 8-K

    8-K · Item 8.01 — Other events

  26. Mon 12 Jan · 8-K

    8-K · Item 2.02 — Results of operations

  27. Tue 30 Dec · 8-K

    8-K · Item 8.01 — Other events

  28. Mon 29 Dec · 8-K

    8-K · Item 8.01 — Other events

Earlier →

Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.

Ask AIR

What would change our view

A weaker balance sheet in the next filing cycle, a material regulatory setback, or a new evidence cluster that re-opens a distance between filings and attention would move the score, and the page would show which one did.

Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.