TXMD: Net loss narrowed and license revenue surged as strategic alternatives are explored

TherapeuticsMD reported Q2 2026 license revenue of $864,000, down 8.7% year over year, in its Aug. 11 8-K. The company said it has exited research, development, and commercial operations, leaving a royalty stream primarily under the Mayne License Agreement. Net income from continuing operations fell to $164,000, down from $545,000.

TherapeuticsMD, Inc. (TXMD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE TherapeuticsMD Announces Second Quarter 2026 Financial Results BOCA RATON, Fla.--(BUSINESS WIRE)—August 11, 2026 -- TherapeuticsMD, Inc. (“TherapeuticsMD” or the “Company”) (NASDAQ: TXMD), a company that owns rights to pharmaceutical royalties,

Immunovant stock fell 6.1% to $35.00 after its IMVT-1402 drug failed to meet the primary endpoint in a cutaneous lupus erythematosus trial. The company discontinued the program, though other indications remain unaffected. Parent company Roivant Sciences also saw shares decline. The broader market was slightly lower.

Stifel reiterated a Buy rating and $24.00 price target for Spire Global (NYSE:SPIR) after its $33.2M NOAA contract win, with potential value up to $66M. The stock, trading at $12.21, has gained 62.8% YTD. Spire also secured a $28M HyMS award, totaling over $60M in NOAA weather-related business. Q2 2026 results showed an adjusted loss of $0.31 per share, beating estimates, but revenue missed at $18.04M.

Mizuho lowered its price target on AutoZone from $3,200 to $3,000, keeping a neutral rating. The stock has risen 3.26% in 5 days and 1.21% year-to-date, but is down 14.65% from its 1-year high.

Guggenheim reaffirmed a Buy rating on AutoZone with a $3750 price target, implying a 29.5% upside from the Sep 22 close. The firm cited strong valuation metrics and a positive growth outlook, including expected sales re-acceleration and strategic initiatives.