$PTGX

Analysts at Barclays and others updated views on healthcare stocks. Protagonist Therapeutics (PTGX): Barclays reiterated Buy, $153 target; TipRanks consensus Strong Buy, $133 average; TipRanks upgraded to Buy with $151 target. Qiagen (QGEN): Barclays Hold, $38 target; consensus Moderate Buy, $42.48. Envista Holdings (NVST): Barclays Buy, $32 target; consensus Moderate Buy, $30; BofA Buy, $34.

Protagonist Therapeutics, Inc (PTGX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tm2622272d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 Protagonist Reports Second Quarter 2026 Financial Results and Provides Corporate Update ICOTYDE™ First Full Quarter of Commercial Sales with Strong Early Adoption Rusfertide NDA under Priority Review for Polycythemia Vera

Clear Street names five biotech stocks for 2H 2026 catalysts: MoonLake (MLTX) Buy, $70 target; Cullinan (CGEM) Buy, $46; Zura Bio (ZURA) Buy, $18; Arrivent (AVBP) Buy, $47; Protagonist (PTGX) Buy, $116. It cites planned clinical readouts and regulatory milestones, plus MLTX’s ~$200M offering and AVBP’s up to $250M ATM filing.

Waddill William D. sold 9,000 shares of Protagonist Therapeutics, Inc (PTGX) at $117.94 ($1.06M total) on 2026-06-23 under a Rule 10b5-1 trading plan.

Protagonist Therapeutics, Inc (PTGX) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 tm2618251d1_ex10-1.htm EXHIBIT 10.1 Exhibit 10.1 Protagonist Therapeutics, Inc. 2026 Equity Incentive Plan Adopted By The Board Of Directors: March 24, 2026 Approved by the Stockholders: June 17, 2026 1. General. (a) Successor to and Continuation of Prior Plan. The Plan

Waddill William D. sold 9,000 shares of Protagonist Therapeutics, Inc (PTGX) at $107.68 ($0.97M total) on 2026-06-10 under a Rule 10b5-1 trading plan.

Waddill William D. sold 9,000 shares of Protagonist Therapeutics, Inc (PTGX) at $99.64 ($0.90M total) on 2026-05-29 under a Rule 10b5-1 trading plan.

Wolfe Research has initiated coverage on Protagonist Therapeutics (NASDAQ: PTGX) with an outperform rating and a price target of $135, citing the company's strong early-stage pipeline and validated biology. The firm anticipates significant catalysts including clinical proof of concept for three wholly-owned assets by early 2027 and highlights potential milestone payments from partners Johnson & Johnson and Takeda. Other analysts from BMO Capital, Citizens, Jefferies, Truist Securities, and Clear Street have also expressed confidence in Protagonist Therapeutics, setting price targets between $116 and $137.

Protagonist Therapeutics (NASDAQ:PTGX) announced earnings results, reporting an EPS of $0.05, significantly beating analyst consensus estimates of ($0.65) by $0.70. The company's revenue reached $56.37 million, far surpassing the $12.21 million expected. Despite the strong earnings beat, the company remains unprofitable with a negative net margin and negative return on equity, and recent insider selling has been noted.

Protagonist Therapeutics reported a profitable first quarter of 2026, driven by a $50 million milestone payment for FDA approval of ICOTYDE and a strong cash position of $620.3 million. The company expects further revenue growth from its collaboration with Johnson & Johnson for ICOTYDE and from an amended agreement with Takeda for rusfertide, where Protagonist exercised its opt-out right, triggering a $200 million payment and future royalties. Despite increased R&D and general administrative expenses, the company's financial outlook is reshaped by these strategic milestones and deal restructuring.