Royalty Pharma Plc Stock Price, News & Analysis

Royalty Pharma (NASDAQ:RPRX) reported strong Q2 2025 results with Portfolio Receipts growing 20% to $727 million and Royalty Receipts increasing 11% to $672 million. The company raised its full-year 2025 guidance, now expecting Portfolio Receipts between $3,050-$3,150 million, representing 9-12% growth.

Key Q2 highlights include the completion of external manager acquisition, a groundbreaking $2 billion funding agreement with Revolution Medicines, and $1 billion in share repurchases during H1 2025. The company maintained strong liquidity with $632 million in cash and $8.2 billion in total debt as of June 30, 2025.

Growth was primarily driven by strong performance from products including Voranigo, Trelegy, Evrysdi, and Tremfya, while positive clinical updates were reported across the portfolio, notably for Gilead's Trodelvy in breast cancer treatment.

Royalty Pharma (Nasdaq: RPRX) has announced its quarterly dividend payment for Q3 2025. The company will distribute a dividend of $0.22 per Class A ordinary share. The dividend is scheduled to be paid on September 10, 2025, to shareholders who are registered as of the record date on August 15, 2025.

Royalty Pharma (NASDAQ:RPRX) has appointed two new independent directors to its Board: Carole Ho, Chief Medical Officer at Denali Therapeutics, and Elizabeth Weatherman, Special Limited Partner at Warburg Pincus. The appointments increase independent board representation to over 90% and follow the company's acquisition of its external manager.

Dr. Ho brings 20 years of biopharma experience, currently leading therapeutic development at Denali and previously serving as Vice President of Clinical Development at Genentech. Weatherman contributes 35 years of healthcare industry investment expertise from her tenure at Warburg Pincus, where she led the Healthcare Group and served on numerous corporate boards.

Royalty Pharma (NASDAQ:RPRX) has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025, before U.S. markets open. The company will host a conference call and webcast at 8:00 a.m. Eastern Time on the same day.

Investors can access the conference call details and live webcast through the company's website at their Investors page. A replay of both the call and webcast will remain available on Royalty Pharma's website for a minimum of 30 days following the event.

Royalty Pharma (NASDAQ: RPRX) has announced its participation in the Goldman Sachs 46th Annual Global Healthcare Conference. The company will engage in a fireside chat scheduled for Tuesday, June 10, 2025, at 2:00 p.m. ET. Investors and interested parties can access the webcast through Royalty Pharma's 'Events' page on their website at royaltypharma.com/investors/events/. The presentation will remain archived and available for viewing for at least thirty days following the event.

Royalty Pharma (RPRX) has completed the acquisition of its external manager, RP Management, LLC, with 99.9% shareholder approval. The internalization marks a significant shift from the company's previous external management model that had been in place since 1996. Under the former structure, Royalty Pharma paid quarterly fees of 6.5% of Portfolio Receipts and 0.25% of security investments value to RP Management.

The transaction integrates all RP Management employees into Royalty Pharma. Management team members (excluding CEO Pablo Legorreta) will receive about 50% of transaction equity, vesting through 2033. Legorreta's equity will vest over five years. The company will update its 2025 guidance to reflect this change in Q2 2025 results.

Royalty Pharma (NASDAQ: RPRX) has announced its participation in two major healthcare investor conferences in May 2025. The company will present at the BofA Securities 2025 Healthcare Conference on Wednesday, May 14 at 5:20 p.m. ET, and at the RBC Capital Markets 2025 Global Healthcare Conference on Tuesday, May 20 at 4:05 p.m. ET.

Both presentations will be available via webcast through Royalty Pharma's investor relations website and will remain archived for at least thirty days after the events.

Royalty Pharma (NASDAQ: RPRX) has received overwhelming shareholder approval (99.9% of votes) to acquire its external manager. The internalization transaction, valued at approximately $1.1 billion, will be paid primarily through 24.5 million shares of equity (vesting over 5-9 years), $100 million in cash, and assumption of $380 million in Manager debt.

The acquisition brings significant benefits including projected cash savings of over $100 million in 2026, growing to over $175 million by 2030, with cumulative savings exceeding $1.6 billion over ten years. The transaction will transform Royalty Pharma from an external management model to an integrated corporate structure, with all Manager employees becoming direct company employees.

Royalty Pharma (RPRX) reported strong Q1 2025 financial results with Portfolio Receipts growing 17% to $839 million and Royalty Receipts up 12% to $788 million. The company raised its full-year 2025 guidance, now expecting Portfolio Receipts between $2,975-$3,125 million. Key highlights include: repurchase of 23 million shares for $723 million, a 5% dividend increase, and $101 million in capital deployment. Strong performance was driven by the cystic fibrosis franchise, Trelegy, and Xtandi. The company is on track to acquire its external manager in Q2 2025, expecting to generate over $100 million in cash savings by 2026. The quarter saw positive clinical updates, including FDA and EC approvals for Tremfya in Crohn's disease and ulcerative colitis.