Every 10-Q that MacroGenics, Inc. (MGNX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow MGNX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MGNX filings page.
MacroGenics, Inc. reported sharply higher revenue and a headline profit for the quarter ended June 30, 2026, driven by collaboration milestones, rising royalties and a large gain from divesting its contract development and manufacturing operations (CDMO Operations) to Bora for cash consideration of approximately $119.6 million. Total revenues from continuing operations were $32.8 million in the quarter and $39.6 million for the first half of 2026, up significantly from 2025, aided by $24.5 million in regulatory milestone revenue from Sanofi and higher ZYNYZ royalty revenue.
The company remains loss-making in its core business, with a net loss from continuing operations of $69.6 million in Q2 and $110.9 million year‑to‑date, including a $52.8 million non‑cash loss on extinguishment of its original ZYNYZ royalty monetization liability after amending the Sagard arrangement, which increased the related liability to $178.1 million. However, the gain on sale of the CDMO Operations of $86.1 million produced net income of $19.5 million for the quarter.
Cash and cash equivalents were $113.9 million and marketable securities $59.4 million at June 30, 2026. Management states that existing cash and investments, together with Bora proceeds, the Sanofi milestone and a $10.0 million option payment from Gilead, support the company’s cash runway through 2028, while it continues to fund multiple oncology antibody and ADC programs and implements cost‑saving measures.
MacroGenics reported higher Q1 2026 revenue but remains loss‑making while shoring up liquidity through royalty and asset deals. Total revenue rose to $20.8 million from $13.2 million, driven mainly by contract manufacturing revenue of $14.0 million and royalty revenue of $6.2 million from ZYNYZ sales.
The net loss narrowed to $36.8 million from $41.0 million, as research and development spending fell to $35.0 million and general and administrative costs to $9.7 million. Cash and cash equivalents were $66.5 million and marketable securities $87.7 million as of March 31, 2026, after using $35.8 million in operating cash.
The company continues to monetize partnered assets. A 2025 royalty financing on ZYNYZ created a $68.7 million non‑cash royalty liability, and a May 2026 amendment added a further $60.0 million payment and revised caps. MacroGenics also agreed to sell its CDMO manufacturing operations to Bora for $122.5 million plus up to $5.0 million in milestones, and now anticipates its cash runway extends through 2028 while advancing three proprietary oncology programs and multiple partnered candidates.
MacroGenics, Inc. reported Q3 results showing total revenue of $72.8 million versus $110.7 million a year ago, reflecting lower milestone revenue, partly offset by stronger contract manufacturing. Contract manufacturing revenue rose to $19.8 million from $4.6 million. Research and development expense declined to $32.7 million from $40.5 million.
The company generated quarterly net income of $16.8 million (basic and diluted EPS $0.27), compared with $56.3 million last year. Year to date, it recorded a net loss of $60.5 million as operating cash outflows reached $124.1 million. Cash and cash equivalents were $80.1 million with marketable securities of $66.3 million. Stockholders’ equity was $67.0 million.
In June, MacroGenics sold future ZYNYZ royalties to Sagard for $70.0 million, recognizing a liability of $70.3 million with an estimated effective interest rate of 18.6% and booked $3.3 million non-cash interest in Q3. It also recognized $50.0 million from two Sanofi regulatory milestones, included in accounts receivable at quarter end. Subsequent to quarter end, Gilead nominated a second research program and exercised its option, obligating a total of $25.0 million. Shares outstanding were 63,258,532 as of November 7, 2025. Management cites a cash runway into late 2027.