Heron Therapeutics Inc (HRTX)

In the past six months, Heron Therapeutics' stock price has been impacted by several events. The announcement of preliminary Q4 and full-year 2025 revenue led to a stock increase, driven by ZYNRELEF's growth. APONVIE's inclusion in PONV guidelines was also announced. The company completed a capital restructuring to repay/convert its 2026 convertible notes and repay its Hercules working capital facility. The Q3 2025 earnings report showed an EPS miss. The share price declined by 29.61% between January 6, 2025, and January 2, 2026.

There is noted demand seasonality for Heron Therapeutics' products, specifically ZYNRELEF, with fewer elective surgeries in Q1 and more in Q4, impacting net product sales.

Heron Therapeutics, Inc. is a commercial-stage biotechnology company focused on developing and commercializing innovative therapies for patients in acute care and oncology, operating within the Healthcare sector and Biotechnology industry. The company's primary activities revolve around the research, development, and commercialization of pharmaceutical products, utilizing its proprietary Biochronomer drug delivery technology. Key products include ZYNRELEF, a dual-acting local anesthetic; APONVIE, an intravenous NK1 receptor antagonist; SUSTOL, an extended-release injection of granisetron; and CINVANTI, an intravenous NK1 receptor antagonist.

Heron Therapeutics is headquartered in Cary, North Carolina, United States, primarily serving the U.S. market while actively pursuing global partnerships to expand its geographic reach.

In the past year, Heron Therapeutics' brand reputation has been influenced by positive analyst sentiment and the performance of its key products. Analysts have expressed positive sentiment, with a consensus rating of "Hold". The company's acute care products, particularly ZYNRELEF and APONVIE, have driven quarterly revenues and are seen as growth catalysts. A restructuring and new management team are working towards improving the company's reputation and profitability.

Heron Therapeutics' stock ownership is a mix of institutional, insider, and retail investors. Institutional shareholders hold a significant portion of the company's stock. Major institutional owners include Rubric Capital Management LP, Adage Capital Partners Gp, L.l.c., BlackRock, Inc., Clearline Capital LP, Velan Capital Investment Management LP, Vanguard Group Inc, Palisade Capital Management Llc/nj, Tejara Capital Ltd, and Baker Bros. Advisors Lp. Insiders also own a portion of the company's stock, with Spch LLC being the largest individual shareholder. Other significant insider owners include Rubric Capital Management Lp, Adam Morgan, Craig A Collard, Ira Duarte, and William P Forbes.