Ultragenyx Pharmaceutical (NASDAQ:RARE) Reaches New 1-Year Low – Time to Sell?

Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) shares hit a new 52-week low during mid-day trading on Monday . The stock traded as low as $20.00 and last traded at $19.0140, with a volume of 541199 shares trading hands. The stock had previously closed at $34.19.

Key Ultragenyx Pharmaceutical News

Here are the key news stories impacting Ultragenyx Pharmaceutical this week:

• Positive Sentiment: Ultragenyx completed the rolling BLA submission to the FDA for DTX401 (pariglasgene brecaparvovec) for GSDIa — the filing now includes CMC, clinical and non‑clinical modules; the program has RMAT/ Fast Track/orphan designations and Phase 3 data across ~52 patients showing reduced cornstarch use and improved glycemic control. This is a multi‑year commercial catalyst if approved and would be the first therapy addressing the underlying cause of GSDIa. GlobeNewswire: BLA Submission
• Positive Sentiment: Unusual options activity: an above‑average number of call contracts traded, indicating speculative/hedged bullish interest that may amplify intraday upside.
• Neutral Sentiment: Analysts revised price targets lower after the recent volatility but largely maintained Outperform/Buy ratings (examples: Baird, Leerink, Jefferies, Wells Fargo), leaving materially higher median targets than the current price — reflects confidence in longer‑term pipeline value but acknowledges near‑term uncertainty. Benzinga: Analyst Moves
• Neutral Sentiment: Small insider sale disclosed (CAO sold 85 shares) — immaterial to ownership but noted by market participants. SEC filing: SEC Filing
• Negative Sentiment: Major negative catalyst: Ultragenyx and partner Mereo announced that two Phase 3 studies of setrusumab in osteogenesis imperfecta failed to meet primary endpoints (no reduction in fracture rate), which precipitated a steep market decline and prompted operational retrenchment announcements. This materially reduces near‑term revenue prospects and created significant investor uncertainty. Reuters: Setrusumab Phase 3 Failure
• Negative Sentiment: Two law firms (Pomerantz, Portnoy) announced investigations into Ultragenyx that may lead to securities litigation related to the trial misses and disclosures — potential legal overhang and expense risk. GlobeNewswire: Pomerantz GlobeNewswire: Portnoy
• Negative Sentiment: Market mechanics: trading was halted as key news hit and the shares experienced extreme intraday volatility and high volume, reflecting rapid re‑pricing and elevated risk for short‑term holders. Coverage and headlines amplified the selloff. MarketWatch: Shares Slide

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. HC Wainwright restated a “buy” rating and issued a $80.00 target price on shares of Ultragenyx Pharmaceutical in a research note on Tuesday, September 9th. Barclays lowered their price objective on shares of Ultragenyx Pharmaceutical from $81.00 to $50.00 and set an “overweight” rating for the company in a research report on Monday, November 24th. Cantor Fitzgerald reiterated an “overweight” rating and set a $105.00 target price on shares of Ultragenyx Pharmaceutical in a research report on Friday, September 5th. Wells Fargo & Company decreased their price target on shares of Ultragenyx Pharmaceutical from $65.00 to $45.00 and set an “overweight” rating on the stock in a research note on Tuesday. Finally, Robert W. Baird dropped their price objective on shares of Ultragenyx Pharmaceutical from $72.00 to $47.00 and set an “outperform” rating for the company in a research report on Tuesday. Fifteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $75.19.

Ultragenyx Pharmaceutical Trading Up 15.5%

The business’s fifty day simple moving average is $33.43 and its 200 day simple moving average is $32.01. The stock has a market cap of $2.20 billion, a price-to-earnings ratio of -3.84 and a beta of 0.16.

Ultragenyx Pharmaceutical (NASDAQ:RARE) last posted its quarterly earnings results on Tuesday, November 4th. The biopharmaceutical company reported ($1.81) earnings per share for the quarter, missing analysts’ consensus estimates of ($1.23) by ($0.58). Ultragenyx Pharmaceutical had a negative net margin of 91.95% and a negative return on equity of 414.17%. The company had revenue of $159.93 million during the quarter, compared to analyst estimates of $167.42 million. During the same period last year, the company earned ($1.40) EPS. The business’s revenue for the quarter was up 14.6% compared to the same quarter last year. As a group, research analysts anticipate that Ultragenyx Pharmaceutical Inc. will post -5.18 earnings per share for the current year.

Insiders Place Their Bets

In other Ultragenyx Pharmaceutical news, CFO Howard Horn sold 7,942 shares of the firm’s stock in a transaction dated Monday, October 13th. The stock was sold at an average price of $31.51, for a total transaction of $250,252.42. Following the transaction, the chief financial officer owned 98,227 shares in the company, valued at approximately $3,095,132.77. This trade represents a 7.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold a total of 11,108 shares of company stock valued at $365,262 over the last quarter. Corporate insiders own 5.50% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Covestor Ltd grew its holdings in Ultragenyx Pharmaceutical by 26.0% during the third quarter. Covestor Ltd now owns 1,787 shares of the biopharmaceutical company’s stock valued at $54,000 after purchasing an additional 369 shares during the period. Huntington National Bank boosted its position in shares of Ultragenyx Pharmaceutical by 56.2% during the third quarter. Huntington National Bank now owns 1,092 shares of the biopharmaceutical company’s stock worth $33,000 after purchasing an additional 393 shares in the last quarter. Teacher Retirement System of Texas grew its holdings in shares of Ultragenyx Pharmaceutical by 1.8% in the 2nd quarter. Teacher Retirement System of Texas now owns 22,773 shares of the biopharmaceutical company’s stock valued at $828,000 after buying an additional 404 shares during the period. Xponance Inc. increased its position in shares of Ultragenyx Pharmaceutical by 3.1% in the 3rd quarter. Xponance Inc. now owns 13,494 shares of the biopharmaceutical company’s stock valued at $406,000 after buying an additional 406 shares in the last quarter. Finally, China Universal Asset Management Co. Ltd. raised its stake in Ultragenyx Pharmaceutical by 2.3% during the 2nd quarter. China Universal Asset Management Co. Ltd. now owns 18,988 shares of the biopharmaceutical company’s stock worth $690,000 after buying an additional 434 shares during the period. Institutional investors own 97.67% of the company’s stock.

Ultragenyx Pharmaceutical Company Profile

Ultragenyx Pharmaceutical Inc is a biopharmaceutical company focused on developing and commercializing therapies for rare and ultra-rare genetic disorders. Since its founding in 2010 and headquarters in Novato, California, the company has built expertise in protein replacement therapies, small molecules and gene therapy approaches to address high-unmet medical needs. Ultragenyx applies a precision medicine model, leveraging both in-house research and strategic collaborations to advance its product pipeline from discovery through regulatory approval.

The company’s commercial portfolio includes Crysvita (burosumab-tmyl) for X-linked hypophosphatemia, Mepsevii (vestronidase alfa-vjbk) for mucopolysaccharidosis VII and Dojolvi (triheptanoin) for long-chain fatty acid oxidation disorders.