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为好奇的投资者而做。

首页/EVFM/申报文件变化

EVFM 最新10-Q变化

将 EVFM 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。

对比:10-Q · 2026-08-14 与上一份 10-Q · 2026-05-15

章节结果新增删除微调未变
管理层讨论与分析文字有新增/删除+23−16~2249
控制与程序文字有新增/删除00~24
其他信息文字有新增/删除00~10

计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。

未列出(无法可靠提取或缺失):市场风险(第3项)、法律诉讼、风险因素

代表性摘录

每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。

管理层讨论与分析

相对上期新增的文字 · 来源:10-Q · 2026-08-14

  • On April 24, 2026, we entered into an exclusive distributorship agreement with Clovis Davis Pharmaceuticals, LLC., a Delaware Limited Liability Company (Clovis Davis) to commercialize SOLOSEC in Sub-Saharan Africa (the Territory) for a period of five years commencing on April 24, 2026. Under the dis…
  • The decrease in product sales, net, primarily reflects a decrease in PHEXX units sold due to the significant amount of PHEXX purchases by wholesalers in December 2025 ahead of the January 2026 price increase, as well as the temporary and now-resolved exclusion of PHEXX from certain state Medicaid an…
  • The decrease in cost of goods sold was primarily due to the decrease in product sales, net partially offset by a write-off in the current quarter of $0.1 million of excess SOLOSEC inventory.
  • Research and development, net expenses were materially unchanged from the prior-year period.
  • Total other expense, net, for the three months ended June 30, 2025 primarily included $0.6 million of interest expense related primarily to the Adjuvant Note, partially offset by a gain of $0.1 million related to the change in fair value of financial instruments.

相对上期删除的文字 · 来源:10-Q · 2026-05-15

  • In April 2026, we entered into a Distributorship Agreement with Clovis Davis Pharmaceuticals, Inc. for distribution of SOLOSEC in sub-Saharan Africa.
  • On April 10, 2026 we entered into a fourth amendment (the Fourth Amendment) to the Securities Purchase Agreement dated as of October 14, 2020, as amended, pursuant to which Adjuvant purchased from the Company certain convertible promissory notes (the Adjuvant Notes) with the Adjuvant Purchasers. The…
  • On April 24, 2026, we entered into an exclusive distributorship agreement with Clovis Davis Pharmaceuticals, LLC., a Delaware Limited Liability Company (Clovis Davis) to commercialize SOLOSEC in Sub-Saharan Africa (the Territory) for a period of five years commencing on April 24, 2026. Under the dis…
  • The increase in product sales, net, primarily reflects the increase in WAC for PHEXX as well as increased product sales, net, related to SOLOSEC due to an increase in both unit sales and WAC. The increases were partially offset by a decrease in the PHEXX sales volume in the current period due to the…
  • The increase in cost of goods sold was primarily due to the write-off in the current quarter of $0.2 million of expired raw materials held by the Company’s PHEXX manufacturer, partially offset by the reduced units sold in the current quarter.

如何读 10-Q 的风险因素(第 1A 项)

10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:

  • 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
  • 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
  • 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。

这只是对文件结构的客观描述,不构成对风险高低的判断。

数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议

EVFM 更多分析

EVFM 全览EVFM 量化评级EVFM 公允价值(DCF)EVFM 同业对比EVFM 营收历史EVFM AI 深度研报