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为好奇的投资者而做。

首页/TVTX/申报文件变化

TVTX 最新10-Q变化

将 TVTX 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 · 2026-11-02 与上一份 10-Q · 2026-08-04

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+20−7~2381
市场风险(第3项)文字有新增/删除00~22
控制与程序文字有新增/删除+2−102
法律诉讼无段落级文字变化0001
风险因素部分风险因素更新+34−39~35324
其他信息文字有新增/删除0−4~23

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。

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 · 2026-11-02

  • and immunosuppressant agents are effective in only a subset of patients and use of some of these off-label treatments may be further inhibited by their safety profiles.
  • Three Months Ended September 30,Nine Months Ended September 30,
  • The increase in total net product sales for the three and nine months ended September 30, 2026 compared to the three and nine months ended September 30, 2025 was primarily due to growth in sales of FILSPARI.
  • The decrease in license and collaboration revenue for the three months ended September 30, 2026 compared to the three months ended September 30, 2025 was primarily due to recognition of a $40.0 million market access milestone associated with the CSL Vifor License Agreement and license revenue of $9.…
  • Three Months Ended September 30,Nine Months Ended September 30,

相对上期删除的文字 · 来源:10-Q · 2026-08-04

  • successful process improvements, the Company restarted enrollment activities in the first quarter of 2026 and dosed the first new patient following study restart in April 2026, with topline data anticipated in the second half of 2027.
  • The increase in total net product sales for the three and six months ended June 30, 2026 compared to the three and six months ended June 30, 2025 was primarily due to growth in sales of FILSPARI.
  • The decrease in license and collaboration revenue for the three months ended June 30, 2026 compared to the three months ended June 30, 2025 was primarily due to recognition of a $17.5 million regulatory milestone associated with the CSL Vifor License Agreement during the three months ended June 30, …
  • For the three and six months ended June 30, 2026 compared to 2025, our research and development expenses increased by $10.9 million and $21.1 million, respectively. External service provider costs increased by $5.2 million and $11.0 million, respectively, for the three and six months ended June 30, …
  • The change in our total other (expense) income, net for the three and six months ended June 30, 2026 as compared to the three and six months ended June 30, 2025 is primarily due to the $40.0 million inducement expense related to the partial repurchase of the 2.25% Convertible Senior Notes due 2029 (…

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • An evaluation was also performed under the supervision and with the participation of our management, including our Chief Executive Officer and Chief Financial Officer, of any change to our internal control over financial reporting that occurred during the quarter covered by this report and that has …
  • Other than the ERP system implementation, there have been no material changes in the Company’s internal control over financial reporting (as defined in Rules 13a-15(f) and 15d-15(f) under the Securities Exchange Act of 1934) during the quarter ended September 30, 2026 that have materially affected, …

相对上期删除的文字 · 来源:10-Q · 2026-08-04

  • An evaluation was also performed under the supervision and with the participation of our management, including our Chief Executive Officer and Chief Financial Officer, of any change to our internal control over financial reporting that occurred during the quarter covered by this report and that has …

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • The current administration has indicated that it plans to pursue additional policies aimed at lowering prescription drug costs. For example, in May 2025, the administration published an executive order regarding most favored nation (“MFN”) drug pricing, which is sometimes referred to as internationa…
  • Based on the complex relationships between the United States and certain foreign countries, there is inherent risk that political, diplomatic and national security influences might lead to trade disputes and impacts and/or disruptions to our third-party manufacturers and product supply. There is cur…
  • Moreover, to obtain reimbursement or pricing approval in some countries, medicinal products may be subject to Health Technology Assessments (HTA) at the EU and national levels. This HTA is a multidisciplinary process that summarizes information regarding the medical, patient and social aspects, as w…
  • Regulatory authorities in some jurisdictions, including the United States and the EU, may designate drugs for relatively small patient populations as orphan drugs, providing eligibility for orphan drug exclusivity upon regulatory approval if certain jurisdictional-specific conditions are met. For ex…
  • for the treatment of HCU, there is no guarantee that our pivotal Phase 3 HARMONY Study will be conducted or completed on the anticipated timeline or be successful, or that pegtibatinase will be approved for HCU in the future.

相对上期删除的文字 · 来源:10-Q · 2026-08-04

  • effectively engage or maintain their sales force for sparsentan if approved in the applicable territories, our ability to recognize milestone payments and royalties from the sales in such territories will be adversely affected.
  • The current administration has indicated that it plans to pursue additional policies aimed at lowering prescription drug costs. For example, in May 2025, the administration published an executive order regarding most favored nation (“MFN”) drug pricing, which is sometimes referred to as internationa…
  • Based on the complex relationships between the United States and certain foreign countries, there is inherent risk that political, diplomatic and national security influences might lead to trade disputes and impacts and/or disruptions to our third-party manufacturers and product supply. There is cur…
  • changes with respect to trade policies, treaties, tariffs, taxes, and other limitations on cross-border operations. We currently source products and various materials that are necessary for the manufacturing of our products from countries that are subject to tariffs, and any changes in tariffs, trad…
  • Moreover, to obtain reimbursement or pricing approval in some countries, we may be required to conduct a clinical trial that compares the cost effectiveness of our product candidate to other available therapies. This Health Technology Assessment (“HTA”) of medicinal products is becoming an increasin…

其他信息

相对上期删除的文字 · 来源:10-Q · 2026-08-04

  • Chief Legal Officer, General Counsel and Corporate Secretary
  • 4Includes shares underlying stock options expiring in May 2028.
  • 5Consists of shares underlying stock options expiring in May 2027.
  • 6Consists of shares underlying stock options expiring in May 2027 and May 2028.

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

TVTX 更多分析

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