Aytu FY2026 10-K: EXXUA Launch Drives $57.6M Revenue, Net Loss Narrows to $14.3M
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Summary
Aytu BioPharma filed its FY2026 annual report showing $57.6M in revenue and a $14.3M net loss, with EXXUA contributing $6.6M in its first year. The filing also discloses the Metadate agreement termination and Cotempla generic launch.
Key Events · Earnings and Guidance · AYTU
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FY2026 Revenue $57.6M, Net Loss $14.3M
Full-year net revenue declined 13.3% to $57.6M from $66.4M, driven by a 20.4% drop in ADHD portfolio revenue to $45.8M and a 41.4% decline in Pediatric portfolio to $5.1M, partially offset by $6.6M from EXXUA's first year. Net loss was $14.3M vs $13.6M in FY2025.
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EXXUA Launch Momentum
EXXUA generated $6.6M in FY2026 net revenue, including $3.9M in Q4 alone. Prescriptions grew 138% quarter-over-quarter to 3,323 in Q4, with monthly prescriptions reaching a record 1,261 in June 2026.
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Cash Position $26.3M vs Debt $17.2M
Cash and cash equivalents totaled $26.3M as of June 30, 2026, against $11.1M term loan principal and $6.1M revolving credit outstanding. The company generated $3.3M in operating cash flow during FY2026.
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Metadate Agreement Terminated
Exhibit 10.36 discloses the June 23, 2026 termination of the Metadate License and Distribution Agreement with Lannett, revoking the NDA transfer back to Lannett and ending Aytu's distribution rights for the branded product.
Analysis · AYTU · Life Sciences
The annual report confirms that EXXUA is gaining commercial traction, with full-year revenue reaching $57.6 million and EXXUA contributing $6.6 million in its first year. Meanwhile, the net loss narrowed to $14.3 million from $13.6 million a year ago. The balance sheet shows $26.3 million in cash against $17.2 million in total debt, providing runway to fund the EXXUA commercialization push. The filing also reveals the termination of the Metadate agreement with Lannett and the July 1, 2026 launch of a Cotempla authorized generic, both of which will pressure legacy ADHD revenue going forward.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 29.6% of the 1609 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.57%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AYTU was trading at $2.34 on NASDAQ in the Life Sciences sector, with a market capitalization of approximately $23.9M. The 52-week trading range was $1.65 to $3.07. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.