Hello, everyone,
Yesterday, at Depot 2036 .
With Corcept, there are just too many disruptive factors for me right now. A big thank you also goes to @Dividendenopi for quickly gathering the information.
As for Siemens Energy, the reason was that there will be a strategic realignment in the sector.
I’ll of course keep you updated on my new positions as soon as possible.
Competitor Genmab published positive Phase 3 results for its cancer drug Rina-S.
The study achieved statistically significant improvements in both progression-free survival and overall survival.
This is problematic for Corcept because:
- Corcept also has an approved drug for platinum-resistant ovarian cancer, Lifyorli, set to launch in March 2026.
- Lifyorli is considered one of the most important future growth drivers.
- Rina-S represents a potentially strong competitor in the same market.
- Investors now fear lower future market shares and revenues for Lifyorli.
Two Additional Fundamental Risks
FDA Risk Related to Cushing’s Syndrome
In late December 2025, the FDA initially rejected the approval of Relacorilant for Cushing’s syndrome. The stock lost nearly 50% at that time.
Corcept resubmitted the application in June 2026. The next FDA decision is scheduled for December 17, 2026.
This remains a significant binary risk: Approval could significantly improve growth prospects, while another rejection could weigh on them.
Competition from Generics
The established drug Korlym remains a key revenue driver. Due to generic competition and patent disputes, there is a risk that this business’s margins and revenues will come under pressure in the long term.
Corcept must therefore successfully navigate the transition to new drugs.
Corcept Therapeutics Aktie: Führungsriege verkauft
