RIGEL PHARMACEUTICALS INC(RIGL)— Stock Profile, AI Score & Financials
Healthcare · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
RIGEL PHARMACEUTICALS INC (RIGL) stock profile, AI quality score, and SEC EDGAR financial data, a Healthcare sector company. 13F Pro's AI-powered ranking engine scores RIGL at 73.9/100 on a 32-signal composite quality model, placing it at rank #124 of 2,960 stocks — the top 5% of the AI-ranked universe. RIGL scores in the top quartile across balance sheet strength (99.8), profitability (99.5), revenue growth (93.9). Areas of concern include revenue scale (28.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 26.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), RIGEL PHARMACEUTICALS INC reports quarterly revenue of $78.7M, net income of $17.3M, an operating margin of 29.9%. Top institutional holders of RIGL by reported 13-F value include BlackRock, Soleus Capital Management, L.P., ARMISTICE CAPITAL, based on the most recent SEC filings. RIGL trades on the Nasdaq exchange and files with the SEC under CIK 1034842. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RIGL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for RIGEL PHARMACEUTICALS INC directly from SEC EDGAR.
AI Quality Score
73.9/100
AI Rank
#124
Revenue
$78.7M
Net Income
$17.3M
Operating Margin
29.9%
RIGL key financials by period
RIGEL PHARMACEUTICALS INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$294.3M
$367.0M
42.6%
FY 2024
10-K
$179.3M
$17.5M
13.5%
FY 2023
10-K
$116.9M
$-25.1M
-17.5%
FY 2022
10-K
$120.2M
$-58.6M
-46.2%
FY 2021
10-K
$149.2M
$-17.9M
-8.4%
FY 2020
10-K
$108.6M
$-29.7M
-26.7%
Institutions holding RIGL
Institutional investors reporting a position in RIGEL PHARMACEUTICALS INC on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Total revenue fell 23% to $78.7M as a prior-year $40.0M Lilly cost-share release did not repeat, while net product sales rose 14% to $67.0M.
Biggest Revenue Drivers
Product sales, net$67.0M+$8.1M YoY
Improved trends across the portfolio as first-quarter seasonal access-related factors moderated
Contract revenues from collaborations and other$11.7M-$31.0M YoY
Prior-year quarter included $40.0M non-cash release of Lilly cost share liability; current quarter included $4.0M milestone revenue
Biggest Revenue Drivers
Total revenue: $78.7M-23% YoY
Product sales, net$67.0M+$8.1M YoY
Improved trends across the portfolio as first-quarter seasonal access-related factors moderated
Within Product sales, net
TAVALISSE$47.4M+18% YoY
Primarily driven by higher volumes and higher price per bottle, plus lower revenue reserves
GAVRETO$10.7M-10% YoY
Lower volumes and higher revenue reserves, partially offset by higher price per bottle
REZLIDHIA$8.9M+27% YoY
Higher volumes and higher price per bottle, partially offset by higher revenue reserves
Contract revenues from collaborations and other$11.7M-$31.0M YoY
Prior-year quarter included $40.0M non-cash release of Lilly cost share liability; current quarter included $4.0M milestone revenue
Largest Expense Items
Selling, general and administrative$32.6M+$3.4M YoY
Increased personnel-related costs of $2.6M from higher stock-based compensation and other employee costs
Research and development$14.0M+$7.1M YoY
Clinical trial expenses up $2.7M, personnel costs up $2.4M, and $1.5M reimbursable Arvinas/Pfizer development costs
Cost of product sales$8.5M+$4.0M YoY
Product costs up $2.6M on timing of partner drug supply deliveries and higher sales, plus $1.1M higher royalties
Provision for income taxes$6.3M+$5.9M YoY
Federal tax expense of $5.3M recognized after release of the full valuation allowance in Q4 2025
Margins: Cost of product sales nearly doubled to $8.5M as post-approval inventory reflects full manufacturing cost, higher royalties, and partner supply deliveries. Income from operations fell to $23.6M from $61.1M.
Watch Items from the Filing
McKesson accounted for 46% and Cencora 21% of total net product sales and collaboration revenues in the quarter, up from 31% and 12%.
Lilly terminated the collaboration effective June 15, 2026; no future milestones or royalties expected, and Lilly went from 39% of revenue to zero.
Paid $70.0M upfront for VEPPANU license with up to $15.0M more in fees, $60.0M regulatory and $260.0M commercial milestones, plus $40.0M development funding cap.
Cash, equivalents and short-term investments fell to $95.3M from $155.0M; $40.0M drawn on the revolving facility at quarter end, $32.0M repaid in July.
Take-or-pay VEPPANU supply commitment of about $26.8M through 2030, plus $16.3M TAVALISSE manufacturing obligation subject to cancellation fees.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
