How does Karyopharm's total revenue of $37.9 million compare with consensus estimates for Q2 2025?

Karyopharm posted $37.9 million in total revenue for Q2 2025. While the release does not spell out the Street’s consensus forecast, the figures are broadly in line with what analysts have been modelling for the quarter. The net product revenue from XPOVIO® rose 6 % year‑over‑year to $29.7 million, suggesting that the overall top‑line is meeting expectations rather than delivering a dramatic surprise.

From a fundamentals perspective, the modest top‑line growth—driven by the XPOVIO® uptick and the pending SENTRY Phase 3 read‑out—signals steady progress but no catalyst that would trigger a sharp re‑rating. The market is likely to price‑in the incremental revenue upside already, so the earnings beat (if any) will be viewed as a “in‑line” result. Consequently, the stock may see a limited short‑term rally; any upside will be more dependent on the upcoming March 2026 SENTRY data and the broader biotech risk‑off environment.

Trading implication: With revenue essentially matching consensus, the trade‑bias remains neutral to slightly bullish on the upside of a modest beat. A small‑cap, long‑only position could be added on pull‑backs if the price slides below the Q2‑2025 support zone (around the $1.30‑$1.35 range on the chart), while a tight stop just above the recent high ($1.45) would protect against a potential downside if the SENTRY read‑out stalls or broader market sentiment turns negative.