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SIGA Expects $13 Million TPOXX Delivery in Q2 After Quiet Start to 2026

Management points to policy-driven stockpiling as the driver of long-term demand.

Overview

  • SIGA reported minimal product deliveries in the first quarter and said it expects about $13 million of oral TPOXX to ship to an international customer in the second quarter, along with more IV TPOXX for the U.S. Strategic National Stockpile, the federal emergency cache.
  • The company said it continues to work with the U.S. Department of Health and Human Services and other governments to maintain national stockpiles and keep TPOXX ready for fast, large-scale use if smallpox appears.
  • Executives stressed that revenue can swing quarter to quarter because government buyers place orders in batches, and they urged investors to judge results over longer periods.
  • Europe’s drug committee (CHMP) reaffirmed a positive benefit‑risk profile for TPOXX in smallpox, cowpox, and vaccinia, while recommending the withdrawal of the MPOXX indication.
  • Leaders said they plan to seek U.S. approval for post‑exposure prophylaxis within the next 12 months, with the timing dependent on Centers for Disease Control and Prevention immunogenicity analysis.