NASDAQ$AVDL

Avadel Pharmaceuticals plc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Announced first quarter 2023 financial results and provided a corporate update.

Avadel Pharmaceuticals announced FDA approval for LUMRYZ and reported first quarter 2023 financial results. The company secured over $200 million of capital to support the launch of LUMRYZ.

  • Received FDA approval for LUMRYZ, the first and only once-at-bedtime oxybate for treatment of cataplexy or excessive daytime sleepiness (EDS) in adults with narcolepsy.
  • FDA awarded LUMRYZ Orphan Drug Exclusivity through May 1, 2030.
  • LUMRYZ product availability on track for early June; market research and physician feedback supports potential to capture a meaningful share of the $3 billion plus once-nightly oxybate market.
  • Secured over $200 million of capital to support the near-term launch of LUMRYZ.

Headline financials

EPS (adj)

-$0.48

Previous: -$0.45-6.7%
Patients on LUMRYZ

0

No prior period
Net Income

-$30.8M

Previous: -$26.4M-16.7%
Operating Income

-$28.3M

Previous: -$28.6M+1.1%
Cash & Equivalents

$101M

Previous: $124M-18.3%
Total Assets

$141M

Previous: $221M-36.4%
Stock-Based Comp

$1.52M

Previous: $2.51M-39.2%

Revenue & EPS history

Avadel · Revenue · Quarterly

$77.5M

Q3 2025+54.9%vs Q3 2024
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Revenue by segment

Avadel · $7M total across 1 segment · Q3 2023

  • LUMRYZ Net Product Revenue
    $7M

Forward guidance

The company anticipates launching LUMRYZ in early June and expects it to capture a meaningful share of the $3 billion plus once-nightly oxybate market.

Tailwinds

  • Potential therapeutic benefit of LUMRYZ.
  • Orphan Drug Exclusivity for LUMRYZ and potential benefits resulting from such designation.
  • Preparation and timing of commercial launch and the success of such commercialization for LUMRYZ.
  • Expectations regarding the potential market impact of LUMRYZ.
  • The anticipated market availability of LUMRYZ.

Headwinds

  • Risks and uncertainties described in the “Risk Factors” section of Part I, Item 1A of the Company’s Annual Report on Form 10-K for the year ended December 31, 2022
  • The company's business and operations are subject to significant risks.
  • There can be no assurance that actual results and the results of the company’s business and operations will not differ materially from the results contemplated in such forward-looking statements.
  • Factors that could cause actual results to differ from expectations in the Company’s forward-looking statements.
  • Forward-looking statements speak only as of the date they are made and are not guarantees of future performance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-1.2%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+2.3%

Avg return

30 days after

44%

28 / 64 earnings

Positive

+22.2%

Q4 2020

Best reaction

-26.3%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+0.4%-1.0%+12.9%
Q2 2025+14.7%+20.7%+42.0%
Q1 2025+9.1%+10.5%+12.1%
Q4 2024-4.6%+0.1%-5.6%
Q3 2024-26.3%-33.1%-34.9%
Q2 2024-3.7%+0.8%-9.9%
Q1 2024-12.9%-7.8%-16.9%
Q4 2023+15.2%+19.2%+18.7%
Q3 2023+6.9%
Q2 2023-0.6%
Q1 2023+5.4%
Q4 2022+3.0%
Q3 2022-0.3%
Q2 2022+13.2%
Q1 2022-5.0%
Q4 2021+4.7%
Q3 2021+7.3%
Q2 2021-3.4%
Q1 2021+1.1%
Q4 2020+22.2%
Q3 2020+11.7%
Q2 2020-7.4%
Q1 2020-2.5%
Q4 2019-24.8%
Q3 2019-2.7%
Q2 2019-11.4%
Q1 2019-3.3%
Q4 2018-15.0%
Q3 2018-25.6%
Q2 2018-11.5%
Q1 2018+4.0%
Q4 2017-11.0%
Q3 2017-1.3%
Q2 2017-5.2%
Q1 2017+1.6%
Q4 2016+6.0%
Q3 2016-2.8%
Q3 2015-2.8%
Q2 2016+1.0%
Q1 2016+1.4%
Q4 2015+1.6%
Q2 2015-10.8%
Q1 2015+6.0%
Q4 2014-0.3%
Q3 2014+0.2%
Q2 2014+1.3%
Q1 2013+3.4%
Q1 2014+3.4%
Q4 2013+2.3%
Q3 2012-1.2%
Q3 2013-1.2%
Q2 2013-5.0%
Q4 2012+1.4%
Q2 2011+6.0%
Q2 2012+6.0%
Q1 2011-1.1%
Q4 2011-4.8%
Q4 2009-4.8%
Q4 2010-4.8%
Q1 2012-4.5%
Q3 2011-5.0%
Q3 2010-0.7%
Q2 2010-6.9%
Q1 2010-4.5%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro