NASDAQ$AVDL

Avadel Pharmaceuticals plc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported financial results for the second quarter ended June 30, 2021.

Avadel Pharmaceuticals reported no revenue for Q2 2021 due to the sale of sterile injectable products in June 2020. R&D expenses increased to $6.8 million, and SG&A expenses rose to $15.2 million. The company had a net loss of $19.6 million, or ($0.33) per diluted share. Cash, cash equivalents, and marketable securities totaled $202.8 million as of June 30, 2021.

  • Advanced FT218, a once-at-bedtime option for managing EDS and cataplexy in adult patients with narcolepsy.
  • Presented data at SLEEP 2021 demonstrating the additional benefit of consolidating sleep.
  • NDA review is in the final stages with an October PDUFA date.
  • Commercial and launch preparations are on track, including the addition of key hires to the leadership team.

Headline financials

Total Revenue

$0.00

Previous: $10.1M-100.0%
EPS (adj)

-$0.33

Previous: -$0.12-175.0%
Capital Expenditures

-$26K

Previous: $0.00
Free Cash Flow

-$33.6M

Previous: -$19.4M-73.0%
Net Income

-$19.6M

Previous: $30.9M-163.4%
Operating Income

-$21.9M

Previous: $40.3M-154.5%
Gross Profit

$0.00

Previous: $6.81M-100.0%
Cash & Equivalents

$67.1M

Previous: $102M-34.3%
Total Assets

$283M

Previous: $341M-17.2%
Stock-Based Comp

$2M

Previous: $769K+160.2%

Revenue & EPS history

Avadel · Revenue · Quarterly

$0

Q2 2021-100%vs Q2 2020
Beat estimate in 2 of 9 quarters(22%)
ActualEstimate

Revenue by segment

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

  • LUMRYZ Net Product Revenue
    $7M

Forward guidance

Avadel Pharmaceuticals is focused on the FDA approval and commercial launch of FT218 for the treatment of excessive daytime sleepiness and cataplexy in adults with narcolepsy.

Tailwinds

  • Potential approval of FT218
  • Advancing FT218
  • Commercial and launch preparations are on track
  • Addition of key hires to leadership team
  • RESTORE study on patient preference

Headwinds

  • Risk that REST-ON trial may not be predictive
  • Risk that NDA for FT218 is not approved
  • Risk that commercial launch of FT218 is delayed
  • Risk that market acceptance of FT218 may differ from projections
  • Risk that FT218 may be found to infringe patents

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%

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