NASDAQ$AVDL

Avadel Pharmaceuticals plc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported strong growth in LUMRYZ sales and progress in clinical trials.

Avadel Pharmaceuticals reported $41.5 million in net product revenue from LUMRYZ sales in Q2 2024, a significant increase from $1.5 million in the same period last year. The company is also advancing its clinical trials for LUMRYZ in idiopathic hypersomnia and preparing for a potential FDA approval for pediatric narcolepsy.

  • Generated $41.5 million in net revenue from LUMRYZ sales.
  • Over 1,900 patients were on LUMRYZ as of June 30th.
  • The first patient was dosed in the Phase 3 trial evaluating LUMRYZ in idiopathic hypersomnia.
  • The FDA target action date of September 7, 2024, is set for the sNDA for LUMRYZ in pediatric narcolepsy.

Headline financials

Total Revenue

$41.5M

Previous: $1.5M+2674.3%
EPS

-$0.14

Previous: -$0.66+78.8%
Patients on LUMRYZ

1.9K

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$13.8M

Previous: -$64.4M+78.5%
Operating Income

-$12.7M

Previous: -$49.5M+74.3%
Gross Profit

$38.7M

Previous: $1.46M+2551.8%
R&D Expense

$4.05M

No prior period
Stock-Based Comp

$5.46M

Previous: $7.64M-28.5%

Revenue & EPS history

Avadel · Revenue · Quarterly

$41.5M

Q2 2024+2,674.3%vs Q2 2023
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

Avadel Pharmaceuticals is focused on maximizing the launch of LUMRYZ for narcolepsy, expanding its indications, and is well-positioned to transform the sleep disorder treatment landscape.

Tailwinds

  • Continued strong quarter-over-quarter growth in patient demand for LUMRYZ.
  • Prioritizing indication expansion to create further sustainable value.
  • Commitment to providing patients suffering from sleep disorders with transformative treatment options.
  • Phase 3 trial in idiopathic hypersomnia underway.
  • Potential FDA approval for the pediatric narcolepsy population expected in September.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-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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