NASDAQ$AVDL

Avadel Pharmaceuticals plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Announced third quarter financial results and provided a corporate update.

Avadel Pharmaceuticals reported $50.0 million in net product revenue for the third quarter 2024, driven by sales of LUMRYZ. The company also received FDA approval for LUMRYZ for pediatric narcolepsy and saw a court uphold the FDA's determination that LUMRYZ is clinically superior to twice-nightly oxybate products. They had 2,300 patients on LUMRYZ as of September 30th, including 700 patients that initiated therapy in the quarter.

  • Generated $50.0 million in net revenue from sales of LUMRYZ™.
  • Had 2,300 patients on LUMRYZ as of September 30th, including 700 patients that initiated therapy in the quarter.
  • Received FDA approval for LUMRYZ for the treatment of cataplexy or EDS in patients 7 years and older with narcolepsy.
  • LUMRYZ approval upheld by court in suit brought by Jazz regarding FDA’s determination that LUMRYZ is clinically superior to twice-nightly oxybate products.

Headline financials

Total Revenue

$50M

Previous: $7.01M+613.2%
EPS

-$0.03

Previous: -$0.41+92.7%
R&D Expenses

$3.8M

Previous: $2.8M+35.7%
SG&A Expenses

$40.4M

Previous: $39.2M+3.1%
Patients on LUMRYZ

2.3K

Previous: 400+475.0%
Capital Expenditures

$0.00

Previous: $0.00
Net Income

-$2.63M

Previous: -$36.3M+92.8%
Operating Income

-$327K

Previous: -$35.1M+99.1%
Gross Profit

$43.9M

Previous: $6.9M+536.1%
R&D Expense

$3.8M

Previous: $2.85M+33.5%
Stock-Based Comp

$5.41M

Previous: $3.13M+73.0%

Revenue & EPS history

Avadel · Revenue · Quarterly

$50M

Q3 2024+613.2%vs Q3 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 is focused on expanding the oxybate market through the introduction of LUMRYZ, expanding into additional patient populations, and continuing the Phase 3 pivotal trial in IH.

Tailwinds

  • Potential therapeutic benefit of LUMRYZ
  • Success of the commercialization of LUMRYZ and expansion into additional patient populations
  • Anticipated market demand and sales opportunity of LUMRYZ
  • Potential for the Company to be a leader in the market
  • Advancing the Company’s idiopathic hypersomnia clinical study for LUMRYZ

Headwinds

  • Risks and uncertainties described in the “Risk Factors” section of Part I, Item 1A of the Company’s most recent Annual Report on Form 10-K
  • Competition in the market
  • Potential delays in clinical trials
  • Changes in regulations
  • Unfavorable outcomes in legal proceedings

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 Q3 2024

Historical avgQ3 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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