NASDAQ$AVDL

Avadel Pharmaceuticals plc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported fourth quarter and full year 2023 financial results.

Avadel Pharmaceuticals reported $19.5 million in net product revenue for the fourth quarter of 2023 from sales of LUMRYZ. R&D expenses were $2.4 million, and SG&A expenses were $41.3 million. The net loss for the quarter was $28.8 million, or ($0.32) per diluted share. Cash, cash equivalents, and marketable securities were $105.1 million as of December 31, 2023.

  • Generated $19.5 million in fourth quarter net revenue from sales of LUMRYZ™.
  • As of January 31st, greater than 2,200 patients enrolled in RYZUPTM and more than 1,200 patients initiated therapy.
  • Payer coverage now in place for greater than 80% of commercially covered lives for LUMRYZ through new listings including United Healthcare and Anthem.
  • FDA target action date of September 7, 2024, issued for the Supplemental New Drug Application (sNDA) for LUMRYZ in pediatric narcolepsy.

Headline financials

Total Revenue

$19.5M

No prior period
EPS (adj)

-$0.32

Previous: -$0.44+27.3%
Patients on LUMRYZ

1.2K

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$28.8M

Previous: -$27.5M-4.7%
Operating Income

-$24.9M

Previous: -$23M-8.1%
Gross Profit

$18.8M

No prior period
R&D Expense

$2.36M

No prior period
Stock-Based Comp

$3.52M

Previous: $1.93M+82.6%

Revenue & EPS history

Avadel · Revenue · Quarterly

$19.5M

Q4 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 looking forward to expanding the LUMRYZ indication for the pediatric narcolepsy population with the anticipated approval decision in September, initiating their Phase 3 pivotal trial program in idiopathic hypersomnia and continuing their robust commercial execution throughout 2024.

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 Q4 2023

Historical avgQ4 2023

-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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