NASDAQ$CPRX

Catalyst Pharmaceuticals Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Catalyst Pharmaceuticals reported record fourth quarter and full year 2024 financial results, driven by strong commercial performance and the successful launch of AGAMREE.

Catalyst Pharmaceuticals achieved record fourth quarter and full year 2024 financial results, with total revenues reaching $141.8 million for Q4 and $491.7 million for the full year, driven by sustained organic growth of FIRDAPSE and the successful market adoption of AGAMREE.

  • Total revenues for Q4 2024 increased by 28.3% year-over-year to $141.8 million.
  • GAAP net income for Q4 2024 was $55.9 million, a 60.5% increase from the prior year.
  • Non-GAAP net income for Q4 2024 was $88.8 million, up 47.8% year-over-year.
  • Cash and cash equivalents significantly increased to $517.6 million as of December 31, 2024, from $137.6 million in the previous year.

Headline financials

Total Revenue

$142M

Previous: $111M+28.3%
EPS (adj)

$0.74

Previous: $0.53+39.6%
GAAP Net Income Growth YoY

55936000.0%

No prior period
Operating Income Growth YoY

62843000.0%

No prior period
R&D Expense Growth YoY

3798000.0%

No prior period
SG&A Expense Growth YoY

44192000.0%

No prior period
Net Income

$55.9M

Previous: $34.8M+60.5%
Operating Income

$62.8M

Previous: $41.7M+50.7%
Cash & Equivalents

$518M

Previous: $138M+276.0%
Total Assets

$851M

Previous: $472M+80.4%

Revenue & EPS history

Catalyst Pharmaceuticals · Revenue · Quarterly

$142M

Q4 2024+28.3%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Catalyst Pharmaceuticals · $142M total across 3 segments · Q4 2024

  • FIRDAPSE
    $82.5M+18.4%
  • FYCOMPA
    $38.2M
  • AGAMREE
    $21.1M

Forward guidance

For full year 2025, Catalyst Pharmaceuticals expects total revenues to be between $545 million and $565 million, reflecting continued growth in product revenue from FIRDAPSE and AGAMREE.

Tailwinds

  • FIRDAPSE product revenue, net for fiscal 2025 is expected to range between $355 million and $360 million.
  • AGAMREE product revenue, net for 2025 is expected to be between $100 million and $110 million, reflecting continued market adoption and commercial momentum.
  • Anticipated increase in Q1 2025 product revenue, net compared to Q1 2024 due to temporary market dynamics following the Change Healthcare disruption in February 2024, with normalization expected in Q2 2025.
  • Company anticipates an increase in selling, general and administrative expenses in 2025 compared to 2024, primarily driven by increased headcount to support business growth and product portfolio expansion.
  • Effective tax rate is anticipated to be relatively consistent for 2025 compared to 2024 and 2023.

Headwinds

  • FYCOMPA product revenue, net is forecasted to be between $90 million and $95 million, with anticipated loss of patent exclusivity at the end of May 2025 for tablets and December 2025 for oral suspension.
  • Expected entry of generic competition following each loss of exclusivity for FYCOMPA.
  • AGAMREE royalties paid to the product licensor increase when AGAMREE product revenue, net exceeds $100 million in any calendar year.
  • A $12.5 million milestone payment to the product licensor is required once AGAMREE product revenue for the calendar year reaches $100 million.
  • Research and development expenses in 2025 are expected to be between $15.0 million and $20.0 million, absent another acquisition, but could become more significant if the Company completes an acquisition.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.7%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+10.0%

Avg return

30 days after

38%

25 / 65 earnings

Positive

+29.1%

Q4 2016

Best reaction

-18.7%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.0%+0.1%+0.6%
Q4 2025+0.0%-3.8%-5.9%
Q3 2025-1.9%+8.0%+10.1%
Q2 2025-10.1%-6.7%-6.9%
Q1 2025-3.0%+0.8%+10.3%
Q4 2024+5.2%+7.4%+20.0%
Q3 2024+5.9%+6.8%+0.3%
Q2 2024+13.0%+19.2%+21.1%
Q1 2024+3.4%+7.1%+3.2%
Q4 2023+11.7%+16.3%+11.1%
Q3 2023-4.1%-1.7%+10.1%
Q2 2023+4.8%+3.7%-11.1%
Q1 2023-18.7%-24.5%-33.2%
Q4 2022+6.1%+10.4%+19.1%
Q3 2022+0.7%+2.7%+6.8%
Q2 2022+20.8%+27.9%+40.3%
Q1 2022-0.5%+5.7%+1.7%
Q4 2021-2.0%+4.1%+11.5%
Q3 2021+2.7%+18.0%+4.3%
Q2 2021+2.2%+4.0%-12.9%
Q1 2021-1.9%+14.1%+17.2%
Q4 2020+6.7%+12.3%+14.7%
Q3 2020+7.9%+7.9%+12.4%
Q2 2020-17.5%-14.3%-21.7%
Q1 2020-5.7%-6.4%-6.6%
Q4 2019-15.2%-13.5%+27.6%
Q3 2019-9.6%-11.6%-13.9%
Q2 2019+0.6%-1.0%+30.7%
Q1 2019-0.3%+20.7%+16.9%
Q4 2018+16.8%+34.9%+76.5%
Q3 2018-4.9%-14.5%-26.2%
Q2 2018+2.4%+3.8%+16.1%
Q1 2018+0.7%+21.2%+23.4%
Q4 2017-9.6%-10.5%-18.5%
Q3 2017-4.2%-6.1%+28.2%
Q2 2017-1.4%+1.4%-9.7%
Q1 2017+2.2%+12.2%+32.8%
Q4 2016+29.1%+41.9%+50.4%
Q3 2016+4.0%+12.9%+16.8%
Q2 2016-1.3%-3.9%+33.8%
Q1 2016-6.3%
Q4 2015-10.6%
Q3 2015-5.3%
Q2 2015-9.2%
Q1 2015-1.5%
Q4 2014+15.8%
Q3 2014-6.3%
Q2 2014-2.7%
Q1 2014+2.8%
Q4 2013+9.6%
Q3 2013-2.1%
Q2 2013-6.3%
Q1 2013-7.3%
Q4 2012-5.1%
Q3 2012-10.7%
Q2 2012-7.9%
Q1 2012-5.6%
Q4 2011-6.1%
Q3 2011+2.0%
Q2 2011-6.6%
Q1 2011-0.7%
Q4 2010-0.0%
Q3 2010-0.5%
Q2 2010+0.3%
Q1 2010-9.8%

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