NASDAQ$IRWD

Ironwood Pharmaceuticals Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Ironwood Pharmaceuticals reported positive topline results from global Phase III STARS trial and Phase II exploratory STARGAZE trial, while LINZESS® prescription demand grew 10% year-over-year and financial guidance was revised.

Ironwood Pharmaceuticals reported its first quarter 2024 results, highlighting significant advancements across its portfolio, including positive Phase III clinical data for apraglutide and strong LINZESS demand momentum. The company is working swiftly to file an NDA for apraglutide for adult SBS patients dependent on parenteral support and revised FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate.

  • Reported positive topline results from global Phase III STARS trial of once-weekly apraglutide in adults with short bowel syndrome with intestinal failure (SBS-IF).
  • Reported positive results from Phase II exploratory STARGAZE trial of apraglutide in patients with steroid-refractory gastrointestinal acute Graft-versus-Host Disease (SR GI aGVHD).
  • LINZESS® (Iinaclotide) EUTRx prescription demand growth of 10% year-over-year.
  • Revised FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate.

Headline financials

Total Revenue

$74.9M

Previous: $104M-28.0%
EPS

-$0.03

Previous: $0.25-112.0%
U.S. LINZESS Net Sales

$257M

No prior period
LINZESS Commercial Margin

71.0%

No prior period
LINZESS Capsules Dispensed

49.1M

No prior period
Capital Expenditures

-$68K

Previous: -$13K-423.1%
Free Cash Flow

-$4.23M

Previous: $45.7M-109.3%
Net Income

-$4.16M

Previous: $45.7M-109.1%
Operating Income

$11M

Previous: $60.1M-81.7%
Cash & Equivalents

$122M

Previous: $740M-83.6%
Total Assets

$439M

Previous: $1.16B-62.0%
R&D Expense

$25.3M

No prior period
Stock-Based Comp

$8.39M

Previous: $7.13M+17.6%

Revenue & EPS history

Ironwood Pharmaceuticals · Revenue · Quarterly

$74.9M

Q1 2024-28%vs Q1 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Ironwood Pharmaceuticals · $71M total across 1 segment · Q1 2020

  • LINZESS Collaboration
    $71M

Forward guidance

Ironwood Pharmaceuticals revised its FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate. The company anticipates low-single digits percentage growth for U.S. LINZESS Net Sales and expects adjusted EBITDA to be greater than $120 million, excluding potential CNP-104 option exercise.

Tailwinds

  • U.S. LINZESS Net Sales are expected to grow at a low-single digits percentage.
  • Adjusted EBITDA is projected to be greater than $150 million, excluding potential CNP-104 option exercise.
  • Adjusted EBITDA is expected to be greater than $120 million, excluding potential CNP-104 option exercise.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.0%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-1.2%

Avg return

30 days after

44%

28 / 64 earnings

Positive

+32.8%

Q3 2025

Best reaction

-29.5%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-13.9%-15.5%-31.5%
Q4 2025-11.4%-5.8%-19.3%
Q3 2025+32.8%+63.5%+92.2%
Q1 2025-4.4%+0.0%+5.1%
Q4 2024-5.3%-12.9%-17.5%
Q3 2024-1.6%-12.9%-31.9%
Q2 2024-29.5%-25.3%-25.0%
Q1 2024-13.8%-18.3%-21.8%
Q4 2023-5.6%-4.0%-41.6%
Q3 2023+5.5%+5.6%+13.5%
Q2 2023-15.3%-11.3%-24.2%
Q1 2023+1.5%-2.4%+4.9%
Q4 2022+5.8%+3.9%-7.4%
Q3 2022+3.7%+6.8%+11.9%
Q2 2022+5.9%+5.6%-2.9%
Q1 2022-3.0%-8.4%-9.0%
Q4 2021-2.5%-1.2%+13.5%
Q3 2021+0.4%-1.2%-14.6%
Q2 2021+3.2%+4.3%-1.5%
Q1 2021+1.3%+1.5%+9.3%
Q4 2020-7.0%-6.6%+12.3%
Q3 2020+4.0%+12.4%+16.8%
Q2 2020+5.8%+3.0%+1.5%
Q1 2020-3.2%+2.5%-5.3%
Q4 2019-3.2%-2.9%-18.3%
Q3 2019+10.0%+15.9%+27.5%
Q2 2019+2.6%-0.8%-10.0%
Q1 2019-9.9%-12.3%-7.2%
Q4 2018+5.4%+15.1%+3.1%
Q3 2018-15.6%-15.9%-10.3%
Q2 2018-1.1%-1.9%-1.1%
Q1 2018+4.4%+2.6%+2.5%
Q4 2017+6.0%+2.4%+6.0%
Q3 2017+6.8%+1.8%+16.6%
Q2 2017-12.8%-15.5%-9.0%
Q1 2017+5.2%+12.9%+10.5%
Q4 2016-1.6%-4.2%+0.1%
Q3 2016+7.2%+15.2%+22.5%
Q2 2016-6.0%-7.7%-6.9%
Q1 2016+9.3%
Q4 2015+3.4%
Q3 2015-1.2%
Q2 2015+2.4%
Q1 2015-0.1%
Q4 2014-3.1%
Q3 2014-0.9%
Q2 2014-6.2%
Q1 2014+8.4%
Q4 2013+14.1%
Q3 2013-4.0%
Q2 2013+4.2%
Q1 2013-8.9%
Q4 2012-7.7%
Q3 2012+0.0%
Q2 2012-3.8%
Q1 2011-0.5%
Q1 2012-3.5%
Q4 2011-3.4%
Q2 2011-3.4%
Q3 2011-13.6%
Q2 2010+3.3%
Q4 2010+0.1%
Q3 2010+1.4%
Q1 2010-3.7%

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