NASDAQ$IRWD

Ironwood Pharmaceuticals Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported second quarter 2023 results and raised full year 2023 LINZESS® U.S. Net Sales and Ironwood revenue guidance.

Ironwood Pharmaceuticals reported strong second-quarter results, driven by LINZESS's impressive performance. The company raised its full-year 2023 U.S. net sales and Ironwood revenue guidance. The FDA approved LINZESS for pediatric patients, and Ironwood acquired VectivBio, strengthening its GI portfolio.

  • LINZESS U.S. net sales increased by 9% year-over-year, reaching $270 million.
  • LINZESS prescription demand growth in the EUTRx increased by 9% year-over-year.
  • The FDA approved LINZESS for pediatric patients ages 6-17 years-old suffering from functional constipation (FC).
  • Ironwood acquired VectivBio Holding AG and its lead investigational asset, apraglutide, for the potential treatment of short bowel syndrome with intestinal failure.

Headline financials

Total Revenue

$107M

Previous: $97.2M+10.4%
EPS (adj)

$0.31

Previous: $0.21+47.6%
Capital Expenditures

-$13K

Previous: $88K-114.8%
Free Cash Flow

-$1.06B

Previous: $61.3M-1833.4%
Net Income

-$1.06B

Previous: $37M-2970.8%
Operating Income

-$1.08B

Previous: $55.7M-2046.2%
Gross Profit

$107M

Previous: $85.8M+24.9%
Cash & Equivalents

$175M

Previous: $504M-65.2%
Total Assets

$603M

Previous: $976M-38.2%
Stock-Based Comp

$8.26M

Previous: $6.6M+25.2%

Revenue & EPS history

Ironwood Pharmaceuticals · Revenue · Quarterly

$107M

Q2 2023+10.4%vs Q2 2022
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 raised its full-year 2023 U.S. net sales and Ironwood revenue guidance.

Tailwinds

  • LINZESS continued its strong momentum with another quarter of impressive performance.
  • LINZESS approved for the treatment of pediatric patients ages 6 to 17 years-old with functional constipation, expanding its clinical utility and adding another potential growth driver for the brand.
  • Acquired VectivBio, including its lead investigational asset, apraglutide, which we believe is poised to become the new standard of care for patients with short bowel syndrome with intestinal failure if successfully developed and approved, with the potential to achieve $1 billion in peak net sales.
  • Continuing to maximize LINZESS.
  • Advance clinical programs.

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 Q2 2023

Historical avgQ2 2023

-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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