NASDAQ$IRWD

Ironwood Pharmaceuticals Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Ironwood Pharmaceuticals reported Q2 2024 results, highlighting growth in LINZESS prescription demand and progress in pipeline development.

Ironwood Pharmaceuticals reported its second quarter 2024 results, noting an 11% year-over-year increase in LINZESS prescription demand and a 15% increase in new-to-brand growth. The company is facing continued pricing pressure on LINZESS due to higher-than-expected Medicaid utilization trends. Ironwood plans to pursue apraglutide rolling NDA review and expects to complete submission in the first quarter of 2025. They are also on track to deliver CNP-104 topline results in the third quarter of 2024.

  • LINZESS prescription demand grew 11% year-over-year.
  • New-to-brand growth for LINZESS increased by 15% year-over-year.
  • The company plans to pursue apraglutide rolling NDA review, expecting completion in Q1 2025.
  • Topline results for CNP-104 are expected in the third quarter of 2024.

Headline financials

Total Revenue

$94.4M

Previous: $107M-12.1%
EPS

-$0.01

Previous: $0.31-103.2%
U.S. LINZESS Net Sales

$211M

No prior period
LINZESS Commercial Margin

62.0%

No prior period
Capital Expenditures

-$126K

Previous: -$13K-869.2%
Free Cash Flow

-$986K

Previous: -$1.06B+99.9%
Net Income

-$860K

Previous: -$1.06B+99.9%
Operating Income

$25M

Previous: -$1.08B+102.3%
Cash & Equivalents

$106M

Previous: $175M-39.8%
Total Assets

$396M

Previous: $603M-34.4%
R&D Expense

$29.9M

No prior period

Revenue & EPS history

Ironwood Pharmaceuticals · Revenue · Quarterly

$94.4M

Q2 2024-12.1%vs Q2 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 continued LINZESS pricing pressure associated with higher-than-expected Medicaid utilization trends.

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 2024

Historical avgQ2 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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