NASDAQ$IRWD

Ironwood Pharmaceuticals Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported third quarter 2023 results, featuring growth in LINZESS prescription demand and U.S. net sales, alongside positive data from the STARS Nutrition study and progress in pipeline development.

Ironwood Pharmaceuticals reported its third quarter 2023 results, highlighting an 8% year-over-year increase in LINZESS EUTRx prescription demand and a 7% year-over-year increase in LINZESS U.S. net sales, which reached $279 million. The company also announced positive final data from the STARS Nutrition study and anticipates topline data for the Phase II study of CNP-104 in Q3 2024.

  • LINZESS EUTRx prescription demand grew by 8% year-over-year.
  • LINZESS U.S. net sales increased by 7% year-over-year, totaling $279 million.
  • Positive final data was reported from the STARS Nutrition Phase II study of apraglutide in short bowel syndrome with intestinal failure.
  • Topline data for the Phase II study of CNP-104 in primary biliary cholangitis is expected in the third quarter of 2024.

Headline financials

Total Revenue

$114M

Previous: $109M+4.7%
EPS (adj)

$0.12

Previous: $0.28-57.1%
Capital Expenditures

-$62K

Previous: -$163K+62.0%
Free Cash Flow

$15.3M

Previous: $50.2M-69.6%
Net Income

$15.3M

Previous: $50.3M-69.6%
Operating Income

$40M

Previous: $68.5M-41.5%
Gross Profit

$113M

Previous: $108M+4.6%
Cash & Equivalents

$110M

Previous: $574M-80.8%
Total Assets

$524M

Previous: $1.04B-49.6%
R&D Expense

$32.5M

No prior period
Stock-Based Comp

$7.91M

Previous: $7.07M+11.9%

Revenue & EPS history

Ironwood Pharmaceuticals · Revenue · Quarterly

$114M

Q3 2023+4.7%vs Q3 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 maintains its full year 2023 guidance.

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 Q3 2023

Historical avgQ3 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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