NASDAQ$IRWD

Ironwood Pharmaceuticals Inc. · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported third quarter results with LINZESS prescription demand growth and progress on apraglutide NDA submission.

Ironwood Pharmaceuticals reported its third quarter 2024 results, highlighting a 13% year-over-year growth in LINZESS prescription demand. The company is maintaining its full year financial guidance and is on track to complete the apraglutide NDA submission in Q1 2025.

  • LINZESS prescription demand grew by 13% year-over-year.
  • LINZESS extended units and new-to-brand prescriptions each increased 13% year-over-year.
  • The company remains on track to complete apraglutide NDA submission in Q1 2025.
  • Full year 2024 financial guidance is maintained despite pricing headwinds.

Headline financials

Total Revenue

$91.6M

Previous: $114M-19.5%
EPS

$0.02

Previous: $0.12-83.3%
U.S. LINZESS Net Sales

$226M

No prior period
LINZESS Commercial Margin

65.0%

No prior period
Capital Expenditures

-$142K

Previous: -$62K-129.0%
Free Cash Flow

$3.5M

Previous: $15.3M-77.0%
Net Income

$3.65M

Previous: $15.3M-76.2%
Operating Income

$25.6M

Previous: $40M-35.9%
Cash & Equivalents

$88.2M

Previous: $110M-19.9%
Total Assets

$390M

Previous: $524M-25.7%
R&D Expense

$29.3M

Previous: $32.5M-9.7%
Stock-Based Comp

$8.33M

Previous: $7.91M+5.4%

Revenue & EPS history

Ironwood Pharmaceuticals · Revenue · Quarterly

$91.6M

Q3 2024-19.5%vs Q3 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 is maintaining its full year 2024 financial guidance and expects to complete the apraglutide NDA submission in the first quarter of 2025.

Tailwinds

  • Continued growth in LINZESS prescription demand.
  • On track to complete apraglutide NDA submission in Q1 2025.
  • Focus on getting apraglutide to market as soon as possible.
  • Belief that apraglutide would be the drug of choice for SBS patients dependent on PS, if approved.
  • Maintaining full year financial guidance.

Headwinds

  • LINZESS faced pricing headwinds throughout 2024.
  • Uncertainty related to pricing and reimbursement policies in the U.S.
  • Risk of competition from new products.
  • Challenges in partnering with other companies to develop and commercialize products.
  • Potential adverse effects from healthcare reform and other governmental and private payor initiatives.

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 2024

Historical avgQ3 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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