NASDAQ$TVTX

Travere Therapeutics Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Retrophin reported strong results and generated positive momentum across all aspects of its business.

Retrophin's first quarter 2020 financial results showed net product sales increased to $47.8 million compared to $39.6 million for the same period in 2019. The company achieved the critical milestone of enrolling the first 190 patients in its pivotal DUPLEX Study of sparsentan in FSGS. Net income for the first quarter of 2020 was $0.8 million, compared to a net loss of $41.0 million for the same period in 2019.

  • Phase 3 DUPLEX Study of sparsentan in FSGS achieved enrollment of the first 190 patients required to support the 36-week proteinuria analysis.
  • The pivotal PROTECT Study of sparsentan in IgA nephropathy (IgAN) continues enrollment toward 280 patients required to enable the 36-week proteinuria analysis for accelerated approval submissions
  • Suzanne L. Bruhn, Ph.D., joined the Board of Directors.
  • Net product sales for the first quarter of 2020 were $47.8 million, compared to $39.6 million for the same period in 2019

Headline financials

Total Revenue

$47.8M

Previous: $39.6M+20.7%
EPS (adj)

-$0.20

Previous: -$0.63+68.3%
Capital Expenditures

-$208K

Previous: -$19K-994.7%
Free Cash Flow

$600K

Previous: -$41M+101.5%
Net Income

$808K

Previous: -$41M+102.0%
Operating Income

-$15.1M

Previous: -$38.2M+60.6%
Gross Profit

$46.4M

Previous: $38.6M+20.4%
Cash & Equivalents

$67M

Previous: $69.8M-4.0%
Total Assets

$573M

Previous: $668M-14.2%
Stock-Based Comp

$5.91M

Previous: $6.27M-5.8%

Revenue & EPS history

Travere · Revenue · Quarterly

$47.8M

Q1 2020+20.7%vs Q1 2019
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Travere · $33.9M total across 2 segments · Q3 2023

  • Tiopronin products
    $25.9M+2.0%
  • FILSPARI
    $8.04M

Forward guidance

Retrophin continues to believe that top-line efficacy data from the 36-week proteinuria endpoint analysis in the first quarter of 2021 are achievable for DUPLEX study. For PROTECT Study, the company continues to believe that top-line efficacy data from the 36-week proteinuria endpoint analysis in the first half of 2022 are achievable.

Tailwinds

  • Company has taken steps to protect the health and safety of its team members, healthcare providers and other stakeholders.
  • Implemented a work from home policy and is effectively supporting the needs of patients and physicians through virtual interactions.
  • Created an emergency assistance fund to provide COVID-19 grant support for patient communities.
  • Maintained continuity in its supply chain and has not had disruption in the supply of its approved or investigational therapies.
  • Patient support services and direct to patient pharmacy provider remain staffed and fully functional and are continuing to provide uninterrupted access and support to patients prescribed the Company’s approved products.

Headwinds

  • Timelines of ongoing clinical trials could be impacted as it experiences a slowing in patient enrollment and site initiations due to the COVID-19 impact on the health system.
  • The COVID-19 pandemic has created an increased burden on rare disease patients, caregivers and the advocacy organizations that assist them.
  • There are significant uncertainties and challenges to overcome due to the evolving global pandemic
  • Potential impacts the pandemic may have on the Company’s ability to continue its ongoing development activities and clinical trials
  • Potential impacts the pandemic may have on the timing of such clinical trials, and the release of data from those trials

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 2020

Historical avgQ1 2020

-0.6%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-0.3%

Avg return

30 days after

49%

25 / 51 earnings

Positive

+16.6%

Q3 2025

Best reaction

-16.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.8%-5.1%+2.8%
Q4 2025+3.1%+0.1%-8.4%
Q3 2025+16.6%+13.7%+19.4%
Q1 2025+1.6%-2.6%-27.6%
Q4 2024-6.8%-10.8%-12.9%
Q3 2024-1.1%-0.0%+5.9%
Q2 2024-5.7%-6.7%-0.7%
Q1 2024+7.8%+0.6%+25.1%
Q4 2023-0.6%+0.4%-9.2%
Q3 2023-4.7%-16.0%+30.3%
Q2 2023-6.6%-6.7%-10.5%
Q1 2023+5.6%+4.2%+19.7%
Q4 2022+6.9%+6.2%+0.0%
Q3 2022+3.1%+0.5%-12.4%
Q2 2022+16.0%+16.2%+13.5%
Q1 2022-14.2%-13.2%-6.4%
Q4 2021+2.9%+2.1%-3.3%
Q3 2021+10.0%+15.1%+10.8%
Q2 2021-2.4%+0.5%+52.7%
Q1 2021-16.6%-17.4%-41.2%
Q4 2020-5.3%-12.4%-19.0%
Q3 2020+1.6%+11.4%+18.1%
Q2 2020-1.6%-4.1%-4.3%
Q1 2020+7.6%+0.8%-0.9%
Q4 2019-16.7%-10.3%-21.4%
Q3 2019+4.4%+8.0%+20.7%
Q2 2019-11.4%-2.7%-34.0%
Q1 2019-7.9%-5.5%-2.7%
Q4 2018+5.6%+4.3%+7.7%
Q3 2018+0.6%+1.2%-4.4%
Q2 2018-4.4%-4.2%+2.4%
Q1 2018-5.2%-5.7%+11.6%
Q4 2017+5.4%+5.2%-5.8%
Q3 2017-13.4%-16.3%-17.1%
Q2 2017-0.1%+7.6%+15.8%
Q1 2017-4.4%-6.5%-7.1%
Q4 2016+1.5%-0.6%-13.2%
Q3 2016-4.3%-1.2%+8.5%
Q2 2016+1.4%-1.9%-13.6%
Q1 2016+5.2%
Q4 2015-2.8%
Q3 2015-10.0%
Q2 2015+13.0%
Q1 2015+5.8%
Q4 2014+9.5%
Q3 2014-14.4%
Q2 2014-6.2%
Q1 2014+4.9%
Q4 2013+8.4%
Q3 2013-5.8%
Q2 2012-9.9%
Q3 2012
Q1 2012
Q4 2012
Q3 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro