NASDAQ$TVTX

Travere Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported first quarter financial results and provided a corporate update.

Travere Therapeutics reported strong first quarter 2024 results, marked by new highs in demand and revenue for FILSPARI in IgAN. The FDA granted Priority Review for FILSPARI's sNDA, and the European Commission granted conditional marketing authorization. The company is also progressing with the HARMONY Study of pegtibatinase in HCU.

  • FDA grants Priority Review for FILSPARI sNDA for IgAN, with a PDUFA target action date of September 5, 2024.
  • Received 511 new patient start forms (PSFs) for FILSPARI in Q1 2024, totaling 1,963 PSFs since launch.
  • Net product sales of FILSPARI totaled $19.8 million for the first quarter of 2024.
  • European Commission granted conditional marketing authorization (CMA) to FILSPARI for IgAN in Europe, with the first launch anticipated in H2 2024.

Headline financials

Total Revenue

$41.4M

Previous: $57M-27.4%
EPS

-$1.76

Previous: -$0.82-114.6%
Research and development expenses

$49.4M

No prior period
Selling, general, and administrative expenses

$64.2M

No prior period
Non-GAAP R&D expenses

$45.8M

No prior period
Non-GAAP SG&A expenses

$48.2M

No prior period
Capital Expenditures

$0.00

Previous: -$630K+100.0%
Free Cash Flow

-$136M

Previous: -$87M-56.5%
Net Income

-$136M

Previous: -$86.3M-57.6%
Operating Income

-$139M

Previous: -$87M-60.0%
Gross Profit

$39.9M

Previous: $51.9M-23.1%
Cash & Equivalents

$43.3M

Previous: $161M-73.2%
Total Assets

$664M

Previous: $808M-17.9%
R&D Expense

$49.4M

No prior period
Stock-Based Comp

$9.76M

Previous: $13.5M-27.6%

Revenue & EPS history

Travere · Revenue · Quarterly

$41.4M

Q1 2024-27.4%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Travere Therapeutics anticipates significant growth in 2024 and beyond, driven by the ongoing commercial launch of FILSPARI and the potential approval of pegtibatinase for HCU.

Tailwinds

  • Potential full approval of FILSPARI for IgAN in the U.S.
  • Anticipated launch of FILSPARI for IgAN in certain European markets in H2 2024.
  • Progress in clinical studies, including the Phase 3 HARMONY Study for pegtibatinase.
  • Potential for pegtibatinase to become the only disease-modifying therapy for HCU.
  • Potential inclusion of FILSPARI into the KDIGO guidelines.

Headwinds

  • Risks associated with the regulatory review and approval process.
  • Market acceptance of commercial products, including efficacy, safety, price, reimbursement, and benefit over competing therapies.
  • Risks associated with the successful development and execution of commercial strategies.
  • Risk that clinical candidates will not be found to be safe or effective.
  • Risks related to the timing and potential outcome of clinical studies.

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 2024

Historical avgQ1 2024

-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

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