NASDAQ$TVTX

Travere Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Travere's financial performance improved, driven by FILSPARI launch and strategic progress.

Travere Therapeutics reported a successful second quarter in 2024, marked by significant growth in FILSPARI sales and new patient start forms. The company is preparing for the potential full approval of FILSPARI in IgAN, and making strides in global expansion and advancing its pipeline programs.

  • Received 521 new patient start forms for FILSPARI, marking the sixth consecutive quarter of growth.
  • FILSPARI net product sales reached $27.1 million, a 37% increase over the previous quarter.
  • Total revenue for the second quarter was $54.1 million, with net product sales contributing $52.2 million.
  • Cash, cash equivalents, and marketable securities totaled $325.4 million as of June 30, 2024.

Headline financials

Total Revenue

$54.1M

Previous: $59.7M-9.3%
EPS (adj)

-$0.65

Previous: -$0.77+15.6%
Capital Expenditures

-$82K

Previous: $3K-2833.3%
Free Cash Flow

-$70.5M

Previous: -$85.6M+17.7%
Net Income

-$70.4M

Previous: -$85.6M+17.8%
Operating Income

-$67.7M

Previous: -$87.6M+22.7%
Gross Profit

$52.1M

Previous: $57.7M-9.8%
Cash & Equivalents

$32.3M

Previous: $70.9M-54.4%
Total Assets

$551M

Previous: $736M-25.2%
R&D Expense

$54.3M

No prior period
Stock-Based Comp

$9.92M

Previous: $11.9M-16.6%

Revenue & EPS history

Travere · Revenue · Quarterly

$54.1M

Q2 2024-9.3%vs Q2 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 potential full approval of FILSPARI in IgAN with a PDUFA target action date of September 5, 2024, and expects the first European launch of FILSPARI by CSL Vifor soon.

Tailwinds

  • Potential full approval of FILSPARI for IgAN in the U.S. with upcoming PDUFA target action date.
  • Expected launch of FILSPARI in Europe by CSL Vifor.
  • Milestone payment of $17.5 million expected upon conversion of CMA to full approval.
  • Renalys Pharma initiated a Phase 3 clinical trial of sparsentan in Japan.
  • Potential inclusion of FILSPARI into the KDIGO guidelines.

Headwinds

  • Risks associated with regulatory review and approval process.
  • Uncertainties related to market acceptance of FILSPARI.
  • Potential delays or changes in clinical trial plans.
  • Dependence on contractors for clinical drug supply and commercial manufacturing.
  • Risks associated with competitive products and technological changes.

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

-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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