NASDAQ$TVTX

Travere Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Travere reported exceptional performance driven by FILSPARI's full FDA approval and strong sales growth, while also advancing its pipeline and strategic initiatives.

Travere Therapeutics reported strong Q3 2024 financial results, highlighted by the full FDA approval of FILSPARI and a meaningful increase in demand. The company's commercial team delivered strong sales growth of FILSPARI in the U.S. Travere is actively preparing for potential sNDA submissions and expanding FILSPARI's availability in Europe through its partner CSL Vifor.

  • FILSPARI received full FDA approval as the only non-immunosuppressive treatment that significantly slows kidney function decline in IgAN.
  • Net product sales of FILSPARI totaled $35.6 million for the third quarter of 2024.
  • Total revenue for the third quarter of 2024 was $62.9 million, including net product sales of $61.0 million.
  • A Type C meeting is scheduled with the FDA to discuss a potential sNDA submission for FILSPARI in FSGS.

Headline financials

Total Revenue

$62.9M

Previous: $37.1M+69.6%
EPS (adj)

-$0.46

Previous: $2.27-120.3%
Capital Expenditures

-$82K

Previous: -$643K+87.2%
Free Cash Flow

-$54.9M

Previous: $150M-136.6%
Net Income

-$54.8M

Previous: $151M-136.4%
Operating Income

-$56.1M

Previous: -$92.6M+39.4%
Gross Profit

$61.3M

Previous: $35.8M+71.1%
Cash & Equivalents

$36.4M

Previous: $144M-74.8%
Total Assets

$504M

Previous: $833M-39.4%
R&D Expense

$51.7M

Previous: $58.1M-11.1%
Stock-Based Comp

$8.02M

Previous: $10.7M-25.3%

Revenue & EPS history

Travere · Revenue · Quarterly

$62.9M

Q3 2024+69.6%vs Q3 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 is focused on accelerating the growth of FILSPARI, expanding its potential in FSGS, and continuing the development of its pipeline. The company expects to provide an update on the FSGS program by its fourth quarter 2024 earnings call.

Tailwinds

  • Potential for FILSPARI to replace current standard of care in IgAN.
  • Potential to further accelerate growth with FILSPARI.
  • Ongoing commercial launch of FILSPARI.
  • sNDA requesting a modification to the frequency of liver monitoring for FILSPARI.
  • Plans to meet with the FDA on a potential sNDA submission for FILSPARI in FSGS.

Headwinds

  • Voluntary pause of enrollment in the HARMONY Study.
  • Challenges of manufacturing scale-up.
  • Uncertainties associated with the regulatory review and approval process.
  • Risks related to potential disruptions to clinical trials, commercialization activity, supply chain, and manufacturing operations.
  • No guarantee that regulators will grant approval of sparsentan for FSGS.

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

-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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