NASDAQ$TVTX

Travere Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Travere Therapeutics reported strong financial results for the fourth quarter and full year 2024, driven by the successful commercial launch of FILSPARI and progress in its clinical pipeline.

Travere Therapeutics delivered a strong performance in Q4 2024, with total revenue reaching $74.787 million, significantly up from the previous year. The company's net product sales, particularly from FILSPARI, were a key driver of this growth. Despite an operating loss, the company maintained a healthy cash position and is advancing its key programs, including the sNDA submission for FILSPARI in FSGS and the restart of enrollment for pegtibatinase.

  • Net product sales for Q4 2024 reached $73.546 million, a substantial increase from $39.916 million in Q4 2023.
  • FILSPARI net product sales alone contributed $49.644 million in Q4 2024, demonstrating strong commercial launch success.
  • The company reported a net loss of $60.264 million for Q4 2024, an improvement from a $90.173 million net loss in Q4 2023.
  • Cash, cash equivalents, and marketable securities stood at $370.7 million as of December 31, 2024, including $134.7 million from a common stock offering.

Headline financials

Total Revenue

$74.8M

Previous: $45.1M+66.0%
EPS (adj)

-$0.47

Previous: -$0.94+50.0%
Research and development expenses

$62.1M

No prior period
Selling, general, and administrative expenses

$69.5M

No prior period
Non-GAAP R&D expenses

$58.6M

No prior period
Non-GAAP SG&A expenses

$51.6M

No prior period
Net Income

-$60.3M

Previous: -$90.2M+33.2%
Operating Income

-$60.7M

Previous: -$94.2M+35.5%

Revenue & EPS history

Travere · Revenue · Quarterly

$74.8M

Q4 2024+66%vs Q4 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 is focused on advancing FILSPARI for FSGS, optimizing pegtibatinase manufacturing, and restarting its pivotal program, while also anticipating milestones from its IgAN programs and collaborations.

Tailwinds

  • On track to submit sNDA for FILSPARI in FSGS around the end of 1Q 2025, aiming for traditional approval.
  • Preparing for a successful launch of FILSPARI for FSGS, if approved, which would be the first and only approved medicine for FSGS.
  • Continuing to optimize manufacturing for pegtibatinase and on track to restart enrollment in the Phase 3 HARMONY Study in 2026.
  • Anticipates final publication of updated KDIGO clinical guidelines for IgAN in 2025, recommending FILSPARI as a foundational kidney-targeted therapy.
  • Expects to receive a $17.5 million milestone payment from CSL Vifor upon conversion of CMA to full approval for FILSPARI in Europe.

Headwinds

  • No guarantee that the FDA will accept the sNDA for filing, grant priority review, or grant approval of FILSPARI for FSGS.
  • Risks associated with the regulatory review and approval process for new indications and modifications.
  • Challenges related to manufacturing scale-up for pegtibatinase and potential delays in restarting clinical trials.
  • Uncertainties regarding market acceptance of commercial products, including efficacy, safety, price, reimbursement, and benefit over competing therapies.
  • Risks that ongoing or planned clinical trials may not succeed or may be delayed for safety, regulatory, or other reasons.

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 Q4 2024

Historical avgQ4 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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