earnings
confidence high
sentiment positive
materiality 0.60
ARS Pharma Q4 net income $49.9M, neffy sales $6.7M; pediatric approval expands market
ARS Pharmaceuticals, Inc.
- neffy net product revenue $7.3M for FY2024 since Sep launch; Q4 net product revenue $6.7M.
- FDA approved neffy 1 mg for children 4+ and 15-30 kg on Mar 5, 2025; in pharmacies May 2025.
- Cash, equivalents & short-term investments $314M; operating runway at least 3 years.
- Payer coverage: >60% commercial lives under contract by end Q1 2025; >80% by early Q3.
- Phase 2b trial for chronic urticaria planned Q2 2025; topline data early 2026.