earnings
confidence high
sentiment positive
materiality 0.75
Travere reports Q3 net income of $25.7M; FILSPARI sales up 155% YoY to $90.9M
Travere Therapeutics, Inc.
2025-Q3 EPS
reported -$0.32
vs consensus -$0.21
▼ miss
(-50.9%)
- U.S. FILSPARI net product sales $90.9M (+155% YoY); 731 new patient start forms in Q3.
- Total revenue $164.9M incl. $40M milestone from CSL Vifor; net income $25.7M ($0.29 basic EPS) vs net loss of $54.8M in Q3 2024.
- Remaining $68.9M of 2025 convertible notes retired; cash & equivalents $254.5M as of Sep 30 (excl. October milestone).
- FDA sNDA for FILSPARI in FSGS under review; PDUFA target Jan 13, 2026; no advisory committee needed.
- REMS modified removing embryo-fetal toxicity monitoring; KDIGO guidelines recommend FILSPARI as first-line therapy in IgAN.