earnings
confidence high
sentiment positive
materiality 0.80
Esperion Q4 rev $168.4M (+144% Y/Y); FY25 rev $403.1M; Q4 net income $61.8M; acquires Corstasis
Esperion Therapeutics, Inc.
- U.S. net product revenue Q4 $43.7M (+38% Y/Y); FY25 $159.6M (+38% Y/Y).
- Collaboration revenue Q4 $124.7M (includes $90M Otsuka milestone); FY25 $243.6M (+12% Y/Y).
- Q4 net income $61.8M ($0.26 basic EPS vs loss $0.11 in Q4 2024); FY25 net loss $22.7M narrowed from $51.7M.
- Agreed to acquire Corstasis Therapeutics (Enbumyst nasal spray for CHF edema); targets $4B U.S. market.
- Patent settlements restrict generic entry until April 2040; FY26 opex guidance $225-255M (incl ~$15M non-cash).