earnings
confidence high
sentiment positive
materiality 0.75
Q3 Rolvedon sales $38.6M (+157% YoY); guides FY25 rev $110-112M; promotes Schwichtenberg President/COO
Assertio Holdings, Inc.
2025-Q3 EPS
reported -$0.19
vs consensus -$1.30
▲ beat
(+85.4%)
- Rolvedon net sales $38.6M vs $15.0M YoY; large distributor purchases pulled forward two quarters of demand.
- Adjusted EBITDA $20.9M vs $4.4M YoY; gross margin 72% vs 74% due to product mix shift to Rolvedon.
- FY2025 net product sales guidance narrowed to $110-112M; adjusted EBITDA guidance $14-16M.
- Paul Schwichtenberg promoted to President and COO effective Nov 3, 2025 from Chief Transformation Officer.
- Cash, equivalents and short-term investments $93.4M as of Sept 30; temporary decline expected then increase in Q2 2026.