earnings
confidence high
sentiment negative
materiality 0.75
Assertio reports Q4 adjusted EBITDA loss of $4.1M; Rolvedon sales drop to $0.4M from $15.4M
Assertio Holdings, Inc.
- Rolvedon Q4 net sales $0.4M vs $15.4M YoY; sell-in in Q3 2025 covered two quarters of demand, sales under new label expected Q2 2026.
- Sympazan net sales grew to $3.1M from $2.5M; Indocin flat at $5.5M.
- Gross margin improved to 75% from 61% on product mix and inventory write-downs in prior year.
- Adjusted EBITDA loss $4.1M vs income $3.4M last year; cash dropped to $63.4M from $93.4M in Q3.
- FY2026 guidance: net product sales $110M-$125M, Adj EBITDA $28M-$40M; CEO prioritizes Rolvedon and disciplined oncology build.