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Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability (ARDX)
Seeking Alpha· 2026-02-20 16:12
Ardelyx, Inc. ( ARDX ) just reported fourth quarter results and actually beat on revenue, but they missed slightly on earnings, which the market took negatively, as you mayI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug develo ...
Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability
Seeking Alpha· 2026-02-20 16:12
Ardelyx, Inc. ( ARDX ) just reported fourth quarter results and actually beat on revenue, but they missed slightly on earnings, which the market took negatively, as you mayI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug develo ...
Futures Drop As Iran Tensions Rise, Data Deluge Looms
ZeroHedge· 2026-02-20 13:29
US equity futures are lower, sliding from session highs around the European open to session low just before 8am E as traders assessed the potential market impact of war with Iran, and awaited a firehose of US economic data including GDP and core PCE. As of 8:15am ET, S&P and Nasdaq futures are down 0.1% having traded in the green for much of the overnight session. Pre-market, Mag 7 are mostly red with GOOGL bucking the trend and rising +1.2%. Blue Owl Capital’s shares were set to fall a further 3.5% after i ...
Ardelyx Lead Drug Growth Fails To Lift Sentiment, Stock Drops
Benzinga· 2026-02-20 11:50
Ardelyx Inc. (NASDAQ:ARDX) shares are down during Friday’s premarket session following a recent financial update for the fourth quarter of 2025.Ardelyx reported breakeven versus the consensus earnings of 1 cent. Sales reached $125.22 million, beating the consensus of $118.13 million.Lead Drugs PerformanceThe company reported that IBSRELA (tenapanor) revenue grew 73% in 2025 to $274.2 million, contributing to total revenues of $407.3 million. The company recorded $86.6 million in IBSRELA revenue in the fourt ...
Ardelyx (ARDX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-19 23:31
Core Insights - Ardelyx reported $125.22 million in revenue for Q4 2025, a year-over-year increase of 7.8%, and a surprise of +6.51% over the Zacks Consensus Estimate of $117.57 million [1] - The EPS for the same period was $0, down from $0.02 a year ago, resulting in a -100% EPS surprise compared to the consensus estimate of $0.02 [1] Revenue Breakdown - Product sales totaled $114.4 million, slightly above the five-analyst average estimate of $114.14 million, reflecting a year-over-year change of +3.1% [4] - IBSRELA product sales reached $86.6 million, exceeding the average estimate of $85.75 million, with a significant year-over-year increase of +60.8% [4] - XPHOZAH product sales were $27.8 million, below the average estimate of $28.39 million, showing a year-over-year decline of -51.4% [4] - Licensing revenue was reported at $0.02 million, matching the average estimate, with a year-over-year increase of +4.6% [4] - Non-cash royalty revenue related to future royalties was $1.35 million, below the average estimate of $3.66 million, but still reflecting a year-over-year increase of +47.4% [4] Stock Performance - Ardelyx shares have returned -15.9% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Ardelyx (ARDX) Reports Break-Even Earnings for Q4
ZACKS· 2026-02-19 23:10
分组1 - Ardelyx reported break-even quarterly earnings per share, matching the Zacks Consensus Estimate of $0.02, with a year-ago comparison of $0.02 per share [1] - The company achieved revenues of $125.22 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 6.51% and showing an increase from $116.13 million year-over-year [2] - Ardelyx shares have increased approximately 15.3% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] 分组2 - The earnings outlook for Ardelyx is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $111.28 million, and for the current fiscal year, it is $0.23 on revenues of $534.79 million [7] - The Medical - Drugs industry, to which Ardelyx belongs, is currently ranked in the bottom 47% of over 250 Zacks industries, indicating potential challenges for stock performance [8]
Ardelyx(ARDX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...
Ardelyx(ARDX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...
Ardelyx(ARDX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:30
Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Speaker4Welcome to the Ardelyx fourth quarter 2025 earnings conference. All participants will be in a listen-only mode. I would now like to turn the conference over to Caitlin Lowie, Vice President of Corporate Communications and Investor Relations. Caitlin, you may begin.Speaker0Thank you. Good afternoon, and welcome to our fourth quarter and full year 2025 financial results call. During this call, we will refer to the press releas ...
Ardelyx(ARDX) - 2025 Q4 - Annual Report
2026-02-19 21:05
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 For the transition period from to Commission file number: 001-36485 ____________________________________________________ ARDELYX, INC. ____________________________________________________ FORM 10-K ____________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUA ...