Core Insights - Esperion Therapeutics reported a quarterly loss of $0.16 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.09, marking a surprise of -77.78% [1] - The company achieved revenues of $87.31 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 4.75% and showing significant growth from $51.63 million a year ago [2] - Esperion's stock has increased by approximately 33.6% since the beginning of the year, outperforming the S&P 500's gain of 15.6% [3] Earnings Outlook - The earnings outlook for Esperion is mixed, with the current consensus EPS estimate for the upcoming quarter at $0.10 on revenues of $137.02 million, and for the current fiscal year at -$0.05 on revenues of $365.54 million [7] - The company's Zacks Rank is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Medical - Drugs industry, to which Esperion belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - The performance of Esperion's stock may be influenced by the overall industry outlook and trends in earnings estimate revisions [5][8]

Financial Performance - Total revenue for Q3 2025 reached $87.3 million, a 69% year-over-year increase[7, 31] - U S net product sales for Q3 2025 were $40.7 million, representing a 31% year-over-year growth[7, 31] - Collaboration revenue increased by 128% year-over-year, reaching $46.7 million in Q3 2025[31] - Esperion closed a $75 million follow-on equity offering, resulting in net proceeds of approximately $72.6 million[31] Market Access and Expansion - Retail prescription equivalents increased by 9% quarter-over-quarter[8, 39] - The total prescriber base now exceeds 30,000 healthcare professionals[10] - Medicare coverage reached 87% and commercial coverage reached 86%[13] Guideline Recognition and Strategic Partnerships - Bempedoic acid received a Level 1a recommendation in the updated ESC/EAS Guidelines for Management of Dyslipidemia[8, 15] - Esperion has partnerships in over 40 countries globally, including Europe, Japan, Asia, South America, Israel, Australia & New Zealand, and Canada[19] Pipeline and Future Outlook - Triple Combination A and B are projected to have NDA filings in 2027[25] - The company expects market approval in Canada in Q4 2025[19]

Financial Performance - Q3 2025 total revenue increased by 69% year-over-year to $87.3 million, while U.S. net product revenue grew by 31% year-over-year to $40.7 million[1][11] - Total revenues for the three months ended September 30, 2025, were $87.3 million, a 69% increase from $51.6 million in the same period of 2024[32] - Product sales for the nine months ended September 30, 2025, reached $115.8 million, compared to $84.2 million in 2024, reflecting a 37.6% year-over-year growth[32] - Collaboration revenue for Q3 2025 was $46.7 million, a 128% increase compared to $20.5 million in Q3 2024[11] - Collaboration revenue for the three months ended September 30, 2025, was $46.7 million, significantly up from $20.5 million in the same period of 2024, marking a 127% increase[32] - Operating expenses for the three months ended September 30, 2025, totaled $97.3 million, compared to $67.7 million in 2024, representing a 43.8% increase[32] - The net loss for the three months ended September 30, 2025, was $31.3 million, slightly higher than the net loss of $29.5 million in the same period of 2024[32] - Cash and cash equivalents as of September 30, 2025, were $92.4 million, down from $144.8 million at the end of 2024[30] - The accumulated deficit as of September 30, 2025, was $1.69 billion, compared to $1.60 billion at the end of 2024[30] - The company reported a total stockholders' deficit of $451.4 million as of September 30, 2025, compared to $388.7 million at the end of 2024[30] Market Position and Product Development - Bempedoic acid received a Class I, Level A recommendation in the 2025 ESC/EAS guidelines, which is expected to enhance its market position[4][6] - Over 90% of commercial lives and more than 80% of Medicare beneficiaries are now covered for NEXLETOL and NEXLIZET, reflecting improved payer access[6][3] - Total retail prescription equivalents increased by approximately 9%, with over 30,000 healthcare practitioners prescribing NEXLETOL and NEXLIZET in Q3 2025[6][3] - Royalty revenue from European sales increased by 21% sequentially to $16.4 million, indicating strong market growth for NILEMDO and NUSTENDI[6][11] - The company is advancing the development of ESP-2001 for primary sclerosing cholangitis, representing a potential market opportunity exceeding $1 billion annually[10] - Esperion is focused on developing ATP citrate lyase inhibitors (ACLYi) to enhance its product pipeline and market position[25] Research and Development - Research and development expenses for Q3 2025 were $14.1 million, a 36% increase from $10.4 million in Q3 2024, primarily due to ongoing clinical studies[11] - Esperion's ongoing CLEAR Cardiovascular Outcomes Trial involved nearly 14,000 patients, supporting the efficacy of its FDA-approved medications[24] Legal and Regulatory - The company reached settlement agreements with four ANDA filers, including Dr. Reddy's Laboratories, preventing the marketing of generic versions of bempedoic acid until April 2040[5][3] Future Outlook - The company expects full-year 2025 operating expenses to be in the range of $215 million to $235 million, with sustainable profitability anticipated starting in Q1 2026[13]

Core Insights - Esperion reported a total revenue growth of 69% year-over-year to $87.3 million for Q3 2025, driven by increased U.S. prescription volume and expanded payer coverage [1][12] - The company achieved a U.S. net product revenue increase of 31% year-over-year to $40.7 million in Q3 2025 [1][12] - Esperion's partner, Otsuka, received regulatory approval and favorable preliminary pricing for NEXLETOL in Japan, which will trigger significant milestone payments upon final pricing approval [1][11] Financial Performance - Total revenue for the three and nine months ended September 30, 2025, was $87.3 million and $234.7 million, respectively, compared to $51.6 million and $263.2 million for the same periods in 2024, marking a 69% increase and an 11% decrease, respectively [12][15] - U.S. net product revenue for the three and nine months ended September 30, 2025, was $40.7 million and $115.8 million, respectively, compared to $31.1 million and $84.2 million for the same periods in 2024, reflecting a 31% and 38% increase [12][15] - Collaboration revenue was $46.7 million and $118.8 million for the three and nine months ended September 30, 2025, respectively, compared to $20.5 million and $179.0 million for the same periods in 2024, indicating a 128% increase and a 34% decrease, respectively [12][15] Strategic Developments - The inclusion of bempedoic acid as a Class I, Level A recommendation in the 2025 ESC/EAS guidelines is expected to enhance its market position and utilization [3][5] - Esperion reached a settlement agreement with ANDA filer Dr. Reddy's Laboratories, preventing the marketing of generic versions of NEXLETOL and NEXLIZET until April 2040 [5][6] - The company has strengthened its branding and marketing efforts, particularly targeting the statin intolerant population, which has contributed to increased healthcare practitioner engagement [2][6] Research and Development - Esperion is advancing its R&D pipeline, including the nomination of ESP-2001 for the treatment of primary sclerosing cholangitis, which represents a potential market opportunity exceeding $1 billion annually [11][31] - The company is also focused on enhancing patient access through various support programs and market access initiatives in anticipation of updated U.S. guidelines for dyslipidemia management [7][11] Market Expansion - Esperion's strategic partner in Europe, Daiichi Sankyo Europe, continues to show robust revenue growth for NILEMDO and NUSTENDI, with a 21% sequential increase in royalty revenue to $16.4 million [11] - The company is on track for market approvals in Canada and Israel for NEXLETOL and NEXLIZET by the end of 2025 and the first half of 2026, respectively [11][12]

Core Insights - Esperion has appointed John Harlow as Chief Commercial Officer, effective November 17, 2025, to enhance sales and marketing performance during a critical growth phase for the company [1][2] Company Overview - Esperion Therapeutics is a commercial stage biopharmaceutical company focused on developing and marketing innovative medicines for patients at risk of cardiovascular disease, specifically targeting elevated low-density lipoprotein cholesterol (LDL-C) [5] - The company has developed the only FDA-approved oral, once-daily, non-statin medications for this patient group, supported by the CLEAR Cardiovascular Outcomes Trial involving nearly 14,000 patients [5] Leadership Appointment - John Harlow brings over two decades of senior leadership experience in the pharmaceutical industry, having previously served as Chief Commercial Officer at Melinta Therapeutics, where he nearly doubled revenue with an 85% growth in 2024 compared to 2020 [2] - Harlow's extensive background includes roles at Baudax Bio, Recro Pharma, Endo Pharmaceuticals, Shionogi USA, Pfizer, Alpharma, and Novartis, as well as experience as an equity research analyst at Bank of America Merrill Lynch [2] Strategic Goals - Harlow's leadership is expected to drive the expansion of Esperion's product adoption in the U.S. and enhance its global presence, particularly in delivering cardiovascular risk reduction therapies [2][4] - The company aims to leverage Harlow's expertise to accelerate growth and improve access to its therapies, NEXLETOL and NEXLIZET, which are designed to manage cardiovascular risk [4]

Core Insights - Esperion Therapeutics is a commercial stage biopharmaceutical company focused on developing new medicines for unmet patient needs, particularly in cardiovascular disease [2] - The company has developed the only FDA-approved oral, once-daily, non-statin medications for patients with elevated LDL-C levels [2] - Esperion is advancing its next-generation program targeting ATP citrate lyase inhibitors (ACLYi), leveraging new insights for rational drug design [2] Company Developments - Esperion will present at the Jefferies Global Healthcare Conference in London on November 18, 2025, at 8:00 a.m. GMT [1] - The company continues to evolve through commercial execution, international partnerships, and advancements in its pre-clinical pipeline [3] Contact Information - Investor relations contact: Alina Venezia, email: investorrelations@esperion.com, phone: (734) 887-3903 [4] - Media contact: Tiffany Aldrich, email: corporateteam@esperion.com, phone: (616) 443-8438 [4]

Core Insights - Esperion is hosting a virtual key opinion leader (KOL) event to discuss the challenges of statin intolerance and its impact on patient outcomes, emphasizing the company's commitment to addressing this unmet need [1][2] Company Overview - Esperion Therapeutics is a commercial stage biopharmaceutical company focused on developing new medicines for patients at risk of cardiovascular disease, specifically targeting elevated low-density lipoprotein cholesterol (LDL-C) [3] - The company has developed the only FDA-approved oral, once-daily, non-statin medications for this patient population, supported by the CLEAR Cardiovascular Outcomes Trial involving nearly 14,000 patients [3] - Esperion is advancing its next-generation program focused on ATP citrate lyase inhibitors (ACLYi), leveraging new insights for rational drug design [3] Industry Context - Cardiovascular disease is the leading cause of morbidity and mortality globally, with nearly 20% of patients discontinuing statin therapy within the first year, often without transitioning to alternative treatments [2] - The urgent need for innovative solutions in cardiovascular care is highlighted, as patients who discontinue statin therapy remain vulnerable to serious cardiovascular events [2]

Core Insights - Esperion announced acceptance of an oral and a poster presentation at the AHA Scientific Sessions 2025, highlighting ongoing research in cardiovascular health [1][2] Group 1: Presentations - The oral presentation will focus on bempedoic acid monotherapy, LDL cholesterol, and cardiovascular events, based on a secondary analysis of the CLEAR Outcomes trial [2] - A poster presentation will discuss the effects of bempedoic acid on venous thromboembolism, derived from a post-hoc analysis of the CLEAR Outcomes trial [2] Group 2: Company Overview - Esperion Therapeutics is a commercial stage biopharmaceutical company dedicated to developing new medicines for patients with unmet needs, particularly those at risk for cardiovascular disease [3] - The company has developed the only FDA-approved oral, once-daily, non-statin medications for patients struggling with elevated LDL cholesterol [3] - Esperion's CLEAR Cardiovascular Outcomes Trial involved nearly 14,000 patients, supporting the efficacy of its treatments [3] Group 3: Future Directions - Esperion is advancing its next-generation program focused on developing ATP citrate lyase inhibitors (ACLYi), leveraging new insights for rational drug design [3][4] - The company aims to evolve into a leading global biopharmaceutical entity through commercial execution and international partnerships [4]

Core Insights - Esperion will report its third quarter 2025 financial results on November 6, 2025, before market opens, followed by a management webcast at 8:00 a.m. ET to discuss the results and provide business updates [1][2] Company Overview - Esperion Therapeutics, Inc. is a commercial stage biopharmaceutical company focused on developing new medicines for unmet patient needs, particularly in cardiovascular disease [3] - The company has developed the only FDA-approved oral, once-daily, non-statin medications for patients at risk for cardiovascular disease with elevated LDL-C levels, supported by the CLEAR Cardiovascular Outcomes Trial involving nearly 14,000 patients [3] - Esperion is advancing its next-generation program focused on ATP citrate lyase inhibitors (ACLYi), leveraging new insights for rational drug design to create potent and specific inhibitors [3][4] Business Development - Esperion is evolving into a leading global biopharmaceutical company through effective commercial execution, international partnerships, collaborations, and the advancement of its pre-clinical pipeline [4]

Core Insights - Esperion Therapeutics (ESPR) has nominated ESP-2001, a specific allosteric ATP citrate lyase (ACLY) inhibitor, as a new preclinical development candidate for treating primary sclerosing cholangitis (PSC), a rare autoimmune liver disease with no approved treatments [1][7] - The company plans to initiate IND-enabling studies for ESP-2001 and submit an IND application to the FDA, aiming to start clinical studies in 2026 [2] - ESP-2001 has shown potential in reducing liver and bile duct injury, inflammation, and fibrosis in preclinical studies, indicating its ability to impact PSC progression [3] Company Developments - Esperion's stock rose by 5.2% following the announcement of ESP-2001 [2] - The collaboration with Evotec (EVO) was crucial in discovering ESP-2001, combining Esperion's expertise in ACLY therapy with Evotec's drug discovery platform [2][3] - The nomination of ESP-2001 triggered an undisclosed payment to Evotec [3] Financial Performance - Esperion's net product sales of Nexletol and Nexlizet in the U.S. grew by 42% in the first half of 2025, reaching $75.2 million, driven by increased prescription volumes [10] - Esperion aims to diversify its portfolio beyond cardiovascular diseases into the liver disorder market, targeting a potential market opportunity exceeding $1 billion annually with ESP-2001 [10] Market Position - Esperion currently holds a Zacks Rank of 3 (Hold) [11] - The company has two FDA-approved drugs, Nexletol and Nexlizet, which are marketed under different names in ex-U.S. markets [8][9]