Company Overview - Ironwood Pharmaceuticals (IRWD) shares have decreased by approximately 18.4% over the past month, underperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Fresh estimates for Ironwood have remained flat over the past month, with the consensus estimate shifting by -180% [2] VGM Scores - Ironwood has a Growth Score of B, a Momentum Score of F, and a Value Score of A, placing it in the top quintile for value investment strategy [3] - The aggregate VGM Score for Ironwood is A, which is significant for investors not focused on a single strategy [3] Outlook - Ironwood holds a Zacks Rank of 3 (Hold), indicating an expectation of in-line returns in the upcoming months [4] Industry Performance - Ironwood is part of the Zacks Medical - Drugs industry, where competitor Zoetis (ZTS) has seen a gain of 4.3% over the past month [5] - Zoetis reported revenues of $2.22 billion for the last quarter, reflecting a year-over-year increase of 1.4%, with EPS rising from $1.38 to $1.48 [5] - For the current quarter, Zoetis is projected to post earnings of $1.61 per share, indicating a year-over-year change of +3.2% [6] - The Zacks Consensus Estimate for Zoetis has changed by +1% over the last 30 days, also holding a Zacks Rank of 3 (Hold) [6]

Acquisition and Collaboration - The Company acquired VectivBio Holding AG in June 2023 to advance apraglutide for short bowel syndrome patients[33]. - The Company has collaboration agreements with AbbVie and AstraZeneca for linaclotide, with shared development costs and profits[51]. - The Company’s collaboration with AbbVie for linaclotide includes a 50% share of net profits and losses from U.S. sales[55]. - The collaboration agreement with AstraZeneca includes tiered royalties starting in the mid-single-digit percent, increasing up to 20%, with potential milestone payments totaling up to $90 million[68]. Financial Performance - Collaborative arrangements revenue for the three months ended March 31, 2025, totaled $41.1 million, a decrease from $74.9 million in the same period of 2024[51]. - Collaborative arrangements revenue related to LINZESS sales in the U.S. decreased to $38,769,000 in Q1 2025 from $71,715,000 in Q1 2024, representing a decline of 46%[59]. - Total collaborative arrangements revenue for the same period was $39,394,000 in Q1 2025 compared to $72,455,000 in Q1 2024, a decrease of 45.5%[59]. - The Company recognized a $38.0 million reduction to collaboration revenue during the three months ended March 31, 2024, due to changes in estimates of sales reserves and allowances[58]. Expenses and Liabilities - The Company incurred $1.8 million in total research and development expenses under the linaclotide collaboration for North America during the three months ended March 31, 2025[54]. - The company incurred $3.1 million in selling, general and administrative costs for LINZESS sales in Q1 2025, down from $10.2 million in Q1 2024[59]. - The Company incurred $18.3 million in restructuring expenses during the three months ended March 31, 2025, primarily related to workforce reductions[131]. - Total accrued expenses and other current liabilities increased to $33,439,000 as of March 31, 2025, compared to $26,849,000 as of December 31, 2024[96]. Cash and Debt Management - As of March 31, 2025, the Company has cash and cash equivalents sufficient to meet projected operating needs for at least the next twelve months[34]. - The Company has long-term debt obligations, including convertible notes maturing on June 15, 2026[34]. - The estimated fair value of the 2026 Convertible Notes was $176,900,000 as of March 31, 2025, down from $186,600,000 as of December 31, 2024[89]. - The Company repaid the $200,000,000 aggregate principal amount of the 2024 Convertible Notes upon maturity in June 2024[99]. - The Revolving Credit Facility was increased from $500.0 million to $550.0 million in September 2024, with a maturity date extended to December 31, 2028[115]. - As of March 31, 2025, the outstanding principal balance on the revolving credit facility was $385.0 million, with total interest expense recognized of $7.149 million for the three months ended March 31, 2025[124]. Revenue and Royalty Income - Royalty revenue from Canada and Mexico combined was $0.6 million in Q1 2025, slightly down from $0.7 million in Q1 2024[60]. - The company recognized $0.8 million in royalty revenue from Europe and the Expanded Territory in Q1 2025, up from $0.7 million in Q1 2024[63]. - Under the license agreement with AbbVie, royalties based on sales volume in Europe are in the upper-teens percent, while royalties in the Expanded Territory are in the upper-single digits for the first five years[62]. - The company recognized $0.5 million in revenue related to development activities in Q1 2025, down from $0.7 million in Q1 2024[76]. Tax and Regulatory Compliance - The Company recorded an income tax expense of $1.1 million for the three months ended March 31, 2025, compared to $9.1 million for the same period in 2024[128]. - The Company adopted ASU 2023-09 on January 1, 2025, which improves transparency in income tax disclosures[43]. Asset Management - Total assets measured at fair value as of March 31, 2025, amounted to $75,083,000, with $53,563,000 in money market funds and $21,520,000 in commercial paper[87]. - The Company recorded a right-of-use asset of $10,600,000 and an operating lease liability of $14,900,000 as of March 31, 2025[94]. Interest and Currency Risks - The effective annual interest rate of the 2026 Convertible Notes was 1.9% as of March 31, 2025[109]. - The Company is exposed to a potential increase in annual interest expense of $2.6 million from a 10% change in the applicable interest rate on its $550.0 million Revolving Credit Facility[204]. - The fair value of the 2026 Convertible Notes is dependent on the price and volatility of the Company's Class A Common Stock, affecting the cash required at conversion or maturity[205]. - The company is exposed to foreign currency exchange rate risks due to international operations, with local currencies as functional currencies[207]. - The company does not currently hedge its foreign currency exchange rate risk, and fluctuations are not expected to materially impact results[207].

Ironwood Pharmaceuticals (IRWD) reported an adjusted loss of 14 cents per share for the first quarter of 2025, which was wider than the Zacks Consensus Estimate of a loss of 5 cents. The company had reported an adjusted loss of 2 cents per share in the year-ago quarter.Total revenues in the first quarter were $41.1 million, which also missed the Zacks Consensus Estimate of $59 million. Revenues decreased around 45.1% year over year. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Sh ...

Ironwood Pharmaceuticals (IRWD) 2025 Conference May 07, 2025 12:00 PM ET Speaker0 Say good afternoon. Welcome to the Citizens Life Science Conference. Happy to be joined next by Ironwood Pharmaceuticals. Ironwood is a company focused on GI diseases and has, been commercializing successfully LINZESS for, about the last decade. Exciting new pipeline product in Aproglutide, for the treatment of short bowel syndrome. We'll we'll we'll talk about that as well. We're we're joined this morning by Tom McCourt, comp ...

Ironwood Pharmaceuticals (IRWD) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -180%. A quarter ago, it was expected that this drugmaker would post earnings of $0.10 per share when it actually produced earnings of $0.02, delivering a surprise of -80%.Over the last four quarters, the company ...

Ironwood Pharmaceuticals (IRWD) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Ironwood Pharmaceuticals Reiterates Full-Year 2025 LINZESS U.S. Net Sales Guidance and Raises Adjusted EBITDA Guidance – Reiterates 2025 guidance of LINZESS U.S. net sales of $800-$850 million and total Ironwood revenue of $260-290 million – – LINZESS (Iinaclotide) EUTRx prescription demand growth in Q1 2025 of 8% year-over-year; in line with full-year expectations - – Raises adjusted EBITDA to greater than $105 million for 2025 – BOSTON, Mass., April 25, 2025 — Ironwood P ...

Shares of Ironwood Pharmaceuticals (IRWD) plunged 31.5% yesterday after it announced regulatory updates on the next-generation GLP-2 analog, apraglutide, which is being developed for treating short bowel syndrome (“SBS”) with intestinal failure (“IF”).Following the recent discussion with the FDA, management noted that a confirmatory phase III study will be required to seek approval of apraglutide for patients with SBS-IF and dependent on parenteral support.Simultaneously, IRWD is looking to explore alternat ...

Ironwood Pharmaceuticals, Inc. IRWD on Monday announced that the U.S. Food and Drug Administration (FDA) wants a confirmatory Phase 3 trial to approve apraglutide for short bowel syndrome with intestinal failure.Ironwood has engaged Goldman Sachs Group Inc GS to explore strategic alternatives.Apraglutide is a once-weekly, long-acting synthetic GLP-2 analog with the potential to treat rare gastrointestinal diseases.In preparation for the new drug application (NDA) submission, pharmacokinetic analysis indicat ...

Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.I’ve always been intrigued by Ironwood Pharmaceuticals (NASDAQ: IRWD ), dating back about seven years ago when I kept a close eye on the company as I was trying to figure out if Synergy Pharmaceuticals could eventually getHe is the leader of the investin ...