Travere Therapeutics (TVTX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 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, th ...

Summary of Travere Therapeutics Conference Call Company Overview - **Company**: Travere Therapeutics (NasdaqGM:TVTX) - **Focus**: Rare diseases, specifically targeting IgA nephropathy, FSGS, and homocystinuria (HCU) [2][3] Key Points Product Development and Regulatory Updates - **FILSPARI**: - Launched for IgA nephropathy, aiming to replace traditional treatments like RAS inhibitors and ARBs [3] - Achieved record commercial performance in the last quarter, marking the strongest quarter to date [3] - sNDA under review for FSGS, with a PDUFA date extended to April 13, 2026, due to additional information requests from the FDA [3][6] - Anticipated to be the first approved treatment for FSGS, addressing a significant unmet need [3][6] - **HCU**: - Manufacturing challenges resolved, with plans to restart Phase III HARMONY study [4] - HCU is a genetic metabolic disease with significant health risks if untreated, including cognitive and psychiatric defects [34][35] Market Dynamics and Competitive Landscape - **FSGS Market**: - High confidence in the approvability of sparsentan for FSGS due to strong clinical trial results [6][10] - Anticipated rapid uptake post-approval, driven by urgency and prior experience with FILSPARI in IgA nephropathy [12][31] - Expectation of complementary therapies rather than direct competition in the FSGS space [19] - **IgA Nephropathy**: - Increased competition in the market, but Travere believes that the introduction of new therapies will expand the overall market rather than diminish FILSPARI's growth [21][22] - Observing a trend towards earlier treatment and combination therapies in line with updated treatment guidelines [22] Financial Position and Future Outlook - **Financial Health**: - End of year cash position at $323 million, sufficient to support ongoing operations and product launches without immediate capital needs [45][46] - **Long-term Strategy**: - Plans to pursue additional assets post-FSGS approval, focusing on synergies with existing development and commercial expertise [43][44] Other Important Insights - **Patient Compliance**: High persistence rates observed for FILSPARI, attributed to its once-daily dosing and positive patient outcomes [27] - **REMS Program**: Adjustments to the REMS program have positively impacted prescribing behavior, allowing for quarterly testing instead of monthly [28][29] - **Payer Dynamics**: Early indications show payers are supportive of combination therapies, which may enhance FILSPARI's market position [24][25] Conclusion Travere Therapeutics is positioned for significant growth with its focus on rare diseases, particularly with the anticipated approval of FILSPARI for FSGS. The company is well-capitalized and strategically planning for future developments while navigating a competitive landscape in the rare disease market.

Company Overview - Travere Therapeutics, Inc. is a biopharmaceutical company focused on developing therapies for individuals with rare kidney and metabolic diseases in the United States [2]. Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving Travere, specifically whether the company and certain executives made materially false and/or misleading statements or omitted material information regarding Travere's business and operations [1][2]. Law Firm Background - Robbins Geller is recognized as one of the leading law firms in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in securities-related class action cases in 2024, which is more than the next five law firms combined [3].

Company Overview - Travere Therapeutics is a San Diego-based biopharmaceutical company focused on rare kidney and metabolic diseases [1] - The company's key product, FILSPARI (sparsentan), is fully approved for IgA Nephropathy (IgAN) [1] Product Pipeline - FILSPARI is expected to receive a PDUFA decision on January 13, 2026, for its application in treating focal segmental glomerulosclerosis (FSGS) [1]

Company Overview - Travere Therapeutics, Inc. is a biopharmaceutical company focused on developing therapies for individuals with rare kidney and metabolic diseases in the United States [2]. Investigation Details - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws related to Travere, specifically whether the company and certain executives made materially false and/or misleading statements or omitted material information regarding Travere's business and operations [1][2]. Law Firm Background - Robbins Geller is recognized as one of the leading law firms in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in securities-related class action cases in 2024, which is more than the next five law firms combined [3]. - The firm has been ranked 1 in the ISS Securities Class Action Services rankings for four out of the last five years for achieving the most monetary relief for investors [3]. - Robbins Geller has a significant history of obtaining large securities class action recoveries, including the largest ever recovery of $7.2 billion in the Enron Corp. securities litigation [3].

Core Viewpoint - Block & Leviton is investigating Travere Therapeutics, Inc. for potential securities law violations following a significant drop in its stock price after the FDA extended the review timeline for its drug application [1][2]. Group 1: Company Overview - Travere Therapeutics, Inc. experienced a trading halt after its shares fell over 30% on January 13, 2026, due to the FDA's extension of the review timeline for the supplemental New Drug Application for FILSPARI [2]. - The FDA set a new PDUFA target action date of April 13, 2026, citing that additional responses from Travere constituted a major amendment and required further data to assess clinical benefit [2]. Group 2: Investigation Details - Block & Leviton is examining whether Travere Therapeutics adequately disclosed the risks associated with the review extension and if prior communications regarding the regulatory timeline were misleading [2][4]. - The firm is open to representing investors who have lost money in Travere's stock, regardless of whether they have sold their shares [3][4]. Group 3: Investor Actions - Investors who have incurred losses are encouraged to contact Block & Leviton for potential recovery options [5]. - Whistleblowers with non-public information about Travere Therapeutics are invited to assist in the investigation, with the possibility of receiving rewards from the SEC [6]. Group 4: Firm Credentials - Block & Leviton is recognized as a leading securities class action firm, having recovered billions for defrauded investors and representing many top institutional investors [7].

Company Overview - Travere Therapeutics, Inc. is a biotechnology company focused on developing and commercializing therapies for rare diseases, leveraging a diversified portfolio of approved products and a clinical pipeline targeting high-need indications [6] - The company generates revenue from commercialized rare disease therapies, including Chenodal, Cholbam, and Thiola/Thiola EC, and has additional pipeline assets such as Sparsentan and TVT-058 in clinical development [8] Financial Performance - As of January 16, 2026, Travere Therapeutics' stock price was $27.87, with a market capitalization of $2.46 billion [4] - The company reported a total revenue of $435.83 million for the trailing twelve months (TTM), with a net income of -$88.54 million [4] - In the third quarter, sales of the FILSPARI drug increased by 155% year over year to $90.9 million, contributing to total revenue of $164.9 million, up from $62.9 million the previous year [10] Investment Activity - Palisades Investment Partners, LLC initiated a new position in Travere Therapeutics, acquiring 137,768 shares valued at approximately $5.26 million [2] - This new position represents 1.99% of Palisades Investment Partners' $264.72 million in reportable U.S. equity assets as of December 31, 2025 [3] - The stock price of Travere Therapeutics increased by 50.89% over the past year, outperforming the S&P 500 by 34.01 percentage points [3] Market Position and Growth Potential - Travere Therapeutics is well-positioned to address unmet medical needs in the rare disease market, supported by strategic partnerships and clinical research initiatives [6] - The company's focus on rare metabolic and renal disorders, along with the potential expansion of FILSPARI's use pending FDA approval, suggests strong growth prospects [11]

Core Viewpoint - Travere Therapeutics Inc. is considered one of the best mid-cap growth stocks to buy, despite a recent delay in FDA approval for its drug Filspari, with a positive long-term outlook for approval [1][3]. Group 1: FDA Review and Approval Process - The FDA has extended the review period for Travere's supplemental New Drug Application for Filspari, with a new action date set for April 13 [2][3]. - The extension was due to Travere's submission of additional data requested by the FDA to better define the clinical benefits of Filspari, classified as a Major Amendment [3]. - The FDA has not requested further information regarding the safety or manufacturing of Filspari, indicating a focus on clinical data evaluation [3]. Group 2: Market Analysis and Investment Outlook - Bank of America has lowered its price target for Travere Therapeutics from $47 to $43 while maintaining a Buy rating, reflecting confidence in the company's potential despite the delay [1]. - The overall outlook for Filspari's approval remains positive, as the delay is seen as a temporary setback rather than a fundamental issue with the drug [1]. Group 3: Company Overview - Travere Therapeutics is a biopharmaceutical company focused on developing therapies for rare kidney and metabolic diseases in the US [4].

Core Insights - The health care sector has several oversold stocks that present buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - Travere Therapeutics Inc (NASDAQ:TVTX) has an RSI of 29.7, with a stock price decline of approximately 23% over the past month and a 52-week low of $12.91 [6] - Hims & Hers Health Inc (NYSE:HIMS) has an RSI of 29.7, with a stock price decline of around 13% over the past month and a 52-week low of $23.97 [6] - Enovis Corp (NYSE:ENOV) has an RSI of 29.6, with a stock price decline of about 14% over the past five days and a 52-week low of $22.98 [6] Group 2: Analyst Ratings and Price Targets - Evercore ISI Group initiated coverage on Hims & Hers Health with an In-Line rating and a price target of $33 [6] - BTIG analyst initiated coverage on Enovis with a Buy rating and a price target of $41 [6] - Travere Therapeutics' new PDUFA target action date for Filspari is set for April 13 [6]

Core Insights - The health care sector shows potential investment opportunities as several stocks are identified as oversold, with Relative Strength Index (RSI) values near or below 30, indicating they may be undervalued [1][2] Company Summaries - **Travere Therapeutics Inc (NASDAQ:TVTX)**: The company’s stock has fallen approximately 23% over the past month, reaching a 52-week low of $12.91. The RSI value is 29.7, and the stock closed at $27.94, with a momentum score of 91.85 [3][6] - **Hims & Hers Health Inc (NYSE:HIMS)**: The stock has decreased around 13% in the last month, with a 52-week low of $23.97. The RSI value is 29.7, and shares closed at $30.47 after a 2.9% drop [4][6] - **Enovis Corp (NYSE:ENOV)**: The stock has seen a decline of about 14% over the past five days, with a 52-week low of $22.98. The RSI value is 29.6, and shares closed at $23.09, down 3.7% [5][6]