ESPR's Q2 Earnings & Revenues Trump Estimates, Stock Rises

Financial Performance - Esperion Therapeutics (ESPR) reported a loss of $0.02 per share in Q2 2025, significantly better than the Zacks Consensus Estimate of a loss of $0.17 and an improvement from a loss of $0.05 in the same quarter last year [1][6] - Total revenues for Q2 reached $82.4 million, marking a 12% year-over-year increase and surpassing the Zacks Consensus Estimate of $66 million [1][6] - U.S. product revenues totaled $40.3 million, up 42% year-over-year, exceeding the Zacks Consensus Estimate of $35.1 million [4][6] Revenue Breakdown - Collaboration revenues, which include royalties and partner revenues, amounted to $42.1 million, down nearly 7% year-over-year due to a milestone payment recorded in the previous year, but excluding this, collaboration revenues surged approximately 105% year-over-year [7][8] - The company achieved its first-ever operating income from ongoing business operations in Q2 2025 [9] Cost Management - Research and development expenses decreased by 37% year-over-year to $7.2 million, reflecting reduced costs in ongoing clinical studies [8] - Selling, general, and administrative expenses fell by 11% year-over-year to $39.5 million due to lower media and marketing costs [8] Future Outlook - Esperion expects operating expenses for 2025 to be in the range of $215-$235 million, including $15 million in non-cash stock compensation expenses [10] - The company anticipates achieving sustainable profitability starting in Q1 2026 [10] Recent Developments - Esperion reached settlement agreements with three ANDA filers regarding patents for Nexletol, preventing the marketing of generic versions until 2040, which is expected to protect future U.S. sales [11]