Catalyst (CPRX) Up 10% Since Last Earnings Report: Can It Continue?

Core Insights - Catalyst Pharmaceuticals reported adjusted earnings of 68 cents per share for Q3 2025, exceeding the Zacks Consensus Estimate of 51 cents and up from 57 cents in the same quarter last year [2] - Total revenues for the quarter reached $148.4 million, reflecting a 15% year-over-year growth and surpassing the Zacks Consensus Estimate of $136 million [3] - The company raised its full-year sales guidance for 2025, now expecting total revenues between $565 million and $585 million, an increase from the previous range of $545 million to $565 million [8] Financial Performance - Firdapse sales amounted to $92.2 million, a 16% increase year-over-year, beating the Zacks Consensus Estimate of $91.8 million [4] - Agamree generated revenues of $32.4 million, more than doubling year-over-year and exceeding the Zacks Consensus Estimate of $29.5 million [5] - Fycompa revenues were reported at $23.8 million, down 26% year-over-year due to generic competition, but still beating the Zacks Consensus Estimate of $15.2 million [6] Cash Position - As of September 30, 2025, Catalyst Pharmaceuticals had cash, cash equivalents, and investments totaling $689.9 million, up from $652.8 million as of June 30, 2025 [7] Revenue Guidance - Firdapse revenues are projected to remain between $355 million and $360 million, while Agamree revenues are now expected to be in the range of $105 million to $115 million [9] - Fycompa revenue guidance has been raised to $100 million to $110 million, up from the previous range of $90 million to $95 million [9] Market Sentiment - Estimates for Catalyst Pharmaceuticals have trended upward, with a consensus estimate shift of 6.06% over the past month [10] - The stock has an aggregate VGM Score of B, with a strong value grade of A, indicating favorable conditions for value investors [12] Industry Context - Catalyst Pharmaceuticals operates within the Zacks Medical - Drugs industry, where another player, United Therapeutics, reported revenues of $799.5 million, reflecting a year-over-year increase of 6.8% [14] - United Therapeutics is expected to post earnings of $6.74 per share for the current quarter, representing a year-over-year change of 8.9% [15]