Core Insights - Esperion reported preliminary full-year 2025 U.S. net product sales of $156 to $160 million, reflecting a 35% to 38% increase compared to 2024 [1] - The company anticipates total preliminary revenue of $400 to $408 million for 2025, marking a 20% to 23% increase from the previous year, and a 55% to 59% increase when excluding one-time milestones [1] - Esperion introduced its Vision 2040 growth strategy, aiming to evolve into a multi-product, sustainable, innovation-driven global pharmaceutical company [2][4] Financial Performance - Cash and cash equivalents at year-end 2025 are approximately $168 million [1] - Q4 retail prescription equivalents grew by 34% year-over-year and 11.3% quarter-over-quarter [1] - The company expects operating expenses for full-year 2026 to be between $210 million and $245 million [1][14] Vision 2040 Strategy - Vision 2040 aims to establish Esperion as a leader in cardiometabolic indications and expand its pipeline into rare hepatic and renal diseases [4][6] - The strategy includes plans to develop at least five marketed products and a robust pipeline addressing unmet medical needs [4] - Esperion intends to leverage its commercial infrastructure for partnerships, acquisitions, and co-promotion opportunities [5] U.S. Commercial Strategy - NEXLETOL® and NEXLIZET® are FDA-approved for cardiovascular disease prevention, targeting over 70 million patients in the U.S. [7] - The company is focusing on the statin intolerant or resistant market, which constitutes approximately 30% of the overall market [8] - Esperion has strengthened access and reimbursement support for its products, achieving over 90% coverage among commercial lives and Medicare beneficiaries [11] Global Expansion - Esperion has made significant progress in expanding its bempedoic acid products internationally, treating over 600,000 patients across 30 EU countries [12] - The company secured regulatory approval for NILEMDO in France and is advancing oral triple combination lipid-lowering tablets [12] R&D Pipeline - Esperion is advancing its ACLY-focused pipeline, targeting multiple life-threatening diseases with next-generation inhibitors [13][17] - The company nominated ESP-2001 for preclinical development, which addresses primary sclerosing cholangitis and represents a potential market opportunity exceeding $1 billion annually [17] Financial Flexibility - Esperion completed a $75 million capital raise in 2025 to support commercial expansion and pipeline development [14]

Core Insights - Esperion reported preliminary full-year 2025 U.S. net product sales of $156 to $160 million, reflecting a 35% to 38% increase compared to 2024 [1] - Total preliminary revenue is expected to be between $400 million and $408 million, marking a 20% to 23% increase from 2024, and a 55% to 59% increase when excluding one-time milestones [1] - The company introduced its Vision 2040 growth strategy, aiming to evolve into a multi-product, sustainable, innovation-driven global pharmaceutical company [2][4] Financial Performance - Esperion's cash and cash equivalents at year-end 2025 are approximately $168 million [1] - The company expects operating expenses for full-year 2026 to be between $210 million and $245 million [1][14] - A capital raise of $75 million was completed in 2025 to enhance financial flexibility [14] Product and Market Strategy - The U.S. commercial strategy focuses on NEXLETOL and NEXLIZET, which are approved for cardiovascular disease prevention [7] - Esperion's commercialization efforts are targeting the statin intolerant or resistant market, which constitutes about 30% of the overall market [8] - The company plans to introduce two triple combination products that could lower LDL-C by over 60%, potentially rivaling existing therapies [11] Global Expansion - Esperion has expanded its bempedoic acid products to over 30 countries in the EU, treating more than 600,000 patients [12] - The company has secured regulatory approvals in key markets, including France and Japan, enhancing its global footprint [12][16] R&D Pipeline - Esperion is advancing its ACLY-focused pipeline, targeting multiple life-threatening diseases with next-generation inhibitors [13] - The company nominated ESP-2001 for preclinical development, which addresses primary sclerosing cholangitis and represents a potential market opportunity exceeding $1 billion annually [17] Strategic Initiatives - Esperion has reached settlement agreements with four key ANDA filers to restrict generic entry until April 2040, strengthening its market position [11] - The company has enhanced access and reimbursement support for its products, achieving over 90% coverage among commercial lives and Medicare beneficiaries [11]