Ardelyx (ARDX) reported $97.66 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 33.4%. EPS of -$0.08 for the same period compares to -$0.07 a year ago.The reported revenue represents a surprise of +15.39% over the Zacks Consensus Estimate of $84.64 million. With the consensus EPS estimate being -$0.13, the EPS surprise was +38.46%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Company reports strong commercial performance in the second quarter, recording $97.7 million in total revenue, reflecting 33% growth year-over-year IBSRELA generated net sales revenue of $65.0 million; XPHOZAH generated net sales revenue of $25.0 million Company ends Q2 with $238.5 million in cash, cash equivalents and investments Company raises 2025 IBSRELA net sales revenue expectations to $250-$260 million Conference call scheduled for 4:30 PM Eastern Time WALTHAM, Mass., Aug. 04, 2025 (GLOBE NEWSWIRE) - ...

Financial Performance & Expectations - Ardelyx reported $44.4 million in net sales revenue for IBSRELA and $23.4 million for XPHOZAH in Q1 2025[5] - The company finished Q1 2025 with $214.0 million in cash and investments[5] - Ardelyx anticipates U S IBSRELA net product sales revenue to be between $240 million and $250 million for the full year 2025[9, 64] - IBSRELA is projected to achieve approximately 10% market share at its peak, generating over $1 billion in net product sales revenue before its patent expires[9, 36] - XPHOZAH is expected to generate $750 million in annual net product sales revenue before its patent expires[41, 62] - Ardelyx expects aggregate peak revenue for both products to be greater than $175 billion annually before patent expiration[65, 76] Market Overview & Clinical Data - The U S IBS-C indicated net product sales reached $40 billion in 2024, representing a 16% increase compared to 2023[14] - TRxs for IBS-C indicated products have grown 21% from 2020 to 2024[15] - Approximately 70% of patients on phosphate binders are unable to consistently achieve and maintain target phosphorus levels over a 6-month period[39, 44, 62] - In a long-term Phase 3 trial, 365% of IBSRELA-treated patients were overall responders, compared to placebo[26, 27] - 96% of surveyed nephrologists rate XPHOZAH as a moderate or substantial advancement[57]

Group 1 - The article discusses the analytical approach of Stephen, who combines clinical insight with valuation methods to analyze healthcare and tech stocks [1] - Stephen specializes in scenario-based DCF modeling, sensitivity analysis, and Monte Carlo simulations to identify asymmetric risk-reward opportunities [1] - The focus is on translating complex scientific and market dynamics into actionable investment theses [1] Group 2 - The article emphasizes the importance of independent verification of information and conducting thorough research before making investment decisions [3] - It highlights that past performance is not indicative of future results and that no specific investment recommendations are provided [4]

Core Insights - Ardelyx reported $74.11 million in revenue for Q1 2025, a year-over-year increase of 61.1%, but fell short of the Zacks Consensus Estimate by 8.14% [1] - The company posted an EPS of -$0.17, which is a decline from -$0.11 a year ago, resulting in a surprise of -70.00% compared to the consensus estimate of -$0.10 [1] Revenue Breakdown - Product sales netted $67.81 million, below the six-analyst average estimate of $77.61 million, reflecting a year-over-year change of +55.9% [4] - Sales of IBSRELA reached $44.40 million, compared to the average estimate of $53.71 million [4] - Sales of XPHOZAH were $23.41 million, slightly below the estimated $24.55 million [4] - Product supply revenue was $0.25 million, significantly lower than the four-analyst average estimate of $3.70 million, marking a year-over-year decline of 88.1% [4] - Non-cash royalty revenue related to future royalties was $1.03 million, exceeding the average estimate of $0.68 million [4] Stock Performance - Ardelyx shares have returned +12.8% over the past month, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Corporate Presentation March 2023 Forward-Looking Statements To the extent that statements contained in this presentation are not descriptions of historical facts regarding Ardelyx, they are forward- looking statements reflecting the current beliefs and expectations of management made pursuant to the safe harbor of the Private Securities Reform Act of 1995, including potential commercial opportunities and other opportunities for the company, Ardelyx's current expectation for the timing of the NDA submission ...