Travere Therapeutics, Inc. (NASDAQ:TVTX) Q4 2025 Earnings Call Transcript
Travere Therapeutics reported strong Q4 2025 financial results, with FILSPARI sales reaching $103.3 million and full-year sales of $322 million for IgA nephropathy, exceeding expectations. The company is advancing towards a potential FDA approval for FILSPARI in FSGS with a new PDUFA target date of April 13, 2026, and has resumed enrollment for its Phase III HARMONY study for pegtibatinase in classical homocystinuria. Travere anticipates continued growth for FILSPARI and is well-positioned with a strong balance sheet, expecting moderate operating expense growth for 2026.
Travere Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results
Travere Therapeutics announced its fourth quarter and full-year 2025 financial results, highlighting significant growth in U.S. net product sales for FILSPARI, reaching $103 million in Q4 and $322 million for the full year. The company is preparing for a potential commercial launch of FILSPARI in FSGS, with a PDUFA target action date of April 13, 2026, and has resumed enrollment for the pivotal Phase 3 HARMONY Study of pegtibatinase in classical HCU. These advancements underscore Travere's strengthened commercial execution and long-term growth prospects in rare kidney and metabolic diseases.
Travere Therapeutics, Inc. SEC 10-K Report
Travere Therapeutics Inc. has released its annual 10-K report, showcasing significant financial growth driven by increased sales of FILSPARI and collaboration revenues. The report details key business developments including new product launches, pipeline advancements for pegtibatinase, and strategic partnerships for global commercialization. It also outlines challenges and risks such as commercialization hurdles, dependence on third-party manufacturers, regulatory issues, and market risks.
Travere: Fourth Quarter Financial Results Overview
Travere Therapeutics reported a net profit of $2.7 million, or 3 cents per share, for the fourth quarter, matching Wall Street expectations. However, the company's revenue of $129.7 million fell short of analysts' projections. For the full year, Travere recorded a net loss of $25.5 million on total revenue of $490.7 million.
Travere: Q4 Earnings Snapshot
Travere Therapeutics, Inc. (TVTX) reported a fourth-quarter profit of $2.7 million, or 3 cents per share, matching Wall Street expectations. However, the company's revenue of $129.7 million for the period fell short of analysts' forecasts. For the full year, Travere posted a loss of $25.5 million and revenue of $490.7 million.
Travere Therapeutics faces earnings test amid FSGS approval delay
Travere Therapeutics (TVTX) is set to report fourth-quarter earnings, with investors closely watching the commercial performance of its lead drug FILSPARI amidst a delayed FDA approval decision for its FSGS indication. Analysts anticipate a loss of 4 cents per share on $145.23 million in revenue, a sequential decline from prior strong results. The company's financial discipline and FILSPARI's market momentum will be key factors assessed as it navigates regulatory uncertainty.
Aberdeen Group plc Acquires 70,791 Shares of Travere Therapeutics, Inc. $TVTX
Aberdeen Group plc significantly increased its stake in Travere Therapeutics, Inc. by 7.9% to 967,385 shares, now owning 1.08% of the company valued at $23.1 million. This increase comes despite recent insider selling totaling over $11 million. Analysts maintain a "Moderate Buy" rating for Travere Therapeutics with a consensus price target of $38.62.
Travere Therapeutics, Inc. (TVTX) Positioned for Long-Term Growth in Rare Disease Market
Travere Therapeutics, Inc. (NASDAQ: TVTX) is considered a promising healthcare stock, with analysts like Piper Sandler and BofA recently raising their price targets due to its focus on innovative rare disease therapies. The company specializes in developing treatments for unmet renal and metabolic conditions, such as FILSPARI and enzyme replacement candidates. Despite its potential, some analysts suggest that certain AI stocks might offer greater upside potential with less downside risk.
15 Innovative Healthcare Stocks to Buy According to Analysts
This article lists innovative healthcare stocks favored by analysts, focusing on Travere Therapeutics, Inc. (NASDAQ:TVTX) as an example. Analyst firms like Piper Sandler and BofA recently raised their price targets for TVTX due to positive pre-announcements and an updated outlook on the company's biopharma coverage. Travere Therapeutics is highlighted as a biopharmaceutical company specializing in rare disease therapies, developing and commercializing new treatments for renal and metabolic conditions.
Is Travere Therapeutics (TVTX) Still Attractive After Recent Share Price Volatility?
This article analyzes Travere Therapeutics (TVTX) following recent share price volatility, noting its stock has seen mixed returns. Simply Wall St's Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued at $27.82, with an estimated intrinsic value of $131.15 per share. While its Price-to-Sales ratio is in line with peers and its "Fair Ratio," investors are encouraged to explore different valuation "Narratives" on Simply Wall St's platform to understand varying perspectives on its fair value.
Precision Trading with Travere Therapeutics Inc. (TVTX) Risk Zones
This article from Stock Traders Daily provides a risk analysis for Travere Therapeutics Inc. (TVTX), indicating weak near-term sentiment but strong long-term potential. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide investors. The report highlights an exceptional 83.9:1 risk-reward setup, targeting a 25.3% gain against a 0.3% risk.
Assessing Travere Therapeutics (TVTX) Valuation After Recent Share Price Weakness And FILSPARI Growth Hopes
Travere Therapeutics (TVTX) shares have experienced recent weakness, but analysts suggest the stock is undervalued, with a fair value pegged at $41.64 compared to its current price of $27.82. This valuation heavily relies on the anticipated label expansion of its drug FILSPARI to treat FSGS, a rare kidney disease, which would give Travere a first-mover advantage and a new, high-margin revenue stream. However, the valuation's dependence on FILSPARI's success and potential FDA delays or weaker-than-expected uptake pose significant risks.
Travere Therapeutics (NASDAQ:TVTX) Stock Price Down 7.9% - Should You Sell?
Travere Therapeutics (NASDAQ:TVTX) saw its stock price drop by 7.9% on Friday, trading below its 50-day simple moving average. Despite this decline, analysts largely maintain a "Moderate Buy" consensus rating with a target price of $38.62. Insider selling has occurred with approximately 4.19% ownership remaining, while institutional investors have adjusted their positions.
Travere Therapeutics (TVTX) Earnings Expected to Grow: Should You Buy?
Travere Therapeutics (TVTX) is projected to experience significant year-over-year growth in earnings and revenue for the quarter ending December 2025, with EPS expected to increase by 104.1% and revenues by 90.5%. The company has a Zacks Rank #3 and a positive Earnings ESP of +775.01%, indicating a high probability of beating consensus EPS estimates. Investors are advised to consider these factors, along with past earnings surprises and other market conditions, when evaluating the stock.
Travere Therapeutics to Report Fourth Quarter and Full Year 2025 Financial Results
Travere Therapeutics, Inc. announced it will report its fourth quarter and full year 2025 financial results on Thursday, February 19, 2026, after the U.S. financial markets close. The company will host a conference call and webcast at 4:30 p.m. ET to discuss these results and provide a business update. This event will be accessible via their investor page, with an archived version available for 30 days.
Travere Therapeutics to Report Fourth Quarter and Full Year 2025 Financial Results
Travere Therapeutics, Inc. announced it will report its fourth quarter and full year 2025 financial results on Thursday, February 19, 2026, after market close. The company will also host a conference call and webcast to discuss these results and provide a business update. Information for accessing the webcast and call will be available on the Investor page of Travere's website.
Travere Therapeutics at Guggenheim Summit: Confident in Strategic Path
Travere Therapeutics (NASDAQ:TVTX) presented its strategic progress at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026, highlighting strong commercial performance of FILSPARI in IgA nephropathy despite an extended PDUFA date for FSGS approval. The company is optimistic about its financial health with $323 million in cash and is prepared for rapid uptake of FILSPARI in FSGS, resolving manufacturing challenges for the HARMONY study in HCU. Executives expressed high confidence in FILSPARI's FSGS approval and discussed strategies for competitive landscapes and long-term growth through business development and pipeline advancement.
Travere Therapeutics (TVTX) Projected to Post Quarterly Earnings on Thursday
Travere Therapeutics (TVTX) is set to announce its Q4 2025 earnings before market open on Thursday, February 19th, with analysts forecasting a loss of ($0.05) per share. Recent insider selling by CEO Eric M. Dube and other insiders, totaling over $11 million in the last quarter, has been noted. Despite insider sales, the company holds a "Moderate Buy" consensus rating from analysts with an average price target of $38.62, significantly higher than its current trading price near $30.22.
Travere Therapeutics at Guggenheim Summit: Confident in Strategic Path By Investing.com
Travere Therapeutics presented at the Guggenheim Securities Emerging Outlook: Biotech Summit 2026, highlighting strong commercial performance for FILSPARI in IgA nephropathy and progress in their FSGS and HCU programs. Despite an extended PDUFA date for FSGS approval, the company remains confident in its strategic path and financial health, with $323 million in cash to support its priorities. They anticipate rapid uptake of FILSPARI in FSGS due to high unmet needs and are preparing for commercialization of pegtibatinase.
Travere Therapeutics Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
Travere Therapeutics announced that on February 10, 2026, its Compensation Committee granted inducement equity awards to ten new employees. These grants consist of restricted stock units (RSUs) covering 49,200 shares of common stock, which vest over four years. The RSUs were issued as inducements for new employment in accordance with Nasdaq Listing Rule 5635(c)(4).
161,988 Shares in Travere Therapeutics, Inc. $TVTX Acquired by Essex Investment Management Co. LLC
Essex Investment Management Co. LLC has acquired 161,988 shares of Travere Therapeutics, Inc. (NASDAQ:TVTX) as a new position in the third quarter, valued at approximately $3.87 million. Despite recent insider selling totaling $11.32 million, Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $39.07 for the biotechnology company. The article notes the company's market capitalization, P/E ratio, and recent stock performance, along with insider transaction details.
Travere Therapeutics, Inc. $TVTX Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in Travere Therapeutics (NASDAQ:TVTX) by 96.8% in Q3, selling over 510,000 shares. This comes amidst notable insider selling from the company's CFO and CEO, who collectively sold shares worth millions. Despite the institutional and insider selling, analysts maintain a "Moderate Buy" rating for Travere Therapeutics with an average price target of $39.07, significantly above its current trading price.
Penserra Capital Management LLC Buys Shares of 80,556 Travere Therapeutics, Inc. $TVTX
Penserra Capital Management LLC has acquired 80,556 shares of Travere Therapeutics (NASDAQ:TVTX) for approximately $1.925 million during the third quarter. Despite significant insider selling totaling over $11 million in the last 90 days, analysts maintain a "Moderate Buy" consensus rating with an average price target of $39.07, and some firms raising targets to the high $40s. The article also notes the company's financial metrics and detailed insider transactions by CEO Eric M. Dube and Elizabeth E. Reed.
Travere Therapeutics to Present at the Guggenheim Emerging Outlook Biotech Summit
Travere Therapeutics, Inc. announced that its management will present at the Guggenheim Emerging Outlook: Biotech Summit 2026 on Wednesday, February 11, 2026, at 4:00 p.m. ET. A live webcast of the presentation will be available on the Investor page of Travere's website, with a replay accessible for 30 days. The company identifies as a biopharmaceutical firm focused on developing life-changing therapies for rare diseases.
Travere Therapeutics to Present at the Guggenheim Emerging Outlook Biotech Summit
Travere Therapeutics, Inc. announced that its management will present at the Guggenheim Emerging Outlook: Biotech Summit 2026 on Wednesday, February 11, 2026, at 4:00 p.m. ET. A live webcast of the presentation will be available on the investor relations section of Travere’s website, with a replay accessible for 30 days post-event. The company focuses on developing life-changing therapies for rare diseases.
Biotech summit talk: Travere Therapeutics sets Feb. 11 webcast
Travere Therapeutics (NASDAQ: TVTX) announced it will present at the Guggenheim Emerging Outlook: Biotech Summit 2026 on Wednesday, February 11, 2026, at 4:00 p.m. ET. A live webcast will be available on the company's investor page. The company, focused on rare diseases, aims to develop and deliver life-changing therapies for patients.
Travere Therapeutics (NASDAQ:TVTX) CEO Eric Dube Sells 100,087 Shares
Travere Therapeutics CEO Eric Dube sold 100,087 shares of the company's stock on February 3, 2026, for approximately $3.23 million, reducing his stake by 18.78%. Following the sale, Dube now owns 432,886 shares valued at over $13.97 million. The biopharmaceutical company, which focuses on rare kidney and genetic disorders, has a "Moderate Buy" consensus rating from analysts with an average price target of $38.86.
Travere Therapeutics (NASDAQ:TVTX) Insider Sells $230,461.00 in Stock
Travere Therapeutics (NASDAQ:TVTX) Director Elizabeth Reed sold 7,175 shares of the company's stock for $230,461 on February 3rd, reducing her stake by 6.22%. Despite the insider sale, analysts generally maintain a positive outlook on TVTX, with a consensus "Moderate Buy" rating and an average price target of $38.86. The company, focused on rare kidney and genetic disorders, saw its stock trade down 0.8% to $32.84 following the transaction.
William Rote Sells 12,446 Shares of Travere Therapeutics (NASDAQ:TVTX) Stock
William Rote, an insider at Travere Therapeutics (NASDAQ:TVTX), sold 12,446 shares of the company's stock on February 3rd at an average price of $32.87, totaling approximately $409,100. This transaction reduced his holding by 10.24% to 109,087 shares. Travere Therapeutics stock traded down 0.8% to $32.84, while analysts maintain a "Moderate Buy" consensus with a target price of $38.86.
Travere Therapeutics, Inc. (NASDAQ:TVTX) Receives Consensus Recommendation of "Moderate Buy" from Analysts
Travere Therapeutics (NASDAQ:TVTX) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $38.86. Despite recent insider selling, institutional investors like Vanguard and Adage Capital Partners have increased their holdings. The biopharmaceutical company focuses on developing therapies for rare kidney and genetic disorders.
Is Travere Therapeutics (TVTX) Facing a Credibility Test in Its Disclosure and Risk Narrative?
Robbins Geller Rudman & Dowd LLP is investigating Travere Therapeutics (TVTX) for potential violations of federal securities laws, focusing on whether the company made false or misleading statements. This investigation adds a layer of disclosure and headline risk to Travere's investment narrative, particularly as the company relies on the success of its drug FILSPARI. While the market hasn't fully priced this as a thesis-breaking event, it introduces uncertainty as analysts already hold widely divergent fair value estimates for the stock.
Is Travere Therapeutics (TVTX) Offering Value After Recent Share Price Swings?
Travere Therapeutics (TVTX) has experienced mixed share price performance recently but shows signs of undervaluation based on a Discounted Cash Flow (DCF) analysis, which suggests a 73.6% discount to its intrinsic value. However, its Price-to-Sales (P/S) ratio indicates it might be modestly overvalued compared to its calculated "Fair Ratio." The article encourages investors to consider different valuation narratives and the company's long-term potential in rare kidney and metabolic diseases.
Lisanti Capital Growth LLC Invests $3.10 Million in Travere Therapeutics, Inc. $TVTX
Lisanti Capital Growth LLC has invested $3.10 million in Travere Therapeutics (NASDAQ:TVTX) by purchasing 129,512 shares, representing a new position in the biopharmaceutical company. This investment comes amidst positive analyst sentiment, with a "Moderate Buy" consensus and an average target price of $38.86, driven by strong quarterly earnings that exceeded expectations. However, some insider selling has also been noted, despite the company's financial performance.
TVTX ALERT: Investigation Launched into Travere Therapeutics, Inc., Robbins Geller Rudman & Dowd LLP Encourages Investors and Potential Witnesses to Contact Law Firm
Robbins Geller Rudman & Dowd LLP has launched an investigation into Travere Therapeutics, Inc. (NASDAQ: TVTX) concerning potential violations of U.S. federal securities laws. The law firm is examining whether Travere and its executives made false or misleading statements and encourages investors who suffered losses and potential witnesses to contact them. Robbins Geller specializes in securities fraud and shareholder litigation, having recovered significant monetary relief for investors.
TVTX INVESTIGATION NOTICE: Robbins Geller Rudman & Dowd LLP Launches Investigation into Travere Therapeutics, Inc., and Encourages Investors and Potential Witnesses to Contact Law Firm
Robbins Geller Rudman & Dowd LLP has initiated an investigation into Travere Therapeutics, Inc. (NASDAQ: TVTX) concerning potential violations of U.S. federal securities laws. The firm is examining whether Travere and its executives made false or misleading statements regarding the company's business and operations. Investors who suffered losses and have relevant information are encouraged to contact the law firm for further details or to assist with the investigation.
TVTX: Travere Therapeutics Shareholders Should Contact Block & Leviton To Potentially Recover Losses
Block & Leviton is investigating Travere Therapeutics (TVTX) for potential securities law violations after its shares fell over 30% due to the FDA extending the review timeline for FILSPARI. The firm is looking into whether Travere adequately disclosed review extension risks and if prior communications were misleading. Investors who lost money are encouraged to contact Block & Leviton to explore recovering their losses.
TVTX: Travere Therapeutics Shareholders Should Contact Block & Leviton To Potentially Recover Losses
Block & Leviton LLP is investigating Travere Therapeutics, Inc. (Nasdaq: TVTX) for potential securities law violations after shares fell over 30% due to an FDA review timeline extension for FILSPARI. The firm encourages investors who lost money to contact them to learn about recovering losses, as they are investigating whether the company adequately disclosed risks and made misleading statements. Shareholders, regardless of whether they have sold their investment, may be eligible to recover losses.
BofA remains positive on Travere despite FDA decision delay for Filspari
Bank of America (BofA) maintains a positive outlook on Travere Therapeutics despite the FDA's decision to extend the review period for Filspari's full approval by three months, now expected by September 9, 2024. The delay is due to the submission of additional analyses by Travere, which the FDA considers a major amendment. BofA anticipates a positive decision, citing discussions with nephrologists who express enthusiasm for Filspari as a treatment for IgA nephropathy.
Assessing Travere Therapeutics (TVTX) Valuation As FDA Extends FILSPARI Review For FSGS Approval
Travere Therapeutics (TVTX) is under scrutiny after the FDA extended its review for FILSPARI's approval for focal segmental glomerulosclerosis (FSGS), following new data submissions. Despite a recent share price decline, longer-term holders have seen gains, and analysts consider TVTX undervalued with a fair value target of $41.64. The company aims for first-mover advantage in the FSGS market, but regulatory setbacks or slow uptake could challenge the optimistic valuation.
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
Palisades Investment Partners has initiated a new position in Travere Therapeutics (NASDAQ:TVTX), purchasing 137,768 shares valued at approximately $5.26 million. This move comes as Travere Therapeutics has seen significant stock growth, partly due to the potential FDA approval and strong sales of its drug FILSPARI. The investment suggests a bullish outlook from Palisades, eyeing further growth for the biopharmaceutical company that specializes in rare disease therapies.
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
Palisades Investment Partners initiated a new position in Travere Therapeutics, acquiring 137,768 shares worth an estimated $5.26 million. This move suggests a bullish outlook, driven by Travere's growing revenue from commercialized rare disease therapies and the potential expanded FDA approval of its drug FILSPARI. Travere Therapeutics shares have outperformed the S&P 500, with Q3 revenue significantly increasing year-over-year.
Travere Therapeutics (TVTX) Hits Fresh High on Impressive Earnings, Bullish Outlook
Travere Therapeutics (TVTX) stock reached a new 52-week high, driven by strong fourth-quarter earnings that surpassed analyst estimates and an optimistic outlook for 2026. The company reported significant revenue growth for its drug FILSPARI, contributing to robust financial performance and upward revisions to its guidance. This positive momentum suggests continued growth for TVTX.
Benign Growth For Travere Therapeutics, Inc. (NASDAQ:TVTX) Underpins Stock's 27% Plummet
Travere Therapeutics (NASDAQ:TVTX) shares have dropped 27% in the last month, despite a 45% gain over the past year. The company's price-to-sales (P/S) ratio of 6x is significantly lower than the industry average, which is attributed to its slower revenue growth compared to competitors. Analysts forecast Travere's revenue to grow by 32% annually over the next three years, while the industry is expected to expand by 132% annually, justifying the current low P/S ratio.
Palisades Investment Partners Acquires $5.26M Stake in Travere Therapeutics
Palisades Investment Partners has acquired a new position in Travere Therapeutics, purchasing 137,768 shares valued at $5.26 million in Q4 2025, signaling a bullish outlook for the company. Travere Therapeutics has shown strong stock performance, with shares increasing by 50.89% over the past year, outperforming the S&P 500. The company also reported significant revenue growth from its FILSPARI drug, and analysts maintain generally positive ratings due to potential FDA approval.
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
Palisades Investment Partners has initiated a new position in Travere Therapeutics, acquiring 137,768 shares valued at approximately $5.26 million. This move suggests a bullish outlook on Travere Therapeutics, driven by the strong performance of its FILSPARI drug, which saw a 155% year-over-year sales increase, and its potential for expanded FDA approval. The biopharma firm focuses on rare diseases with both approved therapies and a clinical-stage pipeline.
Palisades Investment Initiated a Position in Travere Therapeutics Worth Over $5 Million. Is the Stock a Buy?
Palisades Investment Partners initiated a new position in Travere Therapeutics, acquiring over 137,000 shares worth an estimated $5.26 million in Q4 2025. This move suggests a bullish outlook, especially given Travere's strong revenue growth and the potential for expanded FDA approval of its drug FILSPARI. The investment represents 1.99% of Palisades' reportable U.S. equity assets.
Travere Therapeutics (TVTX) Hits Fresh High on Impressive Earnings, Bullish Outlook
Travere Therapeutics' stock (TVTX) reached a new 52-week high after reporting strong Q4 2023 earnings, surpassing revenue and earnings per share estimates. The company provided an upbeat outlook for 2024, driven by the increasing demand for its kidney disease drug, Filspari, and anticipation of upcoming clinical trial results. Analysts expect continued growth and potential expansions for Filspari.
Benign Growth For Travere Therapeutics, Inc. (NASDAQ:TVTX) Underpins Stock's 27% Plummet
Travere Therapeutics (NASDAQ:TVTX) shares recently fell 27% but are still up 45% over the past year. The company's low price-to-sales (P/S) ratio of 6x, compared to an industry average of 11.9x, is attributed to slower projected revenue growth (32% annually) compared to the broader biotech industry (132% annually). This suggests investor sentiment is low due to expectations of less prosperous future growth, making the stock potentially a "buy signal" for those hoping for an improvement.
BofA Remains Positive on Travere Despite FDA Decision Delay for Filspari
Bank of America has maintained a Buy rating and a $43 price target on Travere Therapeutics (TVTX) despite the FDA extending its review period for Filspari's use in FSGS until April 13. The delay is attributed to Travere submitting additional data for clinical benefit evaluation, which the FDA classified as a Major Amendment. BofA views this as a temporary setback, emphasizing that the extension allows for deeper data evaluation rather than signaling fundamental issues with the drug's safety or manufacturing.
Emerald Mutual Fund Advisers Trust Buys 59,514 Shares of Travere Therapeutics, Inc. $TVTX
Emerald Mutual Fund Advisers Trust increased its stake in Travere Therapeutics (TVTX) by 5.2% in the third quarter, acquiring 59,514 additional shares to own a total of 1,200,942 shares valued at approximately $28.7 million. Despite a strong earnings report where Travere beat EPS and revenue estimates, the company remains unprofitable with negative net margin and return on equity. Meanwhile, company insiders have been net sellers, offloading over 333,000 shares worth $11.56 million in the last three months.
