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Dec 31, 2024

Akebia Q4 2024 Earnings Report

Akebia reported a decline in revenue for Q4 2024, with lower product sales and increased operating expenses leading to a net loss.

Key Takeaways

Akebia's Q4 2024 revenue declined 17.2% to $46.5 million due to lower Auryxia sales and reduced collaboration revenue. Net loss widened to $22.8 million compared to a small profit in Q4 2023. Operating expenses increased, driven by Vafseo's U.S. launch preparations. Cash reserves improved to $51.9 million, with further funding secured post-year-end.

Total revenue declined 17.2% to $46.5 million.

Net loss widened to $22.8 million from a $0.6 million profit last year.

Auryxia sales dropped 16.6% to $44.4 million.

Cost of goods sold increased by 9.1% to $20.4 million.

Total Revenue
$46.5M
Previous year: $56.2M
-17.3%
EPS
-$0.1
0
Revenue Growth
-17.2%
Gross Profit
$26.3M
Previous year: $37.1M
-29.1%
Cash and Equivalents
$51.9M
Previous year: $42.9M
+20.9%
Total Assets
$221M
Previous year: $242M
-8.7%

Akebia

Akebia

Akebia Revenue by Segment

Forward Guidance

Akebia expects continued financial pressure in early 2025 but anticipates Vafseo revenue of $10-$11 million in Q1 and stabilization in Auryxia sales.

Positive Outlook

  • Vafseo launch is progressing well with strong initial adoption.
  • Q1 2025 Vafseo revenue projected between $10-$11 million.
  • Sufficient cash reserves to fund operations for at least two years.
  • Strategic focus on label expansion for Vafseo to non-dialysis CKD patients.
  • Further strengthened financial position with additional funding secured post-year-end.

Challenges Ahead

  • Declining Auryxia sales due to lower demand.
  • Higher operating expenses related to Vafseo launch.
  • Ongoing net losses despite cost-control measures.
  • Increased cost of goods sold impacting margins.
  • Uncertainty around FDA approval for expanded Vafseo indications.

Revenue & Expenses

Visualization of income flow from segment revenue to net income