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Dec 31, 2024

Aquestive Q4 2024 Earnings Report

Aquestive reported a decline in revenue and increased net loss in Q4 2024, mainly due to higher expenses and reduced royalty revenues.

Key Takeaways

Aquestive Therapeutics posted a revenue decline of 10% in Q4 2024, with total revenue at $11.9 million. The company reported a net loss of $17.1 million due to increased R&D and SG&A expenses. Non-GAAP adjusted EBITDA loss widened to $11.0 million. The company continued its regulatory progress on Anaphylm and Libervant, while manufacturing and supply revenues also declined.

Total revenue declined 10% YoY to $11.9 million.

Net loss widened to $17.1 million, from $8.1 million a year ago.

R&D expenses increased to $4.9 million due to Anaphylm development.

Non-GAAP adjusted EBITDA loss expanded to $11.0 million.

Total Revenue
$11.9M
Previous year: $13.2M
-10.1%
EPS
-$0.19
Previous year: -$0.1
+90.0%
Cash and Equivalents
$71.5M
Previous year: $23.9M
+199.7%
Total Assets
$101M
Previous year: $57.4M
+76.6%

Aquestive

Aquestive

Aquestive Revenue by Segment

Forward Guidance

Aquestive expects FY 2025 revenue between $47M and $56M, with continued pre-commercial spending on Anaphylm.

Positive Outlook

  • Anaphylm NDA submission process initiated.
  • Potential FDA approval and launch in Q1 2026.
  • Strong cash position of $93M including ATM proceeds.
  • Growing demand for Libervant in targeted age group.
  • New clinical trials for AQST-108 set for Q2 2025.

Challenges Ahead

  • Revenue expected to decline compared to FY 2024.
  • Higher SG&A and R&D expenses impacting profitability.
  • Increased legal expenses related to FDA appeal for Libervant.
  • Expected Suboxone revenue erosion.
  • Potential advisory committee delay for Anaphylm approval.