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Sep 30, 2025
Ardelyx Q3 2025 Earnings Report
Estimated Revenue:$100M
-5.6% YoY
Estimated EPS:-$0.06
17.1% YoY
Key Takeaways
Ardelyx delivered strong third-quarter results, with total revenue reaching $110.3 million, driven primarily by a 92% year-over-year increase in IBSRELA revenue to $78.2 million. XPHOZAH also showed consistent growth, contributing $27.4 million. The company reported a net loss of $1.0 million and announced a new pipeline program for RDX10531, a next-generation NHE3 inhibitor.
Total revenue for Q3 2025 was $110.3 million, an increase from $98.2 million in Q3 2024.
IBSRELA revenue grew by 92% year-over-year to $78.2 million, with full-year 2025 guidance raised to $270-275 million.
XPHOZAH revenue reached $27.4 million, showing a 9% sequential growth compared to Q2 2025.
The company initiated development of RDX10531, a next-generation NHE3 inhibitor, expanding its pipeline.
Revenue by Segment
Forward Guidance
Ardelyx has raised its full-year 2025 revenue guidance for IBSRELA and anticipates continued growth for XPHOZAH in the fourth quarter. The company is also progressing with its new pipeline program, RDX10531, aiming for an IND submission in 2026.
Positive Outlook
- IBSRELA full-year 2025 revenue guidance raised to $270-275 million, indicating strong market performance.
- Anticipated continued growth for XPHOZAH in Q4 2025, driven by commercial strategy.
- Development of RDX10531, a next-generation NHE3 inhibitor, is underway, with an IND submission planned for 2026.
- Commercial success and disciplined capital allocation have created a solid financial foundation.
- Commitment to advancing transformative therapies and delivering sustained value to patients and shareholders.
Challenges Ahead
- XPHOZAH revenue experienced a year-over-year decline due to the loss of Part D coverage for Medicare patients.
- Uncertainties associated with the development, regulatory process, and commercialization of new drugs.
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