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Mar 31

Assertio Q1 2025 Earnings Report

Assertio reported financial results for the first quarter ended March 31, 2025.

Key Takeaways

Assertio reported first quarter 2025 total net product sales of $26.0 million, in line with their 2025 outlook. The company achieved substantial progress on its business strategy, including settling legal matters, simplifying its corporate structure, and focusing on growth assets like Rolvedon and Sympazan. Net loss was $13.5 million, and adjusted EBITDA was $0.2 million.

First quarter total net product sales were $26.0 million, meeting the company's 2025 outlook.

Assertio made significant progress on its strategic priorities, including reducing legal exposure and simplifying its corporate structure.

Rolvedon net sales were $13.1 million, slightly down year-over-year but above internal expectations.

Sympazan prescriptions increased by 6.5% year-over-year due to a revised promotional strategy.

Total Revenue
$26.5M
Previous year: $32.4M
-18.4%
EPS
-$0.04
Previous year: $0.04
-200.0%
Gross Margin
70%
Previous year: 65%
+7.7%
SG&A Expenses
$22M
Previous year: $18.5M
+18.6%
Adjusted EBITDA
$158K
Previous year: $7.38M
-97.9%
Gross Profit
$18.2M
Previous year: $15.5M
+17.2%
Cash and Equivalents
$35M
Previous year: $80.7M
-56.6%
Total Assets
$286M
Previous year: $282M
+1.6%

Assertio

Assertio

Assertio Revenue by Segment

Forward Guidance

Assertio is tracking to its full year net product sales and adjusted EBITDA outlook. The company expects Rolvedon net sales to continue to increase throughout the year.

Positive Outlook

  • Tracking to full year net product sales outlook.
  • Tracking to full year adjusted EBITDA outlook.
  • Rolvedon net sales expected to continue to increase throughout the year.
  • Rolvedon net sales were above internal expectation in Q1.
  • Sympazan promotional strategy is proving effective, leading to increased prescriptions.

Challenges Ahead

  • Rolvedon net product sales decreased from the prior year quarter.
  • Indocin net product sales decreased due to generic competition.
  • Adjusted EBITDA decreased from the prior year quarter.
  • Cash flow from operations was impacted by the timing of accounts receivable collection.
  • Net loss increased from the prior year quarter.

Revenue & Expenses

Visualization of income flow from segment revenue to net income