Dec 31, 2024

Assertio Q4 2024 Earnings Report

Assertio reported a decline in revenue and net income for Q4 2024, with lower gross margin and higher litigation-related expenses.

Key Takeaways

Assertio's Q4 2024 net product sales totaled $29.6 million, reflecting a decline from the prior year. Gross margin fell to 61% due to higher inventory write-downs. The company reported a GAAP net loss of $10.5 million, while adjusted EPS was -$0.03. Free cash flow remained positive at $11.5 million.

Net product sales were $29.6 million, down from $32.5 million in Q4 2023.

Gross margin declined to 61% due to inventory write-downs.

Adjusted EBITDA was a loss of $0.5 million, compared to a gain of $4.5 million in Q4 2023.

Free cash flow remained positive at $11.5 million.

Total Revenue
$29.6M
Previous year: $33M
-10.3%
EPS
-$0.03
Previous year: $0.11
-127.3%
Gross Margin
61%
Previous year: 74%
-17.6%
SG&A Expenses
$21.4M
Previous year: $24M
-10.6%
Gross Profit
$18.5M
Previous year: $22.7M
-18.7%
Cash and Equivalents
$50.6M
Previous year: $73.4M
-31.1%
Free Cash Flow
$11.5M
Previous year: $5.7M
+101.8%
Total Assets
$285M
Previous year: $286M
-0.6%

Assertio

Assertio

Assertio Revenue by Segment

Forward Guidance

Assertio expects net product sales between $108 million and $123 million for FY 2025, with a focus on revenue growth from Rolvedon and Sympazan.

Positive Outlook

  • Projected revenue growth from Rolvedon and Sympazan.
  • Operational cost efficiencies expected to improve margins.
  • Continued free cash flow generation.
  • Potential acquisitions to expand the company's portfolio.
  • Stronger balance sheet with increased cash reserves.

Challenges Ahead

  • Net sales decline expected in legacy products.
  • Litigation expenses may continue to impact profitability.
  • Potential headwinds from generic competition.
  • Macroeconomic uncertainty affecting demand.
  • Ongoing restructuring costs may weigh on short-term earnings.