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Dec 31, 2024

Avadel Q4 2024 Earnings Report

Avadel Pharmaceuticals reported strong revenue growth in Q4 2024 with increased patient adoption of LUMRYZ.

Key Takeaways

Avadel Pharmaceuticals delivered significant revenue growth in Q4 2024, driven by strong sales of LUMRYZ. The company reported a 158% increase in quarterly revenue compared to the previous year, reaching $50.4 million. While net losses improved year-over-year, the company remains focused on expanding patient access and driving market penetration.

LUMRYZ revenue grew by 158% year-over-year to $50.4 million in Q4 2024.

Net loss reduced to $5.0 million from $28.8 million in Q4 2023.

2,500 patients were on LUMRYZ as of December 31, 2024.

The company reiterated its 2025 guidance, expecting revenue between $240 million and $260 million.

Total Revenue
$50.4M
Previous year: $19.5M
+159.1%
EPS
-$0.05
Previous year: -$0.32
-84.4%
R&D Expenses
$4.27M
SG&A Expenses
$44.6M
Gross Profit
$45.6M
Previous year: $18.8M
+143.1%
Cash and Equivalents
$51.4M
Previous year: $105M
-51.1%
Free Cash Flow
$9.1M
Previous year: -$28M
-132.5%
Total Assets
$164M
Previous year: $261M
-37.1%

Avadel

Avadel

Forward Guidance

Avadel Pharmaceuticals reiterated its 2025 guidance, projecting increased LUMRYZ adoption and revenue growth. The company expects net product revenue between $240 million and $260 million, with a positive cash flow outlook.

Positive Outlook

  • Projected revenue growth to $240-$260 million in 2025.
  • Increase in patients on LUMRYZ to 3,300-3,500 by year-end.
  • Positive cash flow expected between $20-$40 million in 2025.
  • Ongoing patient enrollment in the Phase 3 REVITALYZ™ study for IH.
  • Expansion of sales and reimbursement teams to drive adoption.

Challenges Ahead

  • Continuing net losses despite revenue growth.
  • High SG&A expenses due to commercial expansion.
  • R&D expenses increased with ongoing Phase 3 trial costs.
  • Regulatory risks and potential challenges in reimbursement landscape.
  • Dependency on LUMRYZ for revenue growth with limited diversification.