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Dec 31, 2024

CorMedix Q4 2024 Earnings Report

CorMedix reported its first profitable quarter in Q4 2024 with strong revenue growth driven by the commercial launch of DefenCath.

Key Takeaways

CorMedix recorded net revenue of $31.2 million in Q4 2024, supported by robust DefenCath sales. The company achieved its first profitable quarter with a net income of $13.5 million and adjusted EBITDA of $15.3 million. Operating expenses increased slightly due to scaling commercial activities. The company is focused on expanding inpatient and outpatient presence and anticipates continued growth into 2025.

Q4 2024 net revenue reached $31.2 million, driven by DefenCath sales.

Net income was $13.5 million, the company's first profitable quarter.

Adjusted EBITDA came in at $15.3 million.

Operating expenses increased to $17.1 million, up 9% year-over-year.

Total Revenue
$31.2M
0
EPS
$0.22
Previous year: -$0.26
-184.6%
Gross Profit
$141M
Previous year: -$53.5K
-263762.7%
Cash and Equivalents
$40.8M
Previous year: $76M
-46.4%
Total Assets
$119M
Previous year: $82.1M
+44.8%

CorMedix

CorMedix

Forward Guidance

CorMedix anticipates continued growth in 2025, with preliminary net revenue guidance of $50–$60 million for the first half, supported by expanded hospital utilization and new inpatient sales efforts.

Positive Outlook

  • Expected first-half 2025 revenue between $50 million and $60 million.
  • Q1 2025 revenue projected to exceed $33 million.
  • Ongoing expansion of inpatient sales team through Syneos Health partnership.
  • Initiation of Phase 3 study for DefenCath in TPN patients in Q2 2025.
  • Marketing efforts for VA facility penetration commenced in Q1 2025.

Challenges Ahead

  • Increased operating expenses from commercial expansion efforts.
  • Potential regulatory risks with ongoing clinical studies.
  • Foreign exchange fluctuations could impact revenue.
  • Market adoption challenges in new hospital settings.
  • Dependency on successful execution of new clinical trials for pipeline growth.