•
Mar 31, 2024

Ironwood Pharmaceuticals Q1 2024 Earnings Report

Ironwood Pharmaceuticals reported positive topline results from global Phase III STARS trial and Phase II exploratory STARGAZE trial, while LINZESS® prescription demand grew 10% year-over-year and financial guidance was revised.

Key Takeaways

Ironwood Pharmaceuticals reported its first quarter 2024 results, highlighting significant advancements across its portfolio, including positive Phase III clinical data for apraglutide and strong LINZESS demand momentum. The company is working swiftly to file an NDA for apraglutide for adult SBS patients dependent on parenteral support and revised FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate.

Reported positive topline results from global Phase III STARS trial of once-weekly apraglutide in adults with short bowel syndrome with intestinal failure (SBS-IF).

Reported positive results from Phase II exploratory STARGAZE trial of apraglutide in patients with steroid-refractory gastrointestinal acute Graft-versus-Host Disease (SR GI aGVHD).

LINZESS® (Iinaclotide) EUTRx prescription demand growth of 10% year-over-year.

Revised FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate.

Total Revenue
$74.9M
Previous year: $104M
-28.0%
EPS
-$0.02
Previous year: $0.25
-108.0%
Gross Profit
$74.4M
Previous year: $104M
-28.3%
Cash and Equivalents
$122M
Previous year: $740M
-83.6%
Free Cash Flow
$44.9M
Previous year: $80.2M
-44.0%
Total Assets
$439M
Previous year: $1.16B
-62.0%

Ironwood Pharmaceuticals

Ironwood Pharmaceuticals

Forward Guidance

Ironwood Pharmaceuticals revised its FY 2024 financial guidance due to a LINZESS gross-to-net change in estimate. The company anticipates low-single digits percentage growth for U.S. LINZESS Net Sales and expects adjusted EBITDA to be greater than $120 million, excluding potential CNP-104 option exercise.

Positive Outlook

  • U.S. LINZESS Net Sales are expected to grow at a low-single digits percentage.
  • Adjusted EBITDA is projected to be greater than $150 million, excluding potential CNP-104 option exercise.
  • Adjusted EBITDA is expected to be greater than $120 million, excluding potential CNP-104 option exercise.