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Jun 30, 2024

Madrigal Q2 2024 Earnings Report

Madrigal's financial performance was marked by the successful launch of Rezdiffra, generating $14.6 million in net sales, alongside strategic advancements in European expansion and expert recognition of Rezdiffra as a first-line therapy for NASH/MASH.

Key Takeaways

Madrigal Pharmaceuticals reported a strong start to the U.S. launch of Rezdiffra, with $14.6 million in net sales for the second quarter of 2024. The company is progressing with its European expansion plans and has received expert recommendations for Rezdiffra as a first-line therapy for NASH/MASH.

Second-quarter net sales reached $14.6 million due to Rezdiffra launch.

Rezdiffra coverage secured for over 50% of commercial lives, with minimal biopsy requirements.

Expert guidelines now recommend Rezdiffra as a primary treatment for F2/F3 NASH/MASH.

Plans are in place to commercialize resmetirom directly in Europe, pending EMA approval expected in mid-2025.

Total Revenue
$14.6M
EPS
-$7.1
Previous year: -$4.69
+51.4%
R&D Expense
$71.1M
Previous year: $68.6M
+3.6%
SG&A Expense
$105M
Previous year: $17.8M
+490.6%
Gross Profit
$13.7M
Cash and Equivalents
$1.1B
Previous year: $298M
+268.6%
Free Cash Flow
-$135M
Previous year: -$75.4M
+79.2%
Total Assets
$1.1B
Previous year: $302M
+263.6%

Madrigal

Madrigal

Forward Guidance

Madrigal is focused on expanding Rezdiffra's market presence and coverage, aiming for 80% commercial life coverage by year-end 2024. The company also plans to directly commercialize resmetirom in Europe following EMA approval expected mid-2025, with expert guidelines supporting its use as a first-line therapy for NASH/MASH.

Positive Outlook

  • Growing Rezdiffra sales and market acceptance
  • Favorable coverage from payers
  • Potential for European market expansion
  • Expert guidelines recommending Rezdiffra as first-line therapy
  • Strong cash position to support operations

Challenges Ahead

  • Challenges in achieving enrollment objectives for clinical studies
  • Risks of regulatory delays or rejections
  • Potential market competition
  • Uncertainties in clinical testing
  • Dependence on Rezdiffra sales for revenue