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Mar 31

AcelRx Q1 2025 Earnings Report

AcelRx, now Talphera, reported minimal revenue and reduced net loss in Q1 2025 amid clinical progress and financing support.

Key Takeaways

Talphera reported $27,000 in revenue and a net loss of $2.6 million in Q1 2025, reflecting lower operating expenses compared to the prior year. The company made progress on its NEPHRO CRRT trial and secured the first tranche of a $14.8 million financing to support clinical development.

Revenue for Q1 2025 was $27,000 compared to zero in Q1 2024.

Net loss narrowed to $2.6 million from $4.0 million a year ago.

Cash and investments totaled $5.4 million at quarter end.

Total operating expenses decreased to $2.9 million, down from $4.2 million in Q1 2024.

Total Revenue
$27K
0
EPS
-$0.1
Previous year: -$0.16
-37.5%
R&D Expense
$1.17M
Previous year: $1.43M
-18.4%
SG&A Expense
$1.77M
Previous year: $2.8M
-36.7%
Cash and Equivalents
$5.39M
Previous year: $18.6M
-71.0%
Total Assets
$15M
Previous year: $28.8M
-47.9%

AcelRx

AcelRx

Forward Guidance

Talphera expects to complete enrollment of its NEPHRO CRRT trial by year-end, supported by new clinical sites and milestone-based financing.

Positive Outlook

  • NEPHRO CRRT study size reduced and remains 90% powered.
  • Three new clinical sites activated, with five more expected mid-year.
  • First tranche of $4.4M financing closed, supporting trial funding.
  • Cash operating expenses guided between $17M and $19M for full year.
  • Engagement from newly targeted study sites reported as high.

Challenges Ahead

  • Minimal revenue generation in Q1 highlights reliance on financing.
  • Ongoing net losses despite cost reductions.
  • Second and third tranches of financing contingent on enrollment and stock milestones.
  • Discontinued operations only contributed $73,000 in income.
  • Remaining financing dependent on stock price performance.