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Dec 31, 2024

Zevra Q4 2024 Earnings Report

Zevra reported a decrease in revenue for Q4 2024 compared to the previous year, but marked progress in commercial launches and regulatory advancements.

Key Takeaways

Zevra's Q4 2024 revenue was driven by MIPLYFFA sales, but overall revenue declined compared to Q4 2023 due to the absence of one-time sales milestone payments. The company continues to focus on expanding its pipeline and commercializing rare disease treatments. Operating expenses increased due to commercial launch activities, resulting in a higher net loss.

Total net revenue for Q4 2024 was $12.0 million, down from $13.2 million in Q4 2023.

MIPLYFFA contributed $10.1 million in net revenue following its commercial launch.

Operating expenses rose to $24.5 million due to increased commercialization efforts.

Net loss widened to $35.7 million, compared to $19.6 million in Q4 2023.

Total Revenue
$12M
Previous year: $13.2M
-9.2%
EPS
-$0.67
Previous year: -$0.4
+67.5%
ADHD Market Sales
$700K
Previous year: $10M
-93.0%
Cash and Equivalents
$33.8M
Previous year: $67.7M
-50.1%
Total Assets
$178M
Previous year: $172M
+3.4%

Zevra

Zevra

Zevra Revenue by Segment

Zevra Revenue by Geographic Location

Forward Guidance

Zevra anticipates revenue growth in 2025 driven by MIPLYFFA sales expansion and additional regulatory approvals. However, increased commercialization costs and potential pricing challenges remain risks.

Positive Outlook

  • MIPLYFFA launch progressing with 109 prescription enrollments.
  • Planned European regulatory filing for MIPLYFFA in 2025.
  • Strategic focus on commercial execution and market access expansion.
  • PRV sale agreement expected to provide $150 million in proceeds.
  • Strong cash position supporting pipeline development.

Challenges Ahead

  • Declining revenue from AZSTARYS royalties and reimbursements.
  • Increased operating expenses due to commercialization efforts.
  • Higher net loss impacting profitability outlook.
  • Market access and reimbursement uncertainties for new products.
  • Potential delays in regulatory approvals for pipeline candidates.