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Ardelyx and the LPGA Announce Multi-Year Partnership to Break Stigma Around Digestive Health Issues Impacting Millions
Globenewswire· 2026-02-24 13:00
First-of-its-kind partnership designed to educate and mobilize patients to imagine a healthier tomorrowDAYTONA BEACH, Fla. and WALTHAM, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- The Ladies Professional Golf Association (LPGA) and Ardelyx (Nasdaq: ARDX), a biopharmaceutical company with a vision of creating a healthier tomorrow for patients, today announced a multi-year partnership naming Ardelyx as an official corporate pharmaceutical Marketing Partner of the LPGA Tour. The exclusive partnership unites two o ...
Why Ardelyx's Offensive Strategy Doesn't Move The Needle
Seeking Alpha· 2026-02-21 08:25
Core Viewpoint - The article provides insights into the investment landscape, emphasizing the importance of thorough research and independent verification of information before making investment decisions [2][3]. Group 1: Company Analysis - The article does not mention specific companies or their financial performance, focusing instead on general investment advice and the need for due diligence [2][3]. Group 2: Industry Insights - The content highlights the inherent volatility and risks associated with stock investments, suggesting that past performance is not indicative of future results [3]. - It underscores the necessity for investors to assess their financial circumstances and conduct comprehensive research before engaging in stock trading [2].
Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability (ARDX)
Seeking Alpha· 2026-02-20 16:12
Core Insights - Ardelyx, Inc. (ARDX) reported fourth quarter results, beating revenue expectations but slightly missing on earnings, which negatively impacted market perception [1] Financial Performance - The company achieved revenue growth, surpassing market expectations, but the earnings miss led to a negative market reaction [1] Analyst Background - The analysis is conducted by a professional with a Master's degree in Cell Biology and extensive experience in drug discovery and biotechnology investment, focusing on identifying innovative biotech companies [1] Investment Focus - The emphasis is on evaluating the science behind drug candidates, competitive landscape, clinical trial design, and market opportunities while balancing financial fundamentals and valuation [1] Sector Insights - The biotech sector is characterized by the potential for breakthrough science to yield significant returns, necessitating careful scrutiny of investment opportunities [1]
Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds Profitability
Seeking Alpha· 2026-02-20 16:12
Core Insights - Ardelyx, Inc. (ARDX) reported fourth quarter results, beating revenue expectations but slightly missing on earnings, which negatively impacted market perception [1] Financial Performance - The company achieved revenue growth, surpassing market expectations, although specific figures were not disclosed [1] - Earnings fell short of expectations, contributing to a negative market reaction [1] Company Background - Ardelyx is involved in biotechnology, focusing on innovative drug development with unique mechanisms of action and first-in-class therapies [1] - The company aims to reshape treatment paradigms through its platform technologies [1]
Futures Drop As Iran Tensions Rise, Data Deluge Looms
ZeroHedge· 2026-02-20 13:29
Market Overview - US equity futures are lower as traders assess the potential market impact of war with Iran and await significant US economic data including GDP and core PCE [1] - The S&P and Nasdaq futures are down 0.1% after trading positively overnight, with the "Magnificent Seven" stocks showing mixed performance [3] - Bond yields have reversed and are lower, while the USD remains flat; commodities show mixed results with base metals declining and precious metals, particularly gold, rallying above $5000 [1][11] Company Earnings and Stock Movements - Akamai Technologies (AKAM) shares fell 11% after a weaker-than-expected earnings outlook [3] - Ardelyx (ARDX) dropped 6% due to a softer sales forecast for its Ibsrela drug [3] - Copart (CPRT) fell 8% after reporting operating income that missed analyst estimates [3] - Floor & Decor (FND) rose 4% after exceeding earnings expectations for the fourth quarter [3] - Grail (GRAL) tumbled 47% after its cancer detection test failed to meet primary endpoints [3] - Harmonic (HLIT) increased by 9% due to strong book-to-bill ratios indicating growth potential [3] - Newmont (NEM) dropped 4% as it expects lower gold production this year [3] - Opendoor Technologies (OPEN) surged 19% after reporting better-than-expected revenue [3] - RingCentral (RNG) rose 10% after beating expectations and providing a positive forecast [3] - Texas Roadhouse (TXRH) increased by 4% as it anticipates positive sales growth [3] - Workiva Inc. (WK) gained 12% after reporting strong fourth-quarter results and optimistic forecasts [3] Economic Data and Inflation - Core personal consumption expenditure (PCE) data is expected to show an increase, which may influence interest rate decisions and the economic outlook [4] - Bloomberg Economics anticipates core inflation to accelerate, with a month-on-month increase of 0.32% in the core PCE deflator for December, raising the annual rate to 2.9% from 2.8% [4] - Wider inflation concerns are heightened by oil prices nearing a six-month high amid geopolitical tensions [5][6] Geopolitical Impact - The US military is deploying forces in the Middle East, with President Trump warning Iran of a limited strike if negotiations do not progress [6][35] - Geopolitical tensions have led to a cautious market sentiment, impacting stock performance and investor behavior [6][39]
Ardelyx Lead Drug Growth Fails To Lift Sentiment, Stock Drops
Benzinga· 2026-02-20 11:50
Ardelyx Inc. (NASDAQ:ARDX) shares are down during Friday’s premarket session following a recent financial update for the fourth quarter of 2025.Ardelyx reported breakeven versus the consensus earnings of 1 cent. Sales reached $125.22 million, beating the consensus of $118.13 million.Lead Drugs PerformanceThe company reported that IBSRELA (tenapanor) revenue grew 73% in 2025 to $274.2 million, contributing to total revenues of $407.3 million. The company recorded $86.6 million in IBSRELA revenue in the fourt ...
Ardelyx (ARDX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2026-02-19 23:31
Core Insights - Ardelyx reported $125.22 million in revenue for Q4 2025, a year-over-year increase of 7.8%, and a surprise of +6.51% over the Zacks Consensus Estimate of $117.57 million [1] - The EPS for the same period was $0, down from $0.02 a year ago, resulting in a -100% EPS surprise compared to the consensus estimate of $0.02 [1] Revenue Breakdown - Product sales totaled $114.4 million, slightly above the five-analyst average estimate of $114.14 million, reflecting a year-over-year change of +3.1% [4] - IBSRELA product sales reached $86.6 million, exceeding the average estimate of $85.75 million, with a significant year-over-year increase of +60.8% [4] - XPHOZAH product sales were $27.8 million, below the average estimate of $28.39 million, showing a year-over-year decline of -51.4% [4] - Licensing revenue was reported at $0.02 million, matching the average estimate, with a year-over-year increase of +4.6% [4] - Non-cash royalty revenue related to future royalties was $1.35 million, below the average estimate of $3.66 million, but still reflecting a year-over-year increase of +47.4% [4] Stock Performance - Ardelyx shares have returned -15.9% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]
Ardelyx (ARDX) Reports Break-Even Earnings for Q4
ZACKS· 2026-02-19 23:10
分组1 - Ardelyx reported break-even quarterly earnings per share, matching the Zacks Consensus Estimate of $0.02, with a year-ago comparison of $0.02 per share [1] - The company achieved revenues of $125.22 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 6.51% and showing an increase from $116.13 million year-over-year [2] - Ardelyx shares have increased approximately 15.3% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] 分组2 - The earnings outlook for Ardelyx is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $111.28 million, and for the current fiscal year, it is $0.23 on revenues of $534.79 million [7] - The Medical - Drugs industry, to which Ardelyx belongs, is currently ranked in the bottom 47% of over 250 Zacks industries, indicating potential challenges for stock performance [8]
Ardelyx(ARDX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Ardelyx (NasdaqGM:ARDX) Q4 2025 Earnings call February 19, 2026 04:30 PM ET Company ParticipantsAllison Arfstrom - Consumer Equity ResearchAydin Huseynov - Managing Director and Equity ResearchCaitlin Lowie - VP of Corporate Communications and Investor RelationsEric Foster - Chief Commercial OfficerJennifer Jia - Biotech Equity ResearchJulian Harrison - Managing DirectorLaura Chico - Managing Director and Equity ResearchLaura Williams - Chief Patient Officer and Interim Chief Medical OfficerMike Raab - CEOS ...
Ardelyx(ARDX) - 2025 Q4 - Earnings Call Transcript
2026-02-19 22:32
Financial Data and Key Metrics Changes - The company reported a significant year-over-year total revenue growth of 22%, with full-year 2025 revenues of $407.3 million, compared to $333.6 million in 2024 [32] - XPHOZAH revenues grew to $274.2 million, an increase of 73% compared to the full year of 2024 [33] - The net loss for 2025 was $61.6 million, or $0.26 per share, compared to a net loss of $39.1 million, or $0.17 per share, for 2024 [36] Business Line Data and Key Metrics Changes - IBSRELA achieved a remarkable revenue growth of 73% compared to 2024, with a 61% year-over-year growth in the fourth quarter [7][11] - XPHOZAH experienced a 9% increase in total dispenses and a 41% increase in paid dispenses when excluding Medicare compared to 2024 [18][34] Market Data and Key Metrics Changes - The IBS-C market continues to grow in double digits, with nearly 7 million prescriptions written in 2025, an increase of 11% compared to 2024 [13] - 77% of patients on a secretagogue report continuing to experience symptoms despite treatment, indicating a significant unmet need in the market [12] Company Strategy and Development Direction - The company aims to significantly grow IBSRELA and maintain XPHOZAH's momentum, with IBSRELA projected to deliver $1 billion in revenue by 2029 [10][39] - A new patent for the commercial formulations of IBSRELA and XPHOZAH, expiring in 2042, is part of the strategy to create valuable intellectual property [8] - The company is focused on expanding its pipeline with new development programs, including a phase III program for IBSRELA to include chronic idiopathic constipation (CIC) [9][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth trajectory and the ability to capitalize on opportunities ahead, emphasizing a patient-first strategy [10][19] - The company is positioned for long-term growth and value creation, with disciplined cash management and execution [9][32] Other Important Information - Research and development expenses for 2025 were $71.5 million, reflecting ongoing pediatric trials and the ACCEL trial for CIC [35] - The company finished 2025 with $264.7 million in total cash, an increase from $250.1 million at the end of 2024, and has generated positive cash flow for two consecutive quarters [37][42] Q&A Session Summary Question: Confidence in IBSRELA volume growth to reach $430 million guidance - Management expressed strong confidence in reaching the guidance, citing the large patient population needing alternatives to current treatments [46][47] Question: Cadence of expenses and path to sustained cash flow positivity - The company plans to increase operating expenses by 25% while expecting top-line growth of over 38%, indicating a disciplined approach to investments [55][56] Question: Details on the CIC trial and dose testing - The trial includes multiple doses to evaluate efficacy, with expectations that the middle dose will perform well based on previous data [65][66] Question: Distinctions in the CIC market compared to other treatments - Management highlighted the need for different mechanisms of action in treating CIC, emphasizing the potential utility of tenapanor [72][74] Question: Focus of prescribers in the phase III study for CIC - The primary endpoint will focus on achieving durable responses in bowel movements, with secondary endpoints including quality of life [79][81] Question: Future patent strategies and long-term growth for XPHOZAH - The company is actively working on strengthening its intellectual property position and is focused on ensuring patient access to XPHOZAH [87][88]