Travere Therapeutics: FILSPARI Drives Revenue, FSGS PDUFA Looms

2026-02-24 07:39:02 ET

Thesis

Travere Therapeutics ( TVTX ) reported 4Q25 non-GAAP EPS of $0.37, a figure that was mostly in line with expectations. However, revenue came in at $129.6 million, and despite it being up 73% year over year, it missed consensus by about $18 million. Overall, the stock reaction wasn't too bad; the miss was driven by lower-than-expected reported revenue, but we still saw very strong FILSPARI sales growth. So investors think there is still some upside, and it could be the case that there are some timing or mix effects rather than weakening demand....

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