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RARE $15.22 +3.19%
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RARE · Ultragenyx Pharmaceutical Inc.
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$15.22 +0.47 (+3.19%) At close · Oct 2
Market Cap
$1.43B
Shares
98.59M
Volume · Oct 2 3.88M Avg daily vol (3M) 3.75M
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Earnings call · FY2025 Q1

Ultragenyx Pharmaceutical Inc. (RARE) Q1 2025 Earnings Call

Concluded May 6, 2025
May 6, 2025 0 turns
Period
FY2025 Q1
Runtime
—
Sources
3 artifacts

Executive readout · one minute

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Gene therapy franchise (Sanfilippo and GSD1A) launches 41 Path to profitability in 2027 and cash management 18 Citruzumab regulatory path forward 10 Base business (Crysvita/Mepsevii/Dojolvi) growth 5

Management tone

Confident

Net tone +68 · low hedging

Grounding quotes
  • “And so it's gone well, and we're really excited about being able to enroll in six, seven months and to now be looking at patients finishing the study.”
  • “And I think on top of the base business, which is earning in the mid $700 million range, has been growing by 20% a year the last few years, I think we're real well set up as a global company to take advantage of those three products launching globally, which we own the full rights to.”
  • “I think our gene therapy franchise is not valued at all, I think, at the current lane. And so if you think about that much cash brought in plus the revenue, the swing between this year and next year will be very substantial and put us in a position to launch Angelman well.”
  • “But we feel comfortable with the strength of the study. That said, it is neurology. Neurology is always hard, and there's always things that go wrong or things that go off.”

Research coverage

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Revenue $139.00M +27.7% YoY
Diluted EPS -$1.57
Net income -$151.00M

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Quarter detail

How the reported period landed and where the business moved.

Revenue · products & services

Product$91.00M +45.6% YoY
Royalty$48.00M +3.6% YoY
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