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Travere Therapeutics' Filspari generated $200 million in third-quarter net revenue, with nearly 2,000 patients added. Pegtibatinase Phase III data are expected in the second half of next year, and Sivirabrutinib is on track for an IND filing this year.
Travere Therapeutics reported third-quarter total revenue of $224.6 million and Filspari U.S. net product sales of $200.2 million, reaffirmed its more than $3 billion annual Filspari sales goal for 2033, and said CEO Eric Dube will step down in December.
Travere Therapeutics reported that the FDA granted full approval of FILSPARI for FSGS on April 13, 2026; nine-month 2026 total revenue was 521,345 (in thousands), up 160,306.
Travere Therapeutics reported third-quarter U.S. net product sales of $220.2 million, net loss of $52.3 million and $471.8 million in cash, cash equivalents, and marketable securities. Pegtibatinase Phase 3 topline results remain on track for 2H 2027.
Travere Therapeutics named Bradley L. Campbell President, Chief Executive Officer and board member effective December 1, 2026, succeeding Eric Dube, Ph.D., who will transition into an Executive Advisor role until February 15, 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. FILSPARI sales rose 120% year-over-year to $200.2 million on 1,932 new patient start forms, supporting the $3 billion-plus 2033 sales target, while clinical, patent, pipeline, cash, and CEO-transition developments advanced. The company reported a $52.3 million quarterly net loss, higher R&D and SG&A expenses, a $113.1 million IPR&D charge, expected higher gross-to-net discounts, a roughly $8 million Q4 inventory headwind, and potential volatility in IgAN patient starts.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| U.S. net product sales of FILSPARI | $200.19M | FY2026 Q3 | +120.2% |
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| Cash, cash equivalents, and marketable securities | $489.2M | June 30, 2026 | — |
| New patient start forms (PSFs) received | 2,012 | the second quarter of 2026 | — |
| Non-GAAP adjusted net loss non-GAAP | $9M | the second quarter of 2026 | — |
| Non-GAAP adjusted net loss (six months) non-GAAP | $4.8M | the six months ended June 30, 2026 | — |
| Non-GAAP adjusted R&D expenses non-GAAP | $53.4M | the second quarter of 2026 | — |
| Non-GAAP adjusted R&D expenses (six months) non-GAAP | $105M | the six months ended June 30, 2026 | — |
| Non-GAAP adjusted SG&A expenses non-GAAP | $80.8M | the second quarter of 2026 | — |
| Non-GAAP adjusted SG&A expenses (six months) non-GAAP | $150.1M | the six months ended June 30, 2026 | — |
| Non-GAAP net (loss) income non-GAAP | -4.84M | Six Months Ended June 30, 2026 | — |
| Non-GAAP operating income (loss) non-GAAP | 34.42M | Six Months Ended June 30, 2026 | — |
| Royalties and milestones capitalized | 25.35M | the three months ended June 30, 2026 filing | — |
| Tiopronin products | 20.27M | the three months ended June 30, 2026 filing | — |
| U.S. net product sales of FILSPARI (six months) | $246.2M | the six months ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TVTX
this stock
Travere Therapeutics, Inc.
|
$4.86B | +32.6% | +110.5% | — | 10.0% |
|
VRTX
Vertex Pharmaceuticals Inc
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$136.56B | +18.8% | +46.2% | 34.7 | 1.9% |
|
REGN
Regeneron Pharmaceuticals, Inc.
|
$98.84B | +23.8% | +20.8% | 21.1 | 2.1% |
|
MRNA
Moderna, Inc.
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$90.38B | +657.4% | +4.3% | — | 8.2% |
|
CSLLY
Csl Ltd
|
$66.05B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Travere Therapeutics' Filspari generated $200 million in third-quarter net revenue, with nearly 2,000 patients added. Pegtibatinase Phase III data are expected in the second half of next year, and Sivirabrutinib is on track for an IND filing this year.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TVTX | +2.1% | +2.1% | +14.4% | +0.5% | +32.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.5% | +3.3% | +13.9% | +0.7% | +21.9% |
