Stifel lowers Travere Therapeutics stock price target to $20 on FSGS approval uncertainty

Published 07/08/2025, 15:56
Stifel lowers Travere Therapeutics stock price target to $20 on FSGS approval uncertainty

Investing.com - Stifel lowered its price target on Travere Therapeutics (NASDAQ:TVTX) to $20.00 from $23.00 on Thursday, while maintaining a Hold rating on the stock. According to InvestingPro data, analyst targets for TVTX range from $23 to $47, with the stock currently trading near $16.

The adjustment follows Travere’s second-quarter 2025 update, with Stifel citing a revised timeline for the potential launch of Filspari in focal segmental glomerulosclerosis (FSGS) and reducing the probability of success to 66% from 90% due to regulatory uncertainty.

Filspari faces a PDUFA date of January 13, 2026, for FSGS approval, with an FDA advisory committee meeting expected in the fourth quarter of 2025, according to Stifel’s analysis.

The firm noted that Travere’s Filspari launch in IgA nephropathy (IgAN) continues to progress, with second-quarter revenue of $71.9 million exceeding consensus estimates of $67 million, while new patient start forms increased to 745 in the second quarter from 703 in the first quarter. The company, currently valued at $1.42 billion, has demonstrated impressive revenue growth of 88% over the last twelve months. InvestingPro subscribers can access 7 additional key insights and a comprehensive analysis of Travere’s financial health.

Stifel also highlighted that Travere remains on schedule to restart enrollment for its Phase 3 Pegtibatinase trial in homocystinuria (HCU) in 2026. The company operates with a moderate debt level and has seen its stock surge 105% over the past year.

In other recent news, Travere Therapeutics Inc. reported its second-quarter 2025 earnings, showcasing a significant revenue achievement that exceeded market expectations. The company’s revenue reached $114.4 million, surpassing the forecasted $99.25 million, resulting in a 15.26% surprise. Additionally, the earnings per share (EPS) were recorded at a loss of $0.14, which was better than the anticipated loss of $0.30. These developments highlight Travere’s positive performance in the recent quarter. The earnings announcement has captured the attention of investors and analysts alike. While the stock price movement is not discussed, the revenue and EPS results are crucial for stakeholders. This information provides insight into Travere’s financial health and operational progress.

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