Esperion Therapeutics, Inc. (NASDAQ: ESPR) reported fourth‑quarter and full‑year 2025 results on March 10, 2026. Total revenue rose to $168.4 million, a 144% year‑over‑year increase, and full‑year revenue reached $403.1 million, up 21% from $332.3 million in 2024. Net product revenue in the United States grew 38% to $43.7 million, while retail prescription equivalents increased 34% year‑over‑year and 11.3% sequentially, underscoring robust demand for its bempedoic acid franchise. Collaboration revenue from Daiichi Sankyo Europe contributed $14.6 million, a 51% year‑over‑year gain but an 11% sequential decline, reflecting a one‑time milestone payment that has since tapered.
The earnings per share (EPS) for the quarter was $0.22, missing the consensus estimate of $0.23 by $0.01. The miss was driven by higher operating expenses and a one‑time charge related to restructuring and integration costs, offsetting the revenue upside. Despite the EPS shortfall, the company’s operating margin improved modestly, indicating that cost controls were partially effective in the face of rising sales.
Management reiterated its 2026 guidance, projecting operating expenses of $225‑$255 million and targeting profitability in the first quarter of 2026. The guidance reflects confidence in sustaining the revenue momentum while managing the cost base. The company also highlighted its planned acquisition of Corstasis Therapeutics, which is expected to close in Q2 2026 and expand its cardiovascular portfolio with the FDA‑approved edema treatment Enbumyst.
"2025 was a defining year for Esperion. We delivered strong growth in our U.S. cardiovascular franchise, broadened access and adoption among statin‑intolerant or statin‑resistant patients and strengthened the durability of our business with important intellectual property and market access advances," said CEO Sheldon Koenig. "Looking ahead, we’re investing against clear catalysts: deeper U.S. market penetration supported by robust payer coverage, advancement of our oral triple combination program designed to rival products on the market or in development and continued geographic expansion with our global partners."
"We anticipate 2026 to continue this momentum, driven by our strong reimbursement and expect favorable positioning in the U.S. dyslipidemia guidelines, which should be released imminently," added Koenig. The comments signal a strategic focus on expanding market share in the U.S. while leveraging global partnerships to accelerate growth.
The results reinforce Esperion’s trajectory as a high‑growth specialty pharmaceutical company. The revenue surge, driven largely by U.S. product sales and a significant collaboration milestone, demonstrates the commercial viability of its bempedoic acid franchise. The EPS miss, however, highlights the need for disciplined cost management as the company scales. The guidance and upcoming acquisition position Esperion to broaden its therapeutic portfolio and strengthen its competitive stance in cardiovascular and metabolic markets.
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.