Ascendis Pharma A/S (NASDAQ:ASND) Analysts Upgrade Forecasts, Expect Revenues to Reach €722m in 2025, Representing a 47% Increase

Ascendis Pharma A/S (NASDAQ:ASND) analysts upgraded this year's statutory forecasts, with revenue now expected to reach €722m in 2025, a 47% increase from last year. The consensus price target rose 6.8% to €215, with analysts optimistic about Ascendis Pharma's prospects. The analysts expect revenues to grow faster than the wider market, with a forecast 116% annualised growth to the end of 2025.

Ascendis Pharma A/S (NASDAQ:ASND) has seen its 2025 revenue forecasts upgraded by analysts, with the new projection indicating a significant increase in earnings. The updated revenue forecast stands at €722 million for the year, marking a 47% growth from last year's figures. This upward revision underscores the company's robust growth trajectory and strategic positioning in the biotech sector.

The consensus price target for Ascendis Pharma has also risen, increasing by 6.8% to €215. Analysts are optimistic about the company's prospects, expecting revenues to grow at an annualized rate of 116% by the end of 2025, outpacing the broader market growth. This positive outlook reflects the company's successful pivot from a research-focused biotech to a commercial-stage enterprise, driven by its blockbuster products and regulatory momentum.

Ascendis Pharma's second-quarter 2025 results highlighted a strategic shift towards blockbuster growth, with revenues surging by 339% to €158 million. The company's flagship drugs, YORVIPATH and SKYTROFA, contributed significantly to this growth. YORVIPATH, a once-weekly PTH replacement therapy, generated €103 million in revenue, while SKYTROFA's approval for adult growth hormone deficiency added €50.7 million to the quarter's earnings. The company's strong cash reserves and disciplined cost management position it well for 2025 cash flow breakeven, further bolstering investor confidence.

The company's regulatory momentum is another key driver of its growth. The TransCon CNP NDA is currently under FDA Priority Review, with a PDUFA date of November 30, 2025. Approval of this drug could unlock a $1.5 billion market for congenital hypothyroidism, a condition affecting 1 in 4,000 newborns. The company's ability to navigate complex regulatory pathways and secure global commercial agreements for YORVIPATH validates its operational maturity.

Despite a net loss of €38.9 million in Q2 2025, Ascendis Pharma's financials demonstrate disciplined scaling. The company's proximity to cash flow breakeven and strong balance sheet, with €494 million in cash and cash equivalents as of June 30, 2025, position it well for future growth and strategic initiatives.

For long-term investors, Ascendis Pharma's strategic leap offers a compelling case study in how to balance ambition with execution. While risks such as PDUFA delays and payer pushback on pricing exist, the company's track record of navigating these challenges suggests resilience. The next 12 months will be critical, but for those who recognize the company's strategic pivot, the rewards could be transformative.

References:
[1] https://finance.yahoo.com/news/ascendis-pharma-second-quarter-2025-124828645.html
[2] https://www.ainvest.com/news/ascendis-pharma-q2-2025-earnings-strategic-leap-blockbuster-status-2508/