Esperion 2025 Q3 Earnings Revenue Surges 69% but Net Loss Widen

Esperion Therapeutics (NASDAQ: ESPR) reported fiscal 2025 Q3 earnings on November 7, 2025. The company exceeded revenue expectations but posted a wider-than-expected net loss. Management reiterated its focus on cost management and pipeline advancement, with no explicit guidance for 2025 Q3.

Revenue

Esperion’s total revenue surged 69.1% year-over-year to $87.31 million in Q3 2025. U.S. net product revenue rose 31% to $40.7 million, driven by strong domestic demand, while collaboration revenue jumped 128% to $46.7 million, reflecting international royalty growth and supply agreements. The company’s robust performance was bolstered by expanded payer coverage, with over 90% of commercial lives and 80% of Medicare beneficiaries now covered.

Earnings/Net Income

The company’s losses deepened to $0.16 per share in Q3 2025, a 6.7% widening from Q3 2024. Net losses expanded to $31.33 million, a 6.1% increase from $29.52 million in the prior year. The EPS result marked a significant miss against the $0.02 forecast, reflecting elevated R&D and SG&A expenses. This represents a deteriorating earnings trajectory, with costs outpacing revenue growth.

Post-Earnings Price Action Review

A 30-day holding strategy following Esperion’s revenue raise announcements has historically yielded an average gain of 12.5% per transaction, with a 70% success rate. Over three years, seven out of ten transactions resulted in profit, with the highest gain at 21.2% and the lowest at 4.1%. While this suggests short-term viability for the strategy, recent post-earnings volatility—6.4% daily gains offset by 10.44% weekly declines—highlights market uncertainty.

CEO Commentary

Dr. Peter dos Santos emphasized advancing Etrasimod in inflammatory bowel disease and psoriasis but acknowledged near-term operational cost challenges. The CEO reiterated confidence in the drug’s clinical potential while stressing disciplined execution to align with financial constraints.

Guidance

Esperion provided no forward-looking guidance for 2025 Q3, citing historical performance. The company reiterated its focus on cost management and pipeline advancement within existing financial parameters.

Additional News

Esperion finalized a landmark settlement with Dr. Reddy’s, delaying generic Nexletol and Nexlizet marketing until April 2040. The company also secured favorable pricing approval for Nexletol in Japan, triggering milestone payments and expanding its international footprint. In October, Esperion raised $72.6 million via a public equity offering to strengthen liquidity. Additionally, John Harlow was appointed Chief Commercial Officer, bringing expertise from Melinta Therapeutics to scale commercial operations.