AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Xeris Biopharma's Q2 2025: Navigating Contradictions in Recorlev Growth, Gvoke Strategy, and Margin Outlook
Generated by AI AgentEarnings Decrypt
Thursday, Aug 7, 2025 8:03 pm ET1min read
Aime SummaryRecorlev market expansion and commercial infrastructure, Gvoke's growth and market strategy, gross margin and leverage, Recorlev market dynamics and growth potential, Recorlev writers expansion and growth expectations are the key contradictions discussed in Biopharma's latest 2025Q2 earnings call
Revenue Growth and Commercial Product Portfolio:
- reported total revenue of almost $72 million in Q2 2025, marking a 49% increase, with commercial product portfolio contributing $68 million, up 46%.
- The growth was driven by increased patient demand across all three products, particularly Recorlev's strong demand and differentiation as a treatment for hypercortisolemia and Cushing's syndrome.
Recorlev's Rapid Growth:
- Recorlev's revenue grew 136% year-over-year, reaching over $31 million in Q2 2025, with an average number of patients on therapy increasing by 122%.
- The expansion is attributed to its unique position as a needed treatment and strategic investments in healthcare professional engagement and patient support.
Gvoke Continued Growth:
- Gvoke's revenue was $23 million, a 17% increase from Q2 2024, supported by a 5% growth in prescriptions and some gross-to-net favorability.
- Steady prescription volume growth, driven by new and existing prescribers, and increased awareness of medical guidelines, contributed to its consistent performance.
Keveyis' Steady Performance:
- Keveyis' revenue was over $11 million in Q2 2025, demonstrating a modest increase in the average number of patients on therapy and growth in new patient starts.
- The performance reflects the strength of the Keveyis brand and the team's focus on execution in treating primary periodic paralysis patients.
Updated Revenue Guidance:
- Xeris raised its full-year 2025 revenue guidance to $280 million to $290 million, surpassing the previous range of $260 million to $275 million.
- The revision is based on the strong top-line performance and confidence in the growing demand for commercial products, particularly Recorlev.
Revenue Growth and Commercial Product Portfolio:
- reported total revenue of almost $72 million in Q2 2025, marking a 49% increase, with commercial product portfolio contributing $68 million, up 46%.
- The growth was driven by increased patient demand across all three products, particularly Recorlev's strong demand and differentiation as a treatment for hypercortisolemia and Cushing's syndrome.
Recorlev's Rapid Growth:
- Recorlev's revenue grew 136% year-over-year, reaching over $31 million in Q2 2025, with an average number of patients on therapy increasing by 122%.
- The expansion is attributed to its unique position as a needed treatment and strategic investments in healthcare professional engagement and patient support.
Gvoke Continued Growth:
- Gvoke's revenue was $23 million, a 17% increase from Q2 2024, supported by a 5% growth in prescriptions and some gross-to-net favorability.
- Steady prescription volume growth, driven by new and existing prescribers, and increased awareness of medical guidelines, contributed to its consistent performance.
Keveyis' Steady Performance:
- Keveyis' revenue was over $11 million in Q2 2025, demonstrating a modest increase in the average number of patients on therapy and growth in new patient starts.
- The performance reflects the strength of the Keveyis brand and the team's focus on execution in treating primary periodic paralysis patients.
Updated Revenue Guidance:
- Xeris raised its full-year 2025 revenue guidance to $280 million to $290 million, surpassing the previous range of $260 million to $275 million.
- The revision is based on the strong top-line performance and confidence in the growing demand for commercial products, particularly Recorlev.
Earnings Decrypt
Discover what executives don't want to reveal in conference calls
Latest Articles
Rubrik's Q3 2026: Contradictions Emerge on Growth Strategy, Non-Cloud ARR, Market Position, and Identity Security
Dec.05 2025
Stitch Fix's 2026 Q1 Earnings Call: Contradictions Emerge on Gross Margins, Advertising Strategies, and Client Acquisition
Dec.05 2025
CooperVision's Q4 2025: Contradictions Emerge on Growth Expectations, Contact Lens Market Projections, MyDay Margins, Fertility Sales, and Inventory Dynamics
Dec.05 2025
Zumiez's Q3 2026: Contradictions in Skate Hardgoods, Private Label, Footwear, and Growth Outlook
Dec.05 2025
Q4 2025 Earnings Call Contradictions: U.S. Loan Runoff, Expense Trajectories, and Deposit Strategy Shifts
Dec.05 2025
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet