Overview

* Ironwood Q2 2025 revenue of $85.2 mln beats analyst expectations, per LSEG data

* Adjusted EBITDA for Q2 2025 exceeds estimates, reflecting improved operational efficiency

* LINZESS U.S. net sales grow 17% yr/yr, driven by increased prescription demand

Outlook

* Ironwood maintains 2025 guidance for LINZESS net sales at $800-$850 mln

* Company expects 2025 total revenue between $260 mln and $290 mln

* Ironwood anticipates adjusted EBITDA to exceed $105 mln in 2025

* Company plans FDA alignment on apraglutide Phase 3 trial in Q4 2025

Result Drivers

* LINZESS SALES GROWTH - LINZESS U.S. net sales rose 17% year-over-year to $248 mln in Q2 2025, driven by a 10% increase in prescription demand, according to CEO Tom McCourt

* EUTRX DEMAND - EUTRx demand grew by 10% year-over-year, contributing to LINZESS's performance, as stated by CEO Tom McCourt

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $85.24 $60.80

Revenue mln mln (4

Analysts

)

Q2 EPS $0.14

Q2 Beat $23.62 $6.15

Adjusted mln mln (2

Net Analysts

Income )

Q2 Net $23.60

Income mln

Q2 Beat $50.10 $18.80

Adjusted mln mln (3

EBITDA Analysts

)

Q2 Basic $0.15

EPS

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the pharmaceuticals peer group is "buy."

* Wall Street's median 12-month price target for Ironwood Pharmaceuticals Inc ( IRWD ) is $1.00, about 19.5% above its August 6 closing price of $0.81

* The stock recently traded at 5 times the next 12-month earnings vs. a P/E of 4 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)