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Friday, April 25, 2025

Ironwood Reiterates 2025 LINZESS U.S. Net Sales Guidance, Ups Adjusted EBITDA Guidance

 Ironwood Pharmaceuticals, Inc. (Nasdaq: IRWD), a biotechnology company developing and commercializing life-changing therapies for people living with gastrointestinal (GI) and rare diseases, today announced it reiterates its full year 2025 LINZESS U.S. net sales and total Ironwood revenue guidance and raises its adjusted EBITDA guidance. Ironwood plans to report full first quarter 2025 results in early May.

“Today, we are reiterating our full-year 2025 LINZESS U.S. net sales and total Ironwood revenue guidance. In the first quarter of 2025, we saw continued strong prescription demand growth of 8% year-over-year, which was offset by anticipated pricing headwinds as well as a change in estimate of AbbVie gross-to-net rebate reserves, which was refined to reflect rebates owed for units dispensed in the first quarter of 2025. We do not expect first quarter LINZESS U.S. net sales results or this change in estimate to impact the full-year results,” said Tom McCourt, chief executive officer of Ironwood. “In addition, we have raised our full-year 2025 adjusted EBITDA guidance to greater than $105 million as we no longer plan to make certain apraglutide commercial launch planning investments and will shift our focus to the confirmatory Phase 3 trial, consistent with the recent FDA feedback.”

Continued Strong Demand for U.S. LINZESS

  • Prescription Demand: Total LINZESS prescription demand in the first quarter of 2025 was 53 million LINZESS capsules, an 8% increase compared to the first quarter of 2024, per IQVIA.
  • U.S. Brand Collaboration: LINZESS U.S. net sales are provided to Ironwood by its U.S. partner, AbbVie Inc. (“AbbVie”). LINZESS U.S. net sales were $138.5 million in the first quarter of 2025, a 46% decrease compared to $256.6 million in the first quarter of 2024. Ironwood and AbbVie share equally in U.S. brand collaboration profits.
  • Q1 2025 LINZESS U.S. net sales reflects a change in AbbVie’s estimate of gross-to-net rebate reserves, which is expected to impact the quarterly phasing of LINZESS U.S. net sales but not the full-year results. This change in estimate is based on expected rebates owed for units dispensed by channel in each quarter, which negatively impacted Q1 2025 net sales. Moving forward, gross-to-net rebate reserves will continue to be based on rebates owed for units dispensed by channel in each applicable quarter. Based on historical trends, Ironwood expects rebates owed for units dispensed in subsequent quarters to offset the Q1 2025 change in estimate impact and expects no impact for the full year.
  • As a reminder, based on information provided by AbbVie, in Q1 2024, Ironwood recorded a $30 million reduction to collaborative arrangements revenue in its first quarter 2024 financial statements because of a LINZESS gross-to-net change in estimate related to the year ended December 31, 2023.

Ironwood 2025 Financial Guidance. Ironwood is reiterating its 2025 U.S. LINZESS net sales and total revenue guidance and is raising its adjusted EBITDA financial guidance.

Prior 2025 Guidance
(February 2025)

Updated 2025 Guidance
(April 2025)

U.S. LINZESS Net Sales

$800 - $850 million

High single digit prescription demand growth, more than offset by expected price erosion due to Medicare Part D redesign

$800 - $850 million

High single digit prescription demand growth, more than offset by expected price erosion due to Medicare Part D redesign

Total Revenue1

$260 - $290 million

$260 - $290 million

Adjusted EBITDA2

>$85 million

>$105 million

1 Ironwood’s U.S. collaborative arrangements revenue includes reimbursement from AbbVie for a portion of Ironwood’s commercial expenses related to sales of LINZESS in the U.S. The FY2025 total revenue guidance accounts for the impact of the reduction to Ironwood’s commercial expenses and corresponding reimbursement from AbbVie due to Ironwood’s strategic reorganization announced in January 2025.

2 Adjusted EBITDA is calculated by subtracting restructuring expenses, net interest expense, income taxes, depreciation and amortization and stock-based compensation, from GAAP net income. The exclusion of stock-based compensation from Adjusted EBITDA represents an update to our definition of Adjusted EBITDA, effective in the first quarter of 2025. For purposes of this guidance, we have assumed that Ironwood will not incur material expenses related to business development activities in 2025. Ironwood does not provide guidance on GAAP net income or a reconciliation of expected adjusted EBITDA to expected GAAP net income because, without unreasonable efforts, it is unable to predict with reasonable certainty the non-GAAP adjustments used to calculate adjusted EBITDA. These adjustments are uncertain, depend on various factors and could have a material impact on GAAP net income for the guidance period. Management believes this non-GAAP information is useful for investors, taken in conjunction with Ironwood’s GAAP financial statements, because it provides greater transparency and period-over-period comparability with respect to Ironwood’s operating performance. These measures are also used by management to assess the performance of the business. Investors should consider these non-GAAP measures only as a supplement to, not as a substitute for or as superior to, measures of financial performance prepared in accordance with GAAP. In addition, these non-GAAP financial measures are unlikely to be comparable with non-GAAP information provided by other companies.

https://www.streetinsider.com/Corporate+News/Ironwood+Pharma+%28IRWD%29+Reiterates+Full-Year+2025+LINZESS+U.S.+Net+Sales+Guidance+and+Raises+Adjusted+EBITDA+Guidance/24686337.html

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