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Tuesday, March 10, 2026

Esperion risk executing Enbumyst launch, sustaining growth without repeat of large milestones.

 

Esperion posts record Q4 2025 with EPS $0.22, revenue $168.4M, adds Enbumyst heart-failure franchise via Corstasis deal

  • Investor Takeaway: 2025 was the company’s best year, with Q4 revenue up 144% YoY.
  • Investor Takeaway: Planned Corstasis acquisition brings Enbumyst, creating a second cardiometabolic franchise alongside bempedoic acid.
  • 2025 revenue rose 21% to $403.1m for the year in total.
  • Investor Takeaway: Biggest risk is executing Enbumyst launch and sustaining growth without repeat of large milestones.
  • Key Results: Q4 revenue $168.4m (+144% YoY); EPS not disclosed; no top-line guidance given.
  • Q4 2025 non-GAAP EPS was $0.22 (+300% YoY), missing EPS estimates but beating revenue expectations.
  • Key Results: U.S. net product revenue $43.7m (+38% YoY); collaboration revenue $124.7m (+232% YoY, incl. $90m Otsuka milestone).

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