Georgia Bank's questions to Esperion Therapeutics Inc (ESPR) leadership • Q2 2025
Question
Georgia Bank, on behalf of Dennis Dink at Jefferies, asked for management's view on the consensus U.S. revenue forecast of approximately $170 million for the year, the underlying script growth required, and when the company might provide formal revenue guidance. She also sought clarity on the cadence and certainty of milestone payments from Otsuka.
Answer
CFO Ben Halladay stated that the company is tracking well against consensus revenue but is not providing formal guidance at this time. He expressed high confidence in achieving the full $120 million in milestone payments from Otsuka in the second half of the year, citing clear contract language. President & CEO Sheldon Koenig added that while not giving script guidance, the company expects to maintain the double-digit script growth momentum seen this quarter.