Research analysts who have asked questions during Ascendis Pharma earnings calls.
David Lebowitz
Citigroup Inc.
5 questions for ASND
Gavin Clark-Gartner
Evercore ISI
5 questions for ASND
Jessica Fye
JPMorgan Chase & Co.
5 questions for ASND
Tazeen Ahmad
Bank of America
5 questions for ASND
Derek Archila
Wells Fargo
4 questions for ASND
Leland Gershell
Oppenheimer & Co. Inc.
4 questions for ASND
Li Wang Watsek
Cantor Fitzgerald
4 questions for ASND
Paul Choi
Goldman Sachs
4 questions for ASND
Joseph Schwartz
Oppenheimer
3 questions for ASND
Luca Issi
RBC Capital Markets
3 questions for ASND
Yaron Werber
TD Cowen
3 questions for ASND
Alexander Thompson
Stifel
2 questions for ASND
Dingding Shi
Jefferies
2 questions for ASND
Ellie Merle
UBS Group AG
2 questions for ASND
Kelly Shi
Jefferies
2 questions for ASND
Vikram Purohit
Morgan Stanley
2 questions for ASND
Alex Thompson
Stifel Financial Corp.
1 question for ASND
Daniel Bronder
Cantor Fitzgerald
1 question for ASND
Eliana Merle
UBS
1 question for ASND
Joori Park
Leerink Partners
1 question for ASND
Jose Lora
Jefferies
1 question for ASND
Kyuwon Choi
Goldman Sachs
1 question for ASND
Maxwell Skor
H.C. Wainwright & Co.
1 question for ASND
Simona Stan
Wells Fargo
1 question for ASND
Yun Zhong
Wedbush Securities
1 question for ASND
Recent press releases and 8-K filings for ASND.
- Ascendis Pharma (ASND) reported Q3 2025 total revenue of €214 million, driven by Europad revenue of €143 million and Skytropha revenue of €50.7 million.
- The company achieved a positive operating profit of €11 million in Q3 2025 and ended the quarter with €539 million in cash and cash equivalents.
- TransCon CNP is in late-stage label discussions with the FDA, with a PDUFA date of November 30.
- Europad's U.S. launch saw over 4,250 patients prescribed since launch to September, with more than 400 new patients in October alone.
- Skytropha received its first label expansion with FDA approval for adult growth hormone deficiency in July.
- Ascendis Pharma A/S reported revenue of €213,634 thousand for Q3 2025 and €472,632 thousand for the nine months ended September 30, 2025, representing a substantial increase primarily due to the launch of YORVIPATH in the U.S.
- The company's net loss for the nine months ended September 30, 2025, improved to €(194,472) thousand from €(339,615) thousand in the prior year, and it achieved positive cash flows from operating activities for the first time in Q3 2025.
- Key product developments include the commercial availability of YORVIPATH in Japan in November 2025 and its U.S. launch in late December 2024, alongside SKYTROFA's FDA approval for adults with growth hormone deficiency in July 2025 and its expanded U.S. commercial availability from October 22, 2025.
- As of September 30, 2025, Ascendis Pharma A/S held €539.1 million in cash and cash equivalents and anticipates these resources will cover projected cash requirements for at least twelve months.
- Ascendis Pharma A/S reported total revenue of €213.6 million for the third quarter of 2025, with YORVIPATH® revenue totaling €143.1 million and SKYTROFA® revenue totaling €50.7 million.
- The company achieved an operating profit of €11.0 million for Q3 2025, and a net loss of €61.0 million, or €1.00 per share.
- As of September 30, 2025, Ascendis Pharma A/S held cash and cash equivalents of €539 million.
- The New Drug Application (NDA) for TransCon® CNP (navepegritide) for the treatment of children with achondroplasia is under FDA Priority Review, with a PDUFA goal date of November 30, 2025. Additionally, the FDA approved the first label expansion for SKYTROFA® in adult growth hormone deficiency.
- On October 8, 2025, Ascendis Pharma A/S announced the submission of a Marketing Authorisation Application (MAA) to the European Medicines Agency (EMA).
- The MAA is for TransCon CNP (navepegritide), an investigational prodrug.
- TransCon CNP is intended as a treatment for children with achondroplasia, a rare genetic condition.
- The drug is designed to provide continuous inhibition of the overactive FGFR3 pathway.
- Ascendis Pharma is experiencing increasing revenue generation and expects to achieve positive cash contribution quarter by quarter, aiming for financial independence.
- The company's YORVIPATH launch is performing well, with a $5 billion potential peak sales target for hypoparathyroidism and strong IP protection until 2042.
- Ascendis Pharma anticipates FDA PDUFA for TransCon CNP by the end of November, highlighting its differentiation through continuous exposure and clinical benefits beyond linear growth.
- The company plans to expand its pipeline, leveraging its TransCon technology for new compounds and potential out-licensing opportunities in large indications like cardiovascular diseases.
- Ascendis Pharma reported a successful initial U.S. launch for Yorvipath, with 908 new prescriptions and 80% new-to-Yorvi patients by early 2025, and aims to reach the majority of its 6,000-7,000 target endocrinologists by Q2 2025.
- Yorvipath is projected to be a significant revenue driver, leading Ascendis Pharma to profitability and cash breakeven. The Q1 2025 consensus for Yorvipath is EUR 13.6 million to EUR 29 million, with the full-year consensus estimated around EUR 240 million.
- The company plans to expand Yorvipath's European reimbursement to five to seven more countries in 2025, including France, Spain, and Italy, with 45-50 international markets expected to follow in 2025-2026.
- Ascendis Pharma anticipates 300-400 Natpara patients in the U.S. will transition to Yorvipath in Q2-Q3 2025 as Natpara delivery ceases.
- Phase II data from the Coast trial for the SkyTrofa and TransCon CNP combination in achondroplasia is anticipated in Q2 2025, with the goal of establishing a new treatment standard.
- Ascendis Pharma is in the initial U.S. launch of Yorvipath for hypoparathyroidism, targeting 10,000 uncontrolled and 30,000-35,000 partially uncontrolled patients, with plans to reach the majority of 6,000-7,000 target physicians by Q2 2025.
- Yorvipath is projected to generate significant revenue, leading Ascendis Pharma to profitability and cash breakeven. The Q1 2025 consensus revenue for Yorvipath is EUR 29 million, with a full-year 2025 estimate around EUR 240 million.
- In Europe, following launches in Germany and Austria, Yorvipath is expected to achieve full reimbursement in five to seven more countries in 2025, including major markets like France, Spain, and Italy.
- The company is advancing its pipeline with the Coast trial, a weekly subQ combination of SkyTrofa and TransCon CNP for achondroplasia, with data anticipated in Q2 2025. This trial aims to establish a new treatment standard by addressing both linear growth and comorbidities.
Quarterly earnings call transcripts for Ascendis Pharma.
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