Update shared on 11 Dec 2025
Analysts have modestly reiterated their confidence in Ardelyx, keeping the price target essentially unchanged at approximately 11.60 dollars per share. Minor adjustments to the discount rate and valuation inputs did not materially alter their long term earnings and growth outlook for the company.
What's in the News
- Ardelyx presented new real world data on XPHOZAH at the American Society of Nephrology Kidney Week in Houston, highlighting its role as the first and only FDA approved phosphate absorption inhibitor for dialysis patients with uncontrolled serum phosphorus (Key Developments).
- The company filed for a 100 million dollar at the market follow on equity offering of its common stock, providing additional financial flexibility for growth initiatives (Key Developments).
- Ardelyx raised its 2025 earnings guidance, now expecting between 270 million and 275 million dollars in IBSRELA revenue, signaling stronger than previously anticipated commercial traction (Key Developments).
- New data on IBSRELA, presented at the American College of Gastroenterology Annual Scientific Meeting, showed high patient satisfaction and meaningful improvements in constipation, bloating and abdominal pain, reinforcing its clinical and quality of life benefits in IBS C (Key Developments).
- Sue Hohenleitner, formerly VP and CFO of Johnson and Johnson Innovative Medicine North America, was appointed Chief Financial Officer effective November 4, 2025, strengthening Ardelyx’s senior leadership bench (Key Developments).
Valuation Changes
- Fair Value Estimate remained unchanged at approximately 11.60 dollars per share, indicating no material revision to the intrinsic value assessment.
- Discount Rate edged down slightly from about 7.33 percent to roughly 7.33 percent, reflecting a negligible shift in perceived risk or cost of capital.
- Revenue Growth remained effectively flat at around 23.10 percent, suggesting no meaningful change in long term top line expectations.
- Net Profit Margin was stable at approximately 32.73 percent, indicating consistent assumptions for long term profitability.
- Future P/E eased marginally from about 15.16 times to roughly 15.16 times, showing an immaterial adjustment to the valuation multiple applied to future earnings.
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