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Update shared on09 Aug 2025

Fair value Increased 5.80%
AnalystConsensusTarget's Fair Value
US$18.25
26.0% undervalued intrinsic discount
15 Aug
US$13.50
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1Y
-12.1%
7D
6.0%

Despite a notable reduction in consensus revenue growth forecasts, the analyst price target for Avadel Pharmaceuticals has increased slightly to $18.00.


What's in the News


  • Avadel Pharmaceuticals raised full-year 2025 revenue guidance to $265–$275 million and expects Q3 net product revenue of $71–$75 million.
  • ASL Strategic Value Fund LP urged shareholders to vote against board nominees and requested an independent election monitor at the upcoming annual meeting, citing concerns about prior vote miscounts and lack of board responsiveness.
  • The U.S. Court of Appeals affirmed a previous ruling in favor of the FDA and Avadel, upholding FDA approval of LUMRYZ and dismissing Jazz Pharmaceuticals’ challenge.
  • ASL Strategic Value Fund called for monetization of LUMRYZ, emphasizing recent FDA orphan drug designation for idiopathic hypersomnia, which could potentially add $500 million to $1 billion to annual revenues if approved.
  • Avadel was added to the S&P TMI Index, and new clinical data presented at SLEEP 2025 highlighted LUMRYZ’s efficacy, long-term tolerability, and favorable outcomes versus twice-nightly oxybates.

Valuation Changes


Summary of Valuation Changes for Avadel Pharmaceuticals

  • The Consensus Analyst Price Target has risen slightly from $17.25 to $18.00.
  • The Consensus Revenue Growth forecasts for Avadel Pharmaceuticals has significantly fallen from 28.8% per annum to 25.0% per annum.
  • The Discount Rate for Avadel Pharmaceuticals remained effectively unchanged, moving only marginally from 7.04% to 7.16%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.