View Financial HealthArdelyx 配当と自社株買い配当金 基準チェック /06Ardelyx配当金を支払った記録がありません。主要情報n/a配当利回り-0.6%バイバック利回り総株主利回り-0.6%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesナラティブ更新 • May 05ARDX: Extended 2042 Patent Protection Will Support Longer-Term Upside PotentialAnalysts have nudged their average price target for Ardelyx higher to about $16.33 from $16.10, citing recent patent news that extends protection to November 2042 as a key support for this updated view. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new patent protection to November 2042 as a key support for their higher valuation ranges, arguing that a longer exclusivity window can support the commercial life of Ardelyx's products.お知らせ • May 04Ardelyx, Inc., Annual General Meeting, Jun 16, 2026Ardelyx, Inc., Annual General Meeting, Jun 16, 2026.分析記事 • May 04Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsIt's been a pretty great week for Ardelyx, Inc. ( NASDAQ:ARDX ) shareholders, with its shares surging 15% to US$6.88 in...ナラティブ更新 • Apr 21ARDX: Extended 2042 Patent Horizon Will Support Multiyear Revenue RoadmapThe analyst fair value estimate for Ardelyx has increased from $10.00 to $13.00, supported by recent price target revisions and analyst views that the new patent extending to November 2042 strengthens the company’s long-term profile. Analyst Commentary Recent research commentary around Ardelyx centers on the updated patent timeline to November 2042 and how that may influence valuation assumptions.お知らせ • Apr 20Ardelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced the appointment of Felecia W. Ettenberg, a seasoned leader with more than 25 years of legal experience in the biopharmaceutical industry, as Chief Legal Officer (CLO). She will oversee Ardelyx’s legal, compliance, regulatory, and government affairs operations. Ms. Ettenberg succeeds Elizabeth Grammer, who has chosen to retire after a 16-year career at the company. Prior to joining Ardelyx, Ms. Ettenberg enjoyed a nearly 25-year career at Bristol Myers Squibb, where she held a series of senior leadership roles spanning legal, regulatory, compliance, litigation, and commercialization. In her most recent role, Senior Vice President and Deputy General Counsel, Ms. Ettenberg led legal support across the organization, advised C-suite executives, built and directed diverse, global teams, facilitated creative risk-mitigation, and drove operational excellence across the U.S. and more than 40 international markets. Prior to BMS, she practiced law at Goodwin Procter LLP and Heidell, Pittoni, Murphy & Bach, P.C., focusing on pharmaceutical litigation. Ms. Ettenberg earned a Bachelor of Arts from Cornell University magna cum laude and a Juris Doctor from Boston University School of Law. She has also completed specialized programming at The Wharton School, University of Pennsylvania, and Columbia University.お知らせ • Apr 17Ardelyx, Inc. to Report Q1, 2026 Results on Apr 30, 2026Ardelyx, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026ナラティブ更新 • Apr 06ARDX: Extended Patent Runway And 2029 Revenue Guidance Will Support RepricingArdelyx's consensus analyst price target has moved higher toward $19, with the shift largely tied to stronger Ibsrela revenue guidance, extended patent protection into the 2040s, and analyst expectations reflected in updated P/E, growth, and margin assumptions. Analyst Commentary Bullish analysts have been revising their views higher, with a series of price target increases and rating upgrades clustering around Ardelyx's updated Ibsrela guidance and extended patent protection.お知らせ • Apr 01Ardelyx, Inc. Appoints Rajani Dinavahi, MD, as Chief Medical Officer, Effective April 1, 2026Ardelyx, Inc. announced the appointment of Rajani Dinavahi, MD, as Chief Medical Officer effective April 1, 2026. Dr. Dinavahi brings more than two decades of experience in healthcare and biotechnology, spanning multiple therapeutic areas and modalities. She has extensive experience across immuno-oncology, autoimmune diseases, metabolic disease, nephrology and transplantation, with a track record of advancing programs from early development through Phase 3 and regulatory approval. Dr. Dinavahi most recently served as Senior Vice President, Chief Medical Officer at Atara Biotherapeutics. As Chief Medical Officer at Atara Biotherapeutics, Dr. Dinavahi’s responsibilities spanned leading pre-clinical and translational sciences through global development and medical affairs of their lead T-cell directed therapy asset and allo-CART program. Prior to becoming CMO, Dr. Dinavahi held senior leadership positions at Atara across clinical sciences, program team leadership and medical affairs, where she built and led global teams to deliver on the first allogeneic T-cell therapy to be approved and launched globally. Earlier, she spent seven years at Amgen, contributing to multiple global development programs and regulatory filings for products approved across the U.S., Europe and Japan. Dr. Dinavahi began her career in academic medicine as an Assistant Professor of Medicine (Nephrology) at Mount Sinai School of Medicine and a principal investigator in transplant research. She is board-certified in Internal Medicine and Nephrology, a Fellow of the American Society of Nephrology, and has authored numerous scientific publications and presentations. She earned a Bachelor of Science and Doctor of Medicine from the University of Miami and completed her Internal Medicine residency and Nephrology fellowship training at Thomas Jefferson University Hospital, followed by a clinical transplant and post-doctoral fellowship focusing on translational immunology at Mount Sinai Hospital in New York City.ナラティブ更新 • Mar 23ARDX: Extended Patent Life And IBS Guidance Are Expected To Unlock UpsideThe analyst fair value estimate for Ardelyx has been raised from $13.50 to $16.10. Analysts point to higher Ibsrela revenue guidance, extended intellectual property protection into the 2040s, and a series of upward revisions to Street price targets as key drivers of the change.お知らせ • Mar 10Ardelyx, Inc. Announces Rapid And Meaningful Symptom Relief With Tenapanor In IBS-CArdelyx, Inc. announced the publication of data from its IBS-C clinical development program, “Tenapanor is associated with earlier and sustained symptom relief in IBS-C: a post hoc analysis” in Therapeutic Advances in Gastroenterology, an international, peer-reviewed, open-access journal focused on advancing clinical practice and research in digestive diseases. Tenapanor, branded as IBSRELA (tenapanor), is a first-in-class retainagogue that is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. The post-hoc analysis consisting of pooled data from three clinical trials (one Phase 2b and two Phase 3 studies), supports that tenapanor provides both rapid and sustained relief for adults living with IBS-C, a chronic condition that can disrupt daily life. Patients taking tenapanor reported improvements in bowel movement frequency as early as two weeks, and meaningful relief from abdominal symptoms including pain, discomfort, and bloating within 4–5 weeks. Continued therapy through 12 weeks increased the likelihood of reporting meaningful symptom improvement and maintenance of benefits across multiple symptoms, highlighting the importance of patients remaining on therapy for an adequate amount of time to fully evaluate their individual benefit potential. This research shows that tenapanor delivers a sustained response for some adults with IBS-C, providing both a clear view of symptom improvement and practical insights for clinicians. The analysis demonstrates “sustained response,” defined as improvement maintained over consecutive weeks, may be achieved by some patients and supports that patients who continued therapy were more likely to achieve meaningful improvements across both bowel and abdominal symptoms. There were no new or unexpected safety findings in this post-hoc analysis, and tenapanor was generally well tolerated, with transient, mild-to-moderate diarrhea as the most common adverse event. These findings offer actionable guidance for healthcare providers, helping them tailor treatment plans, educate patients on symptom response over time, and set realistic expectations.ナラティブ更新 • Mar 09ARDX: Extended Patent Runway And 2029 Revenue Outlook Will Drive Bullish RepricingArdelyx's analyst price target has moved higher, with several firms lifting their views into a $14 to $19 range. Analysts highlight extended patent protection on key assets, updated Ibsrela revenue guidance that includes targets of $410m to $430m in FY26 and $1b by 2029, and a stronger outlook for the broader product portfolio and cash position.ナラティブ更新 • Feb 22ARDX: Extended Patent Runway And 2029 Revenue Path Will Support Bullish OutlookThe analyst fair value estimate for Ardelyx has shifted from $16.00 to $19.00, as analysts factor in higher projected revenue, updated profitability assumptions, and extended intellectual property protection highlighted in recent research notes. Analyst Commentary Recent Street research on Ardelyx has leaned firmly positive, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings after management updates and new patent developments.Seeking Alpha • Feb 20Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds ProfitabilitySummary Ardelyx, Inc. delivered strong FY 2025 revenue growth, driven by Ibsrela, but missed on earnings due to sharply higher SG&A and R&D costs. Ibsrela’s accelerating momentum underpins management’s guidance for $410–$430M 2026 revenue and a $1B annual target by 2029, supported by patent protection through 2042. Xphozah revenue is declining and maturing, while heavy operational spend and net losses raise concerns about cost discipline and sustainability. I maintain a Hold rating on ARDX, awaiting cost management improvements and pivotal Phase 3 ACCEL trial results for CIC label expansion, expected in H2 2027. Read the full article on Seeking Alphaお知らせ • Feb 20Ardelyx, Inc. Provides Revenue Guidance for Full Year 2026Ardelyx, Inc. provided revenue guidance for full year 2026. Ardelyx expects full-year 2026 revenue for IBSRELA to be between $410 and $430 million, representing at least 50% growth compared to 2025. Ardelyx expects full-year 2026 XPHOZAH revenue to be between $110 and $120 million.ナラティブ更新 • Feb 08ARDX: Multiyear Revenue Roadmap And CIC Expansion Will Drive UpsideAnalysts lifted their fair value estimate for Ardelyx to $10.00 from $8.00, citing updated Street research that highlights stronger Ibsrela revenue guidance toward $410m to $430m by FY26 and a US$1b annual revenue outlook by 2029, along with pipeline progress and a solid cash position. Analyst Commentary Recent Street research has centered on Ibsrela guidance of US$410m to US$430m in FY26 and the long term US$1b annual revenue outlook for 2029, with several firms adjusting price targets and ratings to reflect those inputs, as well as updates on Xphozah, the broader pipeline, and the cash position.お知らせ • Feb 05Ardelyx, Inc. to Report Q4, 2025 Results on Feb 19, 2026Ardelyx, Inc. announced that they will report Q4, 2025 results on Feb 19, 2026お知らせ • Jan 28Ardelyx, Inc. Announces First Patient Dosed in ACCEL: Phase 3 Chronic Idiopathic Constipation Study of IBSRELAArdelyx, Inc. announced that the first patient has been dosed in ACCEL (ten-03-301), a Phase 3 clinical trial designed to assess the safety and efficacy of IBSRELA®? (tenapanor) for the treatment of chronic idiopathic constipation (CIC) in adults. ACCEL is a multicenter, randomized, double-blind, placebo-controlled study to assess the safety and efficacy the safety and efficacy of tenapanor for the treatment of CIC in adults when administered twice daily for 26 consecutive weeks. The Phase 3 clinical trial is designed to enroll approximately 700 patients with CIC. The primary endpoint will evaluate patient-reported outcomes in constipation. Enrollment in ACCEL is expected throughout 2026, with topline data read out in the second half of 2027. The Phase 3 ACCEL clinical trial represents important progress in Ardelyx's goal of expanding the patient population who may benefit from IBSRELA, beyond its lead indication for irritable bowel syndrome with constipation, which demonstrated safety, efficacy and tolerability in a comprehensive clinical development plan. CIC is characterized by difficult, infrequent or incomplete bowel movements, and is associated with significantly impaired quality of life, disrupted productivity and high healthcare-related costs. CIC is estimated to affect more than 34 million Americans. IBSRELA is contraindicated in patients less than 6 years of age; in nonclinical studies in young juvenile rats administration of tenapanor caused deaths consumed to be due to dehydration. Avoid the use of IBSRELA in patients 6 years to less than 12 years of age. Although there are no data in older juvenile rats and the lack of clinical safety and efficacy data in pediatric patients, avoid the use of IBSRE LA in patients 6 years to less more than 12 years of age. While there are no data in older adult rats, given the deaths in younger rats and the lack of clinical Safety and efficacy data iniatric patients, avoid the use ofIBSRELA in patients 6 months to less than 12 years of years of age. Although there is no data in older juvenile rats, given the deaths in older rats and the lack of clinical safe and efficacy data in pediatric patients., avoid the use of IBS RELA in patients 6 years toless than 12 years of age.ナラティブ更新 • Jan 24ARDX: Faster Path To 1b Revenue Is Expected To Unlock UpsideWe are raising our Ardelyx fair value estimate from $12.30 to $13.50 as analysts point to higher Ibsrela revenue expectations, a faster ramp to the company’s $1b annual revenue goal, and updated guidance that supports stronger margins and a lower forward P/E multiple. Analyst Commentary Recent Street research is broadly constructive on Ardelyx, with multiple firms lifting price targets after the latest Ibsrela revenue outlook and guidance update.お知らせ • Jan 23Zydus Lifesciences Reportedly Eyes Acquisition of Ardelyx for $2.5 BillionZydus Lifesciences Limited (NSEI:ZYDUSLIFE) is evaluating acquisition of a majority stake in US-based Ardelyx, Inc. (NasdaqGM:ARDX), with the deal likely to be valued at $2.2 billion-$2.5 billion, two people aware of the development told Mint. The proposed transaction would be funded through a INR 50,000 million equity raise via a qualified institutional placement (QIP) and internal cash accruals, the people said. If concluded, the deal would significantly accelerate Zydus's push into global innovative medicine, an avenue that is attracting growing interest from Indian drugmakers. Ardelyx is a biopharmaceutical firm working on first-in-class small-molecule drugs and commercializing novel medicines with a focus mainly on gastrointestinal (GI) and cardio-renal diseases, where there are significant unmet patient needs. The company's market capitalization as of 20 January on Nasdaq is $1.7 billion. It reported a revenue of $378 million in 2025, up 18%. Emailed queries sent to Zydus Lifesciences and Ardelyx remained unanswered until press time.分析記事 • Jan 21Ardelyx, Inc. (NASDAQ:ARDX) Stock Catapults 37% Though Its Price And Business Still Lag The IndustryArdelyx, Inc. ( NASDAQ:ARDX ) shares have continued their recent momentum with a 37% gain in the last month alone. The...ナラティブ更新 • Jan 09ARDX: Higher Revenue Guidance Is Expected To Support Long Term UpsideNarrative Update on Ardelyx The analyst price target for Ardelyx has shifted higher, with our fair value estimate moving from US$11.60 to US$12.30 as analysts factor in stronger Ibsrela revenue guidance and updated Street targets of up to US$19. Analyst Commentary Recent Street research on Ardelyx has focused heavily on updated Ibsrela revenue guidance and how that might influence the company’s valuation and execution priorities over the next several years.ナラティブ更新 • Dec 25ARDX: Long-Term Profitability Improvements Will Drive Stronger Bullish OutlookAnalysts have raised their price target on Ardelyx from 15 dollars to 16 dollars. This reflects slightly stronger expectations for long term revenue growth, improved profitability, and a modestly lower future earnings multiple despite a higher discount rate.お知らせ • Dec 19Ardelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced that on December 17, 2025, Elizabeth Grammer informed Ardelyx, Inc. of her resignation as the Company’s Chief Legal and Administrative Officer, effective December 31, 2025 . In connection with Ms. Grammer’s resignation from her executive role with the Company, on December 17, 2025, the Company and Ms. Grammer entered into a Transition and Separation Agreement (the “Agreement”), pursuant to which Ms. Grammer is expected to continue to serve in the non-executive officer position of General Counsel until a successor is appointed, after which Ms. Grammer will serve as a Senior Advisor to the Company for a period of twenty-four (24) months (the “Advisory Period”). Under the Agreement, for so long as Ms. Grammer serves as the Company’s General Counsel, and thereafter, for the first twelve (12) months of the Advisory Period (the “Employment Period”), (i) Ms. Grammer will continue to be employed by the Company and receive her base salary as in effect immediately prior to the Resignation Date (the “Base Salary”), (ii) she will be eligible to receive her annual target bonus of 45% of her Base Salary for the year ending December 31, 2025, but will not be eligible for any ongoing bonus opportunity during her service as a Senior Advisor, and (iii) she will continue to receive benefits consistent with those provided to other senior non-executives. At the end of the Employment Period, if Ms. Grammer provides the Company a general release of claims, she will be paid an amount equal to one month of her annual base salary as in effect prior to the Resignation Date. Edward Conner, M.D. has notified the Company of his decision to resign as Chief Medical Officer of the Company, effective December 31, 2025. Dr. Conner resigned for personal reasons, and his resignation is not a result of any disagreement with the Company. Dr. Laura Williams, the Company’s Chief Patient Officer and former Chief Medical Officer, will serve as interim Chief Medical Officer, assuming key responsibilities, including strategic guidance for the Company’s clinical development programs, until a new Chief Medical Officer is hired.ナラティブ更新 • Dec 11ARDX: Upcoming Leadership Transition Will Support Long Term Earnings UpsideAnalysts 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.ナラティブ更新 • Nov 26ARDX: Commercial Execution Will Drive Shares Higher Under New LeadershipArdelyx’s analyst price target has been raised from $12 to $14, a $2 increase. Analysts cite stronger commercial execution and discounted valuation under new management as key drivers for the higher outlook.お知らせ • Nov 08Ardelyx, Inc. Presents Data, Including Results from the First Real-World Study of XphozahArdelyx, Inc. announced that the company presented data, including results from the first real-world study of XPHOZAH, at American Society of Nephrology's Kidney Week, currently underway in Houston. XPHOZAH is the first and only phosphate absorption inhibitor (PAI) approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binders or who are tolerant of any dose of phosphate absorption. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily.ナラティブ更新 • Nov 07ARDX: Ongoing Commercial Execution Will Unlock Upside From Discounted LevelsAnalysts have raised Ardelyx’s fair value estimate from $11.36 to $11.73, citing stronger commercial execution, increased revenue growth potential, and a more favorable profit margin outlook. Analyst Commentary Recent coverage initiations have highlighted key perspectives among market observers evaluating Ardelyx’s trajectory and valuation.お知らせ • Nov 04Ardelyx, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Ardelyx, Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering分析記事 • Nov 02Analyst Estimates: Here's What Brokers Think Of Ardelyx, Inc. (NASDAQ:ARDX) After Its Third-Quarter ReportThe investors in Ardelyx, Inc. 's ( NASDAQ:ARDX ) will be rubbing their hands together with glee today, after the share...お知らせ • Oct 28Ardelyx, Inc. Presents Data Supporting First-in-Class Retainagogue, IBSRELA at the American College of Gastroenterology's 2025 Annual MeetingArdelyx, Inc. announced that the company presented data supporting the company's first-in-class retainagogue, IBSRELA®? (tenapanor) at the American College of Gastroenterology's (ACG) Annual Scientific Meeting, now underway in Phoenix. IBSRELA is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. Results from these data build on the established efficacy, safety and tolerability profile of IBS-C and highlight the continued value in helping patients manage the burden of IBS-C. The survey was conducted to assess treatment satisfaction, IBS-C symptom resolution and improvement in quality of life. Overall, the findings support the effectiveness of tenapanor in the management of IBS-C, with a majority of patients reporting treatment satisfaction (88%) and improvements in constipation (95%), bloating (75%), and abdominal pain (84%). Overall, 76% of participants expressed that tenapanor is better than other IBS-C medications they have used.お知らせ • Oct 15Ardelyx, Inc. Appoints Sue Hohenleitner as Principal Financial Officer, Effective November 4, 2025On October 13, 2025, the board of directors of Ardelyx, Inc. appointed Sue Hohenleitner as principal financial officer, effective November 4, 2025. Ms. Hohenleitner, age 55, worked at Johnson & Johnson (“J&J”), a publicly traded pharmaceutical, biotechnology, and medical technologies company, in various senior accounting and finance roles prior to joining the Company. Most recently, since August 2022, Ms. Hohenleitner served as the Vice President and Chief Financial Officer of Johnson & Johnson (J&J) Innovative Medicine North America (NA), leading financial strategies for a $36 billion commercial business, and from April 2019 to August 2022, Ms. Hohenleitner served as Vice President of Finance at J&J Innovation. From May 2018 to April 2019, Ms. Hohenleitner was Vice President of Finance, Acquisition and Divestiture Operations at J&J. From December 2015 to May 2018, Ms. Hohenleitner served as Vice President of Finance, J&J Supply Chain Deliver. Ms. Hohenleitner is a Certified Public Accountant in the Commonwealth of Pennsylvania and a Certified Management Accountant. She earned a Bachelor of Science in Accounting from La Salle University and a Master of Business Administration from Villanova.お知らせ • Oct 13+ 1 more updateArdelyx, Inc. to Report Q3, 2025 Results on Oct 30, 2025Ardelyx, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2025分析記事 • Oct 11Ardelyx, Inc. (NASDAQ:ARDX) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughThe Ardelyx, Inc. ( NASDAQ:ARDX ) share price has softened a substantial 26% over the previous 30 days, handing back...お知らせ • Aug 05+ 2 more updatesArdelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced changes to the Executive Leadership Team. The company announced the appointment of Edward Conner, M.D. to the position of Chief Medical Officer. Dr. Conner is a seasoned biopharmaceutical executive with more than two decades of experience advancing innovative therapies through clinical development and regulatory approval across a number of therapeutic areas. John Bishop, Ph.D. has been appointed to the newly established role of Chief Technical Operations Officer (CTOO), bringing more than 30 years of experience leading technical operations, quality assurance and chemistry, manufacturing and controls (CMC) regulatory activities across a wide range of pharmaceutical products at all stages of development and commercialization. The creation of the CTOO role and Dr. Bishop’s appointment reflects the growing and critical role technical operations plays in the long-term success of the company. The company also announced that Justin Renz, Chief Operations Officer (CFOO), is expected to leave the company. He will continue with the company through the earlier of the end of this year or until the company has appointed and completed a transition to a new Chief Financial Officer.お知らせ • Jul 21Ardelyx, Inc. to Report Q2, 2025 Results on Aug 04, 2025Ardelyx, Inc. announced that they will report Q2, 2025 results on Aug 04, 2025分析記事 • Jul 11There's No Escaping Ardelyx, Inc.'s (NASDAQ:ARDX) Muted Revenues Despite A 26% Share Price RiseArdelyx, Inc. ( NASDAQ:ARDX ) shareholders would be excited to see that the share price has had a great month, posting...お知らせ • Jun 04Ardelyx, Inc. Announces Executive AppointmentsArdelyx, Inc. announced that Mike Kelliher, formerly Executive Vice President, Corporate Development and Strategy, has been promoted to Chief Business Officer, and James P. Brady has joined the company as Chief Human Resources Officer. Since joining Ardelyx in March 2024, Mr. Kelliher has established himself as important leader driving Ardelyx’s long-term growth and value creation strategies. In his newly expanded role as Chief Business Officer, Mr. Kelliher will be responsible for lifecycle and portfolio management, in addition to his previous responsibilities for business development and corporate strategy. Mr. Brady is a purpose-driven human resources executive with a proven track record of building organizations, leaders and teams in transformational life science and digital innovation technologies. Mr. Brady will be responsible for HR strategy and processes related to building and retaining a high performing team that can effectively support Ardelyx’s continued growth. Prior to joining Ardelyx, Mr. Kelliher served as Group Vice President, M&A and Business Development, at Horizon Therapeutics. Mr. Kelliher joined Horizon in 2014 and held roles of increasing responsibility on the team that led a successful growth and expansion agenda through acquisitions, development collaborations and other transactions, including the acquisition of Horizon by Amgen. Before his time at Horizon, from 2009 to 2014, Mr. Kelliher held financial roles at Elan Corporation (now Perrigo Company) and began his career in banking, public accounting and corporate finance. Mr. Kelliher currently serves on the board of directors of Capricor Therapeutics. Mr. Kelliher earned a Bachelor of Commerce from the University College Cork (Ireland) and is an Associated Chartered Accountant. Mr. Brady has extensive human resources and organizational and talent development experience. Most recently, Mr. Brady served as Chief Human Resources Officer at Spero Therapeutics. While at Spero, Mr. Brady oversaw all aspects of the human resources function and was instrumental in implementing the company’s hybrid work model and earning the company a Best Places to Work recognition by the Boston Business Journal. Prior to Spero, Mr. Brady held the role of Chief Human Resources Officer at uniQure, as well as roles of increasing responsibility at Intarcia Therapeutics, Genzyme Corporation, and Thomson Financial. Mr. Brady earned a Bachelor of Arts in history from Marietta College and a Master of Theological Studies from Harvard University.分析記事 • May 15Benign Growth For Ardelyx, Inc. (NASDAQ:ARDX) Underpins Stock's 28% PlummetTo the annoyance of some shareholders, Ardelyx, Inc. ( NASDAQ:ARDX ) shares are down a considerable 28% in the last...お知らせ • May 06Ardelyx, Inc. Presents Data Supporting IBSRELA (tenapanor) At Digestive Disease Week 2025 ConferenceArdelyx, Inc. announced that the company presented data supporting the company’s first-in-class retainagogue, IBSRELA (tenapanor), as well as results from the IBS in America 2024 supplemental survey, at the Digestive Disease Week Conference (DDW), now underway in San Diego. IBSRELA is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. IBSRELA (tenapanor) is a locally acting inhibitor of the sodium/hydrogen exchanger 3 (NHE3), an antiporter expressed on the apical surface of the small intestine and colon primarily responsible for the absorption of dietary sodium. By inhibiting NHE3 on the apical surface of the enterocytes, tenapanor reduces absorption of sodium from the small intestine and colon, thus retaining luminal water content, which accelerates intestinal transit time and results in a softer stool consistency. IBSRELA has also been shown to reduce abdominal pain by decreasing visceral hypersensitivity and by decreasing intestinal permeability in animal models. In a rat model of colonic hypersensitivity, tenapanor reduced visceral hyperalgesia and normalized colonic sensory neuronal excitability. Irritable bowel syndrome with constipation (IBS-C) is a gastrointestinal disorder characterized by both abdominal pain and altered bowel movements, estimated to affect 12 million people in the U.S. IBS-C is associated with significantly impaired quality of life, reduced productivity, and substantial economic burden.お知らせ • May 01Ardelyx, Inc., Annual General Meeting, Jun 18, 2025Ardelyx, Inc., Annual General Meeting, Jun 18, 2025.お知らせ • Apr 30Ardelyx, Inc. Appoints Merdad Parsey to Its Board of Directors, Effective April 28, 2025On April 28, 2025, the Company appointed Merdad Parsey, M.D., Ph.D, as a member of the Board of Directors (the “Board”) of Ardelyx, Inc., a Delaware corporation (the “Company”), effective immediately, to serve as a Class I director until the Company’s 2027 Annual Meeting of Stockholders and until his successor is duly elected and qualified, or until his earlier death, resignation or removal. Following Dr. Parsey’s appointment, the Class I directors will consist of William Bertrand, Jr., Esq., Onaiza Cadoret-Manier and Dr. Parsey. Dr. Parsey was also appointed to serve as a member of the Nominating and Corporate Governance Committee of the Board effective June 18, 2025. Following Dr. Parsey’s appointment, the Nominating and Corporate Governance Committee will consist of William Bertrand, Jr., Esq., as chairman, Onaiza Cadoret-Manier and Dr. Parsey. Dr. Parsey brings more than 25 years of experience in the pharmaceutical and biopharma industries in a variety of clinical development and leadership roles. Most recently, Dr. Parsey served as the chief medical officer at Gilead Sciences, Inc. from 2019 until his retirement in 2025. Prior to Gilead, from 2015 to 2019, Dr. Parsey served as senior vice president of early clinical development at Genentech, Inc. From 2010 to 2015, Dr. Parsey served as the chief executive officer of 3-V Biosciences (now Sagimet Biosciences). Earlier in his career, Dr. Parsey held roles of increasing responsibility in the field of clinical development at companies including Sepracor, Regeneron and Merck. Dr. Parsey currently serves on the board of directors of Sagimet Biosciences Inc. and ArriVent Biopharma, Inc. Dr. Parsey received his B.S. in microbiology and biochemistry at the University of Maryland and his M.D. and Ph.D. in immunology at the University of Maryland at Baltimore. He completed his internal medicine residency at Stanford University and his pulmonary and critical care fellowship at the University of Colorado. Dr. Parsey was Assistant Professor of Medicine and Director of Critical Care Medicine at the NYU School of Medicine.新しいナラティブ • Apr 27Omnichannel Investments And Sales Teams Will Create Future IBSRELA Demand Strategic investments and an expanded sales team are expected to drive demand for IBSRELA, boosting revenue and market share. お知らせ • Apr 17Ardelyx, Inc. to Report Q1, 2025 Results on May 01, 2025Ardelyx, Inc. announced that they will report Q1, 2025 results on May 01, 2025お知らせ • Apr 11Ardelyx, Inc. to Present Post-Hoc Analysis of the Optimize Study Supporting XPHOZAH®? (Tenapanor)Ardelyx, Inc. announced that the company will present a post-hoc analysis of the OPTIMIZE Study, an open-label clinical trial of XPHOZAH®? (tenapanor), as a poster at the National Kidney Foundation (NKF) Spring Clinical Meetings, now underway in Boston. Ardelyx is also hosting an Exhibitor Showcase discussing hyperphosphatemia management. XPHOZAH is the first and only phosphate absorption inhibitor (PAI) approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. OPTIMIZE was a randomized, open label study which included 330 patients with chronic kidney disease (C KD) on dialysis with hyperphosphatemia. The study was designed to evaluate different methods of optimizing phosphorus management with XPHOZAH in both binder-naive and binder-treated patients.oster #G-310, entitled "Tenapanor-Treated Patients Using Over-the-Counter Antidiarrheal Agents Saw Decreased Stool Frequency and Improved Stool Consistency," is a post hoc analysis of the OPTIMIZE study and evaluated discontinuation rates and changes in stool frequency and consistency in patients receiving tenapanor who self-medicated with the over-the-counter antidiarrheal agent loperamide. The analysis found that among the 40% of patients with reported diarrhea, 9.7% of patients that were also using loperamide discontinued tenapanor due to diarrhea compared to 24.6% of patients not using loperamide. In conclusion, loperamide was identified as a treatment option to improve diarrhea emergent with tenapanor treatment. In addition to the poster presentation during NKF Spring Clinical Meetings, Ardelyx is sponsoring an Exhibitor Showcase titled: "A Different Perspective on Hyperphosphatemia Management: Evaluating Current Strategies" on April 11, 2025, from 12:00-12:35 PM EDT, where Dr. Vincent Carsillo, will discuss first-in-class PAI, XPHOZAH. The presentation will review the XPHOZAH mechanism of action, efficacy and safety data from the Phase 3 clinical trial program and will include a discussion about the clinical application of XPHOZAH as add-on therapy for the many dialysis patients on a phosphate binder with serum phosphorus levels above guideline-established targets. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH are a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Please see additional full Prescribing Information. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CkD) on maintenance dialysis.お知らせ • Feb 26Ardelyx, Inc. Announces Approval of A New Drug Application for TenapanoArdelyx, Inc. announced the approval of a New Drug Application (NDA) by China’s Center for Drug Evaluation of the National Medical Products Administration for tenapanor to control serum phosphorus levels in dialysis patients with chronic kidney disease (CKD) who have an inadequate response or are intolerant to phosphorus binders. This approval triggers a $5 million milestone payment to Ardelyx under the terms of the license agreement between Ardelyx and its collaboration partner in China, Shanghai Fosun Pharmaceutical Industrial Development Co. Ltd. (Fosun Pharma). Under the terms of its agreement, Ardelyx is eligible to receive additional developmental and commercialization milestones of up to $100 million and tiered royalty payments on net sales ranging from the mid-teens to 20%. Data indicate that at the end of 2023, there were more than one million patients on maintenance hemodialysis in China, with an annual growth rate of approximately 12%. Among these patients, 76% have hyperphosphatemia, and the rate of achieving target phosphate levels is only 39% (according to China’s hemodialysis quality control standards: serum phosphate 1.13–1.78 mmol/L). If the target range for serum phosphate is set at 0.87–1.45 mmol/L, as stipulated by the Chinese guidelines for the diagnosis and treatment of Chronic Kidney Disease Mineral and Bone Disorder, the achievement rate decreases to 26.7%. The NDA in China was supported by data from two studies undertaken by Fosun Pharma, a single pharmacokinetic study and a single pivotal trial in patients with CKD on dialysis, in addition to Ardelyx clinical studies. Fosun Pharma has the exclusive rights to market and sell tenapanor in China, Hong Kong and Macau. Tenapanor will be marketed with the Chinese trade name Wan Ti Le.Seeking Alpha • Feb 24Ardelyx: Limited Pipeline, Rising Costs, And Uncertain Growth Ahead (Downgrade)Summary Ardelyx, Inc. faces significant challenges in 2025 due to Xphozah's reimbursement issues and modest growth from Ibsrela, prompting a downgrade to "sell" and "market underperform." Xphozah's inclusion in a bundled system and loss of Medicare Part D coverage limits revenue potential, despite the company's $750 million annual sales guidance. Increased SG&A expenses and looming debt obligations raise concerns about Ardelyx's ability to achieve consistent profitability and fund necessary R&D investments. ARDX has strong liquidity with a current ratio over 2, but cash-generating capability and limited pipeline cast doubt on sustaining a $1 billion-plus market valuation. Read the full article on Seeking Alpha分析記事 • Feb 17There's No Escaping Ardelyx, Inc.'s (NASDAQ:ARDX) Muted RevenuesArdelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 5.4x might make it look like a strong buy right now...お知らせ • Jan 31Ardelyx, Inc. to Report Q4, 2024 Results on Feb 20, 2025Ardelyx, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025Seeking Alpha • Dec 20Ardelyx: A Small Bet Its Latest Setback Will Be TemporarySummary Ardelyx's stock has fallen substantially after a court dismissed its lawsuit against the CMS, impacting Xphozah's profitability due to Medicare bundling changes starting January 2025. Ardelyx's tenapanor franchise, including Ibsrela and Xphozah, shows strong sales growth, but Xphozah's future is uncertain without Medicare Part D coverage. Management's gamble to avoid TDAPA and provide Xphozah for free to Medicare patients impacts profitability, but analysts remain optimistic with numerous Buy ratings. The stock now is trading at just over three times FY24 sales net of cash, presenting a 'speculative buy' opportunity. Read the full article on Seeking AlphaSeeking Alpha • Nov 24Ardelyx Lost The Lawsuit, But The Kidney PATIENT Act Will Save ItSummary Ardelyx lost a lawsuit against Medicare, impacting XPHOZAH's revenue potential, with no other major prospects in its pipeline. CMS's decision to move XPHOZAH to the bundled payment system significantly reduces its revenue, forcing Ardelyx to negotiate complex reimbursements. The Kidney PATIENT Act, if passed, will delay the inclusion of oral-only ESRD drugs in the bundled payment system, benefiting Ardelyx until 2027. Despite the lawsuit loss, bipartisan support for the Kidney PATIENT Act offers hope for Ardelyx's financial stability and tenapanor's coverage. Read the full article on Seeking AlphaSeeking Alpha • Nov 14Ardelyx's Medicare Setback Casts Doubt On Long-Term ViabilitySummary Ardelyx’s Q3 revenue grew to $98 million, with strong Xphozah sales despite CMS’s recent bundling ruling impacting future reimbursement. The CMS lawsuit dismissal affected Xphozah’s reimbursement prospects, creating significant regulatory uncertainty and limiting Ardelyx’s revenue control. Ibsrela faces substantial competition in the IBS-C market, with lofty revenue projections likely overstating its realistic market share. Ardelyx’s cash runway is around three years, bolstered by a $49.7 million loan, but rising SG&A expenses pose a long-term risk. I recommend a cautious hold for Ardelyx due to regulatory headwinds, competitive pressures, and uncertain long-term growth beyond tenapanor. Read the full article on Seeking Alpha分析記事 • Nov 03Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsInvestors in Ardelyx, Inc. ( NASDAQ:ARDX ) had a good week, as its shares rose 5.5% to close at US$6.09 following the...分析記事 • Oct 24Ardelyx, Inc.'s (NASDAQ:ARDX) Shares Lagging The Industry But So Is The BusinessWith a price-to-sales (or "P/S") ratio of 6.3x Ardelyx, Inc. ( NASDAQ:ARDX ) may be sending very bullish signals at the...お知らせ • Oct 17Ardelyx, Inc. to Report Q3, 2024 Results on Oct 31, 2024Ardelyx, Inc. announced that they will report Q3, 2024 results on Oct 31, 2024お知らせ • Oct 16Ardelyx, Inc. to Present Additional Data Supporting First-In-Class XPHOZAH (tenapanor) for Adults with Chronic Kidney Disease on Dialysis at the American Society of Nephrology's Kidney WeekArdelyx, Inc. announced that additional data supporting XPHOZAH (tenapanor) will be presented at the American Society of Nephrology's (ASN) Kidney Week, to be held October 24-27, 2024, in San Diego. XPHOZAH, the first and only phosphate absorption inhibitor (PAI), is approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. In addition to the poster presentations during ASN Kidney Week, Ardelyx is sponsoring an Exhibitor Spotlight titled: “A Different Perspective on Hyperphosphatemia Management: Evaluating Current Strategies,” on October 25, 2024, from 11:00 – 11:45 AM PDT, where Steven Fishbane, MD, will discuss first-in-class PAI, XPHOZAH. The presentation will review the XPHOZAH mechanism of action, efficacy and safety data from the Phase 3 clinical trial program and will include a discussion about the clinical application of XPHOZAH as add-on therapy for the many dialysis patients on a phosphate binder with serum phosphorus levels above guideline-established targets. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH is a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CKD) on maintenance dialysis. The kidneys are responsible for eliminating excess phosphate and as kidney function declines, phosphate is not adequately eliminated from the body. As a result, hyperphosphatemia is a nearly universal condition among people with CKD on maintenance dialysis, with internationally recognized KDIGO treatment guidelines that recommend lowering elevated phosphate levels toward the normal range (2.5-4.5mg/dL).お知らせ • Oct 09Ardelyx, Inc. Announces Publication of A Review Article Exploring the Patient Burden and Therapeutic Landscape of IBS-C in the U.S. in Clinical and Experimental GastroenterologyArdelyx, Inc. announced the recent publication of a review article, titled “Review of the Patient Burden and Therapeutic Landscape of Irritable Bowel Syndrome With Constipation in the United States” in Clinical and Experimental Gastroenterology, an international, peer reviewed, open access journal focusing on all aspects of gastroenterology research, as well as clinical results in human, animal and in vitro studies that shed light on disease processes and potential new therapies. The article provides an overview of treatment options and disease management for irritable bowel syndrome with constipation (IBS-C) from a U.S. perspective and discusses the importance of the relationship between patient and health care provider in diagnosis and treatment. It recommends a positive diagnostic strategy for IBS-C, based on clinical history, physical examination, and minimal laboratory tests. The authors review the substantial societal burden in terms of health care costs, opportunity costs and decreased quality of life that comes with IBS-C. The article also reviews the treatment journey a patient with IBS-C may experience, beginning with lifestyle interventions and nonpharmacologic options, with progression to a U.S. FDA-approved therapy. IBSRELA® (tenapanor) is identified as one of the currently approved therapies, with data from the T3MPO-1 and T3MPO-2 studies included within the review. IBSRELA is a first-in-class treatment for IBS-C in adults that is approved by the U.S. Food and Drug Administration.分析記事 • Aug 25Is Ardelyx (NASDAQ:ARDX) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Aug 19Robbins LLP Informs Ardelyx, Inc. Stockholders of the Class ActionRobbins LLP informed investors that a shareholder filed a class action on behalf of all persons and entities that purchased or otherwise acquired Ardelyx, Inc. securities between October 31, 2023 and July 1, 2024. Ardelyx is a biotechnology company focused on developing and commercializing therapies for, among other things, patients with chronic kidney disease (“CKD”). According to the complaint, during the class period, in its Forms 10-Q filed on October 31, 2023, and May 2, 2024, and in its Form 10-K filed on February 22, 2024, Ardelyx indicated that it would apply to include XPHOZAH (its drug that reduces elevated levels of phosphorus in the bloodstream in CKD patients on dialysis who either cannot tolerate or did not adequately respond to other therapies) in TDAPA. Further, on an earnings call on May 2, 2024, defendant Michael Raab advised analysts that "our intent is to enter TDAPA." On July 2, 2024, Ardelyx issued a press release announcing that it had chosen not to apply to include XPHOZAH in TDAPA.お知らせ • Aug 08Ardelyx, Inc. Appoints Eric Foster as Chief Commercial OfficerArdelyx, Inc. announced the appointment of Eric Foster as the company’s Chief Commercial Officer. Mr. Foster is an experienced leader with more than 23 years of commercial experience for significant global biotech and pharmaceutical companies across numerous complex rare disease and specialty markets. Mr. Foster will be responsible for leading all commercial strategies for the company’s two first-in-class medicines, IBSRELA® (tenapanor) and XPHOZAH® (tenapanor), as well as supporting the development and launch of future commercial products. Most recently, Mr. Foster served as Senior Vice President and U.S. General Manager at Amgen following the acquisition of Horizon Therapeutics in October 2023 where he served as Senior Vice President and General Manager of the Gout and Ophthalmology Business Units. While at Horizon, Mr. Foster established a new market strategy and transformed the pricing and access strategies, creating customer stability and record growth. Prior to his time at Horizon Therapeutics, from 2010 to 2021, Mr. Foster held roles of increasing responsibility within the sales and marketing organization at GlaxoSmithKline across a variety of immunology and rare disease products, including serving as Vice President of Immunology Marketing, Senior Global Marketing Director and Field Sales Vice President. Mr. Foster began his career in sales and market access at Johnson & Johnson. Mr. Foster holds a Bachelor of Arts in Economics degree from the University of Georgia and a Master of Business Administration from Auburn University.分析記事 • Aug 07Party Time: Brokers Just Made Major Increases To Their Ardelyx, Inc. (NASDAQ:ARDX) Earnings ForecastsArdelyx, Inc. ( NASDAQ:ARDX ) shareholders will have a reason to smile today, with the analysts making substantial...Seeking Alpha • Aug 05Ardelyx Faces Rising Challenges Despite Revenue GrowthSummary Ardelyx's Q2 2024 revenues increased significantly to $73.2 million from $22.3 million in Q2 2023. SG&A expenses rose to $64.7 million in Q2 2024 due to commercialization efforts for Ibsrela and Xphozah. Despite revenue growth, Ardelyx reported a net loss of $16.5 million in Q2 2024, similar to Q2 2023. Xphozah revenue growth is impressive, but challenges with reimbursement may impact future revenues. ARDX remains a "hold" with increased caution due to reimbursement challenges, ongoing operating losses, and competitive pressures. Read the full article on Seeking Alpha分析記事 • Aug 04Earnings Beat: Ardelyx, Inc. (NASDAQ:ARDX) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsArdelyx, Inc. ( NASDAQ:ARDX ) just released its latest second-quarter results and things are looking bullish. The...お知らせ • Jul 31Ardelyx, Inc. Announces Publication of Two Plain Language Summaries from XPHOZAH®? (tenapanor) Clinical Trials in Current Medical Research and OpinionArdelyx, Inc. announced the publication of plain language summaries of results from two clinical trials on XPHOZAH®? (tenapanor), NORMALIZE and OPTIMIZE, in Current Medical Research and Opinion. The plain language summaries were developed by the authors to help adult patients with chronic kidney disease receiving dialysis, and their family members and caregivers, better understand some of the safety and efficacy data related to XPHOZAH. XPHOZAH, the first and only phosphate absorption inhibitor (PAI), is approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action, blocking phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. Current Medical Research and Opinion is an international journal that publishes research focused on new and existing drugs and therapies, best practices in patient care, developments in diagnostic medicine and medical technology, and innovations in medical and scientific publishing. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH is a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Patients completing the Phase 3 PHREEDOM trial from both the XPHOZAH arm and the sevelamer safety control arm had the option to participate in NORMALIZE, an open-label 18-month extension study. Patients entering the study from the XPHOZAH arm with serum phosphate levels in the normal range were followed with no medication changes. Patients entering the study from the XPHOZAH arm with serum phosphate greater than 4.5 mg/dL had sevelamer tablets added incrementally to achieve normal serum phosphate levels. Patients entering the study from the sevelamer safety control arm had XPHOZAH tablets added to their treatment regimen while reducing sevelamer tablets based on their serum phosphate value to achieve normal serum phosphate levels. The primary objective of the study was to evaluate the ability of XPHOZAH alone or in combination with sevelamer to achieve serum phosphate levels within the normal range (2.5 to 4.5 mg/dL) in patients with CKD on maintenance dialysis whose serum phosphate levels were greater than 6.0 mg/dL at baseline. OPTIMIZE was a randomized, open label study, which included 330 patients with chronic kidney disease (CKD) on dialysis with hyperphosphatemia. The study was designed to evaluate different methods of initiating XPHOZAH to optimize phosphorus management in both binder-naïve and binder-treated patients. The objective was to evaluate the ability of XPHOZAH, with its novel blocking mechanism, administered as core therapy for the treatment of hyperphosphatemia in adult patients with chronic kidney disease (CKD) on dialysis, alone or in combination with phosphate binders, to achieve target serum phosphorus (s-P) levels =5.5 mg/dL. The study enrolled patients with s-P >5.5 and =10.0 mg/dL during stable phosphate binder treatment which were randomized in a 1:1 ratio to two different treatment cohorts, as well as patients who were phosphate binder naïve with s-P >4.5 and =10.0 mg/dL in a third cohort. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CKD) on maintenance dialysis. The kidneys are responsible for eliminating excess phosphate and as kidney function declines, phosphate is not adequately eliminated from the body. As a result, hyperphosphatemia is a nearly universal condition among people with CKD on maintenance dialysis, with internationally recognized KDIGO treatment guidelines that recommend lowering elevated phosphate levels toward the normal range (2.5-4.5mg/dL).お知らせ • Jul 18Ardelyx, Inc. to Report Q2, 2024 Results on Aug 01, 2024Ardelyx, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024Seeking Alpha • Jul 13Ardelyx: Increased Focus On Ibsrela Due To Xphozah's Uncertain OutlookSummary Ardelyx declined last week after the company said it will not apply for TDAPA with the CMS for Xphozah to be included in the bundle in 2025. Legislative efforts may provide temporary relief for Xphozah, but its long-term future remains uncertain. The uncertainty around Xphozah put more pressure on Ibsrela to perform in the IBS-C market. Ardelyx can deliver long-term shareholder value based on Ibsrela alone and Xphozah offers significant upside optionality. Read the full article on Seeking Alpha分析記事 • Jul 05Why Investors Shouldn't Be Surprised By Ardelyx, Inc.'s (NASDAQ:ARDX) 25% Share Price PlungeThe Ardelyx, Inc. ( NASDAQ:ARDX ) share price has fared very poorly over the last month, falling by a substantial 25...お知らせ • Jul 03+ 1 more updateArdelyx, Inc.(NasdaqGM:ARDX) dropped from Russell Small Cap Comp Value IndexArdelyx, Inc.(NasdaqGM:ARDX) dropped from Russell Small Cap Comp Value Indexお知らせ • Jul 02Ardelyx, Inc. Chooses Not to File for TDAPA to Preserve Patient Access to XPHOZAHArdelyx, Inc. announced that, in an effort to preserve patient access to its phosphate absorption inhibitor XPHOZAH (tenapanor), the Company has chosen not to apply to include XPHOZAH in the Centers for Medicare & Medicaid Services (CMS) End-Stage Renal Disease (ESRD) Prospective Payment System (PPS) Transitional Drug Add-on Payment Adjustment (TDAPA). Ardelyx’s analysis of the CMS policy to include oral-only medicines in the PPS and the Calendar Year 2025 ESRD PPS Proposed Rule released on June 27, 2024, revealed that the policy and the manner in which CMS intends to implement it are likely to cause significant restrictions on the use of XPHOZAH for all patients, irrespective of insurance coverage, because it interferes with the essential and appropriate shared decision-making between healthcare professionals and their patients. XPHOZAH was approved by the U.S. Food and Drug Administration in October 2023 to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. 80% of patients with CKD on dialysis require prescription therapy to lower elevated levels of serum phosphorus. Phosphate binders are not sufficient for a majority of patients to achieve and maintain phosphorus levels within target range. XPHOZAH is a single tablet taken twice daily that offers a first-in-class mechanism of action that blocks phosphate absorption through its primary pathway.お知らせ • May 25Ardelyx, Inc. Announces Rodriguez Would Resign as Chief Commercial OfficerOn May 22, 2024, Susan Rodriguez and Ardelyx, Inc. mutually determined that Ms. Rodriguez would resign as the Company’s Chief Commercial Officer. To support the transition, Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024.Recent Insider Transactions • May 25President recently sold US$246k worth of stockOn the 21st of May, Michael Raab sold around 31k shares on-market at roughly US$7.81 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$782k. Michael has been a net seller over the last 12 months, reducing personal holdings by US$537k.Recent Insider Transactions • May 12Insider recently sold US$782k worth of stockOn the 6th of May, Robert Felsch sold around 89k shares on-market at roughly US$8.80 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.Seeking Alpha • May 10Ardelyx: Strong Execution, Fairly ValuedSummary Ardelyx has seen a substantial increase in its stock price since late 2022, when we last profiled the company, and Ardelyx recently posted better-than-expected quarterly results. The company has done a good job managing the launch of its flagship drug tenapanor, which is now approved for two indications. Ardelyx is posting impressive sales growth and is projected to be profitable in FY2025. An updated analysis around Ardelyx follows in the paragraphs below. Read the full article on Seeking AlphaMajor Estimate Revision • May 09Consensus revenue estimates increase by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$208.8m to US$245.7m. EPS estimate unchanged from -US$0.34 at last update. Biotechs industry in the US expected to see average net income decline 9.8% next year. Consensus price target of US$13.83 unchanged from last update. Share price rose 28% to US$8.48 over the past week.Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockElizabeth Grammer intends to sell 45k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of May. If the sale is conducted around the recent share price of US$9.00, it would amount to US$405k. Since June 2023, Elizabeth's direct individual holding has decreased from 333.42k shares to 312.99k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 04Ardelyx, Inc. (NASDAQ:ARDX) Reported Earnings Last Week And Analysts Are Already Upgrading Their EstimatesArdelyx, Inc. ( NASDAQ:ARDX ) defied analyst predictions to release its first-quarter results, which were ahead of...Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.11 loss per share (improved from US$0.13 loss in 1Q 2023). Revenue: US$46.0m (up 305% from 1Q 2023). Net loss: US$26.5m (loss narrowed 1.0% from 1Q 2023). Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Breakeven Date Change • May 03Forecast breakeven date pushed back to 2026The 9 analysts covering Ardelyx previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$138.0m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.Seeking Alpha • May 03Ardelyx Stock: A Crowded Market Curbs The Enthusiasm (Rating Downgrade)Summary Since my previous review, Ardelyx stock has risen over 100%, driven by promising developments in its drug portfolio. Ardelyx raised U.S. revenue forecasts for Ibsrela in IBS-C to $1 billion, targeting about 10% of the market. Q1 earnings showed strong revenue growth but were offset by doubled SG&A expenses, maintaining a net loss. Downgrading ARDX stock to "Hold" due to the current valuation fully reflecting tenapanor's potential, despite financial and operational risks. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • May 01President notifies of intention to sell stockMichael Raab intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of April. If the sale is conducted around the recent share price of US$6.40, it would amount to US$192k. For the year to December 2017, Michael's total compensation was 33% salary and 67% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Michael's direct individual holding has increased from 913.02k shares to 1.34m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 01Ardelyx, Inc., Annual General Meeting, Jun 14, 2024Ardelyx, Inc., Annual General Meeting, Jun 14, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect two class i directors to hold office until the 2027 annual meeting of stockholders and until their successors are elected and qualified; to approve the amended and restated 2014 equity incentive award plan; to approve the amended and restated 2014 employee stock purchase plan; to approve, on a non-binding, advisory basis, the compensation of named executive officers; to ratify the selection, by the audit and compliance committee of board of directors, of Ernst & Young LLP as the independent registered public accounting firm of the company for the fiscal year ending December 31, 2024; and to transact other business.お知らせ • Apr 20Ardelyx, Inc. to Report Q1, 2024 Results on May 02, 2024Ardelyx, Inc. announced that they will report Q1, 2024 results on May 02, 2024分析記事 • Apr 17Ardelyx, Inc.'s (NASDAQ:ARDX) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Ardelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 12.7x right now seems...Price Target Changed • Apr 05Price target increased by 7.1% to US$13.39Up from US$12.50, the current price target is an average from 9 analysts. New target price is 79% above last closing price of US$7.50. Stock is up 70% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$0.30 last year.お知らせ • Mar 26Ardelyx, Inc. Announces the Appointment of Mike Kelliher as Executive Vice President, Corporate Development and StrategyArdelyx, Inc. announced the appointment of Mike Kelliher as Executive Vice President, Corporate Development and Strategy. Mr. Kelliher, an accomplished leader with more than 20 years of experience in the biopharmaceutical industry, brings to Ardelyx an extensive array of mergers and acquisitions, business development, strategy, finance and operational leadership expertise from leading biotechnology and global pharmaceutical companies. Most recently, Mr. Kelliher served as Group Vice President, M&A and Business Development, at Horizon Therapeutics, a global biotechnology company focused on researching, developing and commercializing medicines for rare, autoimmune and severe inflammatory diseases. Mr. Kelliher joined Horizon in 2014 and held roles of increasing responsibility on the team that led an aggressive growth and expansion agenda through acquisitions, development collaborations and other transactions, including the acquisition of Horizon by Amgen. He was instrumental in transforming Horizon into a $28 billion innovation-driven biotech company. Prior to his time at Horizon, from 2009 to 2014, Mr. Kelliher held financial roles at Elan Corporation (now Perrigo Company), a leading global pharmaceutical company where he oversaw strategic partnerships and collaborations and advised its Board of Directors and senior leadership on investments, business development, product commercialization and asset monetization. Mr. Kelliher began his career in banking, public accounting and corporate finance and holds a Bachelor of Commerce degree from the University College Cork (Ireland). He is also an Associated Chartered Accountant.Recent Insider Transactions Derivative • Mar 23Insider notifies of intention to sell stockElizabeth Grammer intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of March. If the sale is conducted around the recent share price of US$7.73, it would amount to US$665k. Since June 2023, Elizabeth's direct individual holding has increased from 333.42k shares to 398.99k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 13Ardelyx Shrugs Off 'Mixed' Q4 EarningsSummary Shares tanked 16% within the first 18 minutes of the press release, and dipped even lower in pre-market trading. Market sentiment was countered by bullish stances from at least four firms. Yet Wall Street continues to be oblivious, with only one of them mentioning XPHOZAH revenue contributions. UpToDate, the leading clinical decision tool for most doctors, supports the use of XPHOZAH. The nation’s top insurer, cost-conscious Kaiser Permanente, is spearheading the charge to provide broad access for XPHOZAH. In recent, near-unanimous positive vote for H.R. 5074, many members of Congress back the continuation of Medicare coverage for XPHOZAH. Read the full article on Seeking Alphaお知らせ • Mar 06Ardelyx, Inc. announced that it has received $50 million in fundingOn March 5, 2024, Ardelyx, Inc. closed the transaction. The company has received $50 million in the transaction. As part of the transaction, SLR Investment Corp. as a collateral agent.Major Estimate Revision • Feb 29Consensus EPS estimates fall by 95%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$206.8m to US$211.0m. Forecast EPS reduced from -US$0.229 to -US$0.446 per share. Biotechs industry in the US expected to see average net income decline 8.6% next year. Consensus price target up from US$12.50 to US$13.31. Share price rose 11% to US$9.46 over the past week.分析記事 • Feb 24Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Ardelyx, Inc. ( NASDAQ:ARDX ) filed its full-year result this time last week. The...Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.30 loss per share (improved from US$0.42 loss in FY 2022). Revenue: US$124.5m (up 139% from FY 2022). Net loss: US$66.1m (loss narrowed 1.7% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Seeking Alpha • Feb 20Ardelyx Q4 Preview: Recent Bull Run May Pause While Market Digests 2024 GuidanceSummary Ardelyx, Inc. shares have seen significant growth, up by 47% year-to-date and over 250% on a 5-year basis. The company markets and sells tenapanor, a drug approved for the treatment of Irritable Bowel Syndrome with constipation (IBS-C) and Chronic Kidney Disease, or CKD. Ardelyx recently shared expectations for "blockbuster" sales from Ibsrela in IBS-C, and $140-$150m revenues in 2024. If Ibsrela is set to become a blockbuster, it seems likely Xphozah will achieve the same in CKD - management will set revenue expectations for 2024 when earnings are announced Thursday. Given the recent bull run on shares - up >200% across the past year - I am assigning a "hold" recommendation, but after many years of struggle, management finally has its approval in CKD and it is not hard to see how Ardelyx could become a >$3-$5bn market cap company in time. Read the full article on Seeking Alphaお知らせ • Feb 02Ardelyx, Inc. to Report Q4, 2023 Results on Feb 22, 2024Ardelyx, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024Seeking Alpha • Jan 31Ardelyx's XPHOZAH Still An Afterthought To The ProsSummary Analysts are impressed by Ibsrela but still on the fence with Xphozah. Xphozah has shown up early on several top health plan formularies. After this month's preview, Wall Street may get Q4 earnings right but deeply underestimate 2024. Read the full article on Seeking AlphaMajor Estimate Revision • Jan 22Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$119.0m to US$124.5m. EPS estimate increased from -US$0.299 per share to -US$0.269 per share. Biotechs industry in the US expected to see average net income growth of 8.6% next year. Consensus price target up from US$11.79 to US$12.50. Share price fell 8.3% to US$8.28 over the past week.Seeking Alpha • Jan 10Ardelyx: FDA Approval For Xphozah Grants Further Sales EnhancementSummary Ardelyx received FDA approval of its drug XPHOZAH for the treatment of hyperphosphatemia in patients with CKD after overcoming several regulatory hurdles. U.S. net product revenues of XPHOZAH, for the first quarter of its commercialization, are expected to be $2.5 million. Peak Sales of IBSRELA, approved for the treatment of patients with irritable bowel syndrome with constipation, has been guided higher to $1 billion. XPHOZAH has the ability to do well on the market because it can be given alongside phosphate binders; It is not a phosphate binder itself or a phosphate absorption inhibitor. Read the full article on Seeking Alpha分析記事 • Jan 04Ardelyx, Inc.'s (NASDAQ:ARDX) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Ardelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 10.6x is worth a...決済の安定と成長配当データの取得安定した配当: ARDXの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: ARDXの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Ardelyx 配当利回り対市場ARDX 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ARDX)n/a市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Biotechs)2.5%アナリスト予想 (ARDX) (最長3年)0%注目すべき配当: ARDXは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: ARDXは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: ARDXの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: ARDXが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:46終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ardelyx, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Julian HarrisonBTIGPrakhar AgrawalCantor Fitzgerald & Co.Yigal NochomovitzCitigroup Inc15 その他のアナリストを表示
ナラティブ更新 • May 05ARDX: Extended 2042 Patent Protection Will Support Longer-Term Upside PotentialAnalysts have nudged their average price target for Ardelyx higher to about $16.33 from $16.10, citing recent patent news that extends protection to November 2042 as a key support for this updated view. Analyst Commentary Bullish Takeaways Bullish analysts highlight the new patent protection to November 2042 as a key support for their higher valuation ranges, arguing that a longer exclusivity window can support the commercial life of Ardelyx's products.
お知らせ • May 04Ardelyx, Inc., Annual General Meeting, Jun 16, 2026Ardelyx, Inc., Annual General Meeting, Jun 16, 2026.
分析記事 • May 04Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its First-Quarter Results And Analysts Are Updating Their ForecastsIt's been a pretty great week for Ardelyx, Inc. ( NASDAQ:ARDX ) shareholders, with its shares surging 15% to US$6.88 in...
ナラティブ更新 • Apr 21ARDX: Extended 2042 Patent Horizon Will Support Multiyear Revenue RoadmapThe analyst fair value estimate for Ardelyx has increased from $10.00 to $13.00, supported by recent price target revisions and analyst views that the new patent extending to November 2042 strengthens the company’s long-term profile. Analyst Commentary Recent research commentary around Ardelyx centers on the updated patent timeline to November 2042 and how that may influence valuation assumptions.
お知らせ • Apr 20Ardelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced the appointment of Felecia W. Ettenberg, a seasoned leader with more than 25 years of legal experience in the biopharmaceutical industry, as Chief Legal Officer (CLO). She will oversee Ardelyx’s legal, compliance, regulatory, and government affairs operations. Ms. Ettenberg succeeds Elizabeth Grammer, who has chosen to retire after a 16-year career at the company. Prior to joining Ardelyx, Ms. Ettenberg enjoyed a nearly 25-year career at Bristol Myers Squibb, where she held a series of senior leadership roles spanning legal, regulatory, compliance, litigation, and commercialization. In her most recent role, Senior Vice President and Deputy General Counsel, Ms. Ettenberg led legal support across the organization, advised C-suite executives, built and directed diverse, global teams, facilitated creative risk-mitigation, and drove operational excellence across the U.S. and more than 40 international markets. Prior to BMS, she practiced law at Goodwin Procter LLP and Heidell, Pittoni, Murphy & Bach, P.C., focusing on pharmaceutical litigation. Ms. Ettenberg earned a Bachelor of Arts from Cornell University magna cum laude and a Juris Doctor from Boston University School of Law. She has also completed specialized programming at The Wharton School, University of Pennsylvania, and Columbia University.
お知らせ • Apr 17Ardelyx, Inc. to Report Q1, 2026 Results on Apr 30, 2026Ardelyx, Inc. announced that they will report Q1, 2026 results on Apr 30, 2026
ナラティブ更新 • Apr 06ARDX: Extended Patent Runway And 2029 Revenue Guidance Will Support RepricingArdelyx's consensus analyst price target has moved higher toward $19, with the shift largely tied to stronger Ibsrela revenue guidance, extended patent protection into the 2040s, and analyst expectations reflected in updated P/E, growth, and margin assumptions. Analyst Commentary Bullish analysts have been revising their views higher, with a series of price target increases and rating upgrades clustering around Ardelyx's updated Ibsrela guidance and extended patent protection.
お知らせ • Apr 01Ardelyx, Inc. Appoints Rajani Dinavahi, MD, as Chief Medical Officer, Effective April 1, 2026Ardelyx, Inc. announced the appointment of Rajani Dinavahi, MD, as Chief Medical Officer effective April 1, 2026. Dr. Dinavahi brings more than two decades of experience in healthcare and biotechnology, spanning multiple therapeutic areas and modalities. She has extensive experience across immuno-oncology, autoimmune diseases, metabolic disease, nephrology and transplantation, with a track record of advancing programs from early development through Phase 3 and regulatory approval. Dr. Dinavahi most recently served as Senior Vice President, Chief Medical Officer at Atara Biotherapeutics. As Chief Medical Officer at Atara Biotherapeutics, Dr. Dinavahi’s responsibilities spanned leading pre-clinical and translational sciences through global development and medical affairs of their lead T-cell directed therapy asset and allo-CART program. Prior to becoming CMO, Dr. Dinavahi held senior leadership positions at Atara across clinical sciences, program team leadership and medical affairs, where she built and led global teams to deliver on the first allogeneic T-cell therapy to be approved and launched globally. Earlier, she spent seven years at Amgen, contributing to multiple global development programs and regulatory filings for products approved across the U.S., Europe and Japan. Dr. Dinavahi began her career in academic medicine as an Assistant Professor of Medicine (Nephrology) at Mount Sinai School of Medicine and a principal investigator in transplant research. She is board-certified in Internal Medicine and Nephrology, a Fellow of the American Society of Nephrology, and has authored numerous scientific publications and presentations. She earned a Bachelor of Science and Doctor of Medicine from the University of Miami and completed her Internal Medicine residency and Nephrology fellowship training at Thomas Jefferson University Hospital, followed by a clinical transplant and post-doctoral fellowship focusing on translational immunology at Mount Sinai Hospital in New York City.
ナラティブ更新 • Mar 23ARDX: Extended Patent Life And IBS Guidance Are Expected To Unlock UpsideThe analyst fair value estimate for Ardelyx has been raised from $13.50 to $16.10. Analysts point to higher Ibsrela revenue guidance, extended intellectual property protection into the 2040s, and a series of upward revisions to Street price targets as key drivers of the change.
お知らせ • Mar 10Ardelyx, Inc. Announces Rapid And Meaningful Symptom Relief With Tenapanor In IBS-CArdelyx, Inc. announced the publication of data from its IBS-C clinical development program, “Tenapanor is associated with earlier and sustained symptom relief in IBS-C: a post hoc analysis” in Therapeutic Advances in Gastroenterology, an international, peer-reviewed, open-access journal focused on advancing clinical practice and research in digestive diseases. Tenapanor, branded as IBSRELA (tenapanor), is a first-in-class retainagogue that is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. The post-hoc analysis consisting of pooled data from three clinical trials (one Phase 2b and two Phase 3 studies), supports that tenapanor provides both rapid and sustained relief for adults living with IBS-C, a chronic condition that can disrupt daily life. Patients taking tenapanor reported improvements in bowel movement frequency as early as two weeks, and meaningful relief from abdominal symptoms including pain, discomfort, and bloating within 4–5 weeks. Continued therapy through 12 weeks increased the likelihood of reporting meaningful symptom improvement and maintenance of benefits across multiple symptoms, highlighting the importance of patients remaining on therapy for an adequate amount of time to fully evaluate their individual benefit potential. This research shows that tenapanor delivers a sustained response for some adults with IBS-C, providing both a clear view of symptom improvement and practical insights for clinicians. The analysis demonstrates “sustained response,” defined as improvement maintained over consecutive weeks, may be achieved by some patients and supports that patients who continued therapy were more likely to achieve meaningful improvements across both bowel and abdominal symptoms. There were no new or unexpected safety findings in this post-hoc analysis, and tenapanor was generally well tolerated, with transient, mild-to-moderate diarrhea as the most common adverse event. These findings offer actionable guidance for healthcare providers, helping them tailor treatment plans, educate patients on symptom response over time, and set realistic expectations.
ナラティブ更新 • Mar 09ARDX: Extended Patent Runway And 2029 Revenue Outlook Will Drive Bullish RepricingArdelyx's analyst price target has moved higher, with several firms lifting their views into a $14 to $19 range. Analysts highlight extended patent protection on key assets, updated Ibsrela revenue guidance that includes targets of $410m to $430m in FY26 and $1b by 2029, and a stronger outlook for the broader product portfolio and cash position.
ナラティブ更新 • Feb 22ARDX: Extended Patent Runway And 2029 Revenue Path Will Support Bullish OutlookThe analyst fair value estimate for Ardelyx has shifted from $16.00 to $19.00, as analysts factor in higher projected revenue, updated profitability assumptions, and extended intellectual property protection highlighted in recent research notes. Analyst Commentary Recent Street research on Ardelyx has leaned firmly positive, with several bullish analysts lifting price targets and, in some cases, upgrading their ratings after management updates and new patent developments.
Seeking Alpha • Feb 20Ardelyx: Strong IBSRELA Growth, But Heavy Operational Spend Clouds ProfitabilitySummary Ardelyx, Inc. delivered strong FY 2025 revenue growth, driven by Ibsrela, but missed on earnings due to sharply higher SG&A and R&D costs. Ibsrela’s accelerating momentum underpins management’s guidance for $410–$430M 2026 revenue and a $1B annual target by 2029, supported by patent protection through 2042. Xphozah revenue is declining and maturing, while heavy operational spend and net losses raise concerns about cost discipline and sustainability. I maintain a Hold rating on ARDX, awaiting cost management improvements and pivotal Phase 3 ACCEL trial results for CIC label expansion, expected in H2 2027. Read the full article on Seeking Alpha
お知らせ • Feb 20Ardelyx, Inc. Provides Revenue Guidance for Full Year 2026Ardelyx, Inc. provided revenue guidance for full year 2026. Ardelyx expects full-year 2026 revenue for IBSRELA to be between $410 and $430 million, representing at least 50% growth compared to 2025. Ardelyx expects full-year 2026 XPHOZAH revenue to be between $110 and $120 million.
ナラティブ更新 • Feb 08ARDX: Multiyear Revenue Roadmap And CIC Expansion Will Drive UpsideAnalysts lifted their fair value estimate for Ardelyx to $10.00 from $8.00, citing updated Street research that highlights stronger Ibsrela revenue guidance toward $410m to $430m by FY26 and a US$1b annual revenue outlook by 2029, along with pipeline progress and a solid cash position. Analyst Commentary Recent Street research has centered on Ibsrela guidance of US$410m to US$430m in FY26 and the long term US$1b annual revenue outlook for 2029, with several firms adjusting price targets and ratings to reflect those inputs, as well as updates on Xphozah, the broader pipeline, and the cash position.
お知らせ • Feb 05Ardelyx, Inc. to Report Q4, 2025 Results on Feb 19, 2026Ardelyx, Inc. announced that they will report Q4, 2025 results on Feb 19, 2026
お知らせ • Jan 28Ardelyx, Inc. Announces First Patient Dosed in ACCEL: Phase 3 Chronic Idiopathic Constipation Study of IBSRELAArdelyx, Inc. announced that the first patient has been dosed in ACCEL (ten-03-301), a Phase 3 clinical trial designed to assess the safety and efficacy of IBSRELA®? (tenapanor) for the treatment of chronic idiopathic constipation (CIC) in adults. ACCEL is a multicenter, randomized, double-blind, placebo-controlled study to assess the safety and efficacy the safety and efficacy of tenapanor for the treatment of CIC in adults when administered twice daily for 26 consecutive weeks. The Phase 3 clinical trial is designed to enroll approximately 700 patients with CIC. The primary endpoint will evaluate patient-reported outcomes in constipation. Enrollment in ACCEL is expected throughout 2026, with topline data read out in the second half of 2027. The Phase 3 ACCEL clinical trial represents important progress in Ardelyx's goal of expanding the patient population who may benefit from IBSRELA, beyond its lead indication for irritable bowel syndrome with constipation, which demonstrated safety, efficacy and tolerability in a comprehensive clinical development plan. CIC is characterized by difficult, infrequent or incomplete bowel movements, and is associated with significantly impaired quality of life, disrupted productivity and high healthcare-related costs. CIC is estimated to affect more than 34 million Americans. IBSRELA is contraindicated in patients less than 6 years of age; in nonclinical studies in young juvenile rats administration of tenapanor caused deaths consumed to be due to dehydration. Avoid the use of IBSRELA in patients 6 years to less than 12 years of age. Although there are no data in older juvenile rats and the lack of clinical safety and efficacy data in pediatric patients, avoid the use of IBSRE LA in patients 6 years to less more than 12 years of age. While there are no data in older adult rats, given the deaths in younger rats and the lack of clinical Safety and efficacy data iniatric patients, avoid the use ofIBSRELA in patients 6 months to less than 12 years of years of age. Although there is no data in older juvenile rats, given the deaths in older rats and the lack of clinical safe and efficacy data in pediatric patients., avoid the use of IBS RELA in patients 6 years toless than 12 years of age.
ナラティブ更新 • Jan 24ARDX: Faster Path To 1b Revenue Is Expected To Unlock UpsideWe are raising our Ardelyx fair value estimate from $12.30 to $13.50 as analysts point to higher Ibsrela revenue expectations, a faster ramp to the company’s $1b annual revenue goal, and updated guidance that supports stronger margins and a lower forward P/E multiple. Analyst Commentary Recent Street research is broadly constructive on Ardelyx, with multiple firms lifting price targets after the latest Ibsrela revenue outlook and guidance update.
お知らせ • Jan 23Zydus Lifesciences Reportedly Eyes Acquisition of Ardelyx for $2.5 BillionZydus Lifesciences Limited (NSEI:ZYDUSLIFE) is evaluating acquisition of a majority stake in US-based Ardelyx, Inc. (NasdaqGM:ARDX), with the deal likely to be valued at $2.2 billion-$2.5 billion, two people aware of the development told Mint. The proposed transaction would be funded through a INR 50,000 million equity raise via a qualified institutional placement (QIP) and internal cash accruals, the people said. If concluded, the deal would significantly accelerate Zydus's push into global innovative medicine, an avenue that is attracting growing interest from Indian drugmakers. Ardelyx is a biopharmaceutical firm working on first-in-class small-molecule drugs and commercializing novel medicines with a focus mainly on gastrointestinal (GI) and cardio-renal diseases, where there are significant unmet patient needs. The company's market capitalization as of 20 January on Nasdaq is $1.7 billion. It reported a revenue of $378 million in 2025, up 18%. Emailed queries sent to Zydus Lifesciences and Ardelyx remained unanswered until press time.
分析記事 • Jan 21Ardelyx, Inc. (NASDAQ:ARDX) Stock Catapults 37% Though Its Price And Business Still Lag The IndustryArdelyx, Inc. ( NASDAQ:ARDX ) shares have continued their recent momentum with a 37% gain in the last month alone. The...
ナラティブ更新 • Jan 09ARDX: Higher Revenue Guidance Is Expected To Support Long Term UpsideNarrative Update on Ardelyx The analyst price target for Ardelyx has shifted higher, with our fair value estimate moving from US$11.60 to US$12.30 as analysts factor in stronger Ibsrela revenue guidance and updated Street targets of up to US$19. Analyst Commentary Recent Street research on Ardelyx has focused heavily on updated Ibsrela revenue guidance and how that might influence the company’s valuation and execution priorities over the next several years.
ナラティブ更新 • Dec 25ARDX: Long-Term Profitability Improvements Will Drive Stronger Bullish OutlookAnalysts have raised their price target on Ardelyx from 15 dollars to 16 dollars. This reflects slightly stronger expectations for long term revenue growth, improved profitability, and a modestly lower future earnings multiple despite a higher discount rate.
お知らせ • Dec 19Ardelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced that on December 17, 2025, Elizabeth Grammer informed Ardelyx, Inc. of her resignation as the Company’s Chief Legal and Administrative Officer, effective December 31, 2025 . In connection with Ms. Grammer’s resignation from her executive role with the Company, on December 17, 2025, the Company and Ms. Grammer entered into a Transition and Separation Agreement (the “Agreement”), pursuant to which Ms. Grammer is expected to continue to serve in the non-executive officer position of General Counsel until a successor is appointed, after which Ms. Grammer will serve as a Senior Advisor to the Company for a period of twenty-four (24) months (the “Advisory Period”). Under the Agreement, for so long as Ms. Grammer serves as the Company’s General Counsel, and thereafter, for the first twelve (12) months of the Advisory Period (the “Employment Period”), (i) Ms. Grammer will continue to be employed by the Company and receive her base salary as in effect immediately prior to the Resignation Date (the “Base Salary”), (ii) she will be eligible to receive her annual target bonus of 45% of her Base Salary for the year ending December 31, 2025, but will not be eligible for any ongoing bonus opportunity during her service as a Senior Advisor, and (iii) she will continue to receive benefits consistent with those provided to other senior non-executives. At the end of the Employment Period, if Ms. Grammer provides the Company a general release of claims, she will be paid an amount equal to one month of her annual base salary as in effect prior to the Resignation Date. Edward Conner, M.D. has notified the Company of his decision to resign as Chief Medical Officer of the Company, effective December 31, 2025. Dr. Conner resigned for personal reasons, and his resignation is not a result of any disagreement with the Company. Dr. Laura Williams, the Company’s Chief Patient Officer and former Chief Medical Officer, will serve as interim Chief Medical Officer, assuming key responsibilities, including strategic guidance for the Company’s clinical development programs, until a new Chief Medical Officer is hired.
ナラティブ更新 • Dec 11ARDX: Upcoming Leadership Transition Will Support Long Term Earnings UpsideAnalysts 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.
ナラティブ更新 • Nov 26ARDX: Commercial Execution Will Drive Shares Higher Under New LeadershipArdelyx’s analyst price target has been raised from $12 to $14, a $2 increase. Analysts cite stronger commercial execution and discounted valuation under new management as key drivers for the higher outlook.
お知らせ • Nov 08Ardelyx, Inc. Presents Data, Including Results from the First Real-World Study of XphozahArdelyx, Inc. announced that the company presented data, including results from the first real-world study of XPHOZAH, at American Society of Nephrology's Kidney Week, currently underway in Houston. XPHOZAH is the first and only phosphate absorption inhibitor (PAI) approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binders or who are tolerant of any dose of phosphate absorption. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily.
ナラティブ更新 • Nov 07ARDX: Ongoing Commercial Execution Will Unlock Upside From Discounted LevelsAnalysts have raised Ardelyx’s fair value estimate from $11.36 to $11.73, citing stronger commercial execution, increased revenue growth potential, and a more favorable profit margin outlook. Analyst Commentary Recent coverage initiations have highlighted key perspectives among market observers evaluating Ardelyx’s trajectory and valuation.
お知らせ • Nov 04Ardelyx, Inc. has filed a Follow-on Equity Offering in the amount of $100 million.Ardelyx, Inc. has filed a Follow-on Equity Offering in the amount of $100 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
分析記事 • Nov 02Analyst Estimates: Here's What Brokers Think Of Ardelyx, Inc. (NASDAQ:ARDX) After Its Third-Quarter ReportThe investors in Ardelyx, Inc. 's ( NASDAQ:ARDX ) will be rubbing their hands together with glee today, after the share...
お知らせ • Oct 28Ardelyx, Inc. Presents Data Supporting First-in-Class Retainagogue, IBSRELA at the American College of Gastroenterology's 2025 Annual MeetingArdelyx, Inc. announced that the company presented data supporting the company's first-in-class retainagogue, IBSRELA®? (tenapanor) at the American College of Gastroenterology's (ACG) Annual Scientific Meeting, now underway in Phoenix. IBSRELA is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. Results from these data build on the established efficacy, safety and tolerability profile of IBS-C and highlight the continued value in helping patients manage the burden of IBS-C. The survey was conducted to assess treatment satisfaction, IBS-C symptom resolution and improvement in quality of life. Overall, the findings support the effectiveness of tenapanor in the management of IBS-C, with a majority of patients reporting treatment satisfaction (88%) and improvements in constipation (95%), bloating (75%), and abdominal pain (84%). Overall, 76% of participants expressed that tenapanor is better than other IBS-C medications they have used.
お知らせ • Oct 15Ardelyx, Inc. Appoints Sue Hohenleitner as Principal Financial Officer, Effective November 4, 2025On October 13, 2025, the board of directors of Ardelyx, Inc. appointed Sue Hohenleitner as principal financial officer, effective November 4, 2025. Ms. Hohenleitner, age 55, worked at Johnson & Johnson (“J&J”), a publicly traded pharmaceutical, biotechnology, and medical technologies company, in various senior accounting and finance roles prior to joining the Company. Most recently, since August 2022, Ms. Hohenleitner served as the Vice President and Chief Financial Officer of Johnson & Johnson (J&J) Innovative Medicine North America (NA), leading financial strategies for a $36 billion commercial business, and from April 2019 to August 2022, Ms. Hohenleitner served as Vice President of Finance at J&J Innovation. From May 2018 to April 2019, Ms. Hohenleitner was Vice President of Finance, Acquisition and Divestiture Operations at J&J. From December 2015 to May 2018, Ms. Hohenleitner served as Vice President of Finance, J&J Supply Chain Deliver. Ms. Hohenleitner is a Certified Public Accountant in the Commonwealth of Pennsylvania and a Certified Management Accountant. She earned a Bachelor of Science in Accounting from La Salle University and a Master of Business Administration from Villanova.
お知らせ • Oct 13+ 1 more updateArdelyx, Inc. to Report Q3, 2025 Results on Oct 30, 2025Ardelyx, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 30, 2025
分析記事 • Oct 11Ardelyx, Inc. (NASDAQ:ARDX) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughThe Ardelyx, Inc. ( NASDAQ:ARDX ) share price has softened a substantial 26% over the previous 30 days, handing back...
お知らせ • Aug 05+ 2 more updatesArdelyx, Inc. Announces Executive ChangesArdelyx, Inc. announced changes to the Executive Leadership Team. The company announced the appointment of Edward Conner, M.D. to the position of Chief Medical Officer. Dr. Conner is a seasoned biopharmaceutical executive with more than two decades of experience advancing innovative therapies through clinical development and regulatory approval across a number of therapeutic areas. John Bishop, Ph.D. has been appointed to the newly established role of Chief Technical Operations Officer (CTOO), bringing more than 30 years of experience leading technical operations, quality assurance and chemistry, manufacturing and controls (CMC) regulatory activities across a wide range of pharmaceutical products at all stages of development and commercialization. The creation of the CTOO role and Dr. Bishop’s appointment reflects the growing and critical role technical operations plays in the long-term success of the company. The company also announced that Justin Renz, Chief Operations Officer (CFOO), is expected to leave the company. He will continue with the company through the earlier of the end of this year or until the company has appointed and completed a transition to a new Chief Financial Officer.
お知らせ • Jul 21Ardelyx, Inc. to Report Q2, 2025 Results on Aug 04, 2025Ardelyx, Inc. announced that they will report Q2, 2025 results on Aug 04, 2025
分析記事 • Jul 11There's No Escaping Ardelyx, Inc.'s (NASDAQ:ARDX) Muted Revenues Despite A 26% Share Price RiseArdelyx, Inc. ( NASDAQ:ARDX ) shareholders would be excited to see that the share price has had a great month, posting...
お知らせ • Jun 04Ardelyx, Inc. Announces Executive AppointmentsArdelyx, Inc. announced that Mike Kelliher, formerly Executive Vice President, Corporate Development and Strategy, has been promoted to Chief Business Officer, and James P. Brady has joined the company as Chief Human Resources Officer. Since joining Ardelyx in March 2024, Mr. Kelliher has established himself as important leader driving Ardelyx’s long-term growth and value creation strategies. In his newly expanded role as Chief Business Officer, Mr. Kelliher will be responsible for lifecycle and portfolio management, in addition to his previous responsibilities for business development and corporate strategy. Mr. Brady is a purpose-driven human resources executive with a proven track record of building organizations, leaders and teams in transformational life science and digital innovation technologies. Mr. Brady will be responsible for HR strategy and processes related to building and retaining a high performing team that can effectively support Ardelyx’s continued growth. Prior to joining Ardelyx, Mr. Kelliher served as Group Vice President, M&A and Business Development, at Horizon Therapeutics. Mr. Kelliher joined Horizon in 2014 and held roles of increasing responsibility on the team that led a successful growth and expansion agenda through acquisitions, development collaborations and other transactions, including the acquisition of Horizon by Amgen. Before his time at Horizon, from 2009 to 2014, Mr. Kelliher held financial roles at Elan Corporation (now Perrigo Company) and began his career in banking, public accounting and corporate finance. Mr. Kelliher currently serves on the board of directors of Capricor Therapeutics. Mr. Kelliher earned a Bachelor of Commerce from the University College Cork (Ireland) and is an Associated Chartered Accountant. Mr. Brady has extensive human resources and organizational and talent development experience. Most recently, Mr. Brady served as Chief Human Resources Officer at Spero Therapeutics. While at Spero, Mr. Brady oversaw all aspects of the human resources function and was instrumental in implementing the company’s hybrid work model and earning the company a Best Places to Work recognition by the Boston Business Journal. Prior to Spero, Mr. Brady held the role of Chief Human Resources Officer at uniQure, as well as roles of increasing responsibility at Intarcia Therapeutics, Genzyme Corporation, and Thomson Financial. Mr. Brady earned a Bachelor of Arts in history from Marietta College and a Master of Theological Studies from Harvard University.
分析記事 • May 15Benign Growth For Ardelyx, Inc. (NASDAQ:ARDX) Underpins Stock's 28% PlummetTo the annoyance of some shareholders, Ardelyx, Inc. ( NASDAQ:ARDX ) shares are down a considerable 28% in the last...
お知らせ • May 06Ardelyx, Inc. Presents Data Supporting IBSRELA (tenapanor) At Digestive Disease Week 2025 ConferenceArdelyx, Inc. announced that the company presented data supporting the company’s first-in-class retainagogue, IBSRELA (tenapanor), as well as results from the IBS in America 2024 supplemental survey, at the Digestive Disease Week Conference (DDW), now underway in San Diego. IBSRELA is approved by the U.S. Food and Drug Administration to treat irritable bowel syndrome with constipation (IBS-C) in adults. IBSRELA (tenapanor) is a locally acting inhibitor of the sodium/hydrogen exchanger 3 (NHE3), an antiporter expressed on the apical surface of the small intestine and colon primarily responsible for the absorption of dietary sodium. By inhibiting NHE3 on the apical surface of the enterocytes, tenapanor reduces absorption of sodium from the small intestine and colon, thus retaining luminal water content, which accelerates intestinal transit time and results in a softer stool consistency. IBSRELA has also been shown to reduce abdominal pain by decreasing visceral hypersensitivity and by decreasing intestinal permeability in animal models. In a rat model of colonic hypersensitivity, tenapanor reduced visceral hyperalgesia and normalized colonic sensory neuronal excitability. Irritable bowel syndrome with constipation (IBS-C) is a gastrointestinal disorder characterized by both abdominal pain and altered bowel movements, estimated to affect 12 million people in the U.S. IBS-C is associated with significantly impaired quality of life, reduced productivity, and substantial economic burden.
お知らせ • May 01Ardelyx, Inc., Annual General Meeting, Jun 18, 2025Ardelyx, Inc., Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 30Ardelyx, Inc. Appoints Merdad Parsey to Its Board of Directors, Effective April 28, 2025On April 28, 2025, the Company appointed Merdad Parsey, M.D., Ph.D, as a member of the Board of Directors (the “Board”) of Ardelyx, Inc., a Delaware corporation (the “Company”), effective immediately, to serve as a Class I director until the Company’s 2027 Annual Meeting of Stockholders and until his successor is duly elected and qualified, or until his earlier death, resignation or removal. Following Dr. Parsey’s appointment, the Class I directors will consist of William Bertrand, Jr., Esq., Onaiza Cadoret-Manier and Dr. Parsey. Dr. Parsey was also appointed to serve as a member of the Nominating and Corporate Governance Committee of the Board effective June 18, 2025. Following Dr. Parsey’s appointment, the Nominating and Corporate Governance Committee will consist of William Bertrand, Jr., Esq., as chairman, Onaiza Cadoret-Manier and Dr. Parsey. Dr. Parsey brings more than 25 years of experience in the pharmaceutical and biopharma industries in a variety of clinical development and leadership roles. Most recently, Dr. Parsey served as the chief medical officer at Gilead Sciences, Inc. from 2019 until his retirement in 2025. Prior to Gilead, from 2015 to 2019, Dr. Parsey served as senior vice president of early clinical development at Genentech, Inc. From 2010 to 2015, Dr. Parsey served as the chief executive officer of 3-V Biosciences (now Sagimet Biosciences). Earlier in his career, Dr. Parsey held roles of increasing responsibility in the field of clinical development at companies including Sepracor, Regeneron and Merck. Dr. Parsey currently serves on the board of directors of Sagimet Biosciences Inc. and ArriVent Biopharma, Inc. Dr. Parsey received his B.S. in microbiology and biochemistry at the University of Maryland and his M.D. and Ph.D. in immunology at the University of Maryland at Baltimore. He completed his internal medicine residency at Stanford University and his pulmonary and critical care fellowship at the University of Colorado. Dr. Parsey was Assistant Professor of Medicine and Director of Critical Care Medicine at the NYU School of Medicine.
新しいナラティブ • Apr 27Omnichannel Investments And Sales Teams Will Create Future IBSRELA Demand Strategic investments and an expanded sales team are expected to drive demand for IBSRELA, boosting revenue and market share.
お知らせ • Apr 17Ardelyx, Inc. to Report Q1, 2025 Results on May 01, 2025Ardelyx, Inc. announced that they will report Q1, 2025 results on May 01, 2025
お知らせ • Apr 11Ardelyx, Inc. to Present Post-Hoc Analysis of the Optimize Study Supporting XPHOZAH®? (Tenapanor)Ardelyx, Inc. announced that the company will present a post-hoc analysis of the OPTIMIZE Study, an open-label clinical trial of XPHOZAH®? (tenapanor), as a poster at the National Kidney Foundation (NKF) Spring Clinical Meetings, now underway in Boston. Ardelyx is also hosting an Exhibitor Showcase discussing hyperphosphatemia management. XPHOZAH is the first and only phosphate absorption inhibitor (PAI) approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. OPTIMIZE was a randomized, open label study which included 330 patients with chronic kidney disease (C KD) on dialysis with hyperphosphatemia. The study was designed to evaluate different methods of optimizing phosphorus management with XPHOZAH in both binder-naive and binder-treated patients.oster #G-310, entitled "Tenapanor-Treated Patients Using Over-the-Counter Antidiarrheal Agents Saw Decreased Stool Frequency and Improved Stool Consistency," is a post hoc analysis of the OPTIMIZE study and evaluated discontinuation rates and changes in stool frequency and consistency in patients receiving tenapanor who self-medicated with the over-the-counter antidiarrheal agent loperamide. The analysis found that among the 40% of patients with reported diarrhea, 9.7% of patients that were also using loperamide discontinued tenapanor due to diarrhea compared to 24.6% of patients not using loperamide. In conclusion, loperamide was identified as a treatment option to improve diarrhea emergent with tenapanor treatment. In addition to the poster presentation during NKF Spring Clinical Meetings, Ardelyx is sponsoring an Exhibitor Showcase titled: "A Different Perspective on Hyperphosphatemia Management: Evaluating Current Strategies" on April 11, 2025, from 12:00-12:35 PM EDT, where Dr. Vincent Carsillo, will discuss first-in-class PAI, XPHOZAH. The presentation will review the XPHOZAH mechanism of action, efficacy and safety data from the Phase 3 clinical trial program and will include a discussion about the clinical application of XPHOZAH as add-on therapy for the many dialysis patients on a phosphate binder with serum phosphorus levels above guideline-established targets. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH are a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Please see additional full Prescribing Information. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CkD) on maintenance dialysis.
お知らせ • Feb 26Ardelyx, Inc. Announces Approval of A New Drug Application for TenapanoArdelyx, Inc. announced the approval of a New Drug Application (NDA) by China’s Center for Drug Evaluation of the National Medical Products Administration for tenapanor to control serum phosphorus levels in dialysis patients with chronic kidney disease (CKD) who have an inadequate response or are intolerant to phosphorus binders. This approval triggers a $5 million milestone payment to Ardelyx under the terms of the license agreement between Ardelyx and its collaboration partner in China, Shanghai Fosun Pharmaceutical Industrial Development Co. Ltd. (Fosun Pharma). Under the terms of its agreement, Ardelyx is eligible to receive additional developmental and commercialization milestones of up to $100 million and tiered royalty payments on net sales ranging from the mid-teens to 20%. Data indicate that at the end of 2023, there were more than one million patients on maintenance hemodialysis in China, with an annual growth rate of approximately 12%. Among these patients, 76% have hyperphosphatemia, and the rate of achieving target phosphate levels is only 39% (according to China’s hemodialysis quality control standards: serum phosphate 1.13–1.78 mmol/L). If the target range for serum phosphate is set at 0.87–1.45 mmol/L, as stipulated by the Chinese guidelines for the diagnosis and treatment of Chronic Kidney Disease Mineral and Bone Disorder, the achievement rate decreases to 26.7%. The NDA in China was supported by data from two studies undertaken by Fosun Pharma, a single pharmacokinetic study and a single pivotal trial in patients with CKD on dialysis, in addition to Ardelyx clinical studies. Fosun Pharma has the exclusive rights to market and sell tenapanor in China, Hong Kong and Macau. Tenapanor will be marketed with the Chinese trade name Wan Ti Le.
Seeking Alpha • Feb 24Ardelyx: Limited Pipeline, Rising Costs, And Uncertain Growth Ahead (Downgrade)Summary Ardelyx, Inc. faces significant challenges in 2025 due to Xphozah's reimbursement issues and modest growth from Ibsrela, prompting a downgrade to "sell" and "market underperform." Xphozah's inclusion in a bundled system and loss of Medicare Part D coverage limits revenue potential, despite the company's $750 million annual sales guidance. Increased SG&A expenses and looming debt obligations raise concerns about Ardelyx's ability to achieve consistent profitability and fund necessary R&D investments. ARDX has strong liquidity with a current ratio over 2, but cash-generating capability and limited pipeline cast doubt on sustaining a $1 billion-plus market valuation. Read the full article on Seeking Alpha
分析記事 • Feb 17There's No Escaping Ardelyx, Inc.'s (NASDAQ:ARDX) Muted RevenuesArdelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 5.4x might make it look like a strong buy right now...
お知らせ • Jan 31Ardelyx, Inc. to Report Q4, 2024 Results on Feb 20, 2025Ardelyx, Inc. announced that they will report Q4, 2024 results on Feb 20, 2025
Seeking Alpha • Dec 20Ardelyx: A Small Bet Its Latest Setback Will Be TemporarySummary Ardelyx's stock has fallen substantially after a court dismissed its lawsuit against the CMS, impacting Xphozah's profitability due to Medicare bundling changes starting January 2025. Ardelyx's tenapanor franchise, including Ibsrela and Xphozah, shows strong sales growth, but Xphozah's future is uncertain without Medicare Part D coverage. Management's gamble to avoid TDAPA and provide Xphozah for free to Medicare patients impacts profitability, but analysts remain optimistic with numerous Buy ratings. The stock now is trading at just over three times FY24 sales net of cash, presenting a 'speculative buy' opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Nov 24Ardelyx Lost The Lawsuit, But The Kidney PATIENT Act Will Save ItSummary Ardelyx lost a lawsuit against Medicare, impacting XPHOZAH's revenue potential, with no other major prospects in its pipeline. CMS's decision to move XPHOZAH to the bundled payment system significantly reduces its revenue, forcing Ardelyx to negotiate complex reimbursements. The Kidney PATIENT Act, if passed, will delay the inclusion of oral-only ESRD drugs in the bundled payment system, benefiting Ardelyx until 2027. Despite the lawsuit loss, bipartisan support for the Kidney PATIENT Act offers hope for Ardelyx's financial stability and tenapanor's coverage. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14Ardelyx's Medicare Setback Casts Doubt On Long-Term ViabilitySummary Ardelyx’s Q3 revenue grew to $98 million, with strong Xphozah sales despite CMS’s recent bundling ruling impacting future reimbursement. The CMS lawsuit dismissal affected Xphozah’s reimbursement prospects, creating significant regulatory uncertainty and limiting Ardelyx’s revenue control. Ibsrela faces substantial competition in the IBS-C market, with lofty revenue projections likely overstating its realistic market share. Ardelyx’s cash runway is around three years, bolstered by a $49.7 million loan, but rising SG&A expenses pose a long-term risk. I recommend a cautious hold for Ardelyx due to regulatory headwinds, competitive pressures, and uncertain long-term growth beyond tenapanor. Read the full article on Seeking Alpha
分析記事 • Nov 03Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsInvestors in Ardelyx, Inc. ( NASDAQ:ARDX ) had a good week, as its shares rose 5.5% to close at US$6.09 following the...
分析記事 • Oct 24Ardelyx, Inc.'s (NASDAQ:ARDX) Shares Lagging The Industry But So Is The BusinessWith a price-to-sales (or "P/S") ratio of 6.3x Ardelyx, Inc. ( NASDAQ:ARDX ) may be sending very bullish signals at the...
お知らせ • Oct 17Ardelyx, Inc. to Report Q3, 2024 Results on Oct 31, 2024Ardelyx, Inc. announced that they will report Q3, 2024 results on Oct 31, 2024
お知らせ • Oct 16Ardelyx, Inc. to Present Additional Data Supporting First-In-Class XPHOZAH (tenapanor) for Adults with Chronic Kidney Disease on Dialysis at the American Society of Nephrology's Kidney WeekArdelyx, Inc. announced that additional data supporting XPHOZAH (tenapanor) will be presented at the American Society of Nephrology's (ASN) Kidney Week, to be held October 24-27, 2024, in San Diego. XPHOZAH, the first and only phosphate absorption inhibitor (PAI), is approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action that blocks phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. In addition to the poster presentations during ASN Kidney Week, Ardelyx is sponsoring an Exhibitor Spotlight titled: “A Different Perspective on Hyperphosphatemia Management: Evaluating Current Strategies,” on October 25, 2024, from 11:00 – 11:45 AM PDT, where Steven Fishbane, MD, will discuss first-in-class PAI, XPHOZAH. The presentation will review the XPHOZAH mechanism of action, efficacy and safety data from the Phase 3 clinical trial program and will include a discussion about the clinical application of XPHOZAH as add-on therapy for the many dialysis patients on a phosphate binder with serum phosphorus levels above guideline-established targets. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH is a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CKD) on maintenance dialysis. The kidneys are responsible for eliminating excess phosphate and as kidney function declines, phosphate is not adequately eliminated from the body. As a result, hyperphosphatemia is a nearly universal condition among people with CKD on maintenance dialysis, with internationally recognized KDIGO treatment guidelines that recommend lowering elevated phosphate levels toward the normal range (2.5-4.5mg/dL).
お知らせ • Oct 09Ardelyx, Inc. Announces Publication of A Review Article Exploring the Patient Burden and Therapeutic Landscape of IBS-C in the U.S. in Clinical and Experimental GastroenterologyArdelyx, Inc. announced the recent publication of a review article, titled “Review of the Patient Burden and Therapeutic Landscape of Irritable Bowel Syndrome With Constipation in the United States” in Clinical and Experimental Gastroenterology, an international, peer reviewed, open access journal focusing on all aspects of gastroenterology research, as well as clinical results in human, animal and in vitro studies that shed light on disease processes and potential new therapies. The article provides an overview of treatment options and disease management for irritable bowel syndrome with constipation (IBS-C) from a U.S. perspective and discusses the importance of the relationship between patient and health care provider in diagnosis and treatment. It recommends a positive diagnostic strategy for IBS-C, based on clinical history, physical examination, and minimal laboratory tests. The authors review the substantial societal burden in terms of health care costs, opportunity costs and decreased quality of life that comes with IBS-C. The article also reviews the treatment journey a patient with IBS-C may experience, beginning with lifestyle interventions and nonpharmacologic options, with progression to a U.S. FDA-approved therapy. IBSRELA® (tenapanor) is identified as one of the currently approved therapies, with data from the T3MPO-1 and T3MPO-2 studies included within the review. IBSRELA is a first-in-class treatment for IBS-C in adults that is approved by the U.S. Food and Drug Administration.
分析記事 • Aug 25Is Ardelyx (NASDAQ:ARDX) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Aug 19Robbins LLP Informs Ardelyx, Inc. Stockholders of the Class ActionRobbins LLP informed investors that a shareholder filed a class action on behalf of all persons and entities that purchased or otherwise acquired Ardelyx, Inc. securities between October 31, 2023 and July 1, 2024. Ardelyx is a biotechnology company focused on developing and commercializing therapies for, among other things, patients with chronic kidney disease (“CKD”). According to the complaint, during the class period, in its Forms 10-Q filed on October 31, 2023, and May 2, 2024, and in its Form 10-K filed on February 22, 2024, Ardelyx indicated that it would apply to include XPHOZAH (its drug that reduces elevated levels of phosphorus in the bloodstream in CKD patients on dialysis who either cannot tolerate or did not adequately respond to other therapies) in TDAPA. Further, on an earnings call on May 2, 2024, defendant Michael Raab advised analysts that "our intent is to enter TDAPA." On July 2, 2024, Ardelyx issued a press release announcing that it had chosen not to apply to include XPHOZAH in TDAPA.
お知らせ • Aug 08Ardelyx, Inc. Appoints Eric Foster as Chief Commercial OfficerArdelyx, Inc. announced the appointment of Eric Foster as the company’s Chief Commercial Officer. Mr. Foster is an experienced leader with more than 23 years of commercial experience for significant global biotech and pharmaceutical companies across numerous complex rare disease and specialty markets. Mr. Foster will be responsible for leading all commercial strategies for the company’s two first-in-class medicines, IBSRELA® (tenapanor) and XPHOZAH® (tenapanor), as well as supporting the development and launch of future commercial products. Most recently, Mr. Foster served as Senior Vice President and U.S. General Manager at Amgen following the acquisition of Horizon Therapeutics in October 2023 where he served as Senior Vice President and General Manager of the Gout and Ophthalmology Business Units. While at Horizon, Mr. Foster established a new market strategy and transformed the pricing and access strategies, creating customer stability and record growth. Prior to his time at Horizon Therapeutics, from 2010 to 2021, Mr. Foster held roles of increasing responsibility within the sales and marketing organization at GlaxoSmithKline across a variety of immunology and rare disease products, including serving as Vice President of Immunology Marketing, Senior Global Marketing Director and Field Sales Vice President. Mr. Foster began his career in sales and market access at Johnson & Johnson. Mr. Foster holds a Bachelor of Arts in Economics degree from the University of Georgia and a Master of Business Administration from Auburn University.
分析記事 • Aug 07Party Time: Brokers Just Made Major Increases To Their Ardelyx, Inc. (NASDAQ:ARDX) Earnings ForecastsArdelyx, Inc. ( NASDAQ:ARDX ) shareholders will have a reason to smile today, with the analysts making substantial...
Seeking Alpha • Aug 05Ardelyx Faces Rising Challenges Despite Revenue GrowthSummary Ardelyx's Q2 2024 revenues increased significantly to $73.2 million from $22.3 million in Q2 2023. SG&A expenses rose to $64.7 million in Q2 2024 due to commercialization efforts for Ibsrela and Xphozah. Despite revenue growth, Ardelyx reported a net loss of $16.5 million in Q2 2024, similar to Q2 2023. Xphozah revenue growth is impressive, but challenges with reimbursement may impact future revenues. ARDX remains a "hold" with increased caution due to reimbursement challenges, ongoing operating losses, and competitive pressures. Read the full article on Seeking Alpha
分析記事 • Aug 04Earnings Beat: Ardelyx, Inc. (NASDAQ:ARDX) Just Beat Analyst Forecasts, And Analysts Have Been Lifting Their ForecastsArdelyx, Inc. ( NASDAQ:ARDX ) just released its latest second-quarter results and things are looking bullish. The...
お知らせ • Jul 31Ardelyx, Inc. Announces Publication of Two Plain Language Summaries from XPHOZAH®? (tenapanor) Clinical Trials in Current Medical Research and OpinionArdelyx, Inc. announced the publication of plain language summaries of results from two clinical trials on XPHOZAH®? (tenapanor), NORMALIZE and OPTIMIZE, in Current Medical Research and Opinion. The plain language summaries were developed by the authors to help adult patients with chronic kidney disease receiving dialysis, and their family members and caregivers, better understand some of the safety and efficacy data related to XPHOZAH. XPHOZAH, the first and only phosphate absorption inhibitor (PAI), is approved by the U.S. Food and Drug Administration to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. XPHOZAH offers a different mechanism of action, blocking phosphate absorption at the primary pathway and is administered as a single tablet taken twice daily. Current Medical Research and Opinion is an international journal that publishes research focused on new and existing drugs and therapies, best practices in patient care, developments in diagnostic medicine and medical technology, and innovations in medical and scientific publishing. XPHOZAH, discovered and developed by Ardelyx, is a first-in-class, phosphate absorption inhibitor with a differentiated mechanism of action that acts locally in the gut to inhibit the sodium hydrogen exchanger 3 (NHE3), thereby reducing phosphate absorption through the paracellular pathway, the primary pathway of phosphate absorption. XPHOZAH is a single tablet, taken twice daily. Diarrhea was the most common side effect experienced by patients taking XPHOZAH in clinical trials. Patients completing the Phase 3 PHREEDOM trial from both the XPHOZAH arm and the sevelamer safety control arm had the option to participate in NORMALIZE, an open-label 18-month extension study. Patients entering the study from the XPHOZAH arm with serum phosphate levels in the normal range were followed with no medication changes. Patients entering the study from the XPHOZAH arm with serum phosphate greater than 4.5 mg/dL had sevelamer tablets added incrementally to achieve normal serum phosphate levels. Patients entering the study from the sevelamer safety control arm had XPHOZAH tablets added to their treatment regimen while reducing sevelamer tablets based on their serum phosphate value to achieve normal serum phosphate levels. The primary objective of the study was to evaluate the ability of XPHOZAH alone or in combination with sevelamer to achieve serum phosphate levels within the normal range (2.5 to 4.5 mg/dL) in patients with CKD on maintenance dialysis whose serum phosphate levels were greater than 6.0 mg/dL at baseline. OPTIMIZE was a randomized, open label study, which included 330 patients with chronic kidney disease (CKD) on dialysis with hyperphosphatemia. The study was designed to evaluate different methods of initiating XPHOZAH to optimize phosphorus management in both binder-naïve and binder-treated patients. The objective was to evaluate the ability of XPHOZAH, with its novel blocking mechanism, administered as core therapy for the treatment of hyperphosphatemia in adult patients with chronic kidney disease (CKD) on dialysis, alone or in combination with phosphate binders, to achieve target serum phosphorus (s-P) levels =5.5 mg/dL. The study enrolled patients with s-P >5.5 and =10.0 mg/dL during stable phosphate binder treatment which were randomized in a 1:1 ratio to two different treatment cohorts, as well as patients who were phosphate binder naïve with s-P >4.5 and =10.0 mg/dL in a third cohort. Hyperphosphatemia is a serious condition, defined as elevated levels of phosphate in the blood, which affects the vast majority of the 550,000 patients in the United States with chronic kidney disease (CKD) on maintenance dialysis. The kidneys are responsible for eliminating excess phosphate and as kidney function declines, phosphate is not adequately eliminated from the body. As a result, hyperphosphatemia is a nearly universal condition among people with CKD on maintenance dialysis, with internationally recognized KDIGO treatment guidelines that recommend lowering elevated phosphate levels toward the normal range (2.5-4.5mg/dL).
お知らせ • Jul 18Ardelyx, Inc. to Report Q2, 2024 Results on Aug 01, 2024Ardelyx, Inc. announced that they will report Q2, 2024 results on Aug 01, 2024
Seeking Alpha • Jul 13Ardelyx: Increased Focus On Ibsrela Due To Xphozah's Uncertain OutlookSummary Ardelyx declined last week after the company said it will not apply for TDAPA with the CMS for Xphozah to be included in the bundle in 2025. Legislative efforts may provide temporary relief for Xphozah, but its long-term future remains uncertain. The uncertainty around Xphozah put more pressure on Ibsrela to perform in the IBS-C market. Ardelyx can deliver long-term shareholder value based on Ibsrela alone and Xphozah offers significant upside optionality. Read the full article on Seeking Alpha
分析記事 • Jul 05Why Investors Shouldn't Be Surprised By Ardelyx, Inc.'s (NASDAQ:ARDX) 25% Share Price PlungeThe Ardelyx, Inc. ( NASDAQ:ARDX ) share price has fared very poorly over the last month, falling by a substantial 25...
お知らせ • Jul 03+ 1 more updateArdelyx, Inc.(NasdaqGM:ARDX) dropped from Russell Small Cap Comp Value IndexArdelyx, Inc.(NasdaqGM:ARDX) dropped from Russell Small Cap Comp Value Index
お知らせ • Jul 02Ardelyx, Inc. Chooses Not to File for TDAPA to Preserve Patient Access to XPHOZAHArdelyx, Inc. announced that, in an effort to preserve patient access to its phosphate absorption inhibitor XPHOZAH (tenapanor), the Company has chosen not to apply to include XPHOZAH in the Centers for Medicare & Medicaid Services (CMS) End-Stage Renal Disease (ESRD) Prospective Payment System (PPS) Transitional Drug Add-on Payment Adjustment (TDAPA). Ardelyx’s analysis of the CMS policy to include oral-only medicines in the PPS and the Calendar Year 2025 ESRD PPS Proposed Rule released on June 27, 2024, revealed that the policy and the manner in which CMS intends to implement it are likely to cause significant restrictions on the use of XPHOZAH for all patients, irrespective of insurance coverage, because it interferes with the essential and appropriate shared decision-making between healthcare professionals and their patients. XPHOZAH was approved by the U.S. Food and Drug Administration in October 2023 to reduce serum phosphorus in adults with chronic kidney disease (CKD) on dialysis as add-on therapy in patients who have an inadequate response to phosphate binders or who are intolerant of any dose of phosphate binder therapy. 80% of patients with CKD on dialysis require prescription therapy to lower elevated levels of serum phosphorus. Phosphate binders are not sufficient for a majority of patients to achieve and maintain phosphorus levels within target range. XPHOZAH is a single tablet taken twice daily that offers a first-in-class mechanism of action that blocks phosphate absorption through its primary pathway.
お知らせ • May 25Ardelyx, Inc. Announces Rodriguez Would Resign as Chief Commercial OfficerOn May 22, 2024, Susan Rodriguez and Ardelyx, Inc. mutually determined that Ms. Rodriguez would resign as the Company’s Chief Commercial Officer. To support the transition, Ms. Rodriguez will remain in an advisory role to the Company through the end of 2024.
Recent Insider Transactions • May 25President recently sold US$246k worth of stockOn the 21st of May, Michael Raab sold around 31k shares on-market at roughly US$7.81 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$782k. Michael has been a net seller over the last 12 months, reducing personal holdings by US$537k.
Recent Insider Transactions • May 12Insider recently sold US$782k worth of stockOn the 6th of May, Robert Felsch sold around 89k shares on-market at roughly US$8.80 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.
Seeking Alpha • May 10Ardelyx: Strong Execution, Fairly ValuedSummary Ardelyx has seen a substantial increase in its stock price since late 2022, when we last profiled the company, and Ardelyx recently posted better-than-expected quarterly results. The company has done a good job managing the launch of its flagship drug tenapanor, which is now approved for two indications. Ardelyx is posting impressive sales growth and is projected to be profitable in FY2025. An updated analysis around Ardelyx follows in the paragraphs below. Read the full article on Seeking Alpha
Major Estimate Revision • May 09Consensus revenue estimates increase by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$208.8m to US$245.7m. EPS estimate unchanged from -US$0.34 at last update. Biotechs industry in the US expected to see average net income decline 9.8% next year. Consensus price target of US$13.83 unchanged from last update. Share price rose 28% to US$8.48 over the past week.
Recent Insider Transactions Derivative • May 06Insider notifies of intention to sell stockElizabeth Grammer intends to sell 45k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of May. If the sale is conducted around the recent share price of US$9.00, it would amount to US$405k. Since June 2023, Elizabeth's direct individual holding has decreased from 333.42k shares to 312.99k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 04Ardelyx, Inc. (NASDAQ:ARDX) Reported Earnings Last Week And Analysts Are Already Upgrading Their EstimatesArdelyx, Inc. ( NASDAQ:ARDX ) defied analyst predictions to release its first-quarter results, which were ahead of...
Reported Earnings • May 03First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: US$0.11 loss per share (improved from US$0.13 loss in 1Q 2023). Revenue: US$46.0m (up 305% from 1Q 2023). Net loss: US$26.5m (loss narrowed 1.0% from 1Q 2023). Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Breakeven Date Change • May 03Forecast breakeven date pushed back to 2026The 9 analysts covering Ardelyx previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 61% per year to 2025. The company is expected to make a profit of US$138.0m in 2026. Average annual earnings growth of 63% is required to achieve expected profit on schedule.
Seeking Alpha • May 03Ardelyx Stock: A Crowded Market Curbs The Enthusiasm (Rating Downgrade)Summary Since my previous review, Ardelyx stock has risen over 100%, driven by promising developments in its drug portfolio. Ardelyx raised U.S. revenue forecasts for Ibsrela in IBS-C to $1 billion, targeting about 10% of the market. Q1 earnings showed strong revenue growth but were offset by doubled SG&A expenses, maintaining a net loss. Downgrading ARDX stock to "Hold" due to the current valuation fully reflecting tenapanor's potential, despite financial and operational risks. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • May 01President notifies of intention to sell stockMichael Raab intends to sell 30k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of April. If the sale is conducted around the recent share price of US$6.40, it would amount to US$192k. For the year to December 2017, Michael's total compensation was 33% salary and 67% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2023, Michael's direct individual holding has increased from 913.02k shares to 1.34m. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 01Ardelyx, Inc., Annual General Meeting, Jun 14, 2024Ardelyx, Inc., Annual General Meeting, Jun 14, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect two class i directors to hold office until the 2027 annual meeting of stockholders and until their successors are elected and qualified; to approve the amended and restated 2014 equity incentive award plan; to approve the amended and restated 2014 employee stock purchase plan; to approve, on a non-binding, advisory basis, the compensation of named executive officers; to ratify the selection, by the audit and compliance committee of board of directors, of Ernst & Young LLP as the independent registered public accounting firm of the company for the fiscal year ending December 31, 2024; and to transact other business.
お知らせ • Apr 20Ardelyx, Inc. to Report Q1, 2024 Results on May 02, 2024Ardelyx, Inc. announced that they will report Q1, 2024 results on May 02, 2024
分析記事 • Apr 17Ardelyx, Inc.'s (NASDAQ:ARDX) Popularity With Investors Is Under Threat From OverpricingIt's not a stretch to say that Ardelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 12.7x right now seems...
Price Target Changed • Apr 05Price target increased by 7.1% to US$13.39Up from US$12.50, the current price target is an average from 9 analysts. New target price is 79% above last closing price of US$7.50. Stock is up 70% over the past year. The company is forecast to post a net loss per share of US$0.44 next year compared to a net loss per share of US$0.30 last year.
お知らせ • Mar 26Ardelyx, Inc. Announces the Appointment of Mike Kelliher as Executive Vice President, Corporate Development and StrategyArdelyx, Inc. announced the appointment of Mike Kelliher as Executive Vice President, Corporate Development and Strategy. Mr. Kelliher, an accomplished leader with more than 20 years of experience in the biopharmaceutical industry, brings to Ardelyx an extensive array of mergers and acquisitions, business development, strategy, finance and operational leadership expertise from leading biotechnology and global pharmaceutical companies. Most recently, Mr. Kelliher served as Group Vice President, M&A and Business Development, at Horizon Therapeutics, a global biotechnology company focused on researching, developing and commercializing medicines for rare, autoimmune and severe inflammatory diseases. Mr. Kelliher joined Horizon in 2014 and held roles of increasing responsibility on the team that led an aggressive growth and expansion agenda through acquisitions, development collaborations and other transactions, including the acquisition of Horizon by Amgen. He was instrumental in transforming Horizon into a $28 billion innovation-driven biotech company. Prior to his time at Horizon, from 2009 to 2014, Mr. Kelliher held financial roles at Elan Corporation (now Perrigo Company), a leading global pharmaceutical company where he oversaw strategic partnerships and collaborations and advised its Board of Directors and senior leadership on investments, business development, product commercialization and asset monetization. Mr. Kelliher began his career in banking, public accounting and corporate finance and holds a Bachelor of Commerce degree from the University College Cork (Ireland). He is also an Associated Chartered Accountant.
Recent Insider Transactions Derivative • Mar 23Insider notifies of intention to sell stockElizabeth Grammer intends to sell 86k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of March. If the sale is conducted around the recent share price of US$7.73, it would amount to US$665k. Since June 2023, Elizabeth's direct individual holding has increased from 333.42k shares to 398.99k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 13Ardelyx Shrugs Off 'Mixed' Q4 EarningsSummary Shares tanked 16% within the first 18 minutes of the press release, and dipped even lower in pre-market trading. Market sentiment was countered by bullish stances from at least four firms. Yet Wall Street continues to be oblivious, with only one of them mentioning XPHOZAH revenue contributions. UpToDate, the leading clinical decision tool for most doctors, supports the use of XPHOZAH. The nation’s top insurer, cost-conscious Kaiser Permanente, is spearheading the charge to provide broad access for XPHOZAH. In recent, near-unanimous positive vote for H.R. 5074, many members of Congress back the continuation of Medicare coverage for XPHOZAH. Read the full article on Seeking Alpha
お知らせ • Mar 06Ardelyx, Inc. announced that it has received $50 million in fundingOn March 5, 2024, Ardelyx, Inc. closed the transaction. The company has received $50 million in the transaction. As part of the transaction, SLR Investment Corp. as a collateral agent.
Major Estimate Revision • Feb 29Consensus EPS estimates fall by 95%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$206.8m to US$211.0m. Forecast EPS reduced from -US$0.229 to -US$0.446 per share. Biotechs industry in the US expected to see average net income decline 8.6% next year. Consensus price target up from US$12.50 to US$13.31. Share price rose 11% to US$9.46 over the past week.
分析記事 • Feb 24Earnings Update: Ardelyx, Inc. (NASDAQ:ARDX) Just Reported Its Yearly Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Ardelyx, Inc. ( NASDAQ:ARDX ) filed its full-year result this time last week. The...
Reported Earnings • Feb 24Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$0.30 loss per share (improved from US$0.42 loss in FY 2022). Revenue: US$124.5m (up 139% from FY 2022). Net loss: US$66.1m (loss narrowed 1.7% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Biotechs industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Seeking Alpha • Feb 20Ardelyx Q4 Preview: Recent Bull Run May Pause While Market Digests 2024 GuidanceSummary Ardelyx, Inc. shares have seen significant growth, up by 47% year-to-date and over 250% on a 5-year basis. The company markets and sells tenapanor, a drug approved for the treatment of Irritable Bowel Syndrome with constipation (IBS-C) and Chronic Kidney Disease, or CKD. Ardelyx recently shared expectations for "blockbuster" sales from Ibsrela in IBS-C, and $140-$150m revenues in 2024. If Ibsrela is set to become a blockbuster, it seems likely Xphozah will achieve the same in CKD - management will set revenue expectations for 2024 when earnings are announced Thursday. Given the recent bull run on shares - up >200% across the past year - I am assigning a "hold" recommendation, but after many years of struggle, management finally has its approval in CKD and it is not hard to see how Ardelyx could become a >$3-$5bn market cap company in time. Read the full article on Seeking Alpha
お知らせ • Feb 02Ardelyx, Inc. to Report Q4, 2023 Results on Feb 22, 2024Ardelyx, Inc. announced that they will report Q4, 2023 results on Feb 22, 2024
Seeking Alpha • Jan 31Ardelyx's XPHOZAH Still An Afterthought To The ProsSummary Analysts are impressed by Ibsrela but still on the fence with Xphozah. Xphozah has shown up early on several top health plan formularies. After this month's preview, Wall Street may get Q4 earnings right but deeply underestimate 2024. Read the full article on Seeking Alpha
Major Estimate Revision • Jan 22Consensus estimates of losses per share improve by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from US$119.0m to US$124.5m. EPS estimate increased from -US$0.299 per share to -US$0.269 per share. Biotechs industry in the US expected to see average net income growth of 8.6% next year. Consensus price target up from US$11.79 to US$12.50. Share price fell 8.3% to US$8.28 over the past week.
Seeking Alpha • Jan 10Ardelyx: FDA Approval For Xphozah Grants Further Sales EnhancementSummary Ardelyx received FDA approval of its drug XPHOZAH for the treatment of hyperphosphatemia in patients with CKD after overcoming several regulatory hurdles. U.S. net product revenues of XPHOZAH, for the first quarter of its commercialization, are expected to be $2.5 million. Peak Sales of IBSRELA, approved for the treatment of patients with irritable bowel syndrome with constipation, has been guided higher to $1 billion. XPHOZAH has the ability to do well on the market because it can be given alongside phosphate binders; It is not a phosphate binder itself or a phosphate absorption inhibitor. Read the full article on Seeking Alpha
分析記事 • Jan 04Ardelyx, Inc.'s (NASDAQ:ARDX) Business Is Yet to Catch Up With Its Share PriceThere wouldn't be many who think Ardelyx, Inc.'s ( NASDAQ:ARDX ) price-to-sales (or "P/S") ratio of 10.6x is worth a...
