FILSPARI’s New Clinical Data Might Change the Case for Investing in Travere Therapeutics (TVTX)

• Earlier this month, Travere Therapeutics announced it would present 11 abstracts, including a late-breaking poster, showcasing new data on FILSPARI at the American Society of Nephrology Kidney Week 2025 in Houston, TX, with real-world and late-breaking clinical results highlighting FILSPARI’s ability to lower proteinuria and potentially preserve kidney function in rare kidney diseases.
• The late-breaking data from the DUPLEX and SPARTAN studies suggest FILSPARI may offer consistent benefits across different levels of disease severity and treatment backgrounds, reinforcing its role as a potential foundational treatment in these indications.
• We'll examine how the robust FILSPARI clinical results at ASN Kidney Week may influence Travere's future market potential and investment case.

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Travere Therapeutics Investment Narrative Recap

To be a Travere Therapeutics shareholder, you need to believe that FILSPARI can secure a foundational role in treating rare kidney diseases, driving both near- and long-term growth. The latest news of positive real-world and late-breaking data for FILSPARI is encouraging for its market potential, but has not made a material change to the timeline or likelihood of FDA approval for FSGS, the most important short-term catalyst. The key risk remains Travere’s heavy reliance on FILSPARI, as setbacks could impact revenue and market share.

Among recent announcements, the September FDA communication that no advisory committee is needed for FILSPARI’s FSGS application stands out. This keeps the regulatory process on track, maintaining January 2026 as a pivotal date, and highlights how near-term catalysts are more dependent on regulatory outcomes than on new clinical data alone.

However, investors should be aware that despite these advances, the risks tied to regulatory uncertainties for FILSPARI’s broader approval remain significant, especially if...

Read the full narrative on Travere Therapeutics (it's free!)

Travere Therapeutics is projected to reach $832.7 million in revenue and $221.2 million in earnings by 2028. This outlook is based on a forecasted annual revenue growth rate of 35.6% and an earnings increase of $390.2 million from current earnings of -$169.0 million.

Uncover how Travere Therapeutics' forecasts yield a $35.71 fair value, a 31% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community range between US$19.04 and US$38.10, revealing wide differences in growth expectations. As you explore these perspectives, factor in that many see the potential label expansion for FILSPARI as a defining catalyst for Travere’s future performance.

Explore 6 other fair value estimates on Travere Therapeutics - why the stock might be worth as much as 39% more than the current price!

Build Your Own Travere Therapeutics Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Travere Therapeutics research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Travere Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Travere Therapeutics' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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