London · Delayed Price · Currency is GBP · Price in GBX Shield Therapeutics Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 54% year-over-year revenue growth, driven by U.S. Accrufer sales and a $7.9M China milestone payment. EBIT profitability was achieved, and the company is expanding globally while pivoting to commercial channels amid Medicaid changes in New York.
Fiscal Year 2025
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Cash flow positive in Q4 2025, with $50M in annual revenue and 56% U.S. growth. ACCRUFeR leads the U.S. market, with international expansion and new pediatric indications underway. Profitability and further portfolio diversification targeted for 2026.
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Q3 2025 saw strong revenue and prescription growth for Accrufer, with robust digital and sales force strategies driving market expansion. Cash flow positivity is expected by Q4 2025, and ex-U.S. growth continues with new launches and regulatory progress. Influencer marketing and targeted outreach are delivering measurable results.
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ACCRUFeR saw record Q2 growth, doubling net revenues to $12.8 million and achieving 47,000 prescriptions, driven by expanded digital marketing and optimized sales force. Global partnerships and pediatric expansion support continued momentum, with cash flow positivity targeted by end-2025.
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ACCRUFeR sales rebounded strongly in Q1 2025 after weather disruptions, with March delivering the second highest non-consignment sales ever. Strategic focus on digital marketing, sales force realignment, and reducing consignment business supports confidence in reaching cash flow positivity by year-end.
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ACCRUFeR achieved strong 2024 growth, with revenues up 153% and a focus on higher-margin sales. Strategic realignment, expanded digital marketing, and global launches are expected to drive further growth and support the goal of cash flow positivity by end of 2025.
Fiscal Year 2024
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Q3 2024 saw strong ACCRUFeR prescription growth and stable pricing, with revenues reaching $7.2 million and a 20% increase in volume. Cost reductions, expanded financing, and a planned $10 million equity raise aim to achieve cash flow positivity by end-2025. Ongoing global expansion and robust U.S. market performance support a positive outlook.
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H1 2024 saw ACCRUFeR revenues triple year-over-year, driven by U.S. growth and global partnerships. Break-even is targeted for H2 2025, with further price and prescription growth expected. Liquidity was bolstered by milestone monetization and financing initiatives.