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H.C. Wainwright bullish on Esperion's royalty deal, maintains Buy rating on shares

EditorIsmeta Mujdragic
Published 07/01/2024, 08:51 AM
ESPR
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On Monday, Esperion (NASDAQ:ESPR) Therapeutics (NASDAQ:ESPR) retained a Buy rating and a $16.00 price target from H.C. Wainwright. The firm's positive stance comes after Esperion's announcement last Thursday, June 28, of a new royalty purchase agreement with OMERS Life Sciences. Esperion has received a substantial $304.7 million cash infusion from the deal in exchange for its royalty entitlement on net sales in Europe of NILEMDO and NUSTENDI by Daiichi Sankyo Europe (DSE).

Under the agreement, OMERS Life Sciences is set to receive tiered royalty payments from the net sales of BDA products in Europe. These payments will vary between 15% to 25% until OMERS has received 1.7 times the initial investment amount. After reaching this threshold, the royalty entitlements are expected to revert back to Esperion, potentially adding up to $300 million based on DSE's commercial performance.

Esperion has utilized the funds from this transaction to pay off and terminate the Oberland Capital revenue interest facility ahead of schedule and at a discounted rate. This financial move is seen as a strategic effort to strengthen Esperion's balance sheet and enhance its ability to concentrate on marketing its products NEXLETOL and NEXLIZET in the U.S. market.

The company is now poised to dedicate its resources and efforts toward the commercialization of its BDA products in the United States. Stakeholders and observers are anticipating further updates related to BDA sales and developments in the near future. The maintained Buy rating and price target reflect confidence in Esperion's strategic initiatives and future prospects.

InvestingPro Insights

Esperion Therapeutics (NASDAQ:ESPR) has recently been under the spotlight following the new royalty purchase agreement, and the latest data from InvestingPro provides additional context for investors. The company's market capitalization stands at $420.6 million, reflecting its current valuation in the market. Esperion's substantial revenue growth over the last twelve months is noteworthy, with an increase of 183.74%, signaling strong sales performance. Specifically, the quarterly revenue growth rate was an impressive 466.14% in Q1 2024, showcasing a significant surge in sales during that period.

InvestingPro Tips highlight that while analysts are not expecting Esperion to be profitable this year, they have revised their earnings upwards for the upcoming period, indicating a potential shift in the company's financial trajectory. Additionally, Esperion's liquid assets surpass its short-term obligations, suggesting a stable liquidity position for the company. For investors seeking more in-depth analysis and additional tips, InvestingPro offers further insights, including a total of 7 additional InvestingPro Tips for Esperion. Interested readers can use the coupon code PRONEWS24 to get an extra 10% off a yearly or biyearly Pro and Pro+ subscription, which could provide valuable guidance in navigating Esperion's future financial performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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