Heron Therapeutics(HRTX)
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What Makes Heron Therapeutics (HRTX) a Strong Momentum Stock: Buy Now?
zacks.com· 2024-05-22 01:01
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Whi ...
Heron Therapeutics(HRTX) - 2024 Q1 - Earnings Call Presentation
2024-05-08 02:39
Heron Therapeutics Q1 Earnings Call May 7, 2024 Forward-looking Statements and non-GAAP Disclosures This presentationcontains"forward-lookingstatements"asdefinedbythe PrivateSecurities LitigationReformActof1995.Wecaution investorsthatforward- looking statements are based on management’s expectations and assumptions as of the date of this news release and are subject to certain risks and uncertainties that could cause actual results to differ materially, including, but not limited to, uncertainties related t ...
Heron Therapeutics(HRTX) - 2024 Q1 - Earnings Call Transcript
2024-05-08 02:38
财务数据和关键指标变化 - 第一季度净收入为3460万美元,较2023年同期的2960万美元增长17% [10] - 第一季度毛利率为76%,较2023年同期的43%大幅提升 [10][26] - 第一季度净亏损为320万美元,较2023年同期的3270万美元大幅收窄 [28] - 公司预计2024年全年收入为1.38亿美元至1.58亿美元,毛利率为60%至70% [29] - 公司预计2024年全年营业费用(不含股份支付和折旧摊销)为1.08亿美元至1.6亿美元,EBITDA(不含股份支付)为亏损2200万美元至盈利300万美元 [29] 各条业务线数据和关键指标变化 - 肿瘤业务线CINVANTI和SUSTOL第一季度收入合计2920万美元,保持了良好的市场份额 [11] - 急性护理业务线第一季度收入为550万美元,较2023年同期增长45% [11] - ZYNRELEF第一季度收入为500万美元,连续两个季度保持在500万美元以上 [12] - APONVIE第一季度收入为50万美元,较去年同期持续增长 [12] 各个市场数据和关键指标变化 - 公司在北卡罗来纳州、南卡罗来纳州和佐治亚州的ZYNRELEF销量增长12倍,远高于其他地区 [17] - 公司在这三个州新增了20多名骨科医生使用ZYNRELEF,并在4月份新增了60个接触点和预计未来30天内新增40名用户 [17][18] 公司战略和发展方向及行业竞争 - 公司正在扩大CrossLink销售团队的覆盖范围,计划在2024年第四季度前培训并整合650名销售代表 [15][16] - CrossLink团队与骨科医生群体建立了深厚的关系,这将对ZYNRELEF的收入产生重大影响 [16][17] - 公司正在开发ZYNRELEF的新型给药装置,包括针头装置(VAN)和预充式注射器(PFS),以提高使用便利性 [21][22][23][24] 管理层对经营环境和未来前景的评论 - 公司对CINVANTI和SUSTOL的市场份额保持乐观,认为这些产品将在2024年保持一贯的稳定性 [11] - 公司对APONVIE的销售势头感到非常高兴,认为销售信息传达得更加有效,将带来持续的收入增长 [12][13][14] - 公司对CrossLink合作带来的影响感到非常乐观,认为这将对ZYNRELEF的收入产生重大影响 [16][17][18][19] - 公司预计2024年第四季度将实现盈利,并有信心不需要再融资 [29] 问答环节重要的提问和回答 问题1 **Serge Berlanger 提问** ZYNRELEF新适应症(脊柱、肩部和软组织手术)的使用情况如何? CINVANTI的强劲表现是否意味着这将成为新的基准水平? [33][34] **Craig Collard 和 Kevin Warner 回答** 公司已经看到一些脊柱和肩部手术医生开始使用ZYNRELEF,但使用过程中还需要一些适应时间。公司预计随着更多医院纳入ZYNRELEF,新适应症的使用将在第三、四季度体现出来。 CINVANTI的强劲表现反映了该产品在竞争环境中保持了良好的市场份额和价格水平,公司对此感到乐观。[36][37][38][41] 问题2 **Carl Byrnes 提问** 考虑到需求趋势改善、成本降低和毛利率提升,公司是否有可能提前于第四季度实现盈利? [45] **Ira Duarte 回答** 公司对业务发展感到非常满意,但仍保持谨慎态度,主要考虑到仍存在的一些诉讼问题。公司将努力控制费用,有望达到较低端的费用指引范围,这可能会提前实现盈利。但目前公司仍然坚持第四季度实现盈利的预期。[46][47][48][49] 问题3 **Tim Chiang 提问** 公司计划如何扩大CrossLink销售团队的覆盖范围,特别是在佛罗里达等大州? [53][54] **David Barozzino 回答** 公司正在每周进行2-3次的现场培训,计划在2024年底前实现在全50个州的覆盖。佛罗里达、纽约、德克萨斯和加利福尼亚等大州是重点关注区域,公司正在与当地经销商进行积极沟通。[57][58][59][60]
Heron Therapeutics (HRTX) Reports Q1 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-05-07 22:36
Heron Therapeutics (HRTX) reported $34.67 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 17.1%. EPS of -$0.02 for the same period compares to -$0.27 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $32.5 million, representing a surprise of +6.68%. The company delivered an EPS surprise of +75.00%, with the consensus EPS estimate being -$0.08. While investors closely watch year-over-year changes in headline numbers -- revenue and earn ...
Heron Therapeutics (HRTX) Reports Q1 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-05-07 22:05
Heron Therapeutics (HRTX) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to loss of $0.27 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 75%. A quarter ago, it was expected that this pharmaceutical company would post a loss of $0.15 per share when it actually produced a loss of $0.07, delivering a surprise of 53.33%. Over the last four quarters, the com ...
Heron Therapeutics(HRTX) - 2024 Q1 - Quarterly Report
2024-05-07 20:05
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number: 001-33221 HERON THERAPEUTICS, INC. (Exact name of registrant as specified in its charter) Delaware 94-2875566 (State or othe ...
Heron Therapeutics(HRTX) - 2024 Q1 - Quarterly Results
2024-05-07 20:05
318509926.1 Exhibit 99.1 Heron Therapeutics Announces First Quarter 2024 Financial Results and Highlights Recent Corporate Updates • Net Product Sales of $34.7 million, which increased from $29.6 million for the same period in 2023. Net Loss Per Share $(0.02), which decreased from $(0.27) for the same period in 2023. • Launched partnership with CrossLink Life Sciences, LLC to expand ZYNRELEF® promotional efforts in the first quarter of 2024. • Gross Margin improved to 76% for the quarter, up from 43% for th ...
Heron Therapeutics to Report First Quarter 2024 Financial Results on Tuesday, May 7, 2024
Prnewswire· 2024-04-24 20:00
SAN DIEGO, April 24, 2024 /PRNewswire/ -- Heron Therapeutics, Inc. (Nasdaq: HRTX), a commercial-stage biotechnology company, today announced that the company will host a conference call and live webcast on Tuesday, May 7, 2024, at 8:30 a.m. ET to report first quarter 2024 financial results and discuss recent business highlights. The conference call can be accessed by dialing (646) 307-1963 in the U.S. or (800) 715-9871 internationally. Please provide the operator with the passcode 1497932 to join the confer ...
Heron Therapeutics to Host Investor Day on May 15, 2024 in New York City
Prnewswire· 2024-04-12 04:05
SAN DIEGO, April 11, 2024 /PRNewswire/ -- Heron Therapeutics, Inc. (Nasdaq: HRTX), a commercial-stage biotechnology company, today announced that it will host an Investor Day on Wednesday, May 15, 2024 in New York City, beginning at 9:30 am ET. The event will include presentations from members of the Company's leadership team highlighting the renewed focus across the Acute Care and Oncology franchises and panel discussions featuring patient and physician experience with Heron's commercial products. The pres ...
Heron Therapeutics(HRTX) - 2023 Q4 - Earnings Call Presentation
2024-03-13 11:21
Heron Therapeutics Q4 Earnings Call Forward-looking Statements and non-GAAP Disclosures This presentation contains “forward-looking statements” as defined by the Private Securities Litigation Reform Act of 1995. Heron cautions readers that forward-lookingstatementsarebasedonmanagement’sexpectationsandassumptionsasofthedateofthisnewsreleaseandaresubjecttocertainrisksand uncertainties that could cause actual results to differ materially. Therefore, you should not place undue reliance on forward-looking statem ...