Assertio's revenue declines sharply in Q4 after Rolvedon sell-in

Assertio Holdings

16/03/2026 20:34

Overview

U.S. pharmaceutical firm's Q4 revenue fell sharply, driven by lower Rolvedon sales after Q3 sell-in

Adjusted loss per share and adjusted EBITDA loss for Q4 were narrower than analysts expected

Company expects 2026 adjusted EBITDA to rise

Outlook

Assertio sees FY2026 net product sales between $110 mln and $125 mln

Company expects FY2026 adjusted EBITDA of $28 mln to $40 mln

Sales of Rolvedon under new label expected to begin in Q2 2026

Result Drivers

ROLVEDON SELL-IN IMPACT - Q4 Rolvedon sales fell sharply due to prior quarter sell-in to support distribution transition, per co

SYMPAZAN GROWTH - Sympazan sales rose on higher volume and favorable payor mix

INDOCIN STABLE - Indocin sales were flat as volume declines from generic competition were offset by higher net pricing

Company press release: ID:nBw9wmXH1a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$13.50 mln
Q4 Adjusted EPS
Beat
-$1.06
-$2.71 (4 Analysts)
Q4 EPS
-$1.86
Q4 Net Income
-$11.90 mln
Q4 Adjusted EBITDA
Beat
-$4.10 mln
-$5.61 mln (3 Analysts)
Q4 Income From Operations
-$11.75 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy"

Wall Street's median 12-month price target for Assertio Holdings Inc is $40.00, about 246.6% above its March 13 closing price of $11.54

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)