Medical device maker Biofrontera Q3 revenue falls more than expected on advanced purchases in 2024

Reuters11-13
Medical device maker Biofrontera Q3 revenue falls more than expected on advanced purchases in 2024

Overview

  • Biofrontera Q3 revenue of $7 mln missed analyst expectations due to advanced purchases in 2024

  • Adjusted EBITDA for Q3 was negative $6 mln, missing analyst estimates

  • Company completed purchase of US Ameluz and RhodoLED assets, reducing royalty payments

Outlook

  • Company anticipates substantial 4Q25 and annual revenue growth due to price normalization

  • Biofrontera expects enhanced margins from new Ameluz and RhodoLED royalty structure

  • Company sees potential FDA approval for Ameluz in new indications, expanding market opportunities

Result Drivers

  • ADVANCED PURCHASES - Q3 revenue decline attributed to advanced purchases in 2024 ahead of price increase

  • ASSET ACQUISITION - Purchase of Ameluz and RhodoLED assets expected to enhance margins and profitability

  • COMMERCIAL STRATEGY - Revamped sales strategy and customer segmentation proving effective

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$7 mln

$9 mln (2 Analysts)

Q3 Net Income

-$6.60 mln

Q3 Adjusted EBITDA

Miss

-$6 mln

-$2.60 mln (1 Analyst)

Q3 Operating Expenses

$13.30 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "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 Biofrontera Inc is $6.00, about 83.8% above its November 12 closing price of $0.97

Press Release: ID:nGNX557l71

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(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.)

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