Assessing Travere Therapeutics (TVTX) Valuation As FDA Extends FILSPARI Review For FSGS Approval

Simply Wall St.01-26

Travere Therapeutics (TVTX) is back in focus after the FDA extended its review of the company’s supplemental filing for FILSPARI in focal segmental glomerulosclerosis, following new data submissions ...

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A 7 day share price return of 5.63% is set against a 30 day share price return decline of 25.73% and a 1 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"TVTX":"Travere Therapeutics, Inc.","FSGS":"First Trust SMID Growth Strength ETF","BK4139":"生物科技"},"translate_title":"随着FDA延长FSGS批准的FILSPARI审查，评估Travere Therapeutics(TVTX)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TVTX":1.5,"FSGS":1.5},"content_text":"Travere Therapeutics (TVTX) is back in focus after the FDA extended its review of the company’s supplemental filing for FILSPARI in focal segmental glomerulosclerosis, following new data submissions to better clarify clinical benefit. See our latest analysis for Travere Therapeutics. The FDA review extension lands after a choppy few months for Travere’s share price. A 7 day share price return of 5.63% is set against a 30 day share price return decline of 25.73% and a 1 year total shareholder return of 44.95%. This suggests that longer term holders have still seen gains even as near term momentum has cooled. If this kind of regulatory catalyst has your attention, it could be a useful time to scan other healthcare stocks that might be reacting to similar clinical or approval milestones. With Travere shares recently closing at US$29.44 and trading at a reported discount to both analyst targets and some intrinsic value estimates, you have to ask: is this regulatory delay creating a buying window, or is the market already pricing in future growth? AdvertisementMost Popular Narrative: 29.3% Undervalued Travere’s most followed narrative puts fair value at about $41.64 per share versus the recent $29.44 close, framing the current FDA delay against a still optimistic long term picture.  Expansion of FILSPARI's label to include treatment for FSGS, a rare kidney disease with no approved therapies, positions Travere for first-mover advantage in a large, underserved market. If approved, this will create a new, high-margin revenue stream and significantly expand the company's addressable market.  Read the complete narrative. Curious what earnings trajectory and margin shift justify that kind of gap to fair value? The narrative leans heavily on rapid revenue expansion and a richer profit profile. The assumptions behind that are detailed, and they are not shy. If you want to see exactly how those moving parts add up to the $41.64 figure, the full story lays it all out. Result: Fair Value of $41.64 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the whole story hinges on FILSPARI, so any regulatory setback in FSGS or slower uptake in IgA nephropathy could quickly challenge that undervaluation thesis. Find out about the key risks to this Travere Therapeutics narrative. Another Angle On Value So far the story leans on cash flow driven fair value and a 29.3% discount to the US$41.64 narrative estimate. If you look instead at the current P/S of 6x versus a peer average of 3.5x and a fair ratio of 5.7x, TVTX suddenly looks richer, not cheaper. Is this a cushion or a warning sign? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGM:TVTX P/S Ratio as at Jan 2026 Build Your Own Travere Therapeutics Narrative If you are not sold on these assumptions or prefer to weigh the data yourself, you can build a custom Travere view in minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Travere Therapeutics. Looking for more investment ideas? If Travere has you thinking more broadly about opportunities, do not stop here. You will miss plenty of potential ideas if you only follow one story.  Spot early opportunities by checking out these 3523 penny stocks with strong financials that already pair stronger fundamentals with more disciplined balance sheets. Ride the AI trend with these 23 AI penny stocks that tie artificial intelligence to real products, customers, and tangible revenue. Zero in on pricing gaps using these 874 undervalued stocks based on cash flows that appear cheap based on cash flow expectations, before the wider market catches on.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Travere Therapeutics might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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