Travere Therapeutics

TVTX

Market cap $3.08B

The biotech sector began December with notable weakness, as both IBB and XBI ETFs declined over two percent during trading on Monday.  The sector has bounced back since. However, small biotech stocks have been on a huge run since mid-September, due primarily to a notable uptick in M&A activity across the industry. Numerous small and midcap biotech/biopharma stocks have been purchased for significant buyout premiums in recent months.

Travere Therapeutics has surged ~107% since my last 'Buy' rating, driven by FILSPARI's strong performance and approvals. TVTX's market cap has more than doubled in six months, reflecting confidence in FILSPARI's role in treating primary IgAN. Recent FDA REMS modifications for FILSPARI have eased monitoring requirements, improving its commercial prospects and patient accessibility.

New York City-based Armistice Capital sold 2,152,000 shares of Travere Therapeutics for an estimated $29.3 million in the third quarter. At quarter-end, the fund reporting holding 6.7 million shares of Travere Therapeutics valued at $160.7 million.

SAN DIEGO--(BUSINESS WIRE)--Travere Therapeutics, Inc. (NASDAQ: TVTX) today announced that on November 10, 2025, the Compensation Committee of its Board of Directors granted inducement equity grants to three new employees, consisting of inducement restricted stock units, or RSUs, covering an aggregate of 25,700 shares of its common stock. These inducement RSUs are subject to the terms of Travere's 2018 Equity Incentive Plan (“2018 Plan”) but were granted outside of the 2018 Plan and were grante.

SAN DIEGO--(BUSINESS WIRE)---- $TVTX--Travere Therapeutics, Inc., (Nasdaq: TVTX) today announced new data from the Phase 3 DUPLEX Study demonstrating that patients with focal segmental glomerulosclerosis (FSGS) treated with FILSPARI® (sparsentan) were significantly more likely to reach proteinuria levels below 0.7 g/g compared to those receiving the maximum labeled dose of irbesartan, and achievement of this threshold correlated with reduced risk of kidney failure. The data were presented as a late-break.

SAN DIEGO--(BUSINESS WIRE)--Travere Therapeutics, Inc. (NASDAQ: TVTX) today announced that company management will participate in the following upcoming investor conferences: Guggenheim's 2nd Annual Healthcare Innovation Conference Presenting on Tuesday, November 11, 2025, at 9:00 a.m. ET Stifel 2025 Healthcare Conference Wednesday, November 12, 2025 TD Cowen Immunology & Inflammation Summit Presenting on Thursday, November 13, 2025, at 4:00 p.m. ET Jefferies Global Healthcare Conference Pr.

Travere Therapeutics stock popped Friday — poising itself to top a buy zone — on another sales beat from its linchpin drug, Filspari.

As of Oct. 31, 2025, two stocks in the health care sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Travere Therapeutics, Inc. ( TVTX ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Nivi Nehra - Vice President of Corporate Communications & Investor Relations Eric Dube - President, CEO & Director Jula Inrig - Chief Medical Officer Peter Heerma - Chief Commercial Officer Chris Cline - Chief Financial Officer William Rote - Chief Research Officer Conference Call Participants Joseph Schwartz - Leerink Partners LLC, Research Division Laura Chico - Wedbush Securities Inc., Research Division Anupam Rama - JPMorgan Chase & Co, Research Division Yigal Nochomovitz - Citigroup Inc. Exchange Research Gavin Clark-Gartner - Evercore ISI Institutional Equities, Research Division Mohit Bansal - Wells Fargo Securities, LLC, Research Division Prakhar Agrawal - Cantor Fitzgerald & Co., Research Division Maurice Raycroft - Jefferies LLC, Research Division Jason Zemansky - BofA Securities, Research Division Alexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research Division Joseph Pantginis - H.C. Wainwright & Co, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Travere Therapeutics' Third Quarter 2025 Financial Results Conference Call.

While the top- and bottom-line numbers for Travere (TVTX) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.