Q2 2025 Akebia Therapeutics Inc Earnings Call Transcript

Aug 7, 2025 / 12:00 PM GMT

Release Date Price: €2.67 (-16.67%)

Transcript 10-Q8-K

Key Points

Positve

Akebia Therapeutics Inc (AKBA) reported a significant increase in revenue, with over $13 million in revenue from Vacio in Q2, marking a 55% increase over Q1.
The company has expanded patient access significantly, with expectations to increase from 40,000 patients in Q1 and Q2 to at least 275,000 patients by the end of Q4.
The VOICE trial, conducted in collaboration with US Renal Care, has been fully enrolled with over 2,100 patients, indicating strong interest in Vacio's potential benefits.
Akebia Therapeutics Inc (AKBA) achieved over $60 million in net product revenue in Q2, the highest in the company's history.
The company has secured commercial contracts with all key dialysis organizations, covering nearly 100% of dialysis patients, which supports future growth.

Negative

Adherence rates for Vacio are consistent with the industry at 70-80%, which is lower than initially expected.
Some patients experienced a hemoglobin drop when transitioning to Vacio, leading to some reverting to their prior ESAs.
The company faces uncertainty regarding future Oryxia sales levels due to potential generic competition.
R&D expenses increased to $11 million in Q2, driven by increased clinical trial activities, which could impact profitability.
The company is still in the early stages of establishing Vacio as a new standard of care, indicating that significant work remains to achieve this goal.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AKBA.OQ - Akebia Therapeutics Inc
Q2 2025 Akebia Therapeutics Inc Earnings Call
Aug 07, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for setting by. Welcome to the Akibia 2nd quarter 2025 financial results. At this time, all participants are in listener only mode. After the speaker's presentation, one will open up for questions. To ask a question during the session, you will need to press start 11 on your telephone. You'll then hear an automated message advising your hand is raised. To withdraw your question, please press start 11 again. Please be advised that today's call is being recorded. I would now like to hand the conference over to your speaker, Mercedes Carrasco, senior director of investor relations. Please go ahead.

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Unidentified_2 [2

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