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CorMedix Posts Big Q3 Beat, Raises 2025 Outlook on DefenCath Surge

Outpatient DefenCath uptake prompted higher full-year guidance.

Overview

  • Earnings came in at $1.26 per share versus a 63-cent consensus, with revenue jumping to $104.27 million from $11.5 million a year earlier and topping the $86.02 million estimate.
  • DefenCath generated $88.8 million in quarterly net revenue as outpatient dialysis utilization exceeded expectations, with pro forma net revenue reported at $130.8 million.
  • Full-year 2025 pro forma net revenue guidance was raised to $390 million to $410 million, and fourth-quarter net revenue was guided to $115 million to $135 million.
  • Fully synergized 2025 pro forma adjusted EBITDA guidance increased to $220 million to $240 million, with roughly $30 million of expected Melinta synergies targeted by year-end 2025 after the August close.
  • CorMedix reported net income of $108.6 million, adjusted EBITDA of $71.9 million, and cash and short-term investments of $55.7 million, while shares rose about 12% to $12.54 after the report.