Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.2B
94M shares
52-week range
$22.06 – $68.73
87% from low
Sector
PHARMACEUTICAL PREPARATIONS
Exchange
NASDAQ
CS
P/S (TTM)
9.9
EV / FCF (TTM)
123
Travere Therapeutics Inc is a biopharmaceutical company. The company is focused on identifying, developing and delivering life-changing therapies to people living with rare kidney, liver, and metabolic diseases. Its pipeline candidate, sparsentan, is an investigational product candidate in late-stage development for focal segmental glomerulosclerosis (FSGS) and IgA nephropathy (IgAN)-rare kidney disorders that often cause end-stage kidney disease. It is also advancing pegtibatinase, a novel investigational enzyme replacement therapy for the treatment of HCU, a genetic disorder caused by a deficiency in a pivotal enzyme essential to the body.
www.travere.comNo one on the platform currently holds TVTX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,966,779 | $58.4M |
No one on the platform has traded TVTX yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| Rev. Growth % | 110.5% | 19.9% | ||||
| Profit Margin % | -5.2% | -122.2% | -91.7% | |||
| Free Cash Flow Margin % | -4.2% | -119.3% | -76.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
At today's price, your expected annual return is — on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $725M | +45.1% | $-0.03 | $-0.05–$0.03 | — | 7 |
| 2027 | $1.1B | +49.4% | $3.16 | $-0.23–$7.00 | 19.8× | 8 |
| 2028 | $1.4B | +25.3% | $4.52 | $2.26–$7.64 | 13.8× | 7 |
| 2029 | $1.6B | +17.9% | $4.65 | $3.74–$5.73 | 13.5× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $-0.13 | $-0.37 | -174.8% |
| 2026-05-04 | $-0.30 | $-0.39 | -30.0% |
| 2026-02-19 | $0.03 | $0.03 | +0.0% |
| 2025-10-30 | $-0.31 | $0.28 | +190.3% |
| 2025-08-06 | $-0.28 | $-0.14 | +50.0% |
| 2025-05-01 | $-0.55 | $-0.47 | +14.5% |
| 2025-02-20 | $-0.58 | $-0.73 | -25.9% |
| 2024-10-31 | $-0.70 |
| $-0.70 |
| +0.0% |
| $6.4B |
| — |
| CNTACentessa Pharmaceuticals plc | $40.50 | +0.00% | $6.3B | — |
| IRONDisc Medicine, Inc. | $67.30 | -2.35% | $2.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$VERA make it make sense! VERA trashed $TVTX (down $3.50) they KNOW they are TOAST! Let’s look at the current #2 runner-up in this space: Travere Therapeutics ($TVTX). They sit at a $6.2 billion market cap with their drug Filspari. The Reality: Their patients are still sliding downhill with a dismal Phase 3 eGFR decline of -2.7 to -2.9. The Administrative Nightmare: To even stay on the drug, patients are bogged down by a brutal FDA-mandated REMS liver-monitoring program forcing mandatory blood tests every 3 months just to get a refill. WHO WANTS TO GO THRU THAT It’s a bureaucratic headache. The Vera Knockout: TRUTAKNA delivered a flattened curve with a 5.6 eGFR benefit, requires zero mandatory liver REMS, and is delivered via a simple, once-weekly at-home auto-injector that you administer like an EpiPen. If we just take there market cap -- VERA should be at $90 at a 6B valuation -- REad this it helps you understand where $VERA is going https://www.reddit.com/r/TheRaceTo10Million/comments/1wgzumq/breaking_new_kidney_king_crowned_the_34_stock/
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@Buckeyeboy722 true, but I have seen $TVTX buck that norm. As you note, when the VIX (Green) shows the indicies going south, 80% of the stocks are following. Volume will tell at close.
View on StockTwits ↗$TVTX any clues on this flogging today? Institutional profit taking or Fed rates at 2pm EST?
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Raymond James reiterated $VERA Strong Buy-$84 $OTSKY $TVTX JBIO IONS NVS VRTX RHHBY AZN TAK Here's what Raymond James said in its note: https://x.com/Quantumup1/status/2099862810700169381?s=20
View on StockTwits ↗$VERA Just sad! really sad! but the markets KNOW look at $TVTX they understand they are DONE! down $2 In due time
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$TVTX all time high in a shitty bio tape. 💪 FSGS launch must be going well.
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@Shaybe16569 all out with the exception of a few shares from $6.15 and some November and January calls. Totally fucking agree. I sold $LQDA , $TVTX , &$SLS for way more of this. I’ve been fucked by euro trash management before who are too cocky and don’t play well with wall street. There are always exceptions to the rule, but that’s where I’m at. I’m in reset mode now. Trying to find my footing. Doing DD for another banger not in in the EU. I might buy a few more if it drops to $7-$8
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$TVTX undiscovered breakout with 1509 watchers
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$TVTX closing my bet. Gltya. Likely more room to run.
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$TVTX Wells Fargo 21st Annual Healthcare Conference tomorrow, TVTX scheduled to present. Anyone have a link or the time Travere presents?
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$TVTX was time to cut ties with this swing! Back on the
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$OMER Some retailers having fun with daily/weekly swings...others wait it out for a massive payout. Look at $TVTX SP and learn. $OMER will have similar SP progress if not better. But patience is required. In the meantime, expect buyback associated pullbacks, EU obstacles, downplayed unsubstantiated symphony numbers, general market sentiments, etc... But end game is inevitable! Will rise to $60 gradually and finally a buyout, 8 billion USD($110/per share) minimum for entire business! But...patience is required! It's been a long road!
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$MNKD Do you think Mannkind would have the same market cap as $TVTX if had a competent CEO?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.