Royalty Pharma plc (RPRX) Presents at Evercore 8th Annual Healthcare Conference Transcript
Royalty Pharma is reiterated as a Buy, supported by strong Q3 results, raised guidance, and disciplined capital deployment. The company trades at a notable discount to biopharma peers despite robust FCF, portfolio growth, and a diversified royalty-based business model. Platform model delivering diversified biopharma exposure, buybacks ongoing, and new deals to be priced in. Our buy is then confirmed.
Royalty Pharma plc ( RPRX ) Q3 2025 Earnings Call November 5, 2025 8:00 AM EST Company Participants George Grofik - Senior VP and Head of Investor Relations & Communications Pablo Legorreta - Founder, Chairman of the Board & CEO Marshall Urist - Executive Vice President of Research & Investments Christopher Hite - Vice Chairman & Executive VP Terrance Coyne - Executive VP & CFO Conference Call Participants Asad Haider - Goldman Sachs Group, Inc., Research Division Hardik Parikh - JPMorgan Chase & Co, Research Division Geoffrey Meacham - Citigroup Inc., Research Division Michael DiFiore - Evercore ISI Institutional Equities, Research Division Terence Flynn - Morgan Stanley, Research Division Michael Nedelcovych - TD Cowen, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to Royalty Pharma Third Quarter Earnings Conference Call.
Although the revenue and EPS for Royalty Pharma (RPRX) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Royalty Pharma (RPRX) came out with quarterly earnings of $1.17 per share, beating the Zacks Consensus Estimate of $1.11 per share. This compares to earnings of $1.04 per share a year ago.
Investing in biotechnology often feels like navigating a minefield. A single failed clinical trial can decimate a stock, while a blockbuster approval can generate spectacular returns.
Royalty Pharma (RPRX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Royalty Pharma plc (NASDAQ:RPRX ) Bernstein Insights: Healthcare Leaders and Disruptors - 2nd Annual Healthcare Forum September 23, 2025 2:50 PM EDT Company Participants Marshall Urist - Executive Vice President of Research & Investments Conference Call Participants Courtney Breen - Sanford C. Bernstein & Co., LLC.
Royalty Pharma plc (NASDAQ:RPRX ) Investor Day 2025 Conference September 11, 2025 8:30 AM EDT Company Participants George Grofik - Senior VP and Head of Investor Relations & Communications Pablo Legorreta - Founder, Chairman of the Board & CEO Ashwin Pai - Executive Vice President of Investments Christopher Hite - Vice Chairman & Executive VP Brienne Kugler - Senior VP of Research & Investments Marshall Urist - Executive Vice President of Research & Investments Terrance Coyne - Executive VP & CFO Conference Call Participants Christopher Schott - JPMorgan Chase & Co, Research Division Terence Flynn - Morgan Stanley, Research Division Dina Ramadane - BofA Securities, Research Division Geoffrey Meacham - Citigroup Inc., Research Division Ivan Feinseth - Tigress Financial Partners LLC, Research Division Michael DiFiore - Evercore ISI Institutional Equities, Research Division Ashwani Verma - UBS Investment Bank, Research Division Michael Nedelcovych - TD Cowen, Research Division Phillip Gross - Adage Capital Management, L.P. Paul Kuhn - TD Cowen, Research Division Presentation George Grofik Senior VP and Head of Investor Relations & Communications Good morning, everyone.
Robust quarterly performance with royalty receipts and adjusted EBITDA by +11% and +13%, respectively. New catalysts are emerging with recurrent billion‑dollar transactions and Chinese royalty opportunities. Shareholder returns remain strong and are combined with a valuation discount. We remain buyers.
Royalty Pharma plc (NASDAQ:RPRX ) Q2 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants George Grofik - Senior VP and Head of Investor Relations & Communications Marshall Jonathan Urist - Executive Vice President of Research & Investments Pablo Gerardo Legorreta - Founder, Chairman of the Board & CEO Terrance P. Coyne - Executive VP & CFO Conference Call Participants Ashwani Verma - UBS Investment Bank, Research Division Christopher Thomas Schott - JPMorgan Chase & Co, Research Division Geoffrey Christopher Meacham - Citigroup Inc., Research Division Jason Matthew Gerberry - BofA Securities, Research Division Michael Thomas Nedelcovych - TD Cowen, Research Division Terence C.
The headline numbers for Royalty Pharma (RPRX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.