When Apellis Pharmaceuticals (APLS) secured FDA approval for EMPAVELI in C3 glomerulopathy and IC-MPGN last summer, the stock was trading near $28.
APLS stock plunges 23% in a week after reporting $190 million in preliminary Q4 U.S. net product revenues, as weaker Syfovre sales and mixed Empaveli uptake disappoint investors.
Apellis Pharmaceuticals, Inc. (APLS) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Apellis Pharmaceuticals, Inc. (APLS) Presents at Evercore 8th Annual Healthcare Conference Transcript
Apellis Pharmaceuticals, Inc. ( APLS ) Stifel 2025 Healthcare Conference November 12, 2025 2:40 PM EST Company Participants Timothy Sullivan - CFO & Treasurer David Acheson - Executive Vice President of Commercial Conference Call Participants Annabel Samimy - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Annabel Samimy Stifel, Nicolaus & Company, Incorporated, Research Division Good afternoon, everyone, and welcome to the Apellis session. It's our pleasure to have CFO, Tim Sullivan; and Chief Commercial Officer, David Acheson, with us today.
APLS shares plunge 31% despite topping Q3 earnings and revenue estimates, as gains were driven by a one-time Sobi payment.
Apellis Pharmaceuticals, Inc. ( APLS ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Eva Stroynowski Cedric Francois - Co-Founder, President, CEO & Director David Acheson - Executive Vice President of Commercial Caroline Baumal - Chief Medical Officer Timothy Sullivan - CFO & Treasurer Conference Call Participants Jonathan Miller - Evercore ISI Institutional Equities, Research Division Anupam Rama - JPMorgan Chase & Co, Research Division Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Yigal Nochomovitz - Citigroup Inc., Research Division Colleen Hanley - Robert W. Baird & Co. Incorporated, Research Division Ellen Horste Lachlan Hanbury-Brown - William Blair & Company L.L.C.
While the top- and bottom-line numbers for Apellis Pharmaceuticals (APLS) 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.
Apellis Pharmaceuticals maintains a strong "Buy" rating for me, driven by robust SYFOVRE sales and recent EMPAVELI FDA approvals for rare kidney diseases. APLS is expanding SYFOVRE's potential with a phase 2 study combining it with siRNA APLS-3007, aiming to enhance efficacy in geographic atrophy. Upcoming phase 3 trials for EMPAVELI in FSGS and DGF represent significant pipeline catalysts, with potential first-to-market opportunities in large unmet needs.
Apellis Pharmaceuticals, Inc. (NASDAQ:APLS ) Baird Global Healthcare Conference September 9, 2025 10:15 AM EDT Company Participants Cedric Francois - Co-Founder, President, CEO & Director Timothy Sullivan - CFO & Treasurer Conference Call Participants Colleen Hanley - Robert W. Baird & Co. Incorporated, Research Division Presentation Colleen Hanley Senior Research Analyst Right.
Apellis Pharmaceuticals, Inc. (NASDAQ:APLS ) Cantor Global Healthcare Conference 2025 September 4, 2025 8:35 AM EDT Company Participants Cedric Francois - Co-Founder, President, CEO & Director Timothy Sullivan - CFO & Treasurer Conference Call Participants Steven Seedhouse - Cantor Fitzgerald & Co., Research Division Presentation Steven Seedhouse MD & Biotechnology Analyst [Audio Gap] Would love to -- obviously, there's a lot going on at Apellis. It's an exciting time.
Apellis Pharmaceuticals, Inc. (NASDAQ:APLS ) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 8:45 AM EDT Company Participants Timothy Sullivan - CFO & Treasurer David Acheson - Executive Vice President of Commercial Conference Call Participants Derek Archila - Wells Fargo Securities, LLC, Research Division Presentation Derek Archila Senior Equity Analyst All right, everyone. I think we'll get started with our next session.