ARDX

Ardelyx Inc (ARDX) | Rumor.io

Ardelyx

ARDX

Attention (50-day avg)0.01%

Attention rank (50-day avg)#523

Bullish sentiment (50-day avg)62%

Price to earnings ratio-13.1

Market capitalization880.4M

Earnings per share-0.23

Dividend yield (TTM)—

Revenue (annual)407.3M

Net income (annual)-61.6M

Social

What share of all stock conversation is about ARDX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% 0	0.01% 0	0.01% -0.02

Sep 29

*ARDX* has been down 30% and is the worst performer in the portfolio, but the current market cap feels like a good entry point.
A new Medicare policy has caused confusion and introduced new clinical risks for dialysis patients, which could impact Ardelyx's phosphate binders.
Elevated FGF23 levels are associated with a 52% increase in the risk of death, a 34% increase in the risk of heart failure, and a 23% increase in the risk of heart attack or stroke, which could be relevant to Ardelyx's Xphozah drug.

Generated by AI

Sentiment

Of the messages about ARDX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	44.58% -48.76	60.85% -14.61	63.94% +2.76	83.88% -3.62
Bearish	55.42% +48.76	39.15% +14.61	36.06% -2.76	16.12% +3.62

Bullish· Sep 16

The company is expected to be profitable in 2027, with operational expenses having stabilized and revenue exceeding them, making it "ridiculously undervalued" currently.
Ardelyx has a unique story with two growing commercial products, a path to profitability in 2027, >95% gross margins, long patent protection to 2042, growing free cash flow, and the ability to fund future products internally, which is not fully understood by investors.
The company has a strong top-of-funnel demand for IBSRELA, with no clinical pushback from physicians, and a long IP runway supporting further value creation, making it a compelling investment opportunity despite current payer hurdles.

Bearish· Aug 7

Ardelyx's earnings report missed expectations, with a seven-cent loss, slashed guidance, and a 20% stock price drop.
The company's expenses are increasing, with a 40 million dollar increase in SG&A expenses in one year, which may not be sustainable.
The stock is considered overvalued, with some analysts believing it should trade at $2-4 due to mismanagement, and the company's lack of profitability.

Generated by AI

Topics

Of the messages about ARDX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	25%	4.11%	10.2%
Announcements	—	62.5%	62.33%	38.67%
Technical Analysis	—	12.5%	28.08%	23.38%
Analysts	—	0%	3.42%	20.06%
Controversies	—	0%	0%	1.52%
Macro	—	0%	2.05%	6.16%

Earnings· Feb 19

Ardelyx, Inc. ($ARDX) reported Q4 2025 earnings, with revenue of $125.2M, beating estimates, but EPS of $0.00, missing expectations.
The company's IBSRELA segment saw a 61% year-over-year revenue growth to $86.6M, while XPHOZAH revenue was $27.8M.
Ardelyx expects to turn a profit of $28 million in 2026, with IBSRELA revenue guidance of $410-430M and XPHOZAH revenue guidance of $110-120M for the year.

Analysts· Feb 23

Piper Sandler raised Ardelyx's price target to $15 from $12, and HC Wainwright raised it to $13 from $11.
Analysts are optimistic about Ardelyx's growth trajectory, with HC Wainwright projecting 84% annual net sales growth in 2024.
Multiple analysts, including Piper Sandler, HC Wainwright, and Wedbush, have raised Ardelyx's price target, with some maintaining an "Outperform" or "Buy" rating.

Announcements· Jan 20

Zydus Lifesciences, an Indian pharmaceutical company, is in talks to acquire a controlling stake in Ardelyx, Inc. or its key assets, potentially raising $5 billion to fund the deal.
The potential acquisition could value Ardelyx at $4.9 billion or $20.50 per share, depending on the stake acquired.
Zydus has a strong presence in the US and Europe, and its venture capital arm, Zynext Ventures, has invested in seed and early-stage healthcare technologies, suggesting a strategic interest in Ardelyx's assets.

Technical Analysis· Jan 20

The focus is on $ARDX, with a potential gap up into a battleground zone around 8.60, but a base at 7.35 is preferred for reduced volatility.
The 7.73 level is seen as a micro structure and a timeframe designator, with a breakout above it indicating a potential expansion drift into new 52-week high price discovery.
Buyers are in control, and momentum remains strong, with a smallcap biotech coil and asymmetry if data is positive, indicating a potential breakout.

Generated by AI

Community

Of the messages about ARDX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	88.43%	89.6%	92.42%	86.88%
Newcomers	11.57%	10.4%	7.58%	13.12%

Regulars· Sep 29

The company's phosphate binders are essential for dialysis patients, but a new Medicare policy has caused confusion, delayed access, and introduced new clinical risks, making things worse for the company.
The current stock price is startling and disappointing, but the regulars are focused on the fundamentals and future growth prospects, which are still strong, and some are even adding more shares despite the current market cap.
The regulars are concerned about the company's management, particularly CEO Raab, and the potential impact of payer friction, rebates, and expenses on the company's earnings, with some even expecting a complete exit from the stock.

Newcomers· Aug 6

Many newcomers are focusing on the stock's price, with some expecting it to drop further and others seeing potential value in the current price range.
Some new investors are concerned about the company's guidance and the potential impact on the stock's performance, while others are expressing disappointment in the lack of transparency from the company's leadership.
A few newcomers are speculating about the potential for a buyout or a merger, with some expressing optimism that a seasoned CEO with M&A experience could help the company's stock price recover.

Generated by AI

News

Kaplan Fox Encourages Investors of Ardelyx, Inc. (NASDAQ: ARDX) to Contact the Firm to Learn About Their Legal Rights

4d agoBarchart.com

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Investors talking about ARDX also mention

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1	CDTX - Cidara Therapeutics, Inc.	——
2	Kiniksa Pharmaceuticals International, plc Class A Ordinary SharesKNSA	0%0
3	Eton Pharmaceuticals, Inc.ETON	0%-0.01
4	Unicycive Therapeutics Inc.UNCY	0%new
5	PRVB - Provention Bio, Inc.	——
6	GRTX - Galera Therapeutics, Inc.	——
7	Seres Therapeutics Inc.MCRB	0%0
8	TG Therapeutics Inc.TGTX	0.01%+0
9	Iovance Biotherapeutics Inc.IOVA	1.03%+0.91
10	Sol-Gel Technologies Ltd.SLGL	0%0

Ardelyx Inc

Healthcare
Biotechnology

Ardelyx Inc. is a commercial-stage biopharmaceutical company focused on developing and commercializing medicines for gastrointestinal and cardiorenal diseases. The company’s current portfolio centers on tenapanor-based therapies, including IBSRELA for adults with irritable bowel syndrome with constipation and XPHOZAH for reducing serum phosphorus in adults with chronic kidney disease on dialysis. Ardelyx also works on therapies for related metabolic and kidney disorders, using its gut-targeted science platform to address conditions that often have limited treatment options. Headquartered in Waltham, Massachusetts, and founded in 2007, Ardelyx serves patients in the United States through direct commercialization and supports broader reach through select partnerships. The company operates in the biotechnology and specialty pharmaceuticals markets, where it contributes prescription treatments designed for chronic, specialist-managed conditions.

Website

Location

400 Fifth Avenue

Waltham, MA, 02451

United States

Social

What share of all stock conversation is about ARDX?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.01% 0	0.01% 0	0.01% -0.02

Sep 29

*ARDX* has been down 30% and is the worst performer in the portfolio, but the current market cap feels like a good entry point.
A new Medicare policy has caused confusion and introduced new clinical risks for dialysis patients, which could impact Ardelyx's phosphate binders.
Elevated FGF23 levels are associated with a 52% increase in the risk of death, a 34% increase in the risk of heart failure, and a 23% increase in the risk of heart attack or stroke, which could be relevant to Ardelyx's Xphozah drug.

Generated by AI

Sentiment

Of the messages about ARDX that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	44.58% -48.76	60.85% -14.61	63.94% +2.76	83.88% -3.62
Bearish	55.42% +48.76	39.15% +14.61	36.06% -2.76	16.12% +3.62

Bullish· Sep 16

The company is expected to be profitable in 2027, with operational expenses having stabilized and revenue exceeding them, making it "ridiculously undervalued" currently.
Ardelyx has a unique story with two growing commercial products, a path to profitability in 2027, >95% gross margins, long patent protection to 2042, growing free cash flow, and the ability to fund future products internally, which is not fully understood by investors.
The company has a strong top-of-funnel demand for IBSRELA, with no clinical pushback from physicians, and a long IP runway supporting further value creation, making it a compelling investment opportunity despite current payer hurdles.

Bearish· Aug 7

Ardelyx's earnings report missed expectations, with a seven-cent loss, slashed guidance, and a 20% stock price drop.
The company's expenses are increasing, with a 40 million dollar increase in SG&A expenses in one year, which may not be sustainable.
The stock is considered overvalued, with some analysts believing it should trade at $2-4 due to mismanagement, and the company's lack of profitability.

Generated by AI

Topics

Of the messages about ARDX that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	—	25%	4.11%	10.2%
Announcements	—	62.5%	62.33%	38.67%
Technical Analysis	—	12.5%	28.08%	23.38%
Analysts	—	0%	3.42%	20.06%
Controversies	—	0%	0%	1.52%
Macro	—	0%	2.05%	6.16%

Earnings· Feb 19

Ardelyx, Inc. ($ARDX) reported Q4 2025 earnings, with revenue of $125.2M, beating estimates, but EPS of $0.00, missing expectations.
The company's IBSRELA segment saw a 61% year-over-year revenue growth to $86.6M, while XPHOZAH revenue was $27.8M.
Ardelyx expects to turn a profit of $28 million in 2026, with IBSRELA revenue guidance of $410-430M and XPHOZAH revenue guidance of $110-120M for the year.

Analysts· Feb 23

Piper Sandler raised Ardelyx's price target to $15 from $12, and HC Wainwright raised it to $13 from $11.
Analysts are optimistic about Ardelyx's growth trajectory, with HC Wainwright projecting 84% annual net sales growth in 2024.
Multiple analysts, including Piper Sandler, HC Wainwright, and Wedbush, have raised Ardelyx's price target, with some maintaining an "Outperform" or "Buy" rating.

Announcements· Jan 20

Zydus Lifesciences, an Indian pharmaceutical company, is in talks to acquire a controlling stake in Ardelyx, Inc. or its key assets, potentially raising $5 billion to fund the deal.
The potential acquisition could value Ardelyx at $4.9 billion or $20.50 per share, depending on the stake acquired.
Zydus has a strong presence in the US and Europe, and its venture capital arm, Zynext Ventures, has invested in seed and early-stage healthcare technologies, suggesting a strategic interest in Ardelyx's assets.

Technical Analysis· Jan 20

The focus is on $ARDX, with a potential gap up into a battleground zone around 8.60, but a base at 7.35 is preferred for reduced volatility.
The 7.73 level is seen as a micro structure and a timeframe designator, with a breakout above it indicating a potential expansion drift into new 52-week high price discovery.
Buyers are in control, and momentum remains strong, with a smallcap biotech coil and asymmetry if data is positive, indicating a potential breakout.

Generated by AI

Community

Of the messages about ARDX, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	88.43%	89.6%	92.42%	86.88%
Newcomers	11.57%	10.4%	7.58%	13.12%

Regulars· Sep 29

The company's phosphate binders are essential for dialysis patients, but a new Medicare policy has caused confusion, delayed access, and introduced new clinical risks, making things worse for the company.
The current stock price is startling and disappointing, but the regulars are focused on the fundamentals and future growth prospects, which are still strong, and some are even adding more shares despite the current market cap.
The regulars are concerned about the company's management, particularly CEO Raab, and the potential impact of payer friction, rebates, and expenses on the company's earnings, with some even expecting a complete exit from the stock.

Newcomers· Aug 6

Many newcomers are focusing on the stock's price, with some expecting it to drop further and others seeing potential value in the current price range.
Some new investors are concerned about the company's guidance and the potential impact on the stock's performance, while others are expressing disappointment in the lack of transparency from the company's leadership.
A few newcomers are speculating about the potential for a buyout or a merger, with some expressing optimism that a seasoned CEO with M&A experience could help the company's stock price recover.

Generated by AI

Ardelyx

Social

Sep 29

Bullish· Sep 16

Bearish· Aug 7

Earnings· Feb 19

Analysts· Feb 23

Announcements· Jan 20

Technical Analysis· Jan 20

Regulars· Sep 29

Newcomers· Aug 6

Kaplan Fox Encourages Investors of Ardelyx, Inc. (NASDAQ: ARDX) to Contact the Firm to Learn About Their Legal Rights

Ardelyx Targets $500M Revenue This Year, Profitability by 2027

Ardelyx Q2 2026 Earnings Call Transcript

Ardelyx at Morgan Stanley conference: growth plan meets payer pressure

Ardelyx at cantor global healthcare conference: growth meets payer pressure

Ardelyx CHRO James Brady sells $58,378 in stock

Also Discussed

Ardelyx Inc

Company Information

Location

Kaplan Fox Encourages Investors of Ardelyx, Inc. (NASDAQ: ARDX) to Contact the Firm to Learn About Their Legal Rights

Ardelyx Targets $500M Revenue This Year, Profitability by 2027

Ardelyx Q2 2026 Earnings Call Transcript

Ardelyx at Morgan Stanley conference: growth plan meets payer pressure

Ardelyx at cantor global healthcare conference: growth meets payer pressure

Ardelyx CHRO James Brady sells $58,378 in stock

Also Discussed

Social

Sep 29

Bullish· Sep 16

Bearish· Aug 7

Earnings· Feb 19

Analysts· Feb 23

Announcements· Jan 20

Technical Analysis· Jan 20

Regulars· Sep 29

Newcomers· Aug 6