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CorMedix
CorMedix (CRMD) investor relations material
CorMedix 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Financial highlights and guidance
2025 was a record year with over $400 million in revenue, driven by DefenCath and the Melinta acquisition.
2026 revenue guidance is $300–$320 million, with EBITDA projected at $100–$125 million.
Cash position is strong at $150 million, with close to zero net debt.
2026 is a transitional year due to the end of the TDAPA reimbursement period for DefenCath, impacting revenue timing.
2027 revenue guidance provided due to expected rebound in reimbursement rates.
Product portfolio and growth drivers
DefenCath is approved for reducing catheter-related bloodstream infections in hemodialysis, with strong real-world and clinical results.
Rezzayo, a long-acting antifungal, is in phase 3 for prophylaxis in immunocompromised patients, with a readout expected in Q2.
Expanded indication for DefenCath in TPN is in phase 3, targeting a $750 million market.
Melinta products Minocin and Vabomere show steady growth and patent protection through 2032 and 2039, respectively.
Strategic investment in Tavara offers future pipeline optionality.
Market opportunity and reimbursement
DefenCath’s addressable market in hemodialysis is highly concentrated, with 90% of volume in outpatient centers and 60% market penetration among top operators.
TDAPA provides five years of reimbursement, with a transition to a post-TDAPA add-on in mid-2026.
2026 revenue is impacted by a temporary lower net selling price due to CMS calculation methods, expected to rebound in 2027.
Medicare Advantage contracting and potential legislative changes present upside not included in current guidance.
DefenCath post-TDAPA growth strategy
REZZAYO prophylaxis differentiation strategy
Actions to address current market undervaluation
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Next CorMedix earnings date
Investor Day 202610 Feb, 2026
CorMedix
Next CorMedix earnings date
Investor Day 202610 Feb, 2026
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Frequently asked questions
CorMedix Inc. is a biopharmaceutical company focused on developing and commercializing therapeutic products for the prevention and treatment of infections and other complications associated with the use of catheters in dialysis and other medical settings. The company's lead product, Defencath, is an anti-infective solution designed to reduce the risk of catheter-related bloodstream infections. CorMedix is dedicated to addressing unmet medical needs in infection prevention and enhancing patient care. The company is headquartered in Berkeley Heights, New Jersey, and its shares are listed on the NASDAQ.
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