NASDAQ$ABOS

Acumen Pharmaceuticals Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported financial results for the first quarter of 2022 and provided a business update.

Acumen Pharmaceuticals reported its financial results for Q1 2022, highlighting progress in its INTERCEPT-AD Phase 1 clinical trial and a cash balance of $216.7 million expected to fund operations through 2025.

  • Advanced INTERCEPT-AD, a Phase 1 clinical trial for ACU193 in early Alzheimer’s disease patients, with topline results expected in the first half of 2023.
  • Published preclinical evidence in Frontiers in Neuroscience supporting ACU193's selective targeting of toxic soluble amyloid-beta oligomers.
  • Maintained a strong cash position with $216.7 million in cash, cash equivalents, and marketable securities as of March 31, 2022, expected to provide cash runway through 2025.
  • Increased research and development expenses due to ongoing clinical trial costs.

Headline financials

Total Revenue

$16K

No prior period
EPS (adj)

-$0.23

Previous: -$0.73+68.5%
Free Cash Flow

-$9.13M

No prior period
Net Income

-$9.13M

Previous: -$27M+66.2%
Operating Income

-$9.21M

Previous: -$3.79M-142.7%
Gross Profit

$16K

Previous: -$2.53M+100.6%
Cash & Equivalents

$109M

No prior period
Total Assets

$220M

No prior period
Stock-Based Comp

$618K

No prior period

Revenue & EPS history

Acumen · Revenue · Quarterly

$16K

Q1 2022
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Acumen anticipates topline data from the INTERCEPT-AD trial in the first half of 2023 and plans to be ready to initiate a Phase 2/3 trial if INTERCEPT-AD results are positive. The company expects its cash, cash equivalents and marketable securities will be sufficient to fund its operating expenses and capital expenditure requirements through 2025 based on current plans.

Tailwinds

  • Topline data from INTERCEPT-AD trial expected in the first half of 2023.
  • Phase 2/3 clinical trial preparation activities progressing.
  • Plans to initiate a Phase 2/3 trial if INTERCEPT-AD results are positive.
  • Chronic toxicology and CMC activities are ongoing to support readiness.
  • Cash, cash equivalents and marketable securities will be sufficient to fund operating expenses and capital expenditure requirements through 2025.

Headwinds

  • Topline data from INTERCEPT-AD trial is subject to the rate of site activation and patient recruitment.
  • Clinical trials are subject to risks and uncertainties.
  • The impacts of the COVID-19 pandemic may amplify risks.
  • The company is still in the clinical stage of development and has not yet commercialized any products.
  • Future filings and reports by Acumen may describe additional risks concerning Acumen’s programs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.6%

Avg return

Earnings day

-3.3%

Avg return

5 days after

-6.4%

Avg return

30 days after

42%

8 / 19 earnings

Positive

+35.9%

Q1 2023

Best reaction

-21.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.3%-9.8%
Q1 2026-3.5%-11.7%-7.8%
Q3 2025-1.5%-19.8%+8.6%
Q1 2025+0.0%+1.9%+8.6%
Q4 2024+6.0%-7.3%-6.9%
Q3 2024-21.4%-25.5%-35.7%
Q2 2024-1.6%+0.4%-4.3%
Q1 2024+13.1%+8.6%-21.4%
Q4 2023-3.5%+8.0%-20.6%
Q3 2023+12.1%+20.0%+53.2%
Q2 2023-3.1%+2.0%-19.9%
Q1 2023+35.9%+15.5%+0.4%
Q4 2022+2.3%+3.6%-4.1%
Q3 2022-5.1%-10.6%-15.3%
Q2 2022+4.6%-11.5%+9.4%
Q1 2022+9.6%+4.5%+7.8%
Q4 2021-14.8%-22.0%-22.2%
Q3 2021-17.1%-23.9%-46.7%
Q2 2021+1.6%+13.9%+1.1%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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