NASDAQ$ABOS

Acumen Pharmaceuticals Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2023 and provided a business update.

Acumen Pharmaceuticals reported positive Phase 1 trial results for ACU193, demonstrating its potential for treating early Alzheimer's disease. They ended the quarter with $172.2 million in cash, cash equivalents, and marketable securities, which is expected to fund operations into the second half of 2026. A Phase 2 study is expected to begin in the first half of 2024.

  • Positive Phase 1 trial results for ACU193 showed potential as a differentiated antibody for early Alzheimer’s disease treatment.
  • Cash, cash equivalents, and marketable securities totaled $172.2 million as of June 30, 2023, bolstered by $122 million in net proceeds in July.
  • The company expects current funds to support clinical and operational activities into the second half of 2026.
  • A Phase 2 study is expected to begin in the first half of 2024, with potential for expansion to a Phase 3 registration study based on interim analyses.

Headline financials

EPS (adj)

-$0.28

Previous: -$0.25-12.0%
Net Income

-$11.6M

Previous: -$10.2M-14.4%
Operating Income

-$13.5M

Previous: -$10.4M-29.5%
Cash & Equivalents

$77.2M

Previous: $111M-30.4%
Total Assets

$177M

Previous: $212M-16.2%
Stock-Based Comp

$1.52M

Previous: $715K+112.7%

Revenue & EPS history

Acumen · Revenue · Quarterly

$0

Q1 2026
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Acumen anticipates an interaction with the FDA in the fourth quarter of 2023 to discuss future clinical development plans and expects to initiate a Phase 2 study in the first half of 2024.

Tailwinds

  • Positive Phase 1 results announced in July 2023 exceeded expectations.
  • Observed rapid reduction of amyloid plaque.
  • Demonstrated convincing, dose-related near-maximal target engagement of AβOs.
  • ACU193 was well tolerated with low levels of ARIA-E.
  • Raised net proceeds of approximately $122 million through an underwritten public follow-on offering in July 2023.

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 Q2 2023

Historical avgQ2 2023

+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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