NASDAQ$ACRS

Aclaris Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Aclaris Therapeutics reported its financial results for the second quarter of 2024 and provided a corporate update.

Aclaris Therapeutics reported a net loss of $11.0 million and total revenue of $2.8 million for the second quarter of 2024. The company's cash, cash equivalents, and marketable securities totaled $149.9 million as of June 30, 2024.

  • Initiated Phase 2a Study Activities for ATI-2138 in Atopic Dermatitis.
  • Strengthened Balance Sheet Through Sale of Future OLUMIANT® Royalties for Proceeds of up to $31.5 Million.
  • Net loss was $11.0 million for the second quarter of 2024 compared to $29.6 million for the second quarter of 2023.
  • Total revenue was $2.8 million for the second quarter of 2024 compared to $1.9 million for the second quarter of 2023.

Headline financials

Total Revenue

$2.77M

Previous: $1.87M+48.0%
EPS

-$0.15

Previous: -$0.42+64.3%
R&D expenses

$8.76M

No prior period
G&A expenses

$4.75M

No prior period
Licensing expenses

$1.29M

No prior period
Revaluation of contingent consideration

$200K

No prior period
Interest income

$1.87M

No prior period
Stock-based compensation expense

$2.9M

No prior period
Capital Expenditures

-$121K

Previous: -$784K+84.6%
Free Cash Flow

-$11.1M

Previous: -$30.4M+63.4%
Net Income

-$11M

Previous: -$29.6M+62.8%
Operating Income

-$12.9M

Previous: -$31.8M+59.6%
Gross Profit

$2.14M

Previous: $827K+159.0%
R&D Expense

$8.76M

No prior period
Stock-Based Comp

$2.9M

Previous: $6.52M-55.5%

Revenue & EPS history

Aclaris Therapeutics · Revenue · Quarterly

$2.77M

Q2 2024+48%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Aclaris Therapeutics · $9.28M total across 2 segments · Q3 2023

  • Licensing
    $8.58M-52.1%
  • Contract research
    $705K-35.3%

Forward guidance

Aclaris anticipates that its cash, cash equivalents and marketable securities as of June 30, 2024 in combination with the $26.5 million from the sale of OLUMIANT® royalties and milestones will be sufficient to fund its operations into 2028, without giving effect to any potential new business development transactions, additional financing activities or the outcome of its strategic review.

Tailwinds

  • Cash, cash equivalents and marketable securities will be sufficient to fund its operations into 2028.
  • Sale of OLUMIANT® royalties and milestones contributed $26.5 million.
  • Eligible to receive up to an additional $5.0 million upon the achievement of certain sales milestones.
  • Focus remains on leveraging resources to maximize the potential of innovative drug candidates.
  • Pursuing available opportunities and creating long-term value for patients and shareholders alike.

Headwinds

  • Guidance does not give effect to any potential new business development transactions.
  • Guidance does not give effect to additional financing activities.
  • Guidance does not give effect to the outcome of its strategic review.
  • Uncertainties inherent in the conduct of clinical trials.
  • Aclaris’ reliance on third parties over which it may not always have full control.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.2%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-0.7%

Avg return

30 days after

38%

16 / 42 earnings

Positive

+22.7%

Q4 2018

Best reaction

-15.3%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.7%+1.9%-8.8%
Q4 2025-5.2%-8.2%+6.3%
Q3 2025-4.7%-9.7%+23.7%
Q1 2025-0.8%-3.8%+9.9%
Q4 2024-7.1%-8.1%-24.3%
Q3 2024+10.4%+18.5%+77.5%
Q2 2024-4.1%-6.6%-4.1%
Q1 2024-6.9%-10.7%-21.4%
Q4 2023-1.7%+2.5%+2.5%
Q3 2023+0.9%-11.5%-81.0%
Q2 2023-12.1%-16.5%-23.4%
Q1 2023-7.8%-12.1%+4.5%
Q4 2022-4.9%-1.8%-36.9%
Q3 2022+4.3%+9.3%-0.2%
Q2 2022+18.1%+26.8%+20.6%
Q1 2022-8.9%-4.5%+35.3%
Q4 2021+14.3%+11.3%+33.5%
Q3 2021-12.4%-11.0%-31.4%
Q2 2021+4.1%+1.4%+21.2%
Q1 2021-2.2%-8.6%-8.8%
Q4 2020+7.8%+12.5%+11.4%
Q3 2020+7.0%+7.5%+0.8%
Q2 2020+11.3%+12.8%+9.7%
Q1 2020+12.7%+10.3%+13.5%
Q4 2019-14.0%-20.3%-18.2%
Q3 2019+20.4%+11.7%+2.5%
Q2 2019-11.8%-18.8%-1.0%
Q1 2019-11.2%-14.7%-29.0%
Q4 2018+22.7%+8.7%-7.8%
Q3 2018-1.8%-13.2%-29.8%
Q2 2018-4.6%-3.9%-11.9%
Q1 2018-0.5%+4.2%+1.4%
Q4 2017-6.7%-12.5%-18.4%
Q3 2017-5.7%-3.2%-7.9%
Q2 2017-0.1%-7.1%+1.4%
Q1 2017+6.3%+5.8%+0.6%
Q4 2016-4.9%-5.2%+5.8%
Q3 2016-1.0%-2.7%+39.7%
Q2 2016+3.1%+7.0%+15.0%
Q1 2016-15.3%
Q4 2015-3.9%
Q3 2015+5.8%
Q2 2015
Q4 2014
Q3 2014
Q2 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro