NASDAQ$ADVM

Adverum Biotechnologies Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Adverum reported its Q3 2023 financial results and pipeline highlights.

Adverum Biotechnologies reported its third quarter financial results, highlighting progress in their LUNA and OPTIC trials for Ixo-vec, and anticipates initial Phase 2 LUNA efficacy and safety data in Q4 2023. The company's cash runway is projected into 2025.

  • Reported preliminary aflibercept protein levels from the Phase 2 LUNA trial, suggesting both doses are within the therapeutically active range.
  • Reported OPTIC long-term follow-up data demonstrating substantial, long-term benefit from Ixo-vec through 3 years of follow-up.
  • Initial Phase 2 LUNA efficacy and safety data is anticipated in Q4 2023.
  • Cash runway is projected into 2025.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$3.30

Previous: -$4.00+17.5%
Capital Expenditures

-$616K

Previous: -$11.6M+94.7%
Free Cash Flow

-$70.2M

Previous: -$101M+30.7%
Net Income

-$32.9M

Previous: -$40.1M+18.1%
Operating Income

-$34.5M

Previous: -$41M+15.9%
Gross Profit

-$1.51M

Previous: -$4.1M+63.2%
Cash & Equivalents

$105M

Previous: $203M-48.2%
Total Assets

$197M

Previous: $332M-40.8%
R&D Expense

$20.7M

No prior period
Stock-Based Comp

$4.39M

Previous: $4.5M-2.5%

Revenue & EPS history

Adverum · Revenue · Quarterly

$0

Q3 2023
Beat estimate in 1 of 4 quarters(25%)
ActualEstimate

Forward guidance

Adverum anticipates preliminary efficacy and safety data from the LUNA trial in Q4 2023 and additional LUNA data, including the 26-week interim analysis, in mid-2024.

Tailwinds

  • Potential benefits of Ixo-vec in the treatment of wet AMD
  • Design of the LUNA trial
  • Anticipated preliminary efficacy data from the LUNA trial
  • Anticipated preliminary safety data from the LUNA trial
  • Additional LUNA data, including the 26-week interim analysis, in mid-2024.

Headwinds

  • Adverum’s novel technology, which makes it difficult to predict the timing of commencement and completion of clinical trials
  • Regulatory uncertainties
  • Enrollment uncertainties
  • The results of early clinical trials not always being predictive of future clinical trials and results
  • The potential for future complications or side effects in connection with use of Ixo-vec

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+0.0%

Avg return

Earnings day

-0.8%

Avg return

5 days after

-2.5%

Avg return

30 days after

45%

17 / 38 earnings

Positive

+12.5%

Q3 2022

Best reaction

-15.5%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-0.9%-1.2%
Q2 2025+10.8%+27.9%+41.4%
Q1 2025-1.0%+21.0%+19.5%
Q4 2024-5.8%-15.4%-41.0%
Q3 2024+4.2%+8.4%-18.5%
Q2 2024+3.0%+4.7%+7.3%
Q1 2024-5.2%-9.3%-25.1%
Q4 2023-2.9%-5.3%-33.1%
Q3 2023+1.8%-3.4%+0.0%
Q2 2023+2.2%-3.8%-7.1%
Q1 2023-4.6%-4.1%+89.3%
Q4 2022-4.5%-6.7%+3.6%
Q3 2022+12.5%+3.2%-9.6%
Q2 2022-4.5%-8.6%-25.0%
Q1 2022-14.1%-13.5%+2.7%
Q4 2021-2.9%-5.8%-20.3%
Q3 2021-5.6%-1.3%-24.9%
Q2 2021+6.9%
Q1 2021+3.3%
Q4 2020-5.3%
Q3 2020-7.8%
Q2 2020-15.5%
Q1 2020-1.9%
Q4 2019+11.6%
Q3 2019+8.9%
Q2 2019-1.3%
Q1 2019-3.7%
Q4 2018+2.8%
Q3 2018+1.9%
Q2 2018+10.9%
Q1 2018+3.6%
Q4 2017-4.1%
Q3 2017-6.3%
Q2 2017-2.0%
Q1 2017-1.8%
Q3 2016+11.9%
Q2 2016+2.3%
Q3 2014+4.5%
Q2 2014
Q1 2014
Q4 2014
Q3 2013
Q2 2013
Q1 2013

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