NASDAQ$AKBA

Akebia Therapeutics Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Akebia reported an increase in Auryxia net product revenue and progress with vadadustat regulatory submissions.

Akebia Therapeutics reported second quarter 2021 financial results, featuring increased Auryxia net product revenue and advancements in vadadustat's regulatory pathway, including FDA acceptance of the NDA filing with a PDUFA target action date of March 29, 2022.

  • Vadadustat NDA accepted for filing with the FDA.
  • Vadadustat PDUFA target action date set for March 29, 2022.
  • Net product revenue for Auryxia increased to $33.0 million, up 7.4% from Q2'FY20.
  • Company is preparing a Marketing Authorization Application for vadadustat for submission to the European Medicines Agency.

Headline financials

Total Revenue

$52.9M

Previous: $90.1M-41.3%
EPS (adj)

-$0.51

Previous: -$0.44-15.9%
Capital Expenditures

-$59K

Previous: -$45K-31.1%
Free Cash Flow

-$83.1M

Previous: -$176M+52.7%
Net Income

-$83M

Previous: -$176M+52.8%
Operating Income

-$79.3M

Previous: -$174M+54.4%
Gross Profit

$418K

Previous: -$84.5M+100.5%
Cash & Equivalents

$247M

Previous: $245M+0.6%
Total Assets

$612M

Previous: $745M-17.9%
Stock-Based Comp

$6.51M

Previous: $6.86M-5.1%

Revenue & EPS history

Akebia · Revenue · Quarterly

$52.9M

Q2 2021-41.3%vs Q2 2020
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Akebia · $52.9M total across 2 segments · Q2 2021

  • Auryxia
    $33M+7.4%
  • License & other revenue
    $20M-66.4%

Forward guidance

Akebia believes that its cash resources will be sufficient to fund its current operating plan through at least the next twelve months. Additionally, the Company believes its cash runway would extend beyond the next twelve months assuming timely regulatory approval of vadadustat and the receipt of associated regulatory milestones.

Tailwinds

  • Auryxia's revenue growth is encouraging.
  • Auryxia's product profile is favorable.
  • Auryxia therapy is critical.
  • Focus and execution on marketing, sales, and payor strategies will continue to drive net product revenue growth.
  • Cash resources will be sufficient to fund its current operating plan through at least the next twelve months.

Headwinds

  • The company remains cautious due to COVID-19.
  • Lower collaboration revenue in the 2021 period.
  • The timing of regulatory filings and approvals.
  • The potential therapeutic benefits, safety profile and effectiveness of our product candidates, including vadadustat.
  • The direct or indirect impact of the COVID-19 pandemic on our business, operations, and the markets and communities in which the Company and its partners, collaborators, vendors and customers operate.

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 2021

Historical avgQ2 2021

-2.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-2.1%

Avg return

30 days after

41%

19 / 46 earnings

Positive

+34.4%

Q1 2020

Best reaction

-22.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-20.3%-20.3%-36.7%
Q4 2025+9.9%+0.8%+10.7%
Q3 2025-18.4%-18.1%-20.1%
Q1 2025+6.6%+0.8%+61.4%
Q4 2024-12.4%+32.1%-14.5%
Q3 2024-3.0%-2.5%+2.5%
Q2 2024+0.0%+20.7%+21.6%
Q1 2024-13.6%-12.1%-24.3%
Q4 2023+20.6%+29.8%+3.5%
Q3 2023-16.5%-15.3%+3.7%
Q2 2023+10.4%+12.0%-5.6%
Q1 2023-3.7%+3.7%+17.4%
Q4 2022-22.4%-33.7%-47.6%
Q3 2022+1.9%+2.6%+9.0%
Q2 2022+1.0%+3.6%-2.8%
Q1 2022+11.2%+16.6%+15.6%
Q4 2021+13.4%+12.0%-66.8%
Q3 2021-12.3%-14.4%-24.6%
Q2 2021+10.5%+6.5%+22.2%
Q1 2021+2.6%+10.6%+17.9%
Q4 2020-19.2%-17.5%-26.2%
Q3 2020-7.4%+0.8%+19.8%
Q2 2020-6.4%-4.1%-75.9%
Q1 2020+34.4%+38.3%+40.6%
Q4 2019-13.8%-27.0%-13.0%
Q3 2019-9.6%-8.2%+73.5%
Q2 2019+20.5%+22.4%+11.2%
Q1 2019+1.5%-0.7%-26.8%
Q4 2018-0.9%+2.7%-15.3%
Q3 2018+10.3%-4.2%+5.0%
Q2 2018-18.1%-22.1%-20.8%
Q1 2018+0.7%+11.0%+10.5%
Q4 2017-10.6%-12.6%-28.9%
Q3 2017-12.6%-12.8%-8.5%
Q2 2017+6.8%+9.4%+26.0%
Q1 2017-2.3%+2.2%+8.2%
Q4 2016-12.6%-9.3%-11.1%
Q3 2016+10.6%+14.1%+9.9%
Q2 2016-9.6%-7.4%-3.8%
Q1 2016-8.8%
Q4 2015-2.4%
Q3 2015-16.6%
Q2 2015-16.9%
Q1 2015+3.3%
Q3 2014-3.2%
Q1 2014+3.7%
Q3 2013
Q2 2013
Q1 2013
Q4 2012

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