NASDAQ$ALEC

Alector Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Alector reported second quarter 2022 financial results and provided a business update.

Alector reported a net income of $9.9 million for the quarter ended June 30, 2022, compared to a net loss of $55.1 million for the same period in 2021. The company's cash, cash equivalents, and investments totaled $808.9 million as of June 30, 2022, which is expected to fund operations into H2 2024.

  • Submitted Investigational New Drug Application for AL044, a novel drug candidate targeting an Alzheimer’s disease risk gene.
  • Expanding clinical sites to drive additional enrollment in the INFRONT-3 pivotal study for latozinemab (AL001).
  • Enrollment continues in the INVOKE-2 Phase 2 study for AL002.
  • Peter Heutink, Ph.D., to join company as Chief Scientific Officer and John Maraganore appointed as strategic advisor.

Headline financials

Total Revenue

$79.9M

Previous: $6.57M+1115.8%
EPS (adj)

$0.12

Previous: -$0.69+117.4%
Capital Expenditures

-$1.44M

Previous: -$1.78M+19.1%
Free Cash Flow

$8.45M

Previous: -$56.9M+114.8%
Net Income

$9.88M

Previous: -$55.1M+117.9%
Operating Income

$9.48M

Previous: -$55.3M+117.1%
Gross Profit

$25.3M

Previous: -$41.3M+161.4%
Cash & Equivalents

$809M

Previous: $320M+153.1%
Total Assets

$890M

Previous: $397M+124.0%
Stock-Based Comp

$12.5M

Previous: $9.08M+37.5%

Revenue & EPS history

Alector · Revenue · Quarterly

$79.9M

Q2 2022+1,115.8%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Alector · $79.9M total across 1 segment · Q2 2022

  • Collaboration Revenue
    $79.9M+1115.8%

Forward guidance

Management anticipates that cash, cash equivalents, and investments will be sufficient to fund current operations into the second half of 2024.

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 2022

Historical avgQ2 2022

+1.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-5.5%

Avg return

30 days after

52%

15 / 29 earnings

Positive

+32.9%

Q2 2023

Best reaction

-18.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.1%-16.0%-36.6%
Q4 2025+7.1%-11.7%-16.3%
Q3 2025+4.1%+8.4%-2.8%
Q1 2025+4.2%+7.4%+23.8%
Q4 2024-3.5%-15.4%-25.0%
Q3 2024+12.8%+21.3%-56.8%
Q2 2024+0.8%+0.9%-4.2%
Q1 2024-1.9%+1.7%-17.7%
Q4 2023+7.9%+14.4%-7.1%
Q3 2023-2.6%-17.7%+6.0%
Q2 2023+32.9%+12.4%-15.6%
Q1 2023+13.0%+20.6%+8.5%
Q4 2022+0.9%-9.5%-30.3%
Q3 2022-18.4%+3.1%+3.1%
Q2 2022+16.3%+12.7%-6.9%
Q1 2022-12.7%-20.0%-11.9%
Q4 2021+1.9%-1.3%-7.8%
Q3 2021+2.3%+4.1%-20.7%
Q2 2021+9.5%+9.0%+10.1%
Q1 2021-7.8%-12.4%+6.1%
Q4 2020-4.7%-10.7%-14.3%
Q3 2020+0.4%+7.2%+25.2%
Q2 2020-6.9%-7.4%-13.5%
Q1 2020-5.0%+0.3%+3.7%
Q4 2019-1.5%-4.4%+0.8%
Q3 2019-6.1%-4.2%+19.5%
Q2 2019-1.7%-18.0%+9.4%
Q1 2019+4.9%+1.3%+0.2%
Q4 2018-8.6%-3.5%+10.8%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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