NASDAQ$ALXO

ALX Oncology Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported financial results for the first quarter ended March 31, 2024 and provided a corporate update.

ALX Oncology reported its Q1 2024 financial results, highlighting the progress of its lead product candidate, evorpacept, and its clinical trials. The company's cash, cash equivalents, and investments totaled $184.5 million as of March 31, 2024. R&D expenses were $31.7 million, and G&A expenses were $6.0 million. The GAAP net loss was $35.6 million, or ($0.71) per share, while the non-GAAP net loss was $28.5 million.

  • Reported positive data from an ongoing investigator-sponsored trial of evorpacept in combination with standard-of-care in patients with relapsed or refractory B-cell non-Hodgkin lymphoma.
  • Received acceptance of two evorpacept abstracts from the 2024 American Society of Cancer Oncology Annual Meeting.
  • Announced initiation of a Phase 2 IST of neoadjuvant radiation and evorpacept in combination with KEYTRUDA in patients with previously untreated and early-stage locally advanced, resectable, human papillomavirus-mediated oropharyngeal cancer.
  • Cash, cash equivalents and investments as of March 31, 2024, were $184.5 million.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.57

Previous: -$0.58+1.7%
R&D Expenses

$31.7M

No prior period
G&A Expenses

$6.05M

No prior period
Stock-based Compensation

$7.03M

No prior period
Capital Expenditures

-$148K

Previous: $690K-121.4%
Net Income

-$35.6M

Previous: -$30.2M-17.8%
Operating Income

-$37.8M

Previous: -$32.2M-17.3%
Gross Profit

-$214K

No prior period
R&D Expense

$31.7M

No prior period
Stock-Based Comp

$7.03M

Previous: $6.35M+10.7%

Revenue & EPS history

ALX Oncology · Revenue · Quarterly

$0

Q1 2024

Forward guidance

ALX Oncology anticipates several clinical milestones for Evorpacept's development pipeline.

Tailwinds

  • Urothelial Carcinoma – Data from a Phase 1b ASPEN-07 clinical trial with PADCEV® (enfortumab vedotin-ejfv) (ASCO: Embargo to lift on full abstract May 23,2024; Poster to be presented on June 2, 2024)
  • Gastric/Gastroesophageal Junction (“GEJ”) Cancer – Top line results from all 122 subjects in a Phase 2 randomized clinical trial of ASPEN-06 (July 2024)
  • Breast Cancer – Top line results from a Phase 1b I-SPY TRIAL with ENHERTU® (fam-trastuzumab deruxtecan-nxki) (Q4 2024)
  • Head and Neck Squamous Cell Carcinoma – Top line results from a Phase 2 randomized clinical trial of ASPEN-03 with KEYTRUDA (Q4 2024/Q1 2025)
  • Head and Neck Squamous Cell Carcinoma – Top line results from a Phase 2 randomized clinical trial of ASPEN-04 with KEYTRUDA and chemotherapy (Q4 2024/Q1 2025)

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 Q1 2024

Historical avgQ1 2024

+1.0%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.7%

Avg return

30 days after

59%

13 / 22 earnings

Positive

+26.0%

Q4 2024

Best reaction

-21.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-10.2%-6.8%-13.2%
Q3 2025+15.5%+8.5%+20.3%
Q2 2025+7.4%+57.9%+72.4%
Q1 2025-8.2%-0.2%+25.9%
Q4 2024+26.0%-6.4%-50.4%
Q3 2024-5.2%-12.4%+5.9%
Q1 2024-2.4%-8.7%-45.8%
Q4 2023+3.0%-16.2%-17.2%
Q3 2023+13.2%+21.8%+70.5%
Q2 2023+1.4%-2.6%-1.4%
Q1 2023+0.6%-7.0%+23.3%
Q4 2022-13.6%-15.9%-28.7%
Q3 2022-1.8%+1.1%-14.2%
Q2 2022+2.6%+26.6%+5.6%
Q1 2022-6.8%-8.1%-24.1%
Q4 2021+7.7%-1.3%+2.7%
Q3 2021+8.8%+6.3%-26.4%
Q2 2021+0.6%+2.1%+16.6%
Q1 2021-1.1%-1.6%+7.3%
Q4 2020-21.9%-19.4%-24.8%
Q3 2020+4.2%+34.6%+65.1%
Q2 2020+2.0%-3.8%-10.0%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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