NASDAQ$ANNX

Annexon Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Annexon reported third quarter 2024 financial results and highlighted portfolio progress.

Annexon's third quarter 2024 results highlighted the company's progress in its clinical programs, including ANX005, ANX007, and ANX1502. The company's cash, cash equivalents, and short-term investments totaled $340.1 million as of September 30, 2024, which is expected to fund operations into the second half of 2026.

  • Topline RWE data for ANX005 in GBS is expected by year-end 2024, with a BLA submission targeted for the first half of 2025.
  • Enrollment is ongoing in the Phase 3 ARCHER II trial for ANX007 in GA, with topline data expected in the second half of 2026.
  • A proof-of-concept study with the oral C1s inhibitor ANX1502 transitioned to an enhanced tablet formulation, with data in CAD expected in the first quarter of 2025.
  • The company's balance sheet is robust, with cash, cash equivalents, and short-term investments of approximately $340 million as of September 30, 2024, anticipated to provide runway into the second half of 2026.

Headline financials

Total Revenue

$0.00

Previous: $600K-100.0%
EPS

-$0.25

Previous: -$0.43+41.9%
Capital Expenditures

-$9K

Previous: -$186K+95.2%
Free Cash Flow

-$34.8M

Previous: -$32.7M-6.6%
Net Income

-$34.8M

Previous: -$32.5M-7.2%
Operating Income

-$39.4M

Previous: -$34.8M-13.4%
Gross Profit

$0.00

Previous: $600K-100.0%
R&D Expense

$30.1M

Previous: $27.9M+7.9%
Stock-Based Comp

$4.61M

Previous: $4.55M+1.3%

Revenue & EPS history

Annexon · Revenue · Quarterly

$0

Q3 2024-100%vs Q3 2023

Forward guidance

Annexon anticipates several key milestones for its flagship programs.

Tailwinds

  • ANX005 in GBS: Initial topline data from RWE comparability protocol with IGOS expected by year-end 2024 to support a planned BLA submission in the first half of 2025
  • ANX007 in GA: Phase 3 ARCHER II trial topline data expected in the second half of 2026.
  • ANX1502 in CAD: Initial data from POC trial evaluating the pharmacodynamics of an oral tablet formulation in CAD expected in the first quarter of 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 Q3 2024

Historical avgQ3 2024

+3.0%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+1.8%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+23.1%

Q1 2022

Best reaction

-8.1%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-6.9%-4.6%-7.4%
Q3 2025-0.7%-9.1%+69.1%
Q1 2025+9.4%+8.8%+37.6%
Q4 2024+3.3%+15.5%-23.4%
Q3 2024-6.6%-16.6%-32.2%
Q2 2024+3.8%+11.3%+12.8%
Q1 2024+1.5%-8.8%+27.2%
Q4 2023+17.6%+8.0%-30.9%
Q3 2023+16.7%+22.4%+23.8%
Q2 2023-1.2%-2.1%-26.6%
Q1 2023+4.2%+3.7%-40.7%
Q4 2022+3.8%-8.0%-15.0%
Q3 2022-0.4%+16.6%+15.8%
Q2 2022+3.1%+17.2%+10.2%
Q1 2022+23.1%+25.0%+51.2%
Q4 2021-5.1%-11.0%-43.8%
Q3 2021+1.3%+0.2%-3.4%
Q2 2021-4.6%-13.7%+11.6%
Q1 2021+1.1%+9.3%+12.6%
Q4 2020-8.1%-17.4%-29.5%
Q3 2020+3.5%+9.1%+13.0%
Q2 2020+6.6%-1.2%+8.9%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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