NASDAQ$APLT

Applied Therapeutics Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported positive data in both the Galactosemia pediatric study and pilot SORD Deficiency study, highlighting execution across programs and expansion into additional indications with AT-007.

Applied Therapeutics announced positive data from studies in Galactosemia and SORD Deficiency, and is preparing for a commercial launch in Galactosemia in 2022 and a registrational study in SORD later in 2021.

  • Announced positive data in the Galactosemia pediatric study.
  • Reported positive data in the pilot SORD Deficiency study.
  • Preparing for commercial launch in Galactosemia in 2022.
  • Focused on launching registrational study in SORD later in 2021.

Headline financials

EPS (adj)

-$1.09

Previous: -$1.33+18.0%
Net Income

-$28.4M

Previous: -$29.8M+4.8%
Operating Income

-$28.4M

Previous: -$30M+5.1%
Cash & Equivalents

$70.2M

Previous: $48.7M+44.2%
Total Assets

$119M

Previous: $125M-5.0%
Stock-Based Comp

$2.65M

Previous: $2.4M+10.1%

Revenue & EPS history

Applied Therapeutics · Revenue · Quarterly

$1M

Q3 2025+719.7%vs Q3 2024
Beat estimate in 1 of 2 quarters(50%)
ActualEstimate

Forward guidance

The company plans to initiate a registrational study in SORD by the end of 2021 and anticipates a commercial launch in Galactosemia in 2022.

Tailwinds

  • Plan to initiate a registrational study in SORD by the end of 2021.
  • Anticipated commercial launch in Galactosemia in 2022.
  • AT-007 has the potential to be the first disease-modifying therapy for SORD Deficiency.
  • Data from clinical trials will support future development of product candidates.
  • Likelihood of obtaining regulatory approval of product candidates.

Headwinds

  • Plans to develop and commercialize product candidates.
  • The initiation, timing, progress and results of current and future preclinical studies and clinical trials and research and development programs.
  • Ability to take advantage of expedited regulatory pathways for any product candidates.
  • Estimates regarding expenses, future revenue, capital requirements and needs for additional financing.
  • Ability to successfully acquire or license additional product candidates on reasonable terms.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports

Historical avg

-2.6%

Avg return

Earnings day

-9.9%

Avg return

5 days after

-14.9%

Avg return

30 days after

52%

14 / 27 earnings

Positive

+24.0%

Q1 2025

Best reaction

-71.6%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-71.6%-68.9%-77.9%
Q2 2025+5.6%+9.1%-5.6%
Q1 2025+24.0%-22.5%-26.9%
Q4 2024+0.1%+4.3%+1.5%
Q3 2024+4.6%+2.7%-86.8%
Q2 2024+5.7%-4.4%-6.4%
Q1 2024-6.8%-1.9%-1.3%
Q4 2023+7.3%+2.6%-6.2%
Q3 2023-12.1%-10.8%+34.6%
Q2 2023-3.2%-14.1%+1.3%
Q1 2023-3.6%-7.3%-10.9%
Q4 2022-5.6%-7.9%+6.3%
Q3 2022-0.2%
Q2 2022+3.0%
Q1 2022-1.7%
Q4 2021-9.1%
Q3 2021+1.6%
Q2 2021+3.6%
Q1 2021-2.2%
Q4 2020+3.3%
Q3 2020+5.9%
Q2 2020+13.8%
Q1 2020+3.3%
Q4 2019-27.7%
Q3 2019-7.5%
Q2 2019+7.0%
Q1 2019-6.7%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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