NASDAQ$ATRA

Atara Biotherapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Atara reported financial results for the second quarter of 2024, highlighted by tab-cel BLA acceptance and progress in clinical development of ATA3219.

Atara Biotherapeutics reported increased revenue for Q2 2024, driven by the expanded partnership with Pierre Fabre and accelerated recognition of deferred revenue. The company is advancing its pipeline, including tab-cel and ATA3219, with key milestones expected in the coming year. A leadership transition was announced, with Pascal Touchon becoming Chairman and Cokey Nguyen assuming the role of President and CEO.

  • Tab-cel U.S. BLA accepted under Priority Review with a PDUFA action date of January 15, 2025.
  • ATA3219 Lupus Nephritis and Severe Systemic Lupus Erythematosus study initiation expected in Q4 2024; initial clinical data expected mid-2025.
  • Enrolling ATA3219 Non-Hodgkin’s Lymphoma study; initial clinical data expected Q1 2025.
  • Cash runway into 2027 enables key pipeline readouts.

Headline financials

Total Revenue

$28.6M

Previous: $957K+2892.7%
EPS (adj)

-$3.10

Previous: -$17.00+81.8%
Capital Expenditures

-$156K

Previous: -$898K+82.6%
Free Cash Flow

-$19.2M

Previous: -$72M+73.3%
Net Income

-$19M

Previous: -$71.1M+73.2%
Operating Income

-$18.2M

Previous: -$71.4M+74.5%
Gross Profit

$450K

Previous: $1.7M-73.5%
Cash & Equivalents

$31.3M

Previous: $45.9M-31.8%
Total Assets

$117M

Previous: $246M-52.4%
R&D Expense

$33M

No prior period
Stock-Based Comp

$6.34M

Previous: $12.6M-49.5%

Revenue & EPS history

Atara · Revenue · Quarterly

$28.6M

Q2 2024+2,892.7%vs Q2 2023
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Forward guidance

Atara expects full year 2024 operating expenses to decrease by approximately 35% from 2023 and anticipates that current resources will fund operations into 2027.

Tailwinds

  • Milestone payments for tab-cel BLA acceptance.
  • Purchase of tab-cel intermediate inventory by Pierre Fabre.
  • Reimbursement for tab-cel global development costs through the BLA transfer by Pierre Fabre.
  • Operating efficiencies resulting from completed workforce reductions.
  • Anticipated royalties from sales of tab-cel by Pierre Fabre in the U.S. post BLA approval.

Headwinds

  • Costly and time-consuming pharmaceutical product development process and the uncertainty of clinical success.
  • COVID-19 pandemic and the wars in Ukraine and the Middle East, which may significantly impact business, research, clinical development plans and operations
  • COVID-19 pandemic and the wars in Ukraine and the Middle East, which may significantly impact ability to access capital
  • COVID-19 pandemic and the wars in Ukraine and the Middle East, which may significantly impact the value of our common stock.
  • Sufficiency of Atara’s cash resources and need for additional capital.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-2.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-2.6%

Avg return

30 days after

37%

17 / 46 earnings

Positive

+36.3%

Q2 2022

Best reaction

-24.2%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+11.5%+9.6%
Q4 2025-0.6%-16.4%-10.7%
Q3 2025-1.3%+4.3%+43.3%
Q1 2025+4.8%+6.8%+6.3%
Q4 2024+3.9%-9.2%+10.6%
Q3 2024+21.2%+2.0%-7.0%
Q2 2024+5.8%-7.5%+9.6%
Q1 2024-6.3%+6.9%-6.5%
Q4 2023+3.6%+4.0%-1.4%
Q3 2023-7.8%+2.3%-49.8%
Q2 2023-16.4%-7.1%-31.6%
Q1 2023-16.2%-26.5%-43.3%
Q4 2022-12.6%-18.7%-48.2%
Q3 2022-18.0%+8.5%+0.2%
Q2 2022+36.3%+69.8%+32.3%
Q1 2022-5.3%-22.2%-29.7%
Q4 2021-22.6%-32.9%-30.4%
Q3 2021-3.1%-4.4%-8.9%
Q2 2021+0.8%-1.5%+17.9%
Q1 2021-3.9%-3.3%-5.1%
Q4 2020+1.0%-4.2%-14.4%
Q3 2020-5.9%+9.0%+72.0%
Q2 2020+1.9%+3.5%+4.8%
Q1 2020+4.9%+17.5%+11.7%
Q4 2019+8.8%+11.5%-24.4%
Q3 2019+10.2%+6.9%+15.0%
Q2 2019+10.6%+17.3%+16.4%
Q1 2019-24.2%-27.1%-35.6%
Q4 2018-13.3%-8.5%-7.4%
Q3 2018-1.9%-3.5%+5.7%
Q2 2018-2.1%+0.5%+9.1%
Q1 2018-5.8%+1.7%+0.6%
Q4 2017-10.6%-8.6%-9.5%
Q3 2017-6.3%-4.9%+3.1%
Q2 2017-3.3%-3.6%-1.3%
Q1 2017-5.1%-7.0%-10.2%
Q4 2016+21.4%+16.8%-1.2%
Q3 2016+17.2%+45.6%+32.6%
Q2 2016-9.5%-14.7%-14.3%
Q1 2016-5.5%
Q4 2015-18.5%
Q3 2015+4.7%
Q2 2015-11.4%
Q1 2015-1.7%
Q4 2014-5.9%
Q3 2014-15.5%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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