NASDAQ$BCAB

Bioatla Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

BioAtla achieved key milestones in clinical programs and reported financial results.

BioAtla reported a net loss of $35.8 million for the second quarter of 2023, compared to a net loss of $28.9 million for the same quarter in 2022. The company's cash and cash equivalents were $168.7 million as of June 30, 2023, expected to provide funding into 2025.

  • Achieved first patient in (FPI) and continuing to enroll CAB-AXL BA3011 in a Phase 2 potentially registrational study in Undifferentiated Pleomorphic Sarcoma (UPS).
  • Submitted Food & Drug Administration (FDA) meeting request for potentially registrational study of BA3011 in non-small cell lung cancer (NSCLC) study; FDA feedback and initiation of study remain on track for 2H23.
  • Cleared fifth cohort at 5 mg/kg monotherapy and in combination with PD-1 in Phase 1 dose-escalation CAB-CTLA-4 (BA3071) study with no dose-limiting toxicities (DLTs) reported.
  • Cash balance of $168.7 million expected to provide funding into 2025.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.75

Previous: -$0.77+2.6%
Capital Expenditures

-$65K

Previous: -$179K+63.7%
Free Cash Flow

-$35.8M

Previous: -$29.1M-23.1%
Net Income

-$35.8M

Previous: -$28.9M-23.7%
Operating Income

-$37.2M

Previous: -$29.1M-28.0%
Gross Profit

$0.00

Previous: $0.00
Cash & Equivalents

$169M

Previous: $202M-16.6%
Total Assets

$180M

Previous: $213M-15.9%
Stock-Based Comp

$3.68M

Previous: $3.84M-4.3%

Revenue & EPS history

Bioatla · Revenue · Quarterly

$0

Q2 2023
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

BioAtla anticipates several important near-term value inflection points, including data readouts in the second half of this year. The company also expects FDA feedback for its Phase 2, part 2 potentially registrational BA3011 trial in NSCLC, and initiation of its Phase 2 CAB-CTLA-4 BA3071 trial in multiple indications.

Tailwinds

  • LMS cohort data readout remains on track for 2H23 using a more frequent, dose-intensive regimens
  • Anticipate FDA feedback in 2H23 for the BA3011 study design
  • Initiation of BA3011 study on track for 2H23
  • Phase 2 investigator-initiated trial is on track with interim data (n=10) anticipated in 2H23
  • Anticipated Phase 1 data readout remains on track for 2H23

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 2023

Historical avgQ2 2023

+5.5%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+7.5%

Avg return

30 days after

48%

10 / 21 earnings

Positive

+76.7%

Q2 2022

Best reaction

-37.3%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.4%-18.1%-15.1%
Q3 2025+23.2%+75.8%+24.8%
Q2 2025-5.6%+3.2%+41.3%
Q1 2025-7.2%-9.1%+1.5%
Q4 2024-4.9%-13.5%+12.2%
Q3 2024+1.9%+6.3%-20.4%
Q2 2024+5.8%+0.7%+25.2%
Q1 2024+13.6%+7.2%-40.5%
Q4 2023+48.5%+47.6%-3.4%
Q3 2023-10.3%-24.2%-15.8%
Q2 2023-0.3%-8.4%-16.1%
Q1 2023+10.9%+7.9%+10.3%
Q4 2022+0.9%+0.4%+48.3%
Q3 2022+17.1%+22.8%+63.1%
Q2 2022+76.7%+86.9%+142.2%
Q1 2022-37.3%-43.9%-28.2%
Q4 2021+1.9%-15.1%-22.8%
Q3 2021-0.3%-1.9%-24.5%
Q2 2021-4.4%-2.7%-9.4%
Q1 2021-2.4%-1.9%+6.6%
Q4 2020-10.6%-21.5%-21.4%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro