NASDAQ$BCAB

Bioatla Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

BioAtla reported financial results and provided clinical program updates for the third quarter of 2022.

BioAtla's CAB-ADC programs showed encouraging data, with multiple partial responses observed in the Phase 2 NSCLC study. The company anticipates several updates in the coming months as they progress BA3021 and BA3071. BioAtla has a strong cash position expected to last into the second half of 2024.

  • Mecbotamab vedotin (BA3011) Phase 2 part 1 interim results in NSCLC continue to show antitumor activity with additional patients enrolled.
  • BA3011 Undifferentiated Pleomorphic Sarcoma (UPS) enrollment in Phase 2 part 2 of study anticipated to begin by year-end.
  • CAB-CTLA-4 (BA3071) Phase 1 study ongoing in tumor types responsive to CTLA-4 inhibition with first two cohorts completed without Dose Limiting Toxicities (DLTs) or Serious Adverse Events (SAEs) reported; third cohort (70mg) on-going with DLT observation period anticipated to conclude by year-end.
  • Cash balance of $178.1 million at quarter-end expected to provide funding into 2H24.

Headline financials

Total Revenue

$0.00

Previous: $150K-100.0%
EPS (adj)

-$0.69

Previous: -$0.68-1.5%
Capital Expenditures

-$237K

No prior period
Free Cash Flow

-$26M

No prior period
Net Income

-$25.8M

Previous: -$22.9M-12.4%
Operating Income

-$26.2M

Previous: -$23.7M-10.5%
Gross Profit

$0.00

No prior period
Cash & Equivalents

$178M

Previous: $270M-34.0%
Total Assets

$189M

Previous: $278M-31.9%
Stock-Based Comp

$3.59M

Previous: $4.37M-17.8%

Revenue & EPS history

Bioatla · Revenue · Quarterly

$0

Q3 2022-100%vs Q3 2021
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

BioAtla expects current cash and cash equivalents will be sufficient to fund planned operations including all ongoing CAB product development programs into second half 2024. R&D expenses are expected to remain variable and generally increase. G&A expenses are expected to moderately increase.

Tailwinds

  • Cash and cash equivalents will be sufficient to fund planned operations into second half 2024.
  • Advance product candidates.
  • Advance intellectual property portfolio.
  • Support focused pre-commercialization activities for product candidate mecbotamab vedotin (BA3011).
  • Satisfy requirements as a public company.

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 Q3 2022

Historical avgQ3 2022

+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

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