NASDAQ$BEAM

Beam Therapeutics Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Announced pipeline and business highlights and reported financial results.

Beam Therapeutics reported its Q1 2022 financial results, highlighting advancements in its pipeline, including progress with BEAM-101, BEAM-102, and BEAM-201 programs, and the initiation of IND-enabling studies for BEAM-301. The company ended the quarter with $1.2 billion in cash, cash equivalents, and marketable securities.

  • BEAM-101 patient enrollment, BEAM-102 and BEAM-201 IND submissions and BEAM-301 IND-Enabling Studies are all on-track for the second half of 2022
  • A Natural History Study was initiated in people with Sickle Trait to provide insights into key characteristics of Sickle Cell Trait and Sickle Cell Disease
  • Manmohan Singh, Ph.D., was appointed to Executive Leadership Team and Anne Marie Woodland was appointed as Head of Regulatory
  • Ended First Quarter 2022 with $1.2 Billion in Cash, Cash Equivalents and Marketable Securities

Headline financials

Total Revenue

$8.43M

Previous: $6K+140433.3%
EPS (adj)

-$1.01

Previous: -$3.35+69.9%
Capital Expenditures

-$7.26M

Previous: -$11.5M+36.8%
Free Cash Flow

-$76.5M

Previous: -$213M+64.1%
Net Income

-$69.2M

Previous: -$202M+65.7%
Operating Income

-$76.2M

Previous: -$200M+62.0%
Gross Profit

$331K

Previous: $6K+5416.7%
Cash & Equivalents

$297M

Previous: $97.2M+205.2%
Total Assets

$1.45B

Previous: $693M+109.7%
Stock-Based Comp

$18M

Previous: $4.65M+288.0%

Revenue & EPS history

Beam Therapeutics · Revenue · Quarterly

$8.43M

Q1 2022+140,433.3%vs Q1 2021
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Revenue by segment

Beam Therapeutics · $6K total across 1 segment · Q2 2021

  • License & collaboration revenue
    $6K

Forward guidance

The press release contains forward-looking statements regarding the AUNT Study, presentations at ASGCT, nomination of additional development candidates, initiation of IND-enabling studies and submission of IND applications, the therapeutic applications and potential of Beam's technology, the planned initiation and design of the BEACON-101 clinical trial, the sufficiency of capital resources, and the ability to develop life-long, curative, precision genetic medicines.

Tailwinds

  • Intended design and planned initiation of the AUNT Study
  • Plans and anticipated timing to nominate additional development candidates
  • Plans and anticipated timing to initiate IND-enabling studies
  • Plans and anticipated timing to submit IND applications
  • Ability to develop life-long, curative, precision genetic medicines for patients through base editing

Headwinds

  • Ability to develop, obtain regulatory approval for, and commercialize product candidates may take longer or cost more than planned
  • Ability to raise additional funding may not be available
  • Ability to obtain, maintain and enforce patent and other intellectual property protection for product candidates
  • Preclinical testing and preliminary data from studies and trials may not be predictive of results
  • Enrollment of clinical trials may take longer than expected

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 Q1 2022

Historical avgQ1 2022

+1.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+3.6%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+21.8%

Q4 2023

Best reaction

-11.1%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-2.4%-9.3%
Q4 2025+14.1%+0.5%-16.6%
Q3 2025-6.4%-8.4%+19.2%
Q1 2025+3.9%-0.2%-1.1%
Q4 2024-3.1%-14.5%-27.9%
Q3 2024+9.3%+11.1%+3.9%
Q2 2024-4.5%-4.5%-5.6%
Q1 2024-2.4%-6.7%+5.7%
Q4 2023+21.8%+11.3%-7.7%
Q3 2023-11.1%-12.2%+5.6%
Q2 2023+2.2%+0.0%-1.5%
Q1 2023+1.9%+4.3%-6.7%
Q4 2022-1.3%+0.3%-22.7%
Q3 2022-10.3%+19.0%+3.0%
Q2 2022+3.2%+8.5%-10.4%
Q1 2022+0.3%-0.6%+12.6%
Q4 2021-1.7%-14.3%-20.5%
Q3 2021+9.1%+2.9%-11.4%
Q2 2021+1.0%-5.6%+1.0%
Q1 2021+4.3%+12.2%+37.1%
Q4 2020-4.4%-5.6%-22.3%
Q3 2020+2.5%-1.4%+109.9%
Q2 2020-5.1%-3.5%+8.6%
Q1 2020+3.3%+3.4%+23.1%
Q4 2019+3.3%+3.4%+23.1%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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