NASDAQ$BEAM

Beam Therapeutics Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Beam Therapeutics reported first quarter 2024 financial results and pipeline updates.

Beam Therapeutics reported a net loss of $98.7 million for Q1 2024 and ended the quarter with $1.1 billion in cash, cash equivalents, and marketable securities. The company is progressing with its BEACON Phase 1/2 trial of BEAM-101 in severe sickle cell disease and expects to initiate a Phase 1/2 trial for BEAM-302 in AATD in the first half of 2024.

  • Dosing completed for sentinel cohort of BEACON Phase 1/2 trial of BEAM-101 in severe sickle cell disease; expansion cohort initiated.
  • Clinical Trial Authorisation (CTA) application cleared for the Phase 1/2 trial of BEAM-302 in Alpha-1 Antitrypsin Deficiency; study to initiate in first half of 2024.
  • BEAM-301 is on track for submission of U.S. Investigational New Drug Application (IND) in first half 2024.
  • Ended first quarter 2024 with $1.1 billion in cash, cash equivalents and marketable securities; cash runway expected to support operating plans into 2027.

Headline financials

Total Revenue

$7.41M

Previous: $24.2M-69.4%
EPS (adj)

-$1.21

Previous: -$1.33+9.0%
Capital Expenditures

-$2.44M

Previous: -$6.02M+59.5%
Free Cash Flow

-$101M

Previous: -$102M+1.3%
Net Income

-$98.7M

Previous: -$96.5M-2.3%
Operating Income

-$104M

Previous: -$98.9M-5.3%
Gross Profit

$1.98M

Previous: $17.2M-88.5%
R&D Expense

$84.8M

No prior period
Stock-Based Comp

$29.3M

Previous: $23.9M+22.4%

Revenue & EPS history

Beam Therapeutics · Revenue · Quarterly

$7.41M

Q1 2024-69.4%vs Q1 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

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

  • License & collaboration revenue
    $6K

Forward guidance

Beam expects that its cash, cash equivalents and marketable securities as of March 31, 2024, will enable the company to fund its anticipated operating expenses and capital expenditure requirements into 2027. This expectation includes funding directed toward reaching each of the key anticipated milestones for BEAM-101, ESCAPE, BEAM-301 and BEAM-302 described above, as well as continued investments in platform advancements and manufacturing capabilities.

Tailwinds

  • Continuing to enroll and dose patients in the expansion cohort of the BEACON trial, with a total target of up to 45 treated patients.
  • Reporting data from multiple patients in the BEACON trial in the second half of 2024.
  • Initiating Phase 1-enabling preclinical studies for the ESCAPE program in 2024.
  • Initiating the Phase 1/2 clinical trial for BEAM-302 in AATD in the first half of 2024.
  • Submitting an IND application in the U.S. for BEAM-301 for the potential treatment of GSD1a in the first half of 2024.

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 2024

Historical avgQ1 2024

+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

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