NASDAQ$BEAM

Beam Therapeutics Inc. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Beam Therapeutics reported its first quarter 2025 financial results, highlighting progress in its clinical programs and a strong financial position.

Beam Therapeutics had a strong first quarter in 2025, marked by significant clinical advancements including the first patient dosed in the BEAM-301 trial and continued progress in the BEAM-302 and BEAM-101 programs. The company also strengthened its financial foundation with a $500 million financing, extending its cash runway into 2028.

  • First patient dosed in the Phase 1/2 study of BEAM-301 for Glycogen Storage Disease Type Ia, marking the company's second clinical-stage in vivo editing program.
  • Updated data from the BEACON Phase 1/2 clinical trial of BEAM-101 for sickle cell disease accepted for presentation at the European Hematology Association 2025 Congress in June.
  • Initiated dosing of the fourth cohort in Part A of the Phase 1/2 trial for BEAM-302 in Alpha-1 Antitrypsin Deficiency and received U.S. IND clearance.
  • Ended the first quarter of 2025 with $1.2 billion in cash, cash equivalents, and marketable securities, including net proceeds from a $500 million financing, with a cash runway expected to support operating plans into 2028.

Headline financials

Total Revenue

$7.47M

Previous: $7.41M+0.8%
EPS (adj)

-$1.24

Previous: -$1.21-2.5%
R&D expenses

$98.8M

No prior period
G&A expenses

$27.9M

No prior period
Total operating expenses

$127M

No prior period
Change in fair value of derivative liabilities

$2.26M

No prior period
Change in fair value of non-controlling equity investments

-$2.08M

No prior period
Change in fair value of contingent consideration liabilities

-$27K

No prior period
Interest and other income (expense), net

$9.86M

No prior period
Total other income (expense)

$10M

No prior period
Unrealized gain on marketable securities

-$519K

No prior period
Comprehensive income

-$110M

No prior period
Diluted weighted-average shares

88.0M

No prior period
Capital Expenditures

-$3.07M

Previous: -$2.44M-25.7%
Net Income

-$109M

Previous: -$98.7M-10.7%
Operating Income

-$119M

Previous: -$104M-14.6%

Revenue & EPS history

Beam Therapeutics · Revenue · Quarterly

$7.47M

Q1 2025+0.8%vs Q1 2024
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 Therapeutics expects to continue advancing its clinical programs and maintain a strong financial position, with cash runway into 2028.

Tailwinds

  • Plans to continue the dose-escalation portion of Part A of the BEAM-302 Phase 1/2 clinical trial and expects to report further data at a medical conference in the second half of 2025.
  • Plans to dose the first patient in Part B of the BEAM-302 Phase 1/2 clinical trial, which will include AATD patients with mild to moderate liver disease, in the second half of 2025.
  • Plans to continue dosing in the Phase 1/2 clinical trial of BEAM-301 in GSDIa.
  • Expects to dose 30 patients in the BEACON Phase 1/2 clinical trial of BEAM-101 in adults with severe SCD by mid-2025.
  • Expects to initiate a Phase 1 healthy volunteer clinical trial of BEAM-103, the ESCAPE monoclonal antibody, by the end of 2025.

Headwinds

  • Clinical trials may take longer or cost more than planned.
  • Uncertainty that product candidates will receive necessary regulatory approval.
  • Preclinical and preliminary clinical data may not be predictive of future results.
  • Product candidates or delivery modalities may cause serious adverse events.
  • Manufacturing or supply interruptions or failures may occur.

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 2025

Historical avgQ1 2025

+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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