NASDAQ$BEAM

Beam Therapeutics Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported pipeline updates and financial results for the second quarter of 2024.

Beam Therapeutics reported progress in its clinical portfolio, including the FDA clearance of the IND application for BEAM-301 and enrollment advancements in the BEACON trial of BEAM-101. The company ended the quarter with $1.0 billion in cash, cash equivalents and marketable securities, expecting an operating runway into 2027. Net loss for the quarter was $91.1 million, or $1.11 per share.

  • FDA cleared the Investigational New Drug application for BEAM-301 in Glycogen Storage Disease Type Ia (GSDIa).
  • More than 20 patients enrolled and six patients dosed in BEACON Phase 1/2 Trial of BEAM-101 in Severe Sickle Cell Disease.
  • First patient dosed in the Phase 1/2 Trial of BEAM-302 in Alpha-1 Antitrypsin Deficiency (AATD); initial clinical data expected in 2025.
  • Ended Second Quarter 2024 with $1.0 Billion in Cash, Cash Equivalents and Marketable Securities; Expected Operating Runway into 2027.

Headline financials

Total Revenue

$11.8M

Previous: $20.1M-41.5%
EPS

-$1.11

Previous: -$1.08-2.8%
Capital Expenditures

-$4.4M

Previous: -$22.2M+80.2%
Free Cash Flow

-$95.5M

Previous: -$105M+9.1%
Net Income

-$91.1M

Previous: -$82.8M-10.0%
Operating Income

-$105M

Previous: -$102M-2.7%
R&D Expense

$87M

No prior period
Stock-Based Comp

$31.6M

Previous: $26.3M+20.3%

Revenue & EPS history

Beam Therapeutics · Revenue · Quarterly

$11.8M

Q2 2024-41.5%vs Q2 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 Therapeutics expects its current cash, cash equivalents, and marketable securities to fund operating expenses and capital expenditures into 2027. This includes funding key milestones for BEAM-101, ESCAPE, BEAM-301, and BEAM-302, as well as investments in platform advancements and manufacturing capabilities. Commercial spend related to the potential launch of BEAM-101 is excluded.

Tailwinds

  • Funding secured to reach key milestones for BEAM-101.
  • Funding secured to reach key milestones for ESCAPE.
  • Funding secured to reach key milestones for BEAM-301.
  • Funding secured to reach key milestones for BEAM-302.
  • Continued investments in platform advancements and manufacturing capabilities.

Headwinds

  • Excludes commercial spend related to the potential launch of BEAM-101.
  • Therapeutic applications and potential of our technology, including with respect to SCD, T-ALL/T-LL, AATD, GSDIa, and ESCAPE
  • Plans, and anticipated timing, to advance our programs
  • The clinical trial designs and expectations for BEAM-101, BEAM-301, BEAM-302 and ESCAPE
  • Sufficiency of our capital resources to fund operating expenses and capital expenditure requirements and the period in which such resources are expected to be available

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 Q2 2024

Historical avgQ2 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

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