NASDAQ$BEAM

Beam Therapeutics Inc. · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Reported fourth quarter and year-end financial results and reiterated anticipated catalysts.

Beam Therapeutics reported a net loss of $90.4 million for Q4 2024, with cash, cash equivalents, and marketable securities totaling $850.7 million. The company achieved its adult enrollment target in the BEACON trial and anticipates key milestones for its BEAM-101, ESCAPE, BEAM-301, and BEAM-302 programs.

  • Achieved adult enrollment target for BEACON Phase 1/2 clinical trial of BEAM-101 for sickle cell disease.
  • Presented initial results for the BEACON trial at the 66th American Society of Hematology (ASH) Annual Meeting.
  • Advanced global regulatory and site activation activities for BEAM-302 for alpha-1 antitrypsin deficiency (AATD).
  • Activated the first clinical trial site for the Phase 1/2 clinical trial of BEAM-301 for glycogen storage disease type 1a (GSD1a).

Headline financials

Total Revenue

$30.1M

Previous: $316M-90.5%
EPS (adj)

-$1.09

Previous: $1.73-163.0%
R&D expenses

$101M

No prior period
G&A expenses

$28.7M

No prior period
Total operating expenses

$130M

No prior period
Change in fair value of derivative liabilities

-$128K

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

-$1.09M

No prior period
Change in fair value of contingent consideration liabilities

-$27K

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

$10.9M

No prior period
Total other income (expense)

$9.68M

No prior period
Unrealized gain on marketable securities

-$1.08M

No prior period
Comprehensive income

-$91.4M

No prior period
Net Income

-$90.4M

Previous: $143M-163.3%
Operating Income

-$100M

Previous: $133M-175.3%

Revenue & EPS history

Beam Therapeutics · Revenue · Quarterly

$30.1M

Q4 2024-90.5%vs Q4 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 anticipates several milestones in 2025, including updated data from the BEACON trial, initial data from the BEAM-302 trial, and the commencement of patient dosing in the BEAM-301 trial.

Tailwinds

  • Expects to present updated data in mid-2025 from the BEACON Phase 1/2 clinical trial of BEAM-101 in adults with severe SCD.
  • Expects to dose 30 patients in the BEACON trial 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.
  • Expects to report initial data from multiple cohorts from the Phase 1/2 study of BEAM-302 in AATD in the first half of 2025.
  • Patient dosing in the Phase 1/2 clinical trial of BEAM-301 in GSD1a is expected to commence in early 2025.

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 Q4 2024

Historical avgQ4 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