NASDAQ$BLTE

Belite Bio Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Belite Bio reported increased research and development expenses and a higher net loss in Q4 2024.

Belite Bio's Q4 2024 net loss widened to $10.1 million due to increased R&D expenses related to its clinical trials. The company did not generate revenue, as it remains in the development stage. Cash and investments totaled $145.2 million, providing runway for ongoing trials. The pivotal Phase 3 DRAGON trial continues as planned, with completion expected in Q4 2025.

  • Belite Bio reported a Q4 2024 net loss of $10.1 million, compared to $7.0 million in Q4 2023.
  • R&D expenses increased to $7.3 million, up from $4.9 million in Q4 2023, due to trial progress.
  • The company raised $15 million in a direct offering to support clinical development.
  • Cash and investments totaled $145.2 million, ensuring funding for ongoing trials.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.32

Previous: -$0.25-28.0%
R&D Expenses

$7.25M

No prior period
G&A Expenses

$4.2M

No prior period
Other Income

$1.36M

No prior period
Weighted Avg Shares

31.5M

No prior period
Investments

$114M

No prior period
Net Income

-$10.1M

Previous: -$6.99M-44.5%
Operating Income

-$11.5M

Previous: -$6.96M-64.7%

Revenue & EPS history

Belite Bio · Revenue · Quarterly

$0

Q4 2024

Forward guidance

Belite Bio remains focused on advancing its clinical pipeline, with completion of key trials expected in late 2025.

Tailwinds

  • Phase 3 DRAGON trial remains on track with no modifications recommended.
  • Enrollment in the PHOENIX trial for geographic atrophy increased to 406 subjects.
  • Sufficient cash and investments to fund operations through key milestones.
  • Potential additional $15 million in proceeds from warrant exercises.
  • Continued regulatory engagement for Tinlarebant’s approval pathway.

Headwinds

  • No revenue generation as the company remains in the development stage.
  • R&D expenses continue to rise with trial progress, increasing cash burn.
  • Dependence on external funding to support long-term operations.
  • Regulatory uncertainties in securing approvals across global markets.
  • Potential delays in clinical trial completion due to enrollment challenges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.3%

Avg return

Earnings day

+4.6%

Avg return

5 days after

+3.1%

Avg return

30 days after

31%

4 / 13 earnings

Positive

+36.6%

Q2 2022

Best reaction

-15.2%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-6.5%
Q1 2025-3.4%+3.9%+0.2%
Q4 2024+0.5%-0.2%-15.1%
Q3 2024+4.6%+5.3%-19.4%
Q2 2024-1.4%+1.3%-2.1%
Q1 2024-0.1%+6.9%+18.8%
Q4 2023-15.2%-16.5%-13.6%
Q3 2023-3.7%-5.4%+12.3%
Q2 2023+2.3%+4.2%+39.9%
Q4 2022-3.4%-1.2%-1.9%
Q4 2020-3.4%-1.2%-1.9%
Q4 2021-3.4%-1.2%-1.9%
Q2 2022+36.6%+59.4%+21.7%
Q3 2021
Q2 2021
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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