NASDAQ$CCCC

C4 Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

C4 Therapeutics Inc reported Q2 2024 financial results with revenue growth from collaboration agreements and reduced net loss compared to the prior year.

C4 Therapeutics Inc achieved $12.0 million in revenue from collaboration agreements during the three months ended June 30, 2024. The company reported a net loss of $17.7 million and an operating loss of $21.4 million, with research and development expenses at $23.8 million. Cash, cash equivalents, and marketable securities totaled $295.7 million at quarter end.

  • Revenue from collaboration agreements increased to $12.0 million in Q2 2024 from $2.7 million in Q2 2023, driven by milestones from Biogen and progress on new agreements.
  • Net loss narrowed to $17.7 million in Q2 2024 from $35.9 million in Q2 2023, supported by higher other income and lower operating expenses.
  • Research and development expenses decreased to $23.8 million in Q2 2024 from $29.9 million in Q2 2023 due to restructuring and program prioritization.
  • The company maintained a strong liquidity position with $295.7 million in cash, cash equivalents, and marketable securities as of June 30, 2024.

Headline financials

Total Revenue

$12M

Previous: $2.66M+350.7%
EPS (adj)

-$0.26

Previous: -$0.73+64.4%
Research and Development Expense

$23.8M

No prior period
General and Administrative Expense

$9.7M

No prior period
Total operating expenses

$33.4M

No prior period
Weighted Average Shares Outstanding

68.8M

No prior period
Interest and Other Income Net

$3.73M

No prior period
Capital Expenditures

-$197K

Previous: $362K-154.4%
Net Income

-$17.7M

Previous: -$35.9M+50.7%
Operating Income

-$21.4M

Previous: -$37.6M+42.9%
R&D Expense

$23.8M

No prior period
Stock-Based Comp

$6.38M

Previous: $6.43M-0.7%

Revenue & EPS history

C4 Therapeutics · Revenue · Quarterly

$12M

Q2 2024+350.7%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

C4 Therapeutics · $6.46M total across 4 segments · Q2 2025

  • MKDG Agreement
    $3.43M
  • Roche Agreement
    $1.93M
  • Merck Agreement
    $1.05M
  • Betta Agreement
    $54K

Forward guidance

The company continues to advance its clinical pipeline with ongoing Phase 1/2 trials for cemsidomide and CFT1946, supported by collaboration revenues.

Tailwinds

  • Increased collaboration revenue from milestones and new agreements
  • Reduced net loss and operating expenses year-over-year
  • Strong cash position extending runway into 2027

Headwinds

  • Continued net losses expected as clinical development progresses
  • Dependence on collaboration partners for revenue and development

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports

Historical avg

+2.2%

Avg return

Earnings day

+4.1%

Avg return

5 days after

-1.1%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+30.9%

Q2 2025

Best reaction

-10.0%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q2 2025+30.9%
Q1 2026+0.0%+13.0%+22.2%
Q4 2025+0.4%+17.4%+13.9%
Q3 2025-2.0%-10.0%+8.0%
Q1 2025-0.7%-1.4%+21.7%
Q4 2024-1.9%-10.2%-34.0%
Q3 2024+1.4%+10.1%-17.7%
Q1 2024+0.1%-9.1%-31.4%
Q4 2023+24.0%+34.5%+13.4%
Q3 2023-6.0%+21.5%+7.4%
Q2 2023-1.7%-3.1%-33.8%
Q1 2023+4.8%+5.6%+8.0%
Q4 2022-10.0%-11.0%-40.2%
Q3 2022-8.1%-6.4%-11.8%
Q2 2022+16.7%+6.9%-8.7%
Q1 2022-8.1%-19.3%-24.4%
Q4 2021+13.9%+13.9%+24.3%
Q3 2021-4.6%-7.3%-23.6%
Q2 2021+8.0%+5.6%+33.6%
Q1 2020-0.6%+7.4%+20.4%
Q1 2021-0.6%+7.4%+20.4%
Q2 2020+9.6%+7.2%-19.8%
Q3 2019-3.7%+8.3%+8.3%
Q3 2020-3.7%+8.3%+8.3%
Q4 2019-3.7%+8.3%+8.3%
Q1 2019
Q4 2018

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