NASDAQ$CCCC

C4 Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

C4 Therapeutics reported its financial results for the fourth quarter and full year ended December 31, 2024.

C4 Therapeutics reported increased revenue for Q4 2024, primarily driven by new collaborations. The company's net loss remained relatively flat compared to the prior year, and its cash position is expected to provide a runway into 2027.

  • Revenue from collaboration agreements increased to $5.177 million in Q4 2024 from $3.261 million in Q4 2023.
  • Net loss for Q4 2024 was $34.573 million, a slight improvement from $34.754 million in Q4 2023.
  • Cash, cash equivalents, and marketable securities stood at $267.263 million as of December 31, 2024, providing a runway into 2027.
  • Research and development expenses increased to $32.513 million in Q4 2024, reflecting ongoing clinical trial advancements.

Headline financials

Total Revenue

$5.18M

Previous: $3.26M+58.8%
EPS (adj)

-$0.49

Previous: -$0.68+27.9%
Research and development expense

$32.5M

Previous: $30.4M+7.0%
General and administrative expense

$10.4M

Previous: $10.3M+0.7%
Total operating expenses

$42.9M

Previous: $40.7M+5.4%
Weighted-average shares outstanding

70.6M

Previous: 51.2M+37.8%
Capital Expenditures

$4K

Previous: -$157K+102.5%
Net Income

-$34.6M

Previous: -$132M+73.9%
Operating Income

-$37.7M

Previous: -$139M+72.9%
Gross Profit

$3.41M

Previous: $1.57M+117.3%
R&D Expense

$32.5M

No prior period

Revenue & EPS history

C4 Therapeutics · Revenue · Quarterly

$5.18M

Q4 2024+58.8%vs Q4 2023
Beat estimate in 7 of 13 quarters(54%)
ActualEstimate

Revenue by segment

C4 Therapeutics · $11.1M total across 1 segment · Q3 2023

  • Collaboration agreements
    $11.1M+63.9%

Forward guidance

C4 Therapeutics expects its cash, cash equivalents, and marketable securities as of December 31, 2024, to fund its operating plan into 2027. The company is focused on advancing its clinical programs and operationalizing the next phase of cemsidomide development.

Tailwinds

  • Planning activities are ongoing for the next phase of cemsidomide clinical development in Multiple Myeloma and Non-Hodgkin's Lymphoma, with trials expected to initiate in early 2026.
  • CFT1946 Phase 1/2 trial continues to progress across multiple cohorts, with data in melanoma and colorectal cancer expected in the second half of 2025.
  • Cemsidomide Phase 1 dose escalation data in MM and NHL expected in the second half of 2025.
  • Open expansion cohort(s) in PTCL as part of the current Phase 1/2 trial expected in the second half of 2025.
  • CFT1946 monotherapy Phase 1 dose escalation in BRAF V600 mutant solid tumors expected to complete in the first half of 2025.

Headwinds

  • The company did not report any specific negative forward guidance or risks in the provided text beyond general forward-looking statement disclaimers.
  • No specific challenges or setbacks were highlighted for the upcoming periods.
  • No anticipated decreases in revenue or increases in expenses were mentioned.
  • No potential delays in clinical trials were explicitly stated.
  • No concerns regarding market conditions or competitive landscape were detailed.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.0%

Avg return

Earnings day

+4.1%

Avg return

5 days after

-1.1%

Avg return

30 days after

38%

9 / 24 earnings

Positive

+24.0%

Q4 2023

Best reaction

-10.0%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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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