NASDAQ$CERS

Cerus Corp · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Cerus reported record third quarter results, driven by growth in U.S. platelet kit sales and EMEA region demand.

Cerus Corporation announced record third quarter 2020 results with a total revenue of $29.2 million. The company narrowed its full year product revenue guidance to a range of $89 million to $91 million. The company had cash, cash equivalents, and short-term investments of $135.1 million at September 30, 2020.

  • Total revenue reached $29.2 million, driven by U.S. platelet kit sales growth and EMEA region demand.
  • A new technology add-on payment (NTAP) application was submitted for pathogen-reduced cryoprecipitated fibrinogen complex (PR-Cryo).
  • The first two modules for CE Mark for INTERCEPT red blood cells were submitted.
  • A five-year contract with the FDA was entered into for developing next-generation compounds.

Headline financials

Total Revenue

$23.6M

Previous: $18M+31.0%
EPS (adj)

-$0.08

Previous: -$0.13+38.5%
Worldwide Platelet Kit Growth

27.0%

Previous: 0.0%
Net Income

-$14.1M

Previous: -$18M+21.3%
Cash & Equivalents

$29M

Previous: $24.4M+18.5%

Revenue & EPS history

Cerus · Revenue · Quarterly

$23.6M

Q3 2020+31%vs Q3 2019
Beat estimate in 1 of 16 quarters(6%)
ActualEstimate

Revenue by segment

Cerus · $29.2M total across 2 segments · Q3 2020

  • Product Revenue
    $23.6M+31.1%
  • Government Contract Revenue
    $5.6M+16.7%

Forward guidance

The Company expects 2020 product revenue to be in the range of $89 million to $91 million.

Tailwinds

  • Company expects 2020 product revenue to be in the range of $89 million to $91 million

Headwinds

  • potential for additional disruptions to the blood supply this fall and winter
  • narrowing our 2020 guidance range due to recent sharp rises in new COVID cases in certain regions, including Europe.

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 Q3 2020

Historical avgQ3 2020

-0.4%

Avg return

Earnings day

+1.0%

Avg return

5 days after

-0.8%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+27.5%

Q3 2017

Best reaction

-19.6%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+5.7%+34.9%+58.3%
Q4 2025-17.3%-23.7%-26.5%
Q3 2025-2.8%+0.0%+21.4%
Q2 2025+0.8%-2.3%+3.9%
Q1 2025+2.3%+0.0%-2.3%
Q4 2024-5.2%-5.7%-12.1%
Q3 2024-7.6%-8.2%+8.8%
Q1 2024-5.8%+7.6%+4.1%
Q4 2023+14.2%+6.6%-10.8%
Q3 2023+25.4%+25.4%+21.0%
Q2 2023-17.8%-26.3%-35.4%
Q1 2023-0.9%-6.1%-1.7%
Q4 2022-7.0%+2.1%-1.4%
Q3 2022+7.7%+6.0%+18.9%
Q2 2022-4.5%-12.7%-32.8%
Q1 2022+2.9%-2.7%-2.3%
Q4 2021-2.1%+8.6%+3.6%
Q3 2021+14.5%+16.0%+1.5%
Q2 2021+21.1%+21.9%+28.2%
Q1 2021+2.7%+4.8%-7.7%
Q4 2020-8.6%-3.9%-11.3%
Q3 2020-5.4%-0.4%+18.6%
Q2 2020-1.8%-4.7%-17.7%
Q1 2020+2.1%+5.2%+12.5%
Q4 2019-1.0%-6.0%-39.2%
Q3 2019-4.4%-3.7%-4.6%
Q2 2019-8.7%-13.5%-8.2%
Q1 2019-12.3%-15.2%-27.3%
Q4 2018+2.8%+6.5%-3.7%
Q3 2018-4.9%-13.4%-21.6%
Q2 2018-5.9%-4.8%+4.1%
Q1 2018+11.9%+17.1%+17.8%
Q4 2017+2.1%+7.5%+9.0%
Q3 2017+27.5%+26.4%+40.9%
Q2 2017+3.6%+7.1%+6.7%
Q1 2017-19.6%-28.3%-44.5%
Q4 2016-7.8%+5.0%+0.7%
Q3 2016+6.4%+15.0%+10.2%
Q2 2016+1.8%-4.5%-11.3%
Q1 2016-6.6%
Q4 2015+0.5%
Q3 2015+4.5%
Q2 2015-2.5%
Q1 2015+0.3%
Q4 2014-12.7%
Q3 2014-5.8%
Q2 2014+4.8%
Q1 2014+4.4%
Q4 2013-15.7%
Q3 2013-6.1%
Q2 2013+6.7%
Q1 2013-9.7%
Q4 2012+14.0%
Q3 2012-1.9%
Q2 2012-2.7%
Q1 2011+0.5%
Q1 2012+1.5%
Q4 2009+0.8%
Q4 2011+0.8%
Q3 2010+1.4%
Q3 2011+1.4%
Q2 2010-2.8%
Q2 2011-2.8%
Q4 2010-2.8%
Q1 2010-2.0%

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