NASDAQ$CORT

Corcept Therapeutics Incorporated · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Corcept Therapeutics reported strong second-quarter results, driven by commercial business growth and increased investment in physician education for hypercortisolism treatment. The company raised its 2023 revenue guidance and is progressing with clinical development programs.

Corcept Therapeutics announced positive results for the second quarter of 2023, with revenue reaching $117.7 million, a 14% increase compared to the same period in 2022. The company's net income was $27.5 million, and it raised its 2023 revenue guidance to $455 - $470 million. The company is actively advancing its clinical development programs, including studies for Cushing's syndrome, ovarian cancer, ALS, and NASH.

  • Revenue increased by 14% to $117.7 million compared to Q2 2022.
  • Net income was $27.5 million, slightly up from $27.4 million in Q2 2022.
  • 2023 revenue guidance raised to $455 - $470 million.
  • Cash and investments totaled $363.3 million as of June 30, 2023.

Headline financials

Total Revenue

$118M

Previous: $103M+13.9%
EPS (adj)

$0.25

Previous: $0.24+4.2%
Capital Expenditures

-$102K

Previous: -$31K-229.0%
Free Cash Flow

$27.4M

Previous: $27.4M+0.2%
Net Income

$27.5M

Previous: $27.4M+0.4%
Operating Income

$29.6M

Previous: $31.4M-5.9%
Gross Profit

$116M

Previous: $102M+13.8%
Cash & Equivalents

$363M

Previous: $382M-4.9%
Total Assets

$525M

Previous: $496M+5.7%
Stock-Based Comp

$11.9M

Previous: $10.6M+11.8%

Revenue & EPS history

Corcept Therapeutics · Revenue · Quarterly

$118M

Q2 2023+13.9%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Corcept Therapeutics · $103M total across 1 segment · Q2 2022

  • Product Revenue
    $103M

Forward guidance

Corcept Therapeutics anticipates continued revenue growth and is focused on advancing its clinical development programs. They expect data from multiple trials, an NDA submission for relacorilant in Cushing’s syndrome, and initiation of a Phase 2b trial for miricorilant in NASH.

Tailwinds

  • NDA submission for relacorilant in Cushing’s syndrome expected in Q2 2024.
  • Enrollment nearing completion in Phase 3 GRADIENT trial for Cushing’s syndrome.
  • CATALYST trial progressing ahead of schedule, with enrollment expected to complete in Q4.
  • ROSELLA trial on track to complete enrollment by the end of the year.
  • Phase 2b trial of miricorilant in patients with NASH to begin in Q4.

Headwinds

  • Risks related to the development of product candidates, including clinical attributes and regulatory approvals.
  • Potential impact of competing treatments for hypercortisolism, including generic versions of Korlym.
  • Ability to obtain acceptable prices and adequate insurance coverage and reimbursement for Korlym.
  • The timing, cost and outcome of legal disputes and investigations.
  • The scope and protective power of intellectual property.

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 Q2 2023

Historical avgQ2 2023

+0.6%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+7.0%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+25.0%

Q2 2023

Best reaction

-18.5%

Q2 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+10.2%+49.1%
Q4 2025-1.8%-1.4%+3.1%
Q3 2025+7.7%+6.2%+21.1%
Q1 2025-4.4%-5.0%-6.7%
Q4 2024-5.6%-11.6%-13.8%
Q3 2024+1.6%+3.8%+19.6%
Q2 2024+1.5%-0.8%-3.3%
Q1 2024+7.5%+2.8%+29.4%
Q4 2023-6.2%-6.7%-4.0%
Q3 2023-9.9%-7.7%-7.5%
Q2 2023+25.0%+20.9%+32.4%
Q1 2023+7.2%+6.1%+3.9%
Q4 2022-5.2%-8.3%+3.3%
Q3 2022-11.4%-15.0%-13.4%
Q2 2022+1.2%+1.3%-8.5%
Q1 2022-13.6%-17.8%-3.9%
Q4 2021+17.5%+15.6%+25.9%
Q3 2021+11.5%+27.0%+16.0%
Q2 2021+1.8%+5.8%+5.5%
Q1 2021-2.6%-5.6%-1.2%
Q4 2020-0.5%-5.9%-11.2%
Q3 2020+4.4%+3.9%+34.2%
Q2 2020-6.4%-9.2%+24.3%
Q1 2020+8.5%+10.1%+18.9%
Q4 2019-1.8%-3.9%-25.9%
Q3 2019+5.3%+13.1%-6.7%
Q2 2019+11.0%+9.9%+12.0%
Q1 2019-9.7%-9.9%-15.7%
Q4 2018+5.3%+12.4%-1.1%
Q3 2018+7.1%+14.6%+18.6%
Q2 2018-5.8%-11.4%+5.1%
Q1 2018-4.2%-8.9%+2.3%
Q4 2017+4.5%+0.3%+5.9%
Q3 2017-9.3%-8.8%-4.7%
Q2 2017+7.3%+15.0%+33.7%
Q1 2017-4.9%-1.5%+18.6%
Q4 2016-5.3%+11.6%+8.5%
Q3 2016+8.2%+15.6%+14.6%
Q2 2016+1.7%+1.2%-7.3%
Q1 2016-5.9%
Q4 2015+4.3%
Q3 2015+8.1%
Q2 2015+8.2%
Q1 2015-4.8%
Q4 2014+4.9%
Q3 2014+0.6%
Q2 2014+5.0%
Q1 2014+0.5%
Q4 2013+1.4%
Q3 2013+1.7%
Q2 2013-18.5%
Q1 2013+4.3%
Q4 2012-1.0%
Q3 2012-18.1%
Q2 2012-4.7%
Q1 2012+9.2%
Q4 2011+2.8%
Q3 2011+3.9%
Q2 2011-4.0%
Q1 2011+2.9%
Q4 2010+0.0%
Q3 2010-1.4%
Q2 2009+3.3%
Q1 2010+0.0%

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