NASDAQ$CRNX

Crinetics Pharmaceuticals Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported financial results for the first quarter ended March 31, 2022 and provided a corporate update.

Crinetics Pharmaceuticals reported first quarter 2022 financial results, featuring revenue of $3.1 million from a licensing agreement with Sanwa, and a net loss of $34.6 million. The company highlighted progress with CRN04777 and CRN04894, and strengthened its balance sheet with a $125 million common stock offering.

  • Reported positive top-line results from multiple-ascending dose cohorts of the CRN04777 Phase 1 study.
  • Entered into strategic licensing agreement with Sanwa Kagaku Kenkyusho Co., Ltd. for the development and commercialization of paltusotine in Japan, receiving $13 million upfront.
  • Strengthened balance sheet with successful $125 million common stock offering.
  • Strengthened company leadership with appointments to management team and Board of Directors.

Headline financials

Total Revenue

$3.13M

Previous: $71K+4309.9%
EPS (adj)

-$0.73

Previous: -$0.69-5.8%
Research and development

$28.3M

Previous: $17.6M+60.8%
Selling, general and administrative

$8.7M

Previous: $5.3M+64.2%
Capital Expenditures

-$87K

Previous: -$116K+25.0%
Free Cash Flow

-$34.7M

Previous: -$23M-50.8%
Net Income

-$34.6M

Previous: -$22.9M-51.2%
Operating Income

-$33.8M

Previous: -$22.9M-47.6%
Gross Profit

$2.8M

No prior period
Cash & Equivalents

$320M

No prior period
Total Assets

$333M

No prior period
Stock-Based Comp

$5.76M

No prior period

Revenue & EPS history

Crinetics · Revenue · Quarterly

$3.13M

Q1 2022+4,309.9%vs Q1 2021
Beat estimate in 5 of 10 quarters(50%)
ActualEstimate

Revenue by segment

Crinetics · $1.1M total across 1 segment · Q4 2021

  • Collaboration and license
    $1.1M

Forward guidance

Crinetics anticipates continued progress in clinical trials for paltusotine, CRN04777, and CRN04894, with data expected in the near term. The company expects current cash, cash equivalents and short-term investments will fund its current operating plan into the second half of 2024.

Tailwinds

  • Phase 1 Multiple-Ascending Dose Data for CRN04894 Expected in 2Q22
  • Paltusotine’s Phase 3 PATHFNDR Trials in Acromegaly Advancing Towards Anticipated Top-Line Data Readouts in 2023
  • Clinical Trial of CRN04777 in Congenital Hyperinsulinism Patients Planned to Begin in 2H22
  • Potential to receive future milestone and royalty payments from Sanwa
  • Plans to advance other pipeline product candidates or discovery efforts

Headwinds

  • Preliminary data may change following a more comprehensive review of the data related to the clinical trials
  • Advancement of CRN04894 and CRN04777 into later stage trials is dependent on and subject to the receipt of further feedback from the FDA and other regulatory agencies
  • May not be able to obtain, maintain and enforce patents and other intellectual property rights
  • COVID-19 pandemic may disrupt Crinetics’ business
  • Unexpected adverse side effects or inadequate efficacy of the company’s product candidates that may limit their development, regulatory approval and/or commercialization

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 Q1 2022

Historical avgQ1 2022

+1.1%

Avg return

Earnings day

+1.4%

Avg return

5 days after

-1.0%

Avg return

30 days after

45%

14 / 31 earnings

Positive

+14.8%

Q2 2020

Best reaction

-13.0%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.3%-11.5%-21.1%
Q4 2025-6.1%-9.7%-23.0%
Q3 2025-8.0%-1.5%+7.3%
Q1 2025-6.2%-4.3%+0.9%
Q4 2024+7.7%+2.2%+4.6%
Q3 2024-1.8%-8.8%-7.3%
Q2 2024-1.4%+4.2%+4.3%
Q1 2024-5.7%-3.0%-12.1%
Q4 2023+1.2%+7.5%+15.7%
Q3 2023-6.7%-11.7%+9.8%
Q2 2023-7.3%-8.3%-10.2%
Q1 2023+3.6%+9.4%+2.0%
Q4 2022+2.2%-0.3%-17.6%
Q3 2022-0.8%-3.0%-11.4%
Q2 2022+8.6%+4.3%+2.1%
Q1 2022+11.2%+26.2%+10.3%
Q4 2021+11.6%+25.3%+3.3%
Q3 2021+0.7%-0.8%-10.7%
Q2 2021+13.3%+31.9%+40.8%
Q1 2021-0.7%-3.2%-0.8%
Q4 2020-0.7%+4.0%+15.4%
Q3 2020-7.8%-1.2%-2.6%
Q2 2020+14.8%+3.4%-5.3%
Q1 2020+14.3%+14.8%-5.8%
Q4 2019-13.0%-33.2%-33.1%
Q3 2019-0.4%-3.6%+13.3%
Q2 2019-4.5%-0.6%-8.1%
Q1 2019-2.3%+0.8%-12.8%
Q4 2018+8.1%+8.1%-0.3%
Q3 2018+8.8%+8.5%+27.9%
Q2 2018-2.9%-2.5%-7.2%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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