NASDAQ$CRNX

Crinetics Pharmaceuticals Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Crinetics reported financial results for Q1 2024 and provided a business update.

Crinetics Pharmaceuticals reported Q1 2024 financial results, highlighting positive data from Phase 3 trials of paltusotine in acromegaly and Phase 2 study in carcinoid syndrome. The company is preparing for an NDA submission for paltusotine in the second half of 2024 and plans to initiate a Phase 3 study in carcinoid syndrome by the end of the year. They strengthened their balance sheet with a $350 million private placement.

  • Phase 3 PATHFNDR-2 study of paltusotine achieved primary and all secondary endpoints.
  • Phase 2 study of paltusotine in carcinoid syndrome reported positive results.
  • Strengthened balance sheet with $350 million private placement financing.
  • Initial results from Phase 2 studies of atumelnant in CAH and ACTH-dependent Cushing’s syndrome will be presented at ENDO in June 2024.

Headline financials

Total Revenue

$640K

Previous: $2.68M-76.1%
EPS

-$0.93

Previous: -$0.85-9.4%
Research and development

$53.3M

Previous: $38.5M+38.7%
Selling, general and administrative

$20.8M

Previous: $12.2M+70.9%
Total operating expenses

$74.2M

No prior period
Weighted average shares

72.3K

No prior period
Capital Expenditures

-$1.33M

Previous: -$16K-8225.0%
Free Cash Flow

-$68.3M

Previous: -$46M-48.4%
Net Income

-$66.9M

Previous: -$46M-45.5%
Operating Income

-$73.5M

Previous: -$48M-53.3%
R&D Expense

$53.3M

No prior period
Stock-Based Comp

$13.5M

Previous: $8.1M+66.2%

Revenue & EPS history

Crinetics · Revenue · Quarterly

$640K

Q1 2024-76.1%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

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

  • Collaboration and license
    $1.1M

Forward guidance

Crinetics anticipates several key milestones including presenting initial results from Phase 2 studies of atumelnant at ENDO 2024, submitting an NDA for paltusotine for acromegaly in the second half of 2024, and initiating a Phase 3 program of paltusotine for carcinoid syndrome by the end of 2024.

Tailwinds

  • Initial results from the ongoing Phase 2 studies of atumelnant in congenital adrenal hyperplasia (CAH) and ACTH-dependent Cushing’s syndrome will be presented at the Endocrine Society’s annual meeting, ENDO 2024, being held June 1-4, 2024 in Boston.
  • Submission of a New Drug Application (NDA) to the U.S. Food and Drug Administration (FDA) seeking regulatory approval of paltusotine for the treatment of acromegaly is anticipated in the second half of 2024.
  • Initiation of a Phase 3 program of paltusotine for carcinoid syndrome by the end of 2024, pending discussions with the FDA.

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 2024

Historical avgQ1 2024

+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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