NASDAQ$CRNX

Crinetics Pharmaceuticals Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Crinetics reported financial results for the second quarter of 2020 and provided a corporate update.

Crinetics Pharmaceuticals reported a net loss of $16.5 million for the second quarter of 2020. The company's cash, cash equivalents, and investments totaled $205.2 million as of June 30, 2020, which includes $107.9 million from a public offering.

  • Received Orphan Drug Designation for paltusotine for the treatment of acromegaly.
  • Confirmed completion for half of the enrolled patients in the ongoing Phase 2 ACROBAT Edge clinical trial for paltusotine.
  • Reported positive interim results for the ACROBAT Edge Phase 2 trial of paltusotine in acromegaly patients.
  • Completed a public offering raising net proceeds of $107.9 million.

Headline financials

Total Revenue

$71K

Previous: $367K-80.7%
EPS (adj)

-$0.53

Previous: -$0.51-3.9%
Research and development

$12.6M

Previous: $10.3M+22.6%
Selling, general and administrative

$4.32M

Previous: $3.06M+41.2%
Cash, cash equivalents and investments

$205M

No prior period
Capital Expenditures

-$72K

Previous: -$464K+84.5%
Free Cash Flow

-$16.6M

Previous: -$12.9M-28.5%
Net Income

-$16.5M

Previous: -$12.4M-32.7%
Operating Income

-$16.9M

Previous: -$13.3M-26.9%
Cash & Equivalents

$205M

No prior period
Total Assets

$217M

No prior period

Revenue & EPS history

Crinetics · Revenue · Quarterly

$71K

Q2 2020-80.7%vs Q2 2019
Beat estimate in 4 of 9 quarters(44%)
ActualEstimate

Revenue by segment

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

  • Collaboration and license
    $1.1M

Forward guidance

Crinetics anticipates additional clinical milestones with topline data from ongoing Phase 2 trials expected in the fourth quarter of 2020 and is well-positioned to execute planned trials.

Tailwinds

  • Paltusotine has the potential to be an effective treatment option for acromegaly patients.
  • Crinetics may obtain benefits as a result of the Orphan Drug Designation for paltusotine.
  • Potential to initiate a pivotal Phase 3 trial of paltusotine in acromegaly based on interim results obtained to date.
  • Planned expansion of the paltusotine development program to include the treatment of carcinoid syndrome in patients with neuroendocrine tumors.
  • Anticipated timing of topline data for Edge and Evolve and the initiation of Phase 1 trials for its other development programs.

Headwinds

  • Interim results of a clinical trial do not necessarily predict final results and that one or more of the clinical outcomes may materially change.
  • Potential delays in the commencement, enrollment and completion of clinical trials and the reporting of data therefrom.
  • Advancement of paltusotine into a Phase 3 trial is dependent on and subject to the receipt of further feedback from the FDA.
  • COVID-19 pandemic may disrupt Crinetics’ business and that of the third parties on which it depends.
  • Crinetics may not be able to maintain the Orphan Drug Designation for paltusotine, and may be unable to maintain the benefits associated with Orphan Drug Designation, including the potential for market exclusivity.

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 2020

Historical avgQ2 2020

+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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