NASDAQ$CRNX

Crinetics Pharmaceuticals Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported positive Phase 1 readouts from CRN04894 and CRN04777 programs, unveiled a parathyroid hormone receptor antagonist program, and co-founded Radionetics Oncology.

Crinetics Pharmaceuticals reported financial results for the third quarter ended September 30, 2021. The company highlighted positive Phase 1 data from its CRN04894 and CRN04777 programs, the unveiling of a parathyroid hormone receptor antagonist program, and the co-founding of Radionetics Oncology. They also completed an underwritten public offering of common stock, raising gross proceeds of $172.5 million.

  • Reported positive data from single-ascending dose (SAD) cohorts of first-in-human study of CRN04777, a somatostatin receptor type 5 (SST5) agonist being developed as a treatment for congenital hyperinsulinism.
  • Reported positive data from SAD cohorts of first-in-human study of CRN04894, an adrenocorticotropic hormone (ACTH) antagonist being developed as a treatment for diseases of ACTH excess.
  • Unveiled its parathyroid hormone receptor antagonist program for the treatment of hypercalcemia associated with hyperparathyroidism (HPT).
  • Co-founded Radionetics Oncology with $30 million in initial financing to develop radiopharmaceuticals for cancer treatment.

Headline financials

Total Revenue

$71K

Previous: $71K+0.0%
EPS (adj)

-$0.73

Previous: -$0.56-30.4%
Research and development

$21.6M

Previous: $13.7M+57.5%
Selling, general and administrative

$6.23M

Previous: $4.75M+31.0%
Capital Expenditures

-$418K

Previous: -$169K-147.3%
Free Cash Flow

-$28.3M

Previous: -$18.5M-52.9%
Net Income

-$27.9M

Previous: -$18.3M-52.0%
Operating Income

-$27.8M

Previous: -$18.5M-50.7%
Cash & Equivalents

$193M

Previous: $187M+3.5%
Total Assets

$209M

Previous: $200M+4.5%
Stock-Based Comp

$4.56M

No prior period

Revenue & EPS history

Crinetics · Revenue · Quarterly

$71K

Q3 2021+0%vs Q3 2020
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Revenue by segment

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

  • Collaboration and license
    $1.1M

Forward guidance

Crinetics anticipates further development of its pipeline programs and the achievement of milestones.

Tailwinds

  • Potential benefits of paltusotine for patients with acromegaly or neuroendocrine tumors complicated by carcinoid syndrome.
  • Potential benefits of CRN04984 for patients with conditions of ACTH excess, including Cushing’s disease and congenital adrenal hyperplasia.
  • Potential benefits of CRN04777 for patients with congenital hyperinsulinism.
  • Radionetics’ ability to develop and advance its oncology pipeline.
  • Potential for Crinetics and its stockholders to obtain value from Crinetics’ equity interest in Radionetics.

Headwinds

  • Data reported may change following a more comprehensive review of the data related to the clinical trials and such data may not accurately reflect the complete results of a clinical trial
  • 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
  • We may not be able to obtain, maintain and enforce our patents and other intellectual property rights, and it may be prohibitively difficult or costly to protect such rights
  • COVID-19 pandemic may disrupt Crinetics’ business and that of the third parties on which it depends, including delaying or otherwise disrupting its clinical trials and preclinical studies, manufacturing and supply chain, or impairing employee productivity
  • Radionetics will need additional funds to advance its pipeline and Crinetics’ ownership interest may be diminished in connection with future capital raising

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 2021

Historical avgQ3 2021

+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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