NASDAQ$CRNX

Crinetics Pharmaceuticals Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Crinetics reported third quarter results, highlighted by positive Phase 3 PATHFNDR-1 study results and progress in other clinical programs.

Crinetics Pharmaceuticals reported its Q3 2023 financial results, featuring a net loss of $57.5 million and revenues of $0.3 million. The company highlighted the success of its Phase 3 PATHFNDR-1 study for paltusotine in acromegaly and the anticipated data releases from other ongoing studies.

  • Phase 3 PATHFNDR-1 study met primary and all secondary endpoints.
  • Enrollment completed in paltusotine's Phase 3 PATHFNDR-2 study with topline data expected in Q1 2024.
  • Initial data from Phase 2 study of paltusotine in carcinoid syndrome expected in December 2023.
  • Strengthened balance sheet with $350 million public offering.

Headline financials

Total Revenue

$346K

Previous: $458K-24.5%
EPS (adj)

-$1.01

Previous: -$0.78-29.5%
Research and development

$43.8M

Previous: $32M+36.9%
Selling, general and administrative

$15.5M

Previous: $11.9M+30.3%
Cash, cash equivalents and investments

$555M

Previous: $368M+50.6%
Capital Expenditures

-$3.75M

Previous: -$1.38M-171.6%
Free Cash Flow

-$61.2M

Previous: -$43.3M-41.3%
Net Income

-$57.5M

Previous: -$41.9M-37.0%
Operating Income

-$59M

Previous: -$43.5M-35.7%
Gross Profit

$73K

Previous: $107K-31.8%
Cash & Equivalents

$555M

Previous: $368M+50.6%
Total Assets

$642M

Previous: $385M+66.7%
R&D Expense

$43.8M

No prior period
Stock-Based Comp

$11M

Previous: $7.43M+48.6%

Revenue & EPS history

Crinetics · Revenue · Quarterly

$346K

Q3 2023-24.5%vs Q3 2022
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 in the near future, including topline data from the PATHFNDR-2 study and initial data from the Phase 2 study of paltusotine in carcinoid syndrome. The company plans to submit an NDA for paltusotine in 2024, pending successful data from the PATHFNDR-2 study.

Tailwinds

  • Paltusotine NDA submission anticipated in 2024.
  • Initial data from Phase 2 study of paltusotine in carcinoid syndrome expected December 2023.
  • CRN04894 studies for Cushing’s disease and congenital adrenal hyperplasia (CAH).
  • Based on successful Phase 1 studies demonstrating pharmacologic proof-of-concept, Crinetics is advancing clinical studies of CRN04894 in both Cushing’s disease and congenital adrenal hyperplasia.
  • Data from the ongoing studies are expected in the second half of 2024.

Headwinds

  • The COVID-19 pandemic and other geopolitical events may disrupt Crinetics’ business and that of the third parties on which it depends, including delaying or otherwise disrupting its clinical studies and preclinical studies, manufacturing and supply chain, or impairing employee productivity.
  • Unexpected adverse side effects or inadequate efficacy of the company’s product candidates that may limit their development, regulatory approval and/or commercialization.
  • The company’s dependence on third parties in connection with product manufacturing, research and preclinical and clinical testing.
  • Clinical studies and preclinical studies may not proceed at the time or in the manner expected, or at all.
  • The timing and outcome of research, development and regulatory review is uncertain, and Crinetics’ drug candidates may not advance in development or be approved for marketing.

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 2023

Historical avgQ3 2023

+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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