NASDAQ$CRVO

Diffusion Pharmaceuticals Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

CervoMed reported Q2 2025 results with a net loss and decreased grant revenue compared to the prior year.

In Q2 2025, CervoMed posted $1.76M in grant revenue and a net loss of $6.26M, driven by increased R&D and G&A expenses. EPS was -$0.70. Cash and marketable securities totaled approximately $33.5M at quarter-end, providing at least 12 months of runway while the company prepares for an FDA Phase 3 design meeting for neflamapimod in DLB in Q4 2025.

  • Grant revenue was $1,757,724 for the quarter, down from $3,288,971 last year due to the transition from the Initial Phase to the Extension Phase of the RewinD-LB trial.
  • Net loss was $6,258,404; operating loss was $6,616,275 as R&D and G&A expenses increased with advancing clinical programs.
  • EPS was -0.70 (basic and diluted); no non-GAAP EPS was reported.
  • Cash and cash equivalents were $8,320,713 with total assets of $38,081,399 at quarter-end; management expects at least 12 months of operational runway.

Headline financials

Total Revenue

$1.76M

Previous: $3.29M-46.6%
EPS (adj)

-$0.70

Previous: -$0.27-159.3%
General and administrative expenses

$3.27M

Previous: $2.51M+30.0%
Interest income

$368K

Previous: $678K-45.7%
Research and development expenses

$5.11M

Previous: $3.77M+35.4%
Net Income

-$6.26M

Previous: -$2.32M-170.1%
Operating Income

-$6.62M

Previous: -$3M-120.9%

Revenue & EPS history

CervoMed · Revenue · Quarterly

$1.76M

Q2 2025-46.6%vs Q2 2024
Beat estimate in 6 of 9 quarters(67%)
ActualEstimate

Forward guidance

Management intends to meet the FDA in Q4 2025 to finalize a Phase 3 design for neflamapimod in DLB, continues clinical trial activities, and anticipates at least 12 months of runway from existing resources, though further funding will be necessary to advance programs beyond that period.

Tailwinds

  • Plan to meet FDA in Q4 2025 to discuss Phase 3 design for neflamapimod in DLB.
  • 32-week extension data showed durable clinical benefit signals in DLB.
  • Restore (post-ischemic stroke) Phase 2 trial enrollment began in Q2 2025.
  • Phase 2a trial in nonfluent/agrammatic PPA initiated in July 2025.
  • At least 12 months of runway expected based on current cash, securities, and remaining NIA grant.

Headwinds

  • Ongoing operating losses with expected expense increases from development activities.
  • Additional financing required to advance programs beyond current runway.
  • Timing of remaining NIA year-3 funding depends on U.S. appropriations, creating uncertainty.
  • Material weakness in internal controls over expense recognition remains under remediation.
  • Regulatory and clinical outcomes remain uncertain pending Phase 3 design and results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

+0.4%

Avg return

Earnings day

+177.7%

Avg return

5 days after

-10.0%

Avg return

30 days after

31%

20 / 65 earnings

Positive

+39.3%

Q1 2020

Best reaction

-27.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.5%
Q4 2025+5.1%-6.7%-7.4%
Q3 2025-0.3%+11.0%+25.3%
Q2 2025+5.5%+3.2%+12.5%
Q1 2025+0.0%-4.1%-17.3%
Q4 2024+3.2%+57.9%+8.3%
Q3 2024-7.6%-11.3%-84.1%
Q2 2024+33.0%+61.9%+39.3%
Q1 2024-1.4%-20.1%-23.0%
Q4 2023-4.9%-12.0%+3.7%
Q3 2023-2.6%+0.2%-10.6%
Q2 2023-1.1%+9.5%+10.4%
Q1 2023-5.4%-1.7%-11.3%
Q4 2022-8.7%-12.7%-27.1%
Q3 2022+21.4%+22.0%+28.6%
Q2 2022-2.0%-1.4%-7.1%
Q1 2022+18.6%+25.5%+25.5%
Q4 2021-3.7%+0.0%-43.0%
Q3 2021-6.7%-4.4%-15.6%
Q2 2021-7.0%-14.0%-3.5%
Q1 2021+0.0%+6832.2%+13.2%
Q4 2020+4.9%+4.9%-99.1%
Q3 2020-10.1%-20.3%-6.3%
Q2 2020-0.9%-1.8%-22.7%
Q1 2020+39.3%+121.3%+77.0%
Q4 2019-8.8%-17.6%+17.6%
Q3 2019-27.6%-69.7%-25.0%
Q2 2019-0.9%-3.7%-10.6%
Q1 2019-4.9%-3.8%-29.6%
Q4 2018+3.8%-4.3%-33.6%
Q3 2018+0.0%-12.1%-41.8%
Q2 2018+2.8%+13.9%+11.1%
Q4 2017-3.6%-11.3%-1.9%
Q1 2018-3.6%+1.8%+1.8%
Q3 2017-3.6%-1.5%+3.6%
Q2 2017-7.7%+0.0%+12.5%
Q4 2016-0.6%+3.1%-15.8%
Q1 2017-0.6%+3.1%-15.8%
Q3 2016-3.8%-4.8%-40.0%
Q2 2016+0.0%+0.0%-90.0%
Q1 2016+11.1%
Q4 2015-6.4%
Q3 2015-9.1%
Q2 2015+1.2%
Q1 2015-2.0%
Q4 2014-7.1%
Q3 2014-1.1%
Q2 2014+4.5%
Q1 2014-3.2%
Q4 2013+0.0%
Q3 2013+0.0%
Q2 2013+0.0%
Q1 2013+0.0%
Q4 2012+18.8%
Q3 2012+4.8%
Q2 2012-2.6%
Q1 2012+0.0%
Q4 2011+8.0%
Q3 2011-11.5%
Q2 2011+7.1%
Q1 2011+5.5%
Q4 2010+1.6%
Q3 2010+19.0%
Q2 2010-12.0%
Q1 2010+0.0%

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