NASDAQ$DFTX

Definium Therapeutics Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported financial results for the quarter ended September 30, 2022, and provided a business update.

MindMed reported its Q3 2022 financial results, highlighting the initiation of patient dosing in the Phase 2b dose-optimization study of MM-120 for GAD and advancements in IND-enabling studies for MM-402. The company's cash and cash equivalents of $154.5 million are expected to fund operations into the first half of 2025.

  • Initiated patient dosing in Phase 2b dose-optimization study of MM-120 for the treatment of Generalized Anxiety Disorder (GAD), with key clinical readout expected in late 2023.
  • Advanced IND-enabling studies for MM-402 and initiated a Phase 1 investigator-initiated trial in Q3 2022.
  • Enhanced financial resources with approximately $60.0 million in gross proceeds from an at-the-market selling program and a public offering.
  • Cash and cash equivalents totaled $154.5 million, expected to fund the current operating plan into the first half of 2025.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.56

No prior period
R&D expense

$7.77M

No prior period
G&A expense

$9.21M

No prior period
Free Cash Flow

-$16.5M

No prior period
Net Income

-$16.5M

No prior period
Operating Income

-$17M

No prior period
Gross Profit

$0.00

No prior period
Cash & Equivalents

$155M

No prior period
Total Assets

$181M

No prior period

Revenue & EPS history

MindMed · Revenue · Quarterly

$0

Q3 2022
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

MindMed expects topline results from the Phase 2b dose-optimization study of MM-120 for GAD and the Phase 2a proof-of-concept trial for ADHD in the second half of 2023. Initiation of a Phase 1 clinical trial of MM-402 is planned in 2023.

Tailwinds

  • Topline results from MM-120 Phase 2b trial for GAD expected in the second half of 2023.
  • Topline results from MM-120 Phase 2a trial for ADHD expected in the second half of 2023.
  • Planned initiation of a Phase 1 clinical trial of MM-402 in 2023.
  • Ongoing collaboration with the University Hospital Basel in Switzerland for a Phase 1 trial of R(-)-MDMA, S(+)-MDMA and R/S-MDMA.
  • Prioritizing and focusing development efforts on MM-120 in psychiatric indications.

Headwinds

  • History of negative cash flows.
  • Limited operating history.
  • Incurrence of future losses.
  • Dependence on availability of additional capital.
  • Early stage product development.

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 2022

Historical avgQ3 2022

+0.8%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+3.0%

Avg return

30 days after

44%

14 / 32 earnings

Positive

+25.8%

Q3 2024

Best reaction

-25.0%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+0.9%+2.7%+3.4%
Q3 2025+3.2%+7.1%+8.9%
Q2 2025-7.3%+8.8%-2.3%
Q1 2025+4.4%+6.5%+26.2%
Q4 2024+3.6%-0.7%-14.9%
Q3 2024+25.8%+21.3%+10.2%
Q1 2024-4.5%-11.5%-24.1%
Q4 2023+2.9%+12.2%+69.1%
Q3 2023+24.1%+13.3%+41.4%
Q2 2023-5.2%-5.4%-10.5%
Q1 2023-7.6%-10.8%-6.4%
Q4 2022-9.9%-8.1%-12.3%
Q3 2022+19.9%+18.7%+9.5%
Q2 2022+11.3%+4.3%-15.0%
Q1 2022-0.8%-1.2%-2.3%
Q4 2021+0.0%-9.3%-30.9%
Q4 2020-7.0%-7.7%-5.8%
Q3 2020+8.2%+13.3%+28.8%
Q2 2020+14.9%+5.7%-9.2%
Q1 2020+4.5%-5.2%+2.0%
Q3 2019-13.7%-13.7%+29.4%
Q2 2019+0.0%+33.3%+11.1%
Q1 2019-25.0%+38.3%-1.7%
Q4 2018-1.9%-3.7%+11.1%
Q3 2018-4.2%+4.2%-12.5%
Q2 2018-0.9%-6.0%-39.6%
Q1 2018-8.4%-9.8%-15.8%
Q4 2017-4.4%+0.0%+2.4%
Q3 2017+1.6%+9.6%-2.7%
Q2 2017-1.9%-7.5%-0.4%
Q1 2016+1.5%-6.4%-10.1%
Q4 2016+0.0%+0.0%+58.2%

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