NASDAQ$ENGN

enGene Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second quarter 2024 financial results and provided a business update, including plans for initial indication expansion for EG-70 into high-risk papillary only NMIBC.

enGene reported its second quarter 2024 financial results, highlighting a net loss of $15.0 million, or $0.38 per share, and cash and cash equivalents of $264.8 million. The company is expanding the LEGEND study to include a cohort focused on enrollment of patients with high-risk, BCG-unresponsive papillary-only NMIBC.

  • Plans to expand LEGEND study to include a cohort focused on patients with high-risk, BCG-unresponsive papillary-only NMIBC.
  • Expects to release interim data from the LEGEND study’s BCG-unresponsive cohort by the end of September 2024.
  • Enrollment in the second cohort of LEGEND study has been temporarily paused, with enrollment in both groups expected to resume in the fourth quarter of 2024.
  • Cash and cash equivalents were $264.8 million as of April 30, 2024, expected to fund operations into 2027.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.38

Previous: $8.90-104.3%
Capital Expenditures

-$179K

Previous: $10K-1890.0%
Net Income

-$15M

Previous: -$5.28M-183.7%
Operating Income

-$17.3M

Previous: -$4.74M-265.4%
Gross Profit

-$78K

No prior period
R&D Expense

$9.78M

No prior period
Stock-Based Comp

$1.92M

Previous: $39K+4815.4%

Revenue & EPS history

Engene · Revenue · Quarterly

$0

Q2 2024

Forward guidance

enGene anticipates releasing interim data from LEGEND Cohort 1 by the end of September and expects to file a BLA for EG-70 in mid-2026. The company plans to expand the LEGEND study to include a third cohort targeting high-risk BCG-unresponsive papillary-only NMIBC patients and modifying the second cohort to include BCG-exposed patients.

Tailwinds

  • Release of interim data from LEGEND Cohort 1 by the end of September.
  • Expansion of LEGEND study to include a third cohort targeting high-risk BCG-unresponsive papillary-only NMIBC patients.
  • Modification of the second cohort of LEGEND study to include BCG-exposed patients.
  • Existing cash and cash equivalents will fund operating expenses, debt obligations and capital expenditures into 2027.
  • Planned initial expansion of the LEGEND study will include a cohort focused on enrollment of patients with high-risk, BCG-unresponsive papillary-only NMIBC.

Headwinds

  • Temporary pause in enrollment in the second cohort of LEGEND study.
  • Deprioritization of pre-clinical development of EG-i08 for cystic fibrosis.
  • Increase in operating expenses due to increasing manufacturing and clinical costs related to the EG-70 study.
  • Increase in general and administrative expenses due to headcount costs and professional fees.
  • Net loss attributable to common shareholders was approximately $15.0 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-2.6%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+17.4%

Avg return

30 days after

43%

6 / 14 earnings

Positive

+5.3%

Q4 2025

Best reaction

-18.9%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-18.9%-17.5%-15.8%
Q4 2025+5.3%+8.3%+21.3%
Q3 2025-6.3%+7.6%+38.4%
Q2 2025-0.9%+0.9%+2.8%
Q1 2025+4.9%-10.1%-22.3%
Q4 2024-1.7%+6.6%+20.4%
Q3 2023+1.8%+1.7%+4.3%
Q3 2024+1.8%+1.7%+4.3%
Q2 2024-13.5%-16.4%-9.3%
Q2 2023-13.5%-16.4%-9.3%
Q1 2024+4.9%+5.2%-1.6%
Q1 2023+4.9%+5.2%-1.6%
Q4 2023-2.7%+0.5%+106.1%
Q4 2022-2.7%+0.5%+106.1%

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