NASDAQ$EQ

Equillium Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Announced first quarter 2021 financial results and provided clinical development update

Equillium reported a net loss of $9.0 million, or $(0.33) per basic and diluted share, for the first quarter of 2021. Research and development expenses were $5.9 million, and general and administrative expenses were $2.8 million. Cash, cash equivalents and short-term investments totaled $104.1 million as of March 31, 2021.

  • Announced favorable data from Phase 1b EQUALISE study in patients with systemic lupus erythematosus.
  • Data showed favorable safety and tolerability results in systemic lupus erythematosus patients.
  • Completed a registered direct offering with Decheng Capital, which raised $29.9 million in net proceeds.
  • Cash runway extended into the second half of 2023.

Headline financials

EPS (adj)

-$0.33

Previous: -$0.45+26.7%
Net Income

-$8.99M

Previous: -$7.84M-14.7%
Operating Income

-$8.7M

Previous: -$7.45M-16.7%
Cash & Equivalents

$104M

Previous: $47.7M+118.3%

Revenue & EPS history

Equillium · Revenue · Quarterly

$0

Q3 2025-100%vs Q3 2024
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Forward guidance

Equillium anticipates multiple data and regulatory catalysts through the remainder of 2021.

Tailwinds

  • EQUATE Phase 1b study: topline data in first-line aGVHD, 1H 2021
  • Regulatory feedback on proposed pivotal study in first-line aGVHD, mid-2021
  • Initiate pivotal study in first-line aGVHD, 2H 2021
  • EQUALISE Phase 1b study: interim data from Type B patients (lupus nephritis), 2H 2021
  • EQUIP Phase 1b study: topline data in uncontrolled asthma, 2H 2021

Headwinds

  • uncertainties related to the abilities of new leadership team members to integrate and perform as expected
  • Equillium’s ability to execute its plans and strategies
  • risks related to performing clinical studies
  • potential delays in the commencement, enrollment and completion of clinical studies and the reporting of data therefrom
  • changes in the competitive landscape

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 Q1 2021

Historical avgQ1 2021

+1.0%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-1.3%

Avg return

30 days after

55%

17 / 31 earnings

Positive

+42.0%

Q3 2020

Best reaction

-27.0%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+1.8%-18.9%
Q3 2025+23.8%+20.2%+52.4%
Q2 2025+16.3%+16.3%+90.8%
Q1 2025+5.4%+5.4%-5.4%
Q1 2026+5.4%+5.4%-5.4%
Q4 2024-2.5%-10.0%-16.0%
Q3 2024-19.5%-20.0%-17.6%
Q2 2024-4.6%+0.0%+27.4%
Q1 2024-10.0%-9.4%-52.9%
Q4 2023-27.0%-18.1%-36.5%
Q3 2023-1.8%+0.0%+22.0%
Q2 2023+3.9%+2.6%+6.5%
Q1 2023+3.6%+7.1%+17.9%
Q4 2022+12.3%+10.8%-4.6%
Q3 2022+6.5%+5.9%-28.2%
Q2 2022+1.4%-1.8%-25.5%
Q1 2022+3.7%+13.8%+0.0%
Q4 2021+0.0%-9.1%-10.3%
Q3 2021-13.6%-14.5%-27.0%
Q2 2021+2.7%+2.2%-2.4%
Q1 2021+6.1%+22.3%+19.0%
Q4 2020-8.5%-12.7%-19.5%
Q3 2020+42.0%+27.6%+34.1%
Q2 2020-12.8%-29.7%-45.0%
Q1 2020-14.9%-20.6%-19.7%
Q4 2019-1.1%+2.3%+7.5%
Q3 2019-1.2%+7.1%+45.7%
Q2 2019-0.5%+7.1%-0.5%
Q1 2019+2.0%+2.5%+0.3%
Q4 2018+6.1%+9.2%-20.2%
Q3 2018+6.4%-8.7%-24.5%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017

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