NASDAQ$EQ

Equillium Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Equillium reported financial results for the fourth quarter and full year 2023 and provided corporate and clinical highlights.

Equillium reported a revenue of $9.2 million for Q4 2023, compared to $15.8 million for the same period in 2022. Net loss for the quarter was $2.3 million, or $(0.07) per basic and diluted share, compared with net income of $2.8 million, or $0.08 per basic and diluted share for the same period in 2022. The company's cash balance at the end of 2023 was $40.9 million, expected to provide cash runway into 2H 2025.

  • Presented positive data from the Phase 1b EQUALISE study of itolizumab in lupus nephritis patients at ASN and ACR meetings.
  • Completed enrollment of Phase 2 clinical study of EQ101 in alopecia areata with topline data expected in Q2 2024.
  • Announced a presentation highlighting EQ302, a first-in-class, second generation, orally deliverable multi-cytokine inhibitor targeting IL-15 and IL-21.
  • Ono Pharmaceutical option exercise decision for itolizumab expected in 2H 2024.

Headline financials

Total Revenue

$9.21M

Previous: $15.8M-41.6%
EPS (adj)

-$0.07

Previous: $0.08-187.5%
Research and Development Expenses

$9.18M

No prior period
General and Administrative Expenses

$3.23M

No prior period
Total Operating Expenses

$12.4M

No prior period
Total Other Income, Net

$874K

No prior period
Income Tax Expense

$16K

No prior period
Weighted-Average Common Shares Outstanding

35.2M

No prior period
Capital Expenditures

$35K

Previous: $2K+1650.0%
Net Income

-$2.34M

Previous: $2.8M-183.6%
Operating Income

-$3.2M

Previous: $2.04M-256.7%
Gross Profit

$9.18M

Previous: $15.7M-41.6%
R&D Expense

$9.18M

No prior period
Stock-Based Comp

$1.05M

Previous: $1.05M-0.6%

Revenue & EPS history

Equillium · Revenue · Quarterly

$9.21M

Q4 2023-41.6%vs Q4 2022
Beat estimate in 6 of 8 quarters(75%)
ActualEstimate

Forward guidance

Equillium anticipates several milestones, including topline data from the Phase 2 clinical study of EQ101 in alopecia areata in Q2 2024, EQUALISE lupus nephritis topline data to Ono anticipated in the coming weeks, EQUATOR acute graft-versus-host disease interim review anticipated in Q3 2024 and Ono option exercise decision anticipated in 2H 2024

Tailwinds

  • EQ101: Phase 2 clinical study in subjects with moderate to severe alopecia areata – topline data anticipated in Q2 2024
  • Itolizumab: EQUALISE lupus nephritis topline data to Ono anticipated in the coming weeks
  • Itolizumab: EQUATOR acute graft-versus-host disease interim review anticipated in Q3 2024
  • Ono option exercise decision anticipated in 2H 2024

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 Q4 2023

Historical avgQ4 2023

+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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