NASDAQ$ETNB

89Bio Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

89Bio reported financial results for Q1 2022 and provided a corporate update.

89bio reported a net loss of $25.6 million for the first quarter of 2022. The company's cash, cash equivalents, and short-term investments totaled $126.1 million as of March 31, 2022, which is expected to fund operations into the second half of 2023.

  • ENTRIGUE Phase 2 trial of pegozafermin in severe hypertriglyceridemia (SHTG) patients remains on track with topline data expected in the second quarter of 2022.
  • ENLIVEN Phase 2b NASH trial enrollment completion expected in the third quarter of 2022 followed by topline data in the first half of 2023.
  • R&D expenses were $19.8 million for the three months ended March 31, 2022, compared to $10.1 million for the three months ended March 31, 2021.
  • As of March 31, 2022, 89bio had cash, cash equivalents, and short-term investments of $126.1 million.

Headline financials

EPS (adj)

-$1.26

Previous: -$0.74-70.3%
Capital Expenditures

$6K

No prior period
Free Cash Flow

-$24.4M

No prior period
Net Income

-$25.6M

Previous: -$14.8M-73.2%
Operating Income

-$25.1M

Previous: -$14.7M-70.4%
Cash & Equivalents

$126M

Previous: $190M-33.5%
Total Assets

$136M

Previous: $199M-31.7%
Stock-Based Comp

$2.51M

No prior period

Revenue & EPS history

89Bio · Revenue · Quarterly

$0

Q1 2025
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Forward guidance

89bio anticipates several milestones, including topline data from the ENTRIGUE trial in SHTG and completion of enrollment in the ENLIVEN trial in NASH.

Tailwinds

  • Topline data for the Phase 2 ENTRIGUE trial of pegozafermin in SHTG patients expected in the second quarter of 2022.
  • Positive results from ENTRIGUE would support moving into a Phase 3 program in 2023 following regulatory discussions.
  • Expect to complete enrollment in the third quarter of 2022 with ~200 patients in the ENLIVEN Phase 2b trial.
  • Topline data from ENLIVEN trial expected in the first half of 2023.
  • Sufficient cash to fund operations into the second half of 2023.

Headwinds

  • The timing and outcome of the Phase 2b ENLIVEN trial in NASH and Phase 2 ENTRIGUE trial in SHTG are uncertain.
  • Positive results from a clinical study may not necessarily be predictive of the results of future or ongoing clinical studies.
  • 89bio’s substantial dependence on the success of its lead product candidate poses a risk.
  • Competition from competing products could adversely affect 89bio’s prospects.
  • The effect of the COVID-19 pandemic on 89bio’s clinical trials and business operations remains a concern.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports

Historical avg

-0.1%

Avg return

Earnings day

-4.6%

Avg return

5 days after

-2.8%

Avg return

30 days after

54%

13 / 24 earnings

Positive

+14.8%

Q4 2019

Best reaction

-19.4%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2025
Q2 2025+1.7%+1.3%-1.7%
Q1 2025-3.7%-4.1%+18.6%
Q4 2024-1.0%-7.1%-3.7%
Q3 2024+2.8%-10.9%-20.6%
Q2 2024-10.9%-11.8%-0.9%
Q1 2024-3.5%+0.8%-10.2%
Q4 2023+7.3%-0.2%-1.3%
Q3 2023-11.8%
Q2 2023+5.3%
Q1 2023+1.3%
Q4 2022-1.1%
Q3 2022+14.2%
Q2 2022+3.6%
Q1 2022+14.6%
Q4 2021+5.1%
Q3 2021+1.4%
Q2 2021+1.1%
Q1 2021-19.4%
Q4 2020-4.7%
Q3 2020-0.8%
Q2 2020+1.6%
Q1 2020-6.2%
Q4 2019+14.8%
Q3 2019-13.5%
Q2 2019
Q1 2019
Q4 2018
Q3 2018

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