NASDAQ$ETNB

89Bio Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

89bio reported its financial results for the fourth quarter and full year ended December 31, 2024, with a net loss of $118.4 million and a diluted EPS of -$1.02.

89bio, a clinical-stage biopharmaceutical company, reported a net loss of $118.4 million for the fourth quarter of 2024, an increase from the $40.2 million net loss in the same period last year. This was primarily driven by higher research and development expenses due to contract manufacturing and the advancement of Phase 3 programs, as well as increased general and administrative expenses.

  • Net loss for Q4 2024 was $118.4 million, significantly higher than $40.2 million in Q4 2023.
  • Diluted EPS for Q4 2024 was -$1.02, compared to -$0.50 in Q4 2023.
  • Research and development expenses increased to $111.3 million in Q4 2024 from $33.6 million in Q4 2023, primarily due to milestone payments and clinical trial costs.
  • Cash, cash equivalents, and marketable securities totaled $439.955 million as of December 31, 2024.

Headline financials

Total Revenue

$0.00

Previous: $234K-100.0%
EPS (adj)

-$1.02

Previous: -$0.50-104.0%
Research and Development Expenses

$111M

Previous: $33.6M+231.3%
General and Administrative Expenses

$10.7M

Previous: $7.61M+40.6%
Total Operating Expenses

$122M

Previous: $41.2M+196.1%
Interest Expense

$1.19M

Previous: $866K+37.5%
Interest Income and Other, Net

$5.1M

Previous: $5.7M-10.6%
Net Loss Before Income Tax

-$118M

Previous: -$36.4M-224.7%
Income Tax Expense

$257K

Previous: $3.87M-93.4%
Comprehensive Loss

-$119M

Previous: -$39.5M-201.4%
Net Loss Per Share, Basic and Diluted

-$1.02

Previous: -$0.50-104.0%
Weighted-Average Shares Used to Compute Net Loss Per Share, Basic and Diluted

116.0M

Previous: 80.7M+43.7%
Net Income

-$118M

Previous: -$40.2M-194.2%
Operating Income

-$122M

Previous: -$41.2M-196.1%

Revenue & EPS history

89Bio · Revenue · Quarterly

$0

Q4 2024-100%vs Q4 2023
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Forward guidance

89bio anticipates continued progress in its clinical trials for MASH and SHTG, with topline histology data for ENLIGHTEN-Fibrosis and ENLIGHTEN-Cirrhosis expected in 1H 2027 and 2028, respectively. Topline data for the ENTRUST trial in SHTG is now expected in 1Q 2026.

Tailwinds

  • ENLIGHTEN-Fibrosis and ENLIGHTEN-Cirrhosis Phase 3 trials continue to advance with topline histology data expected in 1H 2027 and 2028.
  • Data from histology cohorts of both trials are intended to support accelerated approval in the United States and conditional approval in Europe.
  • The company remains on track for potential Biologics License Application (BLA) and Marketing Authorization Application (MAA) filings, pending positive clinical data.
  • Pegozafermin has the potential to significantly impact the lives of patients suffering from advanced MASH and SHTG due to its robust fibrosis benefit, tolerability, safety profile, and convenient dosing.
  • Completed follow-on equity offerings in 4Q 2024 and 1Q 2025 for gross proceeds of $143.7 million and $287.5 million, respectively, strengthening financial position.

Headwinds

  • Topline data for the Phase 3 ENTRUST trial in SHTG is now expected in 1Q 2026, a delay from previous expectations.
  • The unblinding of the ENTRUST trial will occur after study completion at Week 52, which may introduce potential bias if data were unblinded earlier.
  • The company's ability to obtain accelerated approval and full approval is contingent on positive results from Phase 3 trials.
  • Future results from clinical studies may not necessarily be predictive of the results of ongoing clinical studies.
  • The company faces risks and uncertainties, including those related to general economic, health, industrial, or political conditions, and competition from other products.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-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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