NASDAQ$EWTX

Edgewise Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Edgewise Therapeutics reported fourth quarter and full year 2024 financial results and provided recent business highlights.

Edgewise Therapeutics reported positive Phase 2 CANYON results, completed enrollment in GRAND CANYON, and advanced CIRRUS-HCM in Q4 2024. The company's cash, cash equivalents, and marketable securities were approximately $470.2 million as of December 31, 2024.

  • Completed enrollment of the GRAND CANYON global pivotal study of sevasemten in Becker muscular dystrophy.
  • Announced positive top-line results from Phase 2 CANYON trial of sevasemten in Becker.
  • On track to report data from Phase 2 CIRRUS-HCM trial of EDG-7500 in Hypertrophic Cardiomyopathy in the first quarter of 2025.
  • On track to report data from the Phase 2 LYNX and FOX trials of sevasemten in Duchenne muscular dystrophy in the first half of 2025.

Headline financials

Total Revenue

$0.00

Previous: $2.25M-100.0%
EPS (adj)

-$0.42

Previous: -$0.47+10.6%
Capital Expenditures

-$274K

Previous: -$161K-70.2%
Net Income

-$39.7M

Previous: -$30.1M-31.9%
Operating Income

-$45.5M

Previous: -$33.9M-34.5%
Gross Profit

-$629K

Previous: $1.72M-136.6%
R&D Expense

$35.8M

No prior period

Revenue & EPS history

Edgewise Therapeutics · Revenue · Quarterly

$0

Q4 2024-100%vs Q4 2023

Forward guidance

Edgewise Therapeutics anticipates several milestones in 2025, including data readouts from ongoing clinical trials and regulatory interactions.

Tailwinds

  • Reporting data from Phase 2 CIRRUS-HCM trial of EDG-7500 in HCM in Q1 2025.
  • Reporting data from Phase 2 LYNX and FOX trials of sevasemten in Duchenne in the first half of 2025.
  • Engaging the U.S. FDA in the first half of 2025 to discuss marketing authorization filing strategies for sevasemten in Becker.
  • Filing an investigational new drug application for a novel candidate for the treatment of heart failure during 2025.
  • Selecting a proprietary cardiometabolic drug candidate based on preclinical proof-of-concept data during 2025.

Headwinds

  • Potential risks associated with product candidates causing serious adverse events.
  • Uncertainties related to regulatory approval processes.
  • Risks related to reliance on third-party manufacturers.
  • Risks related to not achieving adequate market acceptance.
  • Dependence on the success of sevasemten and EDG-7500.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

-4.0%

Avg return

30 days after

40%

8 / 20 earnings

Positive

+16.0%

Q2 2022

Best reaction

-12.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-1.7%-4.3%+2.4%
Q3 2025-1.7%+23.7%+35.8%
Q2 2025-4.1%-0.9%+15.2%
Q1 2025+2.4%+1.0%+5.8%
Q4 2024-2.4%+7.0%-40.7%
Q3 2024-0.7%-3.9%-11.0%
Q1 2024-12.3%-16.5%-15.5%
Q4 2023-1.3%-3.7%-7.1%
Q3 2023-10.7%+5.5%+13.0%
Q2 2023+3.4%+12.5%-3.4%
Q1 2023-6.5%-5.5%-2.8%
Q4 2022-3.0%-2.8%-30.3%
Q3 2022+1.8%+2.1%-5.7%
Q2 2022+16.0%+6.8%+17.1%
Q1 2022+1.6%-0.8%-18.9%
Q4 2021+13.0%-2.5%-19.3%
Q3 2021-1.8%-3.4%-3.1%
Q2 2021-5.6%-10.6%-7.9%
Q1 2021+5.2%+4.7%-1.6%
Q4 2020+5.2%+4.7%-1.6%
Q3 2020
Q2 2020
Q1 2020

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