NASDAQ$GOSS

Gossamer Bio Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Gossamer Bio reported results for Q3 2023 and provided a business update.

Gossamer Bio announced its Q3 2023 financial results, highlighting the progress of the seralutinib Phase 3 PROSERA Study and the presentation of data from the Phase 2 TORREY lung imaging sub-study. The company reported cash, cash equivalents, and marketable securities of $328.9 million as of September 30, 2023, which are expected to fund operations into the first half of 2026.

  • Phase 3 PROSERA study site activations are proceeding ahead of schedule, with first dosing expected in Q4 2023.
  • Additional data from the TORREY open-label extension is expected in Q4 2023.
  • Presented results from the Phase 2 TORREY lung imaging sub-study at the European Respiratory Society International Congress 2023.
  • Cash, cash equivalents, and marketable securities totaled $328.9 million as of September 30, 2023.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.21

Previous: -$0.65+67.7%
Capital Expenditures

$0.00

Previous: $31K-100.0%
Free Cash Flow

-$34.5M

Previous: -$37M+6.8%
Net Income

-$40M

Previous: -$59.4M+32.6%
Operating Income

-$40.5M

Previous: -$56M+27.7%
Gross Profit

-$1.1M

No prior period
Cash & Equivalents

$329M

Previous: $304M+8.1%
Total Assets

$348M

Previous: $324M+7.5%
R&D Expense

$30.8M

No prior period
Stock-Based Comp

$6.16M

Previous: $10.1M-39.1%

Revenue & EPS history

Gossamer Bio · Revenue · Quarterly

$0

Q3 2023
Beat estimate in 6 of 7 quarters(86%)
ActualEstimate

Revenue by segment

Gossamer Bio · $17M total across 1 segment · Q1 2026

  • Collaborators
    $17M

Forward guidance

Gossamer Bio anticipates the timing of initiation and enrollment of clinical trials for seralutinib. They expect to release further TORREY OLE data from the ongoing extension study in PAH patients in the fourth quarter of 2023. The company expects current cash, cash equivalents and marketable securities will be sufficient to fund its operating and capital expenditures into the first half of 2026.

Tailwinds

  • Anticipated timing of initiation and enrollment of clinical trials for seralutinib
  • Expected initiation of a Phase 3 clinical program for seralutinib and expected activation timeline for clinical sites
  • Expectations on the timing of data readouts from our clinical studies, including our Phase 2 open-label extension trial of for seralutinib
  • The expected timeframe for funding our operating plan with current cash, cash equivalents and marketable securities

Headwinds

  • Potential delays in the commencement, enrollment and completion of clinical trials
  • Disruption to our operations from the COVID-19 pandemic, including clinical trial delays
  • The Company’s dependence on third parties in connection with product manufacturing, research and preclinical and clinical testing
  • The results of preclinical studies and early clinical trials are not necessarily predictive of future results
  • The success of Gossamer’s clinical trials and preclinical studies for seralutinib

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 Q3 2023

Historical avgQ3 2023

-0.6%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-1.1%

Avg return

30 days after

43%

13 / 30 earnings

Positive

+15.2%

Q4 2022

Best reaction

-15.6%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-34.9%-50.9%
Q4 2025-10.8%-21.0%-5.5%
Q3 2025+2.2%+16.9%+44.2%
Q2 2025-8.5%-18.9%+15.7%
Q1 2025+1.0%+9.5%+18.1%
Q4 2024+0.0%+6.0%-38.4%
Q3 2024-0.9%-4.4%-15.1%
Q2 2024+4.3%+7.5%+12.5%
Q1 2024-3.2%-5.0%-23.2%
Q4 2023+4.1%-4.8%-26.2%
Q3 2023-12.0%+4.7%+73.1%
Q2 2023-7.0%-9.3%-24.7%
Q1 2023+3.7%-11.8%-7.4%
Q4 2022+15.2%+5.7%-0.5%
Q3 2022-0.8%-4.2%-14.9%
Q2 2022+4.6%+6.5%+13.7%
Q1 2022+12.5%+34.2%+9.5%
Q4 2021+3.7%+1.0%-2.8%
Q3 2021-1.4%-9.1%-16.6%
Q2 2021-0.8%+9.5%+18.9%
Q1 2021-0.7%-0.7%+1.7%
Q4 2020-9.4%-5.5%-11.6%
Q3 2020-0.9%-1.3%+4.2%
Q2 2020+5.1%+2.4%-1.1%
Q1 2020-15.6%-11.5%-27.8%
Q4 2019+5.5%+5.7%+40.0%
Q3 2019-4.3%-1.2%+12.4%
Q2 2019-2.5%+3.2%+2.6%
Q1 2019+1.3%+3.7%-3.9%
Q4 2018-4.9%-10.8%-30.1%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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