NASDAQ$GOSS

Gossamer Bio Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Announced financial results for the fourth quarter and year ended December 31, 2023, and provided a business update.

Gossamer Bio reported a net loss of $48.1 million for the quarter ended December 31, 2023, with cash, cash equivalents, and marketable securities totaling $296.4 million at year-end. The first PAH patient was dosed in the Phase 3 PROSERA study, and Japan was included in the study following CTN acceptance by PMDA.

  • First PAH patient dosed in the ongoing registrational Phase 3 PROSERA Study.
  • Inclusion of Japan in Phase 3 PROSERA Study following CTN acceptance by PMDA.
  • Cash, cash equivalents and marketable securities totaled $296.4 million at year-end 2023.
  • Topline results from the PROSERA Study are expected in the fourth quarter of 2025.

Headline financials

Total Revenue

$6.78M

No prior period
EPS (adj)

-$0.21

Previous: -$0.59+64.4%
Research and Development Expenses

$30M

No prior period
General and Administrative Expenses

$9.06M

No prior period
In Process Research and Development

$10M

No prior period
Provision (Benefit) for Income Taxes

$893K

No prior period
Interest Income

$310K

No prior period
Interest Expense

-$3.24M

No prior period
Other Income, Net

$3.81M

No prior period
Weighted Average Shares Outstanding

225.4M

No prior period
Capital Expenditures

$0.00

Previous: $102K-100.0%
Net Income

-$48.1M

Previous: -$55.8M+13.7%
Operating Income

-$49M

Previous: -$54.4M+9.8%
Gross Profit

$5.78M

No prior period
R&D Expense

$29.7M

No prior period
Stock-Based Comp

$6.03M

Previous: $11.4M-47.3%

Revenue & EPS history

Gossamer Bio · Revenue · Quarterly

$6.78M

Q4 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 anticipates data readout from the Phase 3 PROSERA Study and is planning to commence a clinical development program in PH-ILD. The company may file a commercial marketing application in Japan pending clinical data and expects current resources to fund operations into the first half of 2026.

Tailwinds

  • Anticipated timing of a data readout from our Phase 3 PROSERA Study
  • Expectations on commencing a clinical development program in PH-ILD
  • The ability to file a commercial marketing application in Japan pending clinical data
  • 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 pandemics, 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 Q4 2023

Historical avgQ4 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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