NASDAQ$IGMS

IGM Biosciences Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

IGM Biosciences reported financial results for Q3 2024 and provided a corporate update.

IGM Biosciences announced a strategic pivot to focus exclusively on autoimmunity during the third quarter. The company's cash runway is expected to fund operations into 2027. Clinical development of Imvotamab and IGM-2644 are underway.

  • Strategic pivot to focus exclusively on autoimmunity was announced.
  • Imvotamab trials in rheumatoid arthritis, systemic lupus erythematosus, and myositis are ongoing; initial clinical data is expected by mid-2025.
  • IGM-2644 is expected to enter clinical study for generalized myasthenia gravis by year-end 2024.
  • Cash runway is expected to fund operations into 2027.

Headline financials

Total Revenue

$516K

Previous: $509K+1.4%
EPS (adj)

-$1.01

Previous: -$1.04+2.9%
Capital Expenditures

-$1.29M

Previous: -$3.08M+58.1%
Net Income

-$61.4M

Previous: -$62M+0.9%
Operating Income

-$64.4M

Previous: -$66.8M+3.6%
Gross Profit

$516K

Previous: -$1.75M+129.5%
R&D Expense

$38.3M

Previous: $54.8M-30.0%
Stock-Based Comp

$16.2M

Previous: $12M+35.5%

Revenue & EPS history

IGM Biosciences · Revenue · Quarterly

$516K

Q3 2024+1.4%vs Q3 2023
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

IGM Biosciences · $2.68M total across 1 segment · Q4 2024

  • Collaboration Revenue
    $2.68M

Forward guidance

The Company expects full year 2024 GAAP operating expenses of $215 million to $225 million including estimated non-cash stock-based compensation expense of approximately $40 million, and full year collaboration revenue of approximately $2 million related to the Sanofi agreement. The Company expects to end 2024 with a balance of approximately $180 million in cash and investments and for the balance to enable it to fund its operating expenses and capital expenditure requirements into 2027.

Tailwinds

  • Full year collaboration revenue of approximately $2 million related to the Sanofi agreement is expected.
  • Cash balance is expected to fund operating expenses and capital expenditure requirements into 2027.

Headwinds

  • Full year 2024 GAAP operating expenses of $215 million to $225 million are expected.
  • Estimated non-cash stock-based compensation expense of approximately $40 million is expected.

Historical earnings impact

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

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+4.2%

Avg return

Earnings day

-6.5%

Avg return

5 days after

-4.3%

Avg return

30 days after

58%

14 / 24 earnings

Positive

+72.4%

Q4 2021

Best reaction

-20.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025+0.0%+0.8%
Q1 2025+4.2%+1.7%+3.4%
Q4 2024-2.4%-8.0%+5.6%
Q3 2024-10.4%-21.9%-27.9%
Q2 2024+4.4%+7.8%+38.5%
Q1 2024+1.9%-7.2%-17.3%
Q4 2023+2.4%-18.5%-28.1%
Q3 2023+7.3%
Q2 2023-7.1%
Q1 2023+6.7%
Q4 2022-20.4%
Q3 2022-9.9%
Q2 2022+22.2%
Q1 2022-7.5%
Q4 2021+72.4%
Q3 2021+15.9%
Q2 2021+8.9%
Q1 2021+10.9%
Q4 2020+4.1%
Q3 2020-4.2%
Q2 2020-4.2%
Q1 2020+5.6%
Q4 2019-1.8%
Q3 2019+1.2%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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