NASDAQ$IGMS

IGM Biosciences Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

IGM Biosciences reported a decrease in net loss and operating expenses in Q4 2024, primarily driven by lower research and development costs.

IGM Biosciences, Inc. reported a net loss of $195.8 million for the year ended December 31, 2024, a significant improvement from the previous year's $246.4 million loss. The company's collaboration revenue increased, while operating expenses, particularly research and development, saw a notable decrease.

  • Net loss decreased to $195.8 million in 2024 from $246.4 million in 2023.
  • Collaboration revenue increased to $2.7 million in 2024 from $2.1 million in 2023.
  • Total operating expenses decreased by $54.3 million, primarily due to lower research and development costs.
  • The company's cash, cash equivalents, and marketable securities stood at $183.8 million as of December 31, 2024.

Headline financials

Total Revenue

$2.68M

Previous: $651K+311.5%
EPS (adj)

-$3.24

Previous: -$1.01-220.8%
Research and Development Expenses

$161M

No prior period
General and Administrative Expenses

$50.4M

No prior period
Interest Income

$12.8M

No prior period
Deprioritized Clinical Programs Expenses

$49.8M

No prior period
Preclinical and Other R&D Expenses

$24.9M

No prior period
Personnel Expenses

$61.6M

No prior period
Depreciation and Facilities Expenses

$24.6M

No prior period
Capital Expenditures

-$862K

Previous: -$1.45M+40.5%
Free Cash Flow

-$35.7M

No prior period
Net Income

-$196M

Previous: -$60.7M-222.6%
Operating Income

-$209M

Previous: -$65.1M-220.3%
Gross Profit

-$1.94M

Previous: -$1.53M-26.9%
Cash & Equivalents

$26.5M

No prior period
Total Assets

$266M

No prior period
R&D Expense

$26.6M

Previous: $52M-48.9%

Revenue & EPS history

IGM Biosciences · Revenue · Quarterly

$2.68M

Q4 2024+311.5%vs Q4 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

IGM Biosciences anticipates continued operating losses for the foreseeable future as it focuses on research and development activities under the Sanofi Agreement and evaluates strategic alternatives. The company expects its current cash and equivalents to fund operations for at least one year.

Tailwinds

  • Evaluating internal options and potential strategic alternatives to maximize stockholder value.
  • Existing cash, cash equivalents, and marketable securities are believed to be sufficient to fund planned operations for at least one year.
  • Ongoing collaboration with Sanofi for immunology targets continues.
  • Potential for future milestone and royalty payments from the Sanofi Agreement.
  • Focus on strategic pivot to autoimmunity, potentially streamlining R&D efforts.

Headwinds

  • Anticipates continued significant expenses and operating losses for the foreseeable future.
  • Future funding requirements are substantial and may not be available on acceptable terms or at all.
  • Uncertainty regarding the timing and amount of future product revenue.
  • Risk of dilution to stockholders if additional capital is raised through equity or equity-linked securities.
  • Potential for delays or discontinuation of product development programs if adequate financing is not obtained.

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 Q4 2024

Historical avgQ4 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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