NASDAQ$IMVT

Immunovant Inc · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Immunovant reported its Q4 2024 financial results and provided corporate updates.

Immunovant reported a net loss of $75.3 million for the quarter ended March 31, 2024, compared to a net loss of $59.4 million for the same period in 2023. Research and development expenses increased to $66.1 million, driven by IMVT-1402 development costs.

  • Immunovant is on track to initiate 4 to 5 potentially registrational studies for IMVT-1402 in endocrinology, neurology, and other therapeutic areas over this fiscal year ending March 31, 2025.
  • Topline data from the batoclimab Myasthenia Gravis (MG) study is expected over this fiscal year, and further potentially registrational development in MG with IMVT-1402 is expected to begin in the same timeframe.
  • The batoclimab trial in Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) will run longer to optimize the IMVT-1402 CIDP trial design.
  • Detailed results from the batoclimab study in Graves’ disease and an overview of our development program for IMVT-1402 in Graves’ disease are expected to be announced in the fall of 2024.

Headline financials

Total Revenue

$1.5M

No prior period
EPS (adj)

-$0.52

Previous: -$0.46-13.0%
G&A Expenses

$14.8M

No prior period
Stock-Based Compensation

$9.7M

No prior period
Research and development expenses

$66.1M

No prior period
Capital Expenditures

-$150K

Previous: $26K-676.9%
Net Income

-$75.3M

Previous: -$59.4M-26.7%
Operating Income

-$80.9M

Previous: -$64.3M-25.9%
Gross Profit

$1.44M

No prior period
R&D Expense

$66.1M

No prior period
Stock-Based Comp

$9.68M

Previous: $7.55M+28.3%

Revenue & EPS history

Immunovant · Revenue · Quarterly

$1.5M

Q4 2024
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Immunovant anticipates several key milestones in the coming year, including initiating multiple registrational programs for IMVT-1402 and reporting topline data from the batoclimab MG study.

Tailwinds

  • Initiate 4 to 5 potentially registrational studies for IMVT-1402 in endocrinology, neurology, and other therapeutic areas over this fiscal year ending March 31, 2025
  • Topline data from the batoclimab Myasthenia Gravis (MG) study is expected over this fiscal year
  • Potentially registrational development in MG with IMVT-1402 is expected to begin in the same timeframe as batoclimab MG topline data
  • Detailed results from the batoclimab study in Graves’ disease as well as an overview of our development program for IMVT-1402 in Graves’ disease are expected to be announced in the fall of 2024
  • A decision regarding which asset to advance to registration in TED is expected in the first half of calendar year 2025 together with disclosing topline data from the current batoclimab TED program.

Headwinds

  • Running the batoclimab trial in Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) longer prior to unblinding period 1
  • Trial extensions may delay timelines
  • Clinical trials are subject to inherent risks and uncertainties
  • Potential delays in regulatory submissions and approvals
  • Future clinical trials may not confirm any safety, potency, or other product characteristics

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 2024

Historical avgQ4 2024

+0.6%

Avg return

Earnings day

-1.7%

Avg return

5 days after

+2.2%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+35.1%

Q4 2027

Best reaction

-34.6%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2027+35.1%
Q3 2026+12.4%+7.8%+10.8%
Q2 2026+0.0%+1.7%+0.9%
Q1 2026-4.5%-1.6%+4.8%
Q4 2025-0.2%+3.0%+8.1%
Q3 2025-9.6%-14.1%-11.1%
Q2 2025-2.5%-6.8%-8.9%
Q1 2025+1.0%+9.4%+25.9%
Q4 2024-7.1%-11.3%-7.1%
Q3 2024+4.0%+4.6%-10.4%
Q2 2024-2.3%+4.7%+17.4%
Q1 2024+7.4%-1.9%+11.5%
Q4 2023+4.9%-0.8%-5.1%
Q3 2023+0.7%+2.0%-6.9%
Q2 2023+6.3%-2.1%+23.2%
Q1 2023+19.4%+24.7%+23.7%
Q4 2022-12.6%-20.4%+0.2%
Q3 2022-2.7%-2.5%-8.8%
Q2 2022+1.1%-0.3%-12.8%
Q1 2022+4.4%+1.7%+15.5%
Q4 2021-34.6%-34.5%-25.0%
Q3 2021-13.6%-18.6%-25.0%
Q2 2021+3.1%+7.3%-4.0%
Q1 2021+3.7%+2.3%+40.2%
Q4 2020-11.0%-13.5%-14.2%
Q3 2020+12.5%+13.2%+1.3%
Q2 2020+0.1%+0.1%+13.9%
Q1 2020+0.0%+0.0%+0.6%
Q3 2019
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro