NASDAQ$IRD

Opus Genetics Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Ocuphire reported financial results for the second quarter of 2022 and provided a corporate update.

Ocuphire Pharma reported a net loss of $4.9 million for Q2 2022, with cash and cash equivalents totaling $17.0 million as of June 30, 2022. The company is focused on a late 2022 NDA filing for Nyxol in reversal of mydriasis and anticipates potential approval in 2023.

  • Completed final clinical trials for Nyxol in reversal of mydriasis (RM) and held a pre-NDA meeting with the FDA.
  • On track for a late 2022 NDA submission for Nyxol in RM, with potential approval in 2023.
  • Reported positive results from the Phase 3 LYNX-1 trial of Nyxol in Night Vision Disturbances (NVD).
  • Plans to initiate the VEGA Phase 3 FDA registration program for Nyxol in presbyopia in 2H 2022.

Headline financials

Total Revenue

$0.00

Previous: $100K-100.0%
EPS (adj)

-$0.25

Previous: -$0.52+51.9%
G&A Expenses

$1.78M

Previous: $3.41M-47.9%
R&D Expenses

$3.16M

Previous: $3.83M-17.4%
Free Cash Flow

-$4.93M

Previous: -$7.14M+31.0%
Net Income

-$4.93M

Previous: -$7.14M+31.0%
Operating Income

-$4.94M

Previous: -$7.14M+30.8%
Cash & Equivalents

$33.5M

Previous: $24.2M+38.3%
Total Assets

$17.9M

Previous: $25.3M-29.1%
Stock-Based Comp

$445K

Previous: $463K-3.9%

Revenue & EPS history

Ocuphire · Revenue · Quarterly

$0

Q2 2022-100%vs Q2 2021
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

Ocuphire · $100K total across 1 segment · Q2 2021

  • Collaboration Revenue
    $100K

Forward guidance

Ocuphire anticipates several key milestones in the near future, including the planned NDA submission for Nyxol in RM, the initiation of VEGA-2 trial for Nyxol in presbyopia, and the report of top-line results from the APX3330 Phase 2b ZETA-1 trial in diabetic retinopathy.

Tailwinds

  • Planned NDA with the FDA for Nyxol in RM indication in late 2022, with potential launch in 2H 2023.
  • Plan to initiate VEGA-2 trial for Nyxol alone and with low dose pilocarpine in presbyopia in 2H 2022.
  • Expects to file a supplemental NDA for Nyxol as a single-agent for presbyopia and a new NDA for the combination thereafter.
  • Report top-line results from the APX3330 Phase 2b ZETA-1 trial in 2H 2022.
  • Current cash sufficient to fund operations through Q3 2023.

Headwinds

  • Success of regulatory filings and clinical trials are subject to risks and uncertainties.
  • Capital resource requirements may change.
  • Inability to obtain sufficient additional capital to advance product candidates.
  • Legislative, regulatory, political, and economic developments may affect results.
  • COVID-19 effects on clinical programs and business operations.

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 Q2 2022

Historical avgQ2 2022

-3.6%

Avg return

Earnings day

-3.8%

Avg return

5 days after

-3.1%

Avg return

30 days after

42%

14 / 33 earnings

Positive

+16.7%

Q1 2017

Best reaction

-47.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%-6.1%
Q4 2025+1.7%+5.5%+15.3%
Q3 2025-3.1%-11.7%+19.8%
Q2 2025+7.4%+0.9%+25.5%
Q1 2025+7.5%+4.2%+2.1%
Q3 2024-7.7%-9.4%-5.1%
Q2 2024-24.7%-19.9%-24.1%
Q1 2024-14.3%-11.7%-13.8%
Q4 2023-12.2%-13.9%-19.7%
Q3 2023+13.4%+3.5%-4.9%
Q2 2023+0.5%+0.7%-3.1%
Q1 2023-18.9%-28.0%-36.0%
Q4 2022+4.2%+44.2%+42.5%
Q3 2022-2.8%+13.1%+52.3%
Q2 2022-9.7%-6.1%-14.3%
Q1 2022+8.5%+6.5%+5.5%
Q4 2021+11.1%-9.9%-35.9%
Q3 2021-0.3%-10.9%-5.6%
Q2 2021-8.5%-14.7%-0.6%
Q1 2021-7.8%-5.9%+17.4%
Q4 2020-12.7%-7.8%-34.7%
Q3 2020+1.4%-10.8%-22.4%
Q2 2020-1.6%+1.2%-25.9%
Q1 2020-16.4%-2.7%+3.8%
Q3 2019-5.9%-9.3%-11.2%
Q2 2019-47.3%-49.3%-54.8%
Q1 2019-10.4%-11.0%-10.3%
Q2 2018+2.7%+5.4%+17.0%
Q4 2018-2.9%-3.5%-4.7%
Q3 2017+4.9%+6.5%+15.7%
Q2 2017+5.9%-1.6%+26.5%
Q1 2017+16.7%+29.2%-10.4%
Q2 2016+0.0%-3.7%-3.7%
Q1 2014
Q3 2013
Q2 2013
Q2 2012
Q1 2012
Q3 2011
Q2 2011

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