NASDAQ$JBIO

Jade Biosciences Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Aerovate Therapeutics' financial results for Q1 2024 were announced, highlighting the progress of the IMPAHCT trial and a cash runway into 2026.

Aerovate Therapeutics reported a net loss of $23.2 million for the first quarter of 2024. The company's cash, cash equivalents, and short-term investments totaled $99.3 million as of March 31, 2024, which is expected to fund operations into 2026. Topline data from the Phase 2b portion of the IMPAHCT trial is expected in June 2024, and enrollment continues in the Phase 3 portion.

  • Topline data from the Phase 2b portion of the IMPAHCT trial of AV-101 for PAH is expected in June 2024.
  • Enrollment is ongoing in the Phase 3 portion of the IMPAHCT trial of AV-101.
  • Aerovate will present a poster with baseline characteristics of the Phase 2b portion of the IMPAHCT trial at the ATS 2024 Conference in May.
  • The company's current cash runway is projected to last into 2026.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.83

Previous: -$0.67-23.9%
R&D Expenses

$20.1M

No prior period
G&A Expenses

$4.54M

No prior period
Capital Expenditures

$0.00

Previous: $16K-100.0%
Net Income

-$23.2M

Previous: -$16.5M-40.4%
Operating Income

-$24.6M

Previous: -$17.6M-39.6%
Gross Profit

-$28K

No prior period
R&D Expense

$20.1M

No prior period
Stock-Based Comp

$4.2M

Previous: $2.38M+76.2%

Revenue & EPS history

Aerovate · Revenue · Quarterly

$0

Q1 2024

Forward guidance

Aerovate Therapeutics anticipates its cash, cash equivalents, and short-term investments will sustain operations into 2026, based on the current operating plan.

Tailwinds

  • Cash runway extends into 2026.
  • Focus on advancing AV-101 for PAH treatment.
  • Ongoing enrollment in Phase 3 portion of IMPAHCT trial.
  • Topline data from Phase 2b portion of IMPAHCT trial expected in June 2024.
  • AV-101 targets cellular hyperproliferation in PAH.

Headwinds

  • Reliance on successful clinical trial outcomes.
  • Dependence on regulatory approvals.
  • Potential for delays in clinical trials.
  • Uncertainties in the development of AV-101.
  • Risks associated with funding future operations.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-1.6%

Avg return

Earnings day

-2.1%

Avg return

5 days after

+2.6%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+24.6%

Q3 2023

Best reaction

-35.0%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+1.2%+1.0%+11.6%
Q2 2025+0.1%-0.5%+4.9%
Q1 2025+1.8%-0.3%-4.8%
Q4 2024+0.4%+0.4%-85.8%
Q3 2024+0.0%-3.8%-2.7%
Q1 2024-2.8%+3.7%+16.1%
Q4 2023-0.5%+14.7%-17.8%
Q3 2023+24.6%+27.6%+68.5%
Q2 2023-3.5%-6.0%-10.8%
Q1 2023-7.6%-12.2%-19.8%
Q4 2022+0.7%+1.7%+9.4%
Q3 2022+0.6%-7.1%+32.9%
Q2 2022-13.7%-17.3%-26.4%
Q1 2022-6.3%+0.7%-5.9%
Q4 2021+8.0%-4.8%-24.9%
Q3 2021-35.0%-33.8%-42.7%
Q1 2021+1.8%-1.0%+72.5%
Q2 2021+1.8%-1.0%+72.5%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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