NASDAQ$KRRO

Korro Bio Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported full year 2023 financial results and highlighted recent progress.

Korro Bio reported a strong cash position of $166.1 million and reiterated progress on KRRO-110 and other pipeline candidates.

  • On track for regulatory filing for First-in-Human study of KRRO-110 in Alpha-1 Antitrypsin Deficiency (AATD) patients anticipated in the second half of 2024.
  • Demonstrated the versatility of Korro’s RNA editing platform by generating de-novo protein variants via multiple targets in non-human primates (NHPs).
  • Demonstrated greater than 50% editing using GalNAc conjugates in the liver with subcutaneous administration in a preclinical mouse model.
  • Ended 2023 with $166 million of cash and cash equivalents, including $117 million of proceeds from a successful private financing completed in November 2023, providing cash runway into 2026.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.38

Previous: -$0.49+22.4%
Net loss per share

-$53.08

No prior period
R&D expenses

$57.3M

No prior period
G&A expenses

$27.3M

No prior period
Total operating expenses

$84.5M

No prior period
Other income, net

$3.39M

No prior period
Provision for income taxes

$27K

No prior period
Comprehensive loss

-$81.2M

No prior period
W.A. shares basic & diluted

1.5M

No prior period
Working capital

$153M

No prior period
Total liabilities

$51.8M

No prior period
Stockholders’ equity

$170M

No prior period
Capital Expenditures

-$7.74M

No prior period
Net Income

-$81.2M

Previous: -$17.4M-367.5%
Operating Income

-$39.5M

Previous: -$18.2M-117.2%
Gross Profit

-$1.75M

No prior period
R&D Expense

$37M

No prior period

Revenue & EPS history

Korro Bio · Revenue · Quarterly

$0

Q4 2023
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Korro Bio anticipates several milestones in 2024, including a regulatory submission for KRRO-110 in the second half of 2024 and further progression of pipeline programs.

Tailwinds

  • Regulatory filing for KRRO-110 in AATD on track for the second half of 2024.
  • Anticipated interim clinical readout for KRRO-110 in AATD in the second half of 2025.
  • Advancement of KRRO-110 through a potential interim clinical readout.
  • Progression of additional product candidates through the Company’s pipeline.
  • Demonstration of OPERA applicability across additional tissue types.

Headwinds

  • Risks inherent in biopharmaceutical development.
  • Risks associated with pre-clinical studies and clinical trials.
  • Risks associated with obtaining regulatory approvals and protecting intellectual property.
  • Risks associated with general economic conditions.
  • The inability to recognize the anticipated benefits of the recently completed merger.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-4.6%

Avg return

Earnings day

+4.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+20.6%

Q4 2023

Best reaction

-79.3%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.3%-16.3%-20.5%
Q4 2025-0.4%+14.5%+20.4%
Q3 2025-79.3%-80.2%-73.8%
Q1 2025+4.1%-2.0%-11.8%
Q4 2024-5.3%-5.7%-1.6%
Q3 2024-25.2%-35.3%-40.2%
Q2 2024+10.4%+22.1%+12.4%
Q1 2024+5.0%+8.8%-15.4%
Q4 2023+20.6%+22.6%-20.3%
Q3 2023+9.4%+192.6%+246.3%
Q2 2023-4.1%-1.4%-39.0%
Q1 2023-5.6%+6.2%+1.9%
Q4 2022+3.1%-2.4%-24.2%
Q3 2022-5.8%+4.4%-11.1%
Q2 2022-11.1%-10.7%-4.9%
Q1 2022+4.0%+1.6%-8.0%
Q3 2021+3.2%-3.5%-17.0%
Q2 2021+0.5%-9.9%-12.3%
Q1 2021-20.3%-14.6%-4.6%
Q3 2020-6.4%+4.6%+59.7%
Q2 2020-1.7%-4.2%-19.8%
Q1 2020-1.1%+5.1%+16.0%
Q3 2019+4.8%+3.6%+11.4%

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