NASDAQ$LGVN

Longeveron Inc-A · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Longeveron reported a decrease in revenue and an increase in net loss for Q1 2025, primarily due to decreased participant demand for their Bahamas Registry Trial, partially offset by increased manufacturing services contract revenue.

Longeveron Inc. experienced a challenging first quarter in 2025, with total revenues decreasing to $381,000 from $548,000 in the prior year. The company's net loss widened to $5,011,000, compared to $4,058,000 in Q1 2024, driven by increased operating expenses, particularly in general and administrative costs and research and development. The decrease in revenue was primarily attributed to lower participant demand for the Bahamas Registry Trial, despite an increase in contract manufacturing revenue.

  • Total revenues decreased by 30% to $381,000 in Q1 2025 from $548,000 in Q1 2024.
  • Net loss increased by 23% to $5,011,000 in Q1 2025 from $4,058,000 in Q1 2024.
  • General and administrative expenses rose by 34% to $2,941,000, mainly due to increased personnel and equity-based compensation costs.
  • Research and development expenses increased by 13% to $2,515,000, driven by higher personnel and patent-related costs, despite a decrease in clinical trial expenses.

Headline financials

Total Revenue

$381K

Previous: $548K-30.5%
EPS (adj)

-$0.34

Previous: -$1.61+78.9%
Capital Expenditures

-$27K

Previous: -$16K-68.8%
Net Income

-$5.01M

Previous: -$4.06M-23.5%
Operating Income

-$5.18M

Previous: -$4.09M-26.7%
Gross Profit

$275K

Previous: $329K-16.4%

Revenue & EPS history

Longeveron · Revenue · Quarterly

$381K

Q1 2025-30.5%vs Q1 2024
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Longeveron · $150K total across 1 segment · Q4 2023

  • Clinical Trial Revenue
    $150K

Forward guidance

Longeveron anticipates increased operating expenses and capital expenditure requirements throughout calendar 2025 due to BLA enabling activities for HLHS and manufacturing readiness. The company intends to seek additional financing and non-dilutive funding options to support these initiatives.

Tailwinds

  • Successful Type C meeting with the FDA in August 2024 regarding the HLHS regulatory pathway.
  • Anticipated potential BLA filing with the FDA in 2026 if the current ELPIS II trial in HLHS is successful.
  • Focus on seeking partnership opportunities and/or non-dilutive funding for the Alzheimer's disease program.
  • Proposed single, pivotal, seamless adaptive Phase 2/3 clinical trial for Alzheimer's disease.
  • FDA granted request for a Type B meeting on March 20, 2025, supporting the advancement of Lomecel-B™ as a potential treatment for mild AD.

Headwinds

  • Current cash and cash equivalents are only anticipated to fund operations late into the third quarter of 2025.
  • Operating expenses and capital expenditure requirements are expected to increase throughout calendar 2025.
  • Need for increased spending and additional capital investments to support BLA enabling activities and manufacturing readiness.
  • No assurance of attaining future financing at terms favorable to the company or at all.
  • Substantial doubt about the company's ability to continue as a going concern due to insufficient cash to meet minimum expenditure commitments for one year.

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 Q1 2025

Historical avgQ1 2025

-5.1%

Avg return

Earnings day

-5.7%

Avg return

5 days after

+23.1%

Avg return

30 days after

35%

7 / 20 earnings

Positive

+10.0%

Q1 2022

Best reaction

-35.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.7%-11.0%
Q4 2025-4.7%-0.7%+6.1%
Q3 2025-4.3%-7.3%-23.1%
Q1 2025-10.1%-9.4%-17.4%
Q4 2024-9.2%-5.3%+2.0%
Q3 2024-2.3%-8.8%-14.3%
Q2 2024-7.5%-11.3%-21.8%
Q1 2024+3.1%-1.5%+106.9%
Q4 2023+0.7%+0.0%-39.8%
Q3 2023-6.7%-0.5%+17.6%
Q2 2023-6.5%-12.0%-25.8%
Q1 2023-6.1%-11.9%-0.9%
Q4 2022-15.5%-17.5%-25.0%
Q3 2022+5.1%+2.6%-14.1%
Q2 2022+3.9%+1.3%-14.5%
Q1 2022+10.0%+16.2%-0.7%
Q4 2021-14.4%-7.1%+37.8%
Q3 2021-4.9%-15.6%+461.6%
Q2 2021-35.7%-32.9%-31.1%
Q1 2021+1.7%+17.9%+35.8%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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