NASDAQ$MDGL

Madrigal Pharmaceuticals Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Madrigal reported its Q2 2023 financial results and provided corporate updates.

Madrigal Pharmaceuticals reported its second quarter 2023 financial results, highlighting the submission of the resmetirom NDA and ongoing preparations for a potential U.S. launch. The company's cash, cash equivalents, and marketable securities totaled $298.4 million. Operating expenses were $86.5 million, with research and development expenses at $68.6 million.

  • Resmetirom new drug application (NDA) was submitted to the U.S. Food and Drug Administration.
  • NASH disease education and market development activities were expanded to support potential first-to-market launch in the U.S.
  • Phase 3 MAESTRO-NASH primary results were presented, confirming achievement of primary endpoints across multiple patient subgroups.
  • Taking on Fatty Liver and NASH, a new disease education campaign and website, was launched.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$4.69

Previous: -$4.14-13.3%
R&D Expense

$68.6M

Previous: $58.5M+17.3%
SG&A Expense

$17.8M

Previous: $11.8M+51.6%
Capital Expenditures

-$104K

Previous: -$155K+32.9%
Free Cash Flow

-$85.9M

Previous: -$70.9M-21.2%
Net Income

-$85.8M

Previous: -$70.7M-21.3%
Operating Income

-$86.5M

Previous: -$70.3M-23.0%
Cash & Equivalents

$77.2M

Previous: $53.3M+44.9%
Total Assets

$302M

Previous: $216M+39.8%
Stock-Based Comp

$11M

Previous: $7.94M+38.1%

Revenue & EPS history

Madrigal · Revenue · Quarterly

$0

Q2 2023
Beat estimate in 5 of 8 quarters(63%)
ActualEstimate

Forward guidance

Madrigal Pharmaceuticals is focused on regulatory activities and preparing for the potential launch of resmetirom in the U.S. The company is also continuing its Phase 3 clinical trials and expanding its disease education efforts.

Tailwinds

  • Potential accelerated approval of resmetirom for the treatment of NASH with liver fibrosis.
  • Resmetirom could be the first specialty therapy for NASH patients with significant liver fibrosis.
  • Positive outcomes from the MAESTRO-NASH and MAESTRO-NAFLD-1 trials.
  • Ongoing Phase 3 clinical trials to demonstrate the safety and efficacy of resmetirom.
  • Expanded partnerships with patient advocacy groups focused on NASH disease education.

Headwinds

  • Risks of obtaining and maintaining regulatory approvals.
  • Potential regulatory delays or rejections.
  • Risks associated with meeting the objectives of Madrigal’s clinical studies.
  • Potential inability to raise sufficient capital to fund ongoing operations.
  • Uncertainties inherent in clinical testing.

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 Q2 2023

Historical avgQ2 2023

-0.6%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+7.8%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+48.0%

Q3 2024

Best reaction

-23.3%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-1.2%-3.2%
Q4 2025-11.1%-10.5%-10.2%
Q3 2025+7.8%+18.7%+42.2%
Q1 2025-1.9%-11.6%-17.6%
Q4 2024+15.0%+1.3%+5.9%
Q3 2024+48.0%+56.4%+52.0%
Q2 2024-8.6%-9.2%-8.5%
Q1 2024-11.7%-12.9%+2.5%
Q4 2023-1.5%+2.8%+11.4%
Q3 2023+3.6%-5.5%+61.1%
Q2 2023-6.0%-4.5%+6.4%
Q1 2023-5.4%-5.2%-12.8%
Q4 2022-5.4%-7.1%-19.6%
Q3 2022-6.7%-10.1%+12.8%
Q2 2022+22.8%+12.1%+10.8%
Q1 2022-0.2%+1.8%+15.0%
Q4 2021+7.9%+13.1%+9.2%
Q3 2021-0.5%-1.6%-16.6%
Q2 2021+7.5%+0.8%-4.5%
Q1 2021+0.7%+2.3%-22.0%
Q4 2020-1.3%-6.9%-5.3%
Q3 2020-6.8%-2.2%-10.9%
Q2 2020-1.1%-2.2%+2.3%
Q1 2020+2.9%+25.1%+27.6%
Q4 2019-2.5%+2.6%-19.7%
Q3 2019+0.1%+7.9%+22.1%
Q2 2019+2.0%+2.0%+9.8%
Q1 2019+0.2%-3.4%-8.0%
Q4 2018-2.4%+3.1%-6.9%
Q3 2018+5.2%-7.8%-39.7%
Q2 2018-1.0%-5.9%-11.0%
Q1 2018-0.0%+2.2%+138.3%
Q4 2017-16.4%-20.4%-15.8%
Q3 2017-0.2%-5.7%+84.7%
Q2 2017-0.8%+1.7%+13.5%
Q1 2017+2.1%+4.5%-0.3%
Q4 2016-2.2%-4.9%+6.8%
Q3 2016+5.3%+2.4%-1.4%
Q2 2016+3.8%+11.5%+1.9%
Q1 2016+10.5%
Q4 2015-23.3%
Q3 2015+0.0%
Q2 2015-3.4%
Q1 2015+1.3%
Q4 2014-6.1%
Q3 2014+10.6%
Q2 2014+0.5%
Q1 2014+3.3%
Q4 2013-10.1%
Q3 2013+0.9%
Q2 2013-4.2%
Q1 2013+2.5%
Q4 2012-5.0%
Q3 2012-5.2%
Q2 2012+0.3%
Q1 2012-11.2%
Q4 2011+0.2%
Q4 2009+0.2%
Q3 2011+4.4%
Q2 2011-10.1%
Q4 2010-10.1%
Q1 2011+1.6%
Q3 2010-6.1%
Q2 2010-5.6%
Q1 2010-16.5%

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