NASDAQ$MGTX

MeiraGTx Holdings plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

MeiraGTx's financial and operational performance for Q3 2024 was announced, featuring advancements in clinical trials and regulatory designations.

MeiraGTx reported a net loss of $39.3 million for Q3 2024, with service revenue from related parties at $10.9 million. The company highlighted clinical advancements, including positive data from the AAV-GAD bridging study for Parkinson's disease and three Rare Pediatric Disease Designations from the FDA.

  • Received 3 Rare Pediatric Disease Designations (RPDD) from FDA for potential therapies.
  • Agreed on pathway with MHRA for Marketing Authorization Application (MAA) for AAV-AIPL1.
  • Announced positive data from randomized, sham-controlled clinical bridging study of AAV-GAD for Parkinson’s disease.
  • Cash and cash equivalents totaled $122.9 million as of September 30, 2024.

Headline financials

Total Revenue

$10.9M

Previous: $5.1M+113.8%
EPS

-$0.55

Previous: -$0.74+25.7%
Capital Expenditures

-$3.74M

Previous: -$17.1M+78.2%
Free Cash Flow

-$43.1M

Previous: -$61.4M+29.9%
Net Income

-$39.3M

Previous: -$44.3M+11.2%
Operating Income

-$40M

Previous: -$32.8M-22.2%
Gross Profit

$10.9M

Previous: $1.62M+571.8%
Cash & Equivalents

$123M

Previous: $63.4M+93.9%
Total Assets

$299M

Previous: $267M+12.1%
R&D Expense

$26.2M

Previous: $27.9M-5.8%
Stock-Based Comp

$6.3M

Previous: $7.05M-10.6%

Revenue & EPS history

MeiraGTx · Revenue · Quarterly

$10.9M

Q3 2024+113.8%vs Q3 2023
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Forward guidance

MeiraGTx anticipates several milestones, including data from the Phase 3 LUMEOS trial of botaretigene sparoparvovec and initiation of first in human studies using the riboswitch platform for an undisclosed metabolic disease indication in 2025.

Tailwinds

  • Data from the Phase 3 LUMEOS trial of botaretigene sparoparvovec is expected towards the end of this year.
  • Eligible to receive up to $285 million upon the first commercial sales of bota-vec in the U.S. and EU and manufacturing tech transfer.
  • Entered into a commercial supply agreement with Johnson & Johnson Innovative Medicine for bota-vec manufacturing.
  • Continue to progress its riboswitch technology platform in multiple potential indications.
  • Intends to initiate first in human studies using the riboswitch platform for an undisclosed metabolic disease indication in 2025.

Headwinds

  • Incurrence of significant losses.
  • Inability to achieve or maintain profitability.
  • Failure to raise additional capital.
  • Failure to repay our debt obligations.
  • Failure to identify additional and develop existing product candidates.

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 Q3 2024

Historical avgQ3 2024

+0.1%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.0%

Avg return

30 days after

31%

10 / 32 earnings

Positive

+25.0%

Q1 2019

Best reaction

-20.4%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.0%-6.1%
Q1 2026-0.2%-8.4%-3.7%
Q3 2025-4.5%-10.5%+3.0%
Q2 2025-0.1%-9.1%-8.8%
Q1 2025-0.4%+5.2%+31.5%
Q4 2024+1.3%+17.0%-18.9%
Q3 2024-0.3%-8.6%-8.1%
Q2 2024-3.4%-3.2%-4.8%
Q1 2024-1.4%+1.8%-7.2%
Q4 2023+0.0%-1.1%-12.4%
Q3 2023+4.7%+19.2%-1.3%
Q2 2023+5.6%+1.6%-3.8%
Q1 2023-6.9%+12.9%+30.2%
Q4 2022-3.4%-11.9%-8.3%
Q3 2022-7.3%-6.3%-13.2%
Q2 2022+14.4%+7.0%-5.9%
Q1 2022-3.1%-5.9%-15.0%
Q4 2021-2.4%-5.0%-7.1%
Q3 2021-1.7%-1.7%+1.8%
Q2 2021-0.9%-8.3%-16.2%
Q1 2021-2.4%-3.7%+10.2%
Q4 2020+8.0%+9.1%-17.3%
Q3 2020-1.7%+4.1%-6.9%
Q2 2020+5.1%+5.6%-3.7%
Q1 2020+7.8%+16.1%+8.0%
Q4 2019-20.4%-38.8%-11.1%
Q3 2019+1.7%+6.7%+49.4%
Q2 2019-10.6%-15.2%-22.9%
Q1 2019+25.0%+32.1%+23.5%
Q4 2018-3.0%-3.7%+3.4%
Q3 2018-2.6%-5.3%-5.5%
Q2 2018+7.9%+6.2%+40.7%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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