NASDAQ$MGTX

MeiraGTx Holdings plc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

MeiraGTx reported a net loss in Q3 2025 with significantly lower service revenue year-over-year.

MeiraGTx posted a sharp drop in service revenue and a wider net loss in Q3 2025. The company continues to invest heavily in R&D, while entering into major strategic collaborations to strengthen its pipeline and manufacturing capabilities.

  • Service revenue fell to $410,000 in Q3 2025 from $10.9 million in Q3 2024 due to completion of Johnson & Johnson PPQ services.
  • Net loss widened to $50.5 million, or $0.62 per share, compared to $39.3 million, or $0.55 per share, a year ago.
  • Cash and cash equivalents declined to $14.8 million as of September 30, 2025.
  • Entered into a $75 million upfront strategic collaboration with Eli Lilly in ophthalmology.

Headline financials

Total Revenue

$410K

Previous: $10.9M-96.2%
EPS (adj)

-$0.62

Previous: -$0.55-12.7%
Total Shareholders' Equity

-$40.6M

No prior period
Cash & Cash Equivalents

$14.8M

No prior period
Total Assets

$189M

No prior period
Total Liabilities

$230M

No prior period
Weighted Avg Shares Out.

80.9M

No prior period
Capital Expenditures

-$3.55M

Previous: -$3.74M+4.9%
Net Income

-$50.5M

Previous: -$39.3M-28.4%
Operating Income

-$46.1M

Previous: -$40M-15.0%

Revenue & EPS history

MeiraGTx · Revenue · Quarterly

$410K

Q3 2025-96.2%vs Q3 2024
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Forward guidance

MeiraGTx expects sufficient funding through 2027 and key regulatory milestones in its clinical pipeline.

Tailwinds

  • Signed $75 million upfront collaboration with Eli Lilly, with potential $400M+ milestones.
  • Anticipates completing Phase 2 enrollment of AAV-hAQP1 by end of 2025.
  • Preparing for Phase 3 trial of AAV-GAD for Parkinson’s disease.
  • Advancing riboswitch leptin therapy into IND discussions.
  • Expects $150 million more from Hologen AI JV in Q4 2025.

Headwinds

  • Net loss widened substantially year-over-year.
  • Significant drop in service revenue due to completed J&J projects.
  • Cash and cash equivalents declined sharply from December 2024 levels.
  • Continued high R&D and G&A expenses.
  • Debt obligation of $75 million due August 2026 remains outstanding.

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 Q3 2025

Historical avgQ3 2025

+0.1%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.1%

Avg return

30 days after

32%

10 / 31 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
Q1 2026-0.2%-8.4%
Q4 2025-2.0%+13.6%+21.1%
Q3 2025-4.5%-10.5%+3.0%
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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