NASDAQ$MGTX

MeiraGTx Holdings plc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

MeiraGTx reported its fourth quarter and full year 2024 financial and operational results, highlighting significant advancements in clinical programs and manufacturing capabilities.

MeiraGTx reported a net loss of $147.8 million for the full year 2024, with total revenue of $33.279 million. The company achieved significant clinical and regulatory milestones, including a strategic collaboration with Hologen AI and RMAT designation for AAV2-hAQP1.

  • MeiraGTx announced a strategic collaboration with Hologen AI, including a $200 million upfront payment and the formation of a joint venture, Hologen Neuro AI Ltd, with an additional $230 million committed capital.
  • Positive data from the AAV-GAD clinical bridging study for Parkinson's disease showed significant benefits in UPDRS Part 3 and PDQ-39 scores.
  • AAV2-hAQP1 for radiation-induced xerostomia (RIX) was granted Regenerative Medicine Advanced Therapy (RMAT) designation by the FDA.
  • Transformative efficacy data for rAAV8.hRKp.AIPL1 in LCA4 children was published in The Lancet, with plans for Marketing Authorization Application (MAA) submission under exceptional circumstances.

Headline financials

Total Revenue

$33.3M

Previous: $2.04M+1531.3%
EPS (adj)

-$2.12

Previous: $0.42-604.8%
Net Income

-$148M

Previous: $20.2M-831.1%
Operating Income

-$164M

Previous: -$43.8M-275.3%

Revenue & EPS history

MeiraGTx · Revenue · Quarterly

$33.3M

Q4 2024+1,531.3%vs Q4 2023
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Forward guidance

MeiraGTx anticipates sufficient capital to fund operating expenses and capital expenditure requirements into 2027, supported by the strategic collaboration with Hologen AI and potential milestones. The company plans to submit a BLA filing for AAV2-hAQP1 in 2026 and Marketing Authorization Application (MAA) for rAAV8.hRKp.AIPL1 this year.

Tailwinds

  • Anticipated sufficient capital to fund operating expenses and capital expenditure requirements into 2027.
  • Potential for up to $285 million in milestones from Johnson & Johnson Innovative Medicine upon first commercial sales of bota-vec.
  • Plans to submit a BLA filing for AAV2-hAQP1 in 2026.
  • Intends to submit a Marketing Authorization Application (MAA) for rAAV8.hRKp.AIPL1 this year.
  • Initiate first-in-human studies using the riboswitch platform in 2025.

Headwinds

  • Incurrence of significant losses.
  • Any inability to achieve or maintain profitability.
  • Failure to obtain FDA or other regulatory approval for product candidates within expected time frames or at all.
  • Impact of pandemics, epidemics or outbreaks of infectious diseases on clinical trials and business.
  • Significant competition in the pharmaceutical and biotechnology industries.

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 Q4 2024

Historical avgQ4 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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