NASDAQ$MURA

Mural Oncology Plc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Mural Oncology reported financial results for Q1 2024 and provided a business update.

Mural Oncology reported a net loss of $30.9 million for the first quarter of 2024. The company's clinical trials for nemvaleukin alfa remain on track, with data readouts expected in the first half of 2025. Mural Oncology's cash, cash equivalents, and marketable securities were $231.7 million as of March 31, 2024, which is expected to fund operations into the fourth quarter of 2025.

  • Late-stage clinical trials for nemvaleukin alfa remain on track, with data readouts expected in the first half of 2025.
  • A new, less frequent IV dose of nemvaleukin is being evaluated with preliminary data readouts anticipated in 2025.
  • Preclinical data on IL-18 and IL-12 therapies were presented in April 2024, with candidate nominations expected by the end of 2024.
  • Cash, cash equivalents, and marketable securities are expected to fund operations into the fourth quarter of 2025.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$1.84

Previous: -$2.78+33.8%
R&D Expenses

$26.9M

Previous: $40.4M-33.5%
G&A Expenses

$7.17M

Previous: $3.75M+91.3%
Capital Expenditures

-$55K

Previous: $398K-113.8%
Net Income

-$30.9M

Previous: -$46.5M+33.5%
Operating Income

-$34M

Previous: -$44.2M+22.9%
Gross Profit

-$846K

No prior period
R&D Expense

$26.6M

No prior period
Stock-Based Comp

$2.2M

Previous: $2.75M-20.1%

Revenue & EPS history

Mural Oncology · Revenue · Quarterly

$0

Q1 2024

Forward guidance

Mural Oncology reaffirms guidance that its cash, cash equivalents, and marketable securities are expected to fund its operations into the fourth quarter of 2025. The company anticipates reporting lower year-over-year operating expenses in 2024 but forecasts higher operating expenses in 2024 versus 2025 due to the timing of clinical trial expenses.

Tailwinds

  • Cash runway projected into 4Q 2025.
  • Sufficient capital to fund key clinical readouts.
  • Late-stage clinical trials remain on track.
  • Expects to report interim overall survival (OS) results based on approximately 75% of events in the first quarter of 2025 for ARTISTRY-7.
  • Top-line data results from cohort 2 of ARTISTRY-6 expected in the first half of 2025.

Headwinds

  • Net loss of $30.9 million for the first quarter of 2024.
  • Unrealized loss on marketable securities of $74 thousand.
  • Operating loss of $34.033 million.
  • Potential risks and uncertainties associated with clinical trials and regulatory approvals.
  • Dependence on the success of product candidates like nemvaleukin.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-9.3%

Avg return

Earnings day

-9.4%

Avg return

5 days after

+5.1%

Avg return

30 days after

23%

3 / 13 earnings

Positive

+14.6%

Q4 2023

Best reaction

-61.6%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-0.5%-0.5%
Q2 2025-20.2%-30.3%-9.2%
Q1 2025-4.4%-4.7%-10.9%
Q4 2024-61.6%-65.0%-31.3%
Q3 2024-0.9%-4.8%+2.3%
Q2 2024+1.0%+4.5%+0.6%
Q1 2024+2.7%+4.0%-12.0%
Q4 2023+14.6%+13.2%-16.7%
Q1 2023-10.4%-7.7%+27.7%
Q2 2023-10.4%-7.7%+27.7%
Q3 2022-10.4%-7.7%+27.7%
Q4 2022-10.4%-7.7%+27.7%
Q3 2023-10.4%-7.7%+27.7%

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