NASDAQ$NRIX

Nurix Therapeutics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported financial results for the fiscal quarter ended May 31, 2023, and provided a corporate update.

Nurix Therapeutics reported revenue of $30.7 million for the quarter ended May 31, 2023, which included a $20 million licensing payment from Gilead. The net loss was $24.3 million, or ($0.45) per share. Cash, cash equivalents and marketable securities totaled $308.6 million as of May 31, 2023.

  • Announced Phase 1b expansion cohorts for NX-2127 in non-Hodgkin’s lymphomas
  • Presented data highlighting the potent cellular activity of both NX-5948 and NX-2127 against BTKi resistance mutations
  • Received $20 million licensing payment from Gilead for NX-0479, an oral IRAK4 degrader for the treatment of rheumatoid arthritis and inflammatory diseases
  • Maintained strong financial position with cash and marketable securities of $308.6 million as of May 31, 2023

Headline financials

Total Revenue

$30.7M

Previous: $11.4M+168.3%
EPS (adj)

-$0.45

Previous: -$1.01+55.4%
Capital Expenditures

-$3.36M

Previous: -$6.26M+46.4%
Free Cash Flow

-$27.6M

Previous: -$51.7M+46.5%
Net Income

-$24.3M

Previous: -$45.4M+46.5%
Operating Income

-$26.8M

Previous: -$45.7M+41.5%
Gross Profit

$30.7M

Previous: $11.4M+168.3%
Cash & Equivalents

$59M

Previous: $41.5M+42.0%
Total Assets

$351M

Previous: $394M-11.1%
Stock-Based Comp

$8.72M

Previous: $6.78M+28.8%

Revenue & EPS history

Nurix · Revenue · Quarterly

$30.7M

Q2 2023+168.3%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Nurix · $10.7M total across 1 segment · Q2 2023

  • Collaboration revenue
    $10.7M-6.6%

Forward guidance

In the second half of 2023, Nurix expects to generate clinical data that will provide additional insight into the potential specific applications of both the NX-5948 and NX-2127 BTK degrader programs while they continue to advance their internal and partnered programs.

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 Q2 2023

Historical avgQ2 2023

+2.9%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.8%

Avg return

30 days after

50%

12 / 24 earnings

Positive

+35.6%

Q1 2023

Best reaction

-13.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-4.2%+4.5%+5.9%
Q4 2025-1.7%-6.0%-10.6%
Q3 2025-10.1%-4.7%+13.4%
Q2 2025-4.3%-11.7%-16.8%
Q1 2025+7.8%+12.0%+4.8%
Q4 2024+0.5%-3.1%-21.0%
Q3 2024+15.1%+18.1%+25.1%
Q2 2024+17.7%+12.7%+2.9%
Q1 2024-1.5%-11.6%-22.7%
Q4 2023+7.2%+9.6%+42.0%
Q3 2023-3.9%-8.3%-20.5%
Q2 2023-2.2%-2.3%-7.3%
Q1 2023+35.6%+29.9%+14.8%
Q4 2022+1.0%-6.2%-25.8%
Q3 2022-13.2%-12.6%+2.5%
Q2 2022+22.7%+10.7%+34.3%
Q1 2022+7.2%-3.7%-30.8%
Q4 2021-4.6%+2.3%-14.1%
Q3 2021+0.1%-1.6%+18.3%
Q2 2021-5.1%+8.6%+32.2%
Q2 2020-5.1%+8.6%+32.2%
Q1 2021+12.6%+9.0%-5.4%
Q4 2020+3.0%-4.2%-1.3%
Q3 2020-4.7%+3.8%+14.4%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2018

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