NASDAQ$NRIX

Nurix Therapeutics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Nurix reported third quarter fiscal 2023 financial results and provided a corporate update.

Nurix Therapeutics reported revenue of $18.5 million and a net loss of $37.0 million for the third quarter of fiscal year 2023. The company highlighted a strategic collaboration with Seagen, resulting in a $60 million upfront payment, and maintained a strong financial position with cash runway into the second quarter of 2025.

  • Announced strategic collaboration with Seagen to develop a portfolio of Degrader-Antibody Conjugates, resulting in a $60 million upfront payment.
  • Achieved an additional $8 million in research milestones for the quarter, resulting in milestone and license fee payments totaling $35.5 million year-to-date from Gilead and Sanofi.
  • Maintained strong financial position with cash runway into the second quarter of 2025.
  • Expanded its Phase 1a trial of NX-1607 to include a combination with paclitaxel.

Headline financials

Total Revenue

$18.5M

Previous: $10.8M+71.1%
EPS (adj)

-$0.68

Previous: -$0.90+24.4%
Capital Expenditures

-$5.82M

Previous: -$9.68M+39.9%
Free Cash Flow

-$42.8M

Previous: -$55.4M+22.7%
Net Income

-$37M

Previous: -$45.7M+19.1%
Operating Income

-$40M

Previous: -$46.7M+14.4%
Gross Profit

$18.5M

Previous: $10.8M+71.1%
Cash & Equivalents

$42.3M

Previous: $47.6M-11.0%
Total Assets

$308M

Previous: $459M-32.9%
Stock-Based Comp

$8.45M

Previous: $6.99M+20.9%

Revenue & EPS history

Nurix · Revenue · Quarterly

$18.5M

Q3 2023+71.1%vs Q3 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Nurix · $18.5M total across 1 segment · Q3 2023

  • Collaboration revenue
    $18.5M+71.1%

Forward guidance

With the receipt of the $60 million upfront payment, Nurix expects that its existing cash, cash equivalents and marketable securities, excluding any future potential milestones from collaborations, will be sufficient to fund its operating activities into the second quarter of 2025.

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 2023

Historical avgQ3 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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