NASDAQ$NRIX

Nurix Therapeutics Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported financial results for the fiscal quarter and fiscal year ended November 30, 2023, and provided a corporate update.

Nurix Therapeutics reported an increase in revenue for both the three months and twelve months ended November 30, 2023, compared to the previous year. The company's net loss decreased for both the three-month and twelve-month periods. They maintained a strong financial position with cash and investments of $295.3 million.

  • NX-5948 received fast track designation from the FDA and showed positive results in Phase 1 clinical trial.
  • Licensed to Gilead a new development candidate, NX-0479/GS-6791, a targeted protein degrader of IRAK-4 for rheumatoid arthritis.
  • Formed strategic collaboration with Seagen (now Pfizer) to advance a portfolio of degrader-antibody conjugates based on our industry-leading DELigase platform.
  • Achieved $100 million in non-dilutive capital from partners in 2023, including $60 million upfront from Seagen and $40 million in success-based milestones and licensing fees from Gilead and Sanofi.

Headline financials

Total Revenue

$15.2M

Previous: $6.78M+123.5%
EPS (adj)

-$0.77

Previous: -$0.87+11.5%
Capital Expenditures

-$2.59M

Previous: $2.57M-200.8%
Net Income

-$42M

Previous: -$46.7M+10.2%
Operating Income

-$45.3M

Previous: -$48.7M+6.9%
Gross Profit

$11.4M

Previous: $3.75M+204.4%
R&D Expense

$47.8M

No prior period
Stock-Based Comp

$8.02M

Previous: $8.3M-3.3%

Revenue & EPS history

Nurix · Revenue · Quarterly

$15.2M

Q4 2023+123.5%vs Q4 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

Nurix expects to define doses for Phase 1b cohort expansion in CLL and NHL and accelerate Phase 1 clinical trial enrollment to enable pivotal trials. Nurix plans to present additional clinical data with higher dose levels and longer treatment duration in mid-2024. In addition, Nurix expects to complete ongoing preclinical studies that can enable an investigational new drug (IND) application for NX-5948 in autoimmune indications.

Tailwinds

  • Define doses for Phase 1b cohort expansion in CLL and NHL
  • Accelerate Phase 1 clinical trial enrollment to enable pivotal trials
  • Present additional clinical data with higher dose levels and longer treatment duration in mid-2024
  • Complete ongoing preclinical studies that can enable an investigational new drug (IND) application for NX-5948 in autoimmune indications.

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 Q4 2023

Historical avgQ4 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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