NASDAQ$NRIX

Nurix Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Reported financial results for the fourth quarter and fiscal year ended November 30, 2024, and provided a corporate update.

Nurix Therapeutics reported Q4 revenue of $13.3 million and a net loss of $58.5 million, or ($0.75) per share. The company's cash, cash equivalents, and marketable securities totaled $609.6 million as of November 30, 2024.

  • Reported a robust objective response rate of 75.5% from the Phase 1 study of NX-5948 in patients with relapsed/refractory CLL/SLL.
  • Received PRIME designation from the European Medicines Agency for NX-5948 in CLL.
  • Received Fast Track designation from the U.S. FDA for NX-5948 in Waldenstrom’s Macroglobulinemia.
  • Announced the appointment of John Northcott as Chief Commercial Officer.

Headline financials

Total Revenue

$13.3M

Previous: $15.2M-12.4%
EPS (adj)

-$0.75

Previous: -$0.77+2.6%
Shares outstanding

78.4M

No prior period
Capital Expenditures

-$2.11M

Previous: -$2.59M+18.6%
Net Income

-$58.5M

Previous: -$42M-39.5%
Operating Income

-$64.7M

Previous: -$45.3M-42.6%
Gross Profit

$13.3M

Previous: $11.4M+16.5%
R&D Expense

$64.7M

Previous: $47.8M+35.4%

Revenue & EPS history

Nurix · Revenue · Quarterly

$13.3M

Q4 2024-12.4%vs Q4 2023
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 plans to commence a suite of clinical trials designed to support global registration of NX-5948 for the treatment of patients with CLL and to explore its development in inflammatory diseases.

Tailwinds

  • Plans to commence a suite of clinical trials designed to support global registration of NX-5948 for the treatment of patients with CLL.
  • Exploring development of NX-5948 in inflammatory diseases.
  • Initiating clinical testing of NX-5948 in autoimmune cytopenias in 2025.
  • Advancing a pipeline of wholly owned and partnered programs in inflammation and immunology.
  • Expecting clinical updates in patients with both CLL and non-Hodgkin’s lymphoma in 2025.

Headwinds

  • Uncertainties related to the timing and results of preclinical studies and clinical trials.
  • Whether Nurix will be able to fund development activities and achieve development goals.
  • Uncertainties related to the timing and receipt of payments from Nurix’s collaboration partners.
  • The impact of global business, political and macroeconomic conditions on Nurix’s business.
  • Whether Nurix will be able to protect intellectual property.

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 2024

Historical avgQ4 2024

+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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