NASDAQ$NXTC

NextCure Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

NextCure reported financial results for the third quarter of 2024 and provided a business update.

NextCure reported a net loss of $11.5 million for the third quarter of 2024, compared to a net loss of $14.3 million for the same period in 2023. The company's cash, cash equivalents, and marketable securities totaled $75.3 million as of September 30, 2024, and are expected to fund operations into the second half of 2026. The company is prioritizing LNCB74 development and seeking a partner for NC410 advancement.

  • NextCure plans to submit an IND for LNCB74 (B7-H4 ADC) by year-end.
  • Cash of approximately $75 million is expected to fund operations into the second half of 2026.
  • The company will present LNCB74 preclinical data at SITC in November.
  • NextCure is seeking a partner to advance the NC410 program.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.41

Previous: -$0.51+19.6%
R&D Expenses

$8.77M

Previous: $11M-20.3%
G&A Expenses

$3.73M

Previous: $4.61M-19.2%
Capital Expenditures

-$170K

Previous: -$279K+39.1%
Net Income

-$11.5M

Previous: -$14.3M+19.3%
Operating Income

-$12.5M

Previous: -$15.6M+20.0%
Gross Profit

-$700K

Previous: -$946K+26.0%
R&D Expense

$8.77M

Previous: $11M-20.3%
Stock-Based Comp

$1.53M

Previous: $2M-23.6%

Revenue & EPS history

NextCure · Revenue · Quarterly

$0

Q3 2024

Forward guidance

NextCure expects its current financial resources to fund operating expenses and capital expenditures into the second half of 2026 and plans to submit an IND for LNCB74 in the fourth quarter of this year.

Tailwinds

  • Planned submission of an Investigational New Drug (IND) application for LNCB74 in the fourth quarter of this year.
  • Focusing resources on advancing the development of LNCB74.
  • Preclinical data from LNCB74 (B7-H4 ADC) will be presented at the Society of Immunotherapy of Cancer (SITC) annual meeting in November.
  • The company expects financial resources to fund operating expenses and capital expenditures into the second half of 2026.
  • NC181 has demonstrated amyloid clearance, prevention of amyloid deposition, plaque clearance and reduced neuroinflammation in preclinical AD animal models.

Headwinds

  • The company has a limited operating history and no products approved for commercial sale.
  • NextCure has a history of significant losses.
  • The company needs and must obtain additional financing on acceptable terms or at all.
  • Positive results in preclinical studies may not be predictive of the results of clinical trials
  • The company is dependent on key personnel.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.7%

Avg return

Earnings day

+1.0%

Avg return

5 days after

-1.4%

Avg return

30 days after

36%

10 / 28 earnings

Positive

+34.8%

Q4 2023

Best reaction

-19.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.9%+6.6%-16.0%
Q3 2025-8.8%-5.4%+25.6%
Q2 2025-4.4%+1.9%-4.8%
Q2 2024-1.2%+1.9%-4.8%
Q1 2025-7.7%-20.8%+2.5%
Q4 2024+6.1%-1.7%-37.7%
Q3 2024-1.5%+18.0%-12.6%
Q1 2024+11.7%+15.3%+12.4%
Q4 2023+34.8%+39.7%+13.5%
Q3 2023+10.3%+6.5%+12.1%
Q2 2023-2.9%-2.3%-18.9%
Q1 2023+4.6%+14.5%+14.5%
Q4 2022-4.5%-5.1%-5.7%
Q3 2022-19.8%-31.2%-42.9%
Q2 2022+9.8%+14.0%-5.1%
Q1 2022-4.5%-15.1%+4.8%
Q4 2021-1.4%+0.4%+2.7%
Q3 2021-1.4%-23.5%-34.5%
Q2 2021+5.8%+3.2%+7.5%
Q1 2021+3.4%+5.0%-1.0%
Q4 2020-2.0%+2.1%-12.7%
Q3 2020-4.3%+0.9%+11.0%
Q2 2020-1.3%-3.1%-14.2%
Q1 2020+12.2%+4.0%-24.8%
Q4 2019-12.3%+4.0%+5.2%
Q3 2019-3.3%-7.6%+31.3%
Q2 2019+11.7%+11.1%+53.9%
Q1 2019-6.8%-6.3%+0.5%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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