NASDAQ$PHAT

Phathom Pharmaceuticals Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Phathom Pharmaceuticals reported financial results for the first quarter of 2021 and provided an update on its recent clinical and organizational progress.

Phathom Pharmaceuticals reported a net loss of $34.8 million for the first quarter of 2021. The company highlighted positive Phase 3 trial results for vonoprazan in H. pylori infection and the initiation of a Phase 2 trial for NERD.

  • PHALCON-HP trial met all primary and secondary endpoints.
  • NDAs for vonoprazan-based regimens are targeted for the fourth quarter of 2021.
  • FDA granted additional QIDP designations to vonoprazan-based regimens with amoxicillin capsules.
  • Phase 2 trial evaluating vonoprazan on-demand in NERD was initiated.

Headline financials

EPS (adj)

-$0.96

Previous: -$0.62-54.8%
Net Income

-$34.8M

Previous: -$20.1M-73.0%
Cash & Equivalents

$238M

Previous: $257M-7.3%
Total Assets

$246M

No prior period

Revenue & EPS history

Phathom · Revenue · Quarterly

$58.3M

Q1 2026+104.4%vs Q1 2025
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Forward guidance

Phathom expects topline results from the PHALCON-EE Phase 3 clinical trial in the fourth quarter of 2021. They also plan to submit New Drug Applications for the eradication of H. pylori infection and complete enrollment in the Phase 2 NERD study.

Tailwinds

  • Topline results from the PHALCON-EE Phase 3 clinical trial expected in the fourth quarter of 2021.
  • New Drug Applications for the eradication of H. pylori infection are expected to be submitted.
  • Enrollment in the Phase 2 NERD study is expected to be completed.
  • Vonoprazan could represent an important treatment option for acid-related diseases, if approved.

Headwinds

  • Potential delays in the commencement, enrollment and completion of clinical trials due to the COVID-19 pandemic and other factors outside of Phathom’s control.
  • Patients already enrolled in PHALCON-EE and the Phase 2 NERD study may not complete the clinical trials or public health conditions and governmental restrictions may lead Phathom to stop such trial all together, which may adversely impact its trial results and development plans.
  • Phathom’s dependence on third parties in connection with product manufacturing, research and preclinical and clinical testing.
  • Unexpected adverse side effects or inadequate efficacy of vonoprazan that may limit its development, regulatory approval and/or commercialization, or may result in recalls or product liability claims.
  • QIDP and Fast Track designations may be withdrawn or not actually lead to a faster development or regulatory review or extended exclusivity, and would not assure FDA approval of vonoprazan.

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 Q1 2021

Historical avgQ1 2021

-2.2%

Avg return

Earnings day

-5.3%

Avg return

5 days after

-0.4%

Avg return

30 days after

42%

11 / 26 earnings

Positive

+10.0%

Q1 2023

Best reaction

-22.8%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%+6.9%-18.6%
Q4 2025+9.9%-10.3%-14.1%
Q3 2025-1.8%+8.1%+9.8%
Q1 2025-21.7%-44.1%-0.9%
Q4 2024-3.0%-21.2%-19.7%
Q3 2024-6.3%-47.1%-50.0%
Q2 2024+8.7%+12.6%+63.9%
Q1 2024-5.6%+2.9%+5.0%
Q4 2023-8.7%-16.0%+13.4%
Q3 2023-4.0%-9.2%+7.8%
Q2 2023+3.0%+2.0%-15.8%
Q1 2023+10.0%+5.0%+8.3%
Q4 2022-7.1%-10.0%-29.9%
Q3 2022-9.8%+4.0%+5.3%
Q2 2022-22.8%-20.1%-3.6%
Q1 2022-6.3%-10.5%-19.7%
Q4 2021+2.0%-4.2%-24.9%
Q3 2021+1.7%-2.4%-13.7%
Q2 2021+1.5%-0.1%+6.6%
Q1 2021+6.4%+0.9%+5.9%
Q4 2020+3.6%+1.9%+9.8%
Q3 2020-8.6%-3.0%+12.6%
Q2 2020+5.1%+12.2%+5.3%
Q1 2020-0.9%-1.4%+24.1%
Q4 2019-3.2%-3.2%+13.5%
Q3 2019+6.5%+9.1%+9.0%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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