NASDAQ$PRQR

ProQR Therapeutics NV · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

ProQR Q3 2025: AX-0810 Phase 1 launch as €106.9M cash supports runway into mid-2027

ProQR Therapeutics reported third quarter 2025 operating and financial results alongside a pipeline update centered on AX-0810, its lead Axiomer RNA editing program targeting NTCP for cholestatic diseases. After receiving CTA authorization in October, the company is initiating a first-in-human Phase 1 study in healthy volunteers, with Cohort 1 safety and PK data expected by year-end and target engagement data in H1 2026. The company held €106.9 million in cash and cash equivalents at September 30, 2025, versus €149.4 million at year-end 2024, providing runway into mid-2027. Third quarter revenue was €2.9 million and the quarterly net loss widened to €11.0 million (€0.10 diluted EPS) from €8.1 million a year ago, while nine-month R&D spend rose to €34.8 million on advancing the Axiomer platform and Lilly collaboration milestones.

  • AX-0810 received CTA authorization and is entering a first-in-human Phase 1 study with initial Cohort 1 data expected by year-end 2025.
  • Cash and equivalents totaled €106.9M at quarter end, providing runway into mid-2027.
  • Q3 revenue was €2.9M; Q3 net loss was €11.0M (€0.10 diluted EPS) versus €8.1M loss in Q3 2024.
  • Nine-month net loss was €33.3M (€0.32 diluted EPS) on R&D costs of €34.8M, up from €25.7M in the prior-year period.
  • Pipeline includes AX-2402 (Rett syndrome), AX-2911 (PNPLA3 fatty liver), and AX-1412 (cardiovascular protection) with updates expected in coming months.

Headline financials

Total Revenue

€2.88M

Previous: €4.22M-31.7%
EPS (adj)

-€0.10

Previous: -€0.11+9.1%
Cash and cash equivalents

€107M

No prior period
R&D costs (9M)

€34.8M

No prior period
Net Income

-€11M

Previous: -€8.91M-23.6%
Operating Income

-€11.3M

Previous: -€9.73M-16.0%

Revenue & EPS history

ProQR · Revenue · Quarterly

€2.88M

Q3 2025-31.7%vs Q3 2024
Beat estimate in 0 of 4 quarters(0%)
ActualEstimate

Forward guidance

Management expects initial AX-0810 Phase 1 safety, tolerability, and PK data from Cohort 1 toward year-end 2025, with target engagement data from all healthy volunteer cohorts in H1 2026, supported by cash runway into mid-2027.

Tailwinds

  • First clinical evaluation of an Axiomer editing oligonucleotide now underway with CTA authorization secured.
  • Lilly collaboration may provide milestone income and potential data updates.

Headwinds

  • Nine-month net cash used in operating activities rose to €39.4M from €27.0M year over year.
  • Pre-commercial biotech remains loss-making with widening quarterly operating losses.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-3.4%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-1.6%

Avg return

30 days after

25%

5 / 20 earnings

Positive

+9.3%

Q2 2024

Best reaction

-29.3%

Q4 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-3.8%-1.2%-11.2%
Q3 2025-6.8%-9.2%-12.2%
Q2 2025+0.0%+5.5%+15.3%
Q4 2024-2.4%-15.2%-6.7%
Q3 2024+3.6%+9.3%-2.2%
Q2 2024+9.3%+9.8%+1.4%
Q1 2024-4.4%-3.5%-15.3%
Q4 2023+5.1%+2.3%+9.1%
Q3 2023-3.8%+0.0%-7.7%
Q1 2018-8.7%-4.3%-10.9%
Q4 2017-1.6%+5.6%-9.7%
Q1 2017+0.0%+5.0%+26.3%
Q3 2016-4.5%+1.9%+2.6%
Q2 2016-19.9%
Q1 2016+8.9%
Q4 2015-29.3%
Q3 2015-6.1%
Q2 2015-2.5%
Q1 2015-5.8%
Q3 2014+5.4%
Q2 2014
Q1 2014
Q4 2013
Q3 2013

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