NASDAQ$PTGX

Protagonist Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Protagonist reported financial results for the first quarter ended March 31, 2024 and provided a corporate update.

Protagonist Therapeutics announced a transformational partnership with Takeda to develop and commercialize rusfertide, allowing reinvestment in peptide therapeutics and expansion of efforts to create a new pipeline. Enrollment is complete in both Phase 3 ICONIC LEAD and ICONIC TOTAL trials of JNJ-2113 in patients with moderate to severe psoriasis. The company expects to nominate an oral IL-17 antagonist development candidate by the end of 2024.

  • Entered into a worldwide license and collaboration agreement for rusfertide with Takeda.
  • Cash runway extended through Q4 2027.
  • Enrollment in both Phase 3 ICONIC LEAD and ICONIC TOTAL trials of JNJ-2113 in patients with moderate to severe psoriasis is now complete.
  • Expect to nominate a development candidate from oral IL-17 program by end of 2024.

Headline financials

Total Revenue

$255M

Previous: $25.7M+891.2%
EPS (adj)

$3.26

Previous: -$0.67+586.6%
Capital Expenditures

-$242K

Previous: -$10K-2320.0%
Free Cash Flow

$207M

Previous: -$33.7M+713.9%
Net Income

$207M

Previous: -$33.7M+714.8%
Operating Income

$206M

Previous: -$36M+672.7%
Gross Profit

$254M

No prior period
R&D Expense

$33.7M

No prior period
Stock-Based Comp

$9.35M

Previous: $7.58M+23.3%

Revenue & EPS history

Protagonist · Revenue · Quarterly

$255M

Q1 2024+891.2%vs Q1 2023
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

The company expects to nominate an oral IL-17 antagonist development candidate this year from their internal discovery efforts, and anticipates results from the Phase 2b ANTHEM study in ulcerative colitis.

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 2024

Historical avgQ1 2024

+3.2%

Avg return

Earnings day

+5.4%

Avg return

5 days after

+8.3%

Avg return

30 days after

51%

20 / 39 earnings

Positive

+75.1%

Q1 2020

Best reaction

-21.2%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-0.2%+3.3%
Q4 2025-0.3%+7.8%+13.3%
Q3 2025-0.2%+6.4%+12.4%
Q1 2025+2.4%+3.2%+22.9%
Q4 2024-7.1%-6.2%+35.6%
Q3 2024-2.9%-9.3%-11.6%
Q2 2024+0.0%+8.2%+17.4%
Q1 2024+4.0%+8.3%+30.5%
Q4 2023+3.0%+8.9%-2.0%
Q3 2023+10.2%+9.0%+22.8%
Q2 2023+3.3%-2.0%+5.2%
Q1 2023+1.5%+3.3%+15.3%
Q4 2022-8.4%-9.9%-25.9%
Q3 2022-0.5%+9.4%+0.4%
Q2 2022+2.2%-1.6%-21.1%
Q1 2022-0.3%-10.3%-6.4%
Q4 2021+7.2%-0.7%-2.3%
Q3 2021+5.0%+7.4%+0.1%
Q2 2021-2.2%-0.4%-0.8%
Q1 2021-0.4%-0.1%+19.3%
Q4 2020+3.5%+2.8%-11.4%
Q3 2020+14.2%+6.6%+11.0%
Q2 2020+8.3%+2.3%+23.8%
Q1 2020+75.1%+97.4%+98.0%
Q4 2019-4.8%+5.1%-7.6%
Q3 2019-19.3%-14.2%-37.5%
Q2 2019+0.8%-2.9%+60.6%
Q1 2019+20.8%+16.3%+31.4%
Q4 2018+0.1%+22.3%+22.2%
Q3 2018+14.1%+22.3%-14.6%
Q2 2018-1.8%-6.4%-18.1%
Q1 2018-21.2%-22.4%-13.5%
Q4 2017-2.0%+1.4%-57.5%
Q3 2017+8.9%+16.2%+25.2%
Q2 2017-7.7%-4.4%+33.6%
Q1 2017+10.5%+14.3%+21.1%
Q4 2016-0.6%+0.4%-16.8%
Q3 2016-1.6%+3.4%-16.5%
Q2 2016+9.4%+19.1%+63.8%
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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