NASDAQ$RAPT

RAPT Therapeutics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

RAPT Therapeutics reported financial results for Q3 2023, with a strong cash position maintained.

RAPT Therapeutics reported a net loss of $31.4 million for the third quarter of 2023. Research and development expenses were $27.0 million, and general and administrative expenses were $6.9 million. The company's cash, cash equivalents, and marketable securities totaled $184.8 million as of September 30, 2023, expected to support operations through mid-2025.

  • Progress continued with zelnecirnon in inflammatory diseases and tivumecirnon in oncology.
  • Top-line data from the Phase 2b trial of zelnecirnon in atopic dermatitis is expected in mid-2024.
  • Enrollment is progressing well in the Phase 2a trial of zelnecirnon in asthma.
  • Phase 2 data for tivumecirnon in combination with pembrolizumab in checkpoint-naïve non-small cell lung cancer was presented at SITC.

Headline financials

Total Revenue

$0.00

Previous: $1.53M-100.0%
EPS (adj)

-$0.82

Previous: -$0.63-30.2%
Capital Expenditures

-$1.06M

Previous: -$796K-32.9%
Free Cash Flow

-$70.4M

Previous: -$48.7M-44.4%
Net Income

-$31.4M

Previous: -$21.2M-47.7%
Operating Income

-$33.9M

Previous: -$21.7M-56.5%
Gross Profit

-$908K

No prior period
Cash & Equivalents

$54.1M

Previous: $27.7M+95.4%
Total Assets

$200M

Previous: $209M-4.7%
R&D Expense

$27M

No prior period
Stock-Based Comp

$4.33M

Previous: $2.87M+51.1%

Revenue & EPS history

RAPT · Revenue · Quarterly

$0

Q3 2023-100%vs Q3 2022
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Forward guidance

RAPT Therapeutics anticipates continued clinical development progress and expects its current cash balance to support planned operations through mid-2025.

Tailwinds

  • Anticipated reporting of top-line data from Phase 2b trial of zelnecirnon in atopic dermatitis in mid-2024.
  • Good progress in enrolling Phase 2a trial in asthma.
  • Strong cash balance expected to support planned operations through mid-2025.
  • Advancement of zelnecirnon in inflammatory diseases.
  • Advancement of tivumecirnon in oncology.

Headwinds

  • Unexpected or unfavorable safety or efficacy data during clinical studies.
  • Lower than expected enrollment in Phase 2b clinical trial of zelnecirnon in AD.
  • Unanticipated or greater than anticipated impacts or delays due to macroeconomic conditions.
  • Changes in expected or existing competition.
  • Uncertainties and timing of the regulatory approval process.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports

Historical avg

-1.6%

Avg return

Earnings day

-11.5%

Avg return

5 days after

-5.0%

Avg return

30 days after

44%

11 / 25 earnings

Positive

+38.7%

Q3 2022

Best reaction

-45.8%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025+2.6%+4.5%+21.9%
Q2 2025+1.0%+8.6%+28.1%
Q1 2025+0.0%-8.3%+46.2%
Q4 2024-0.9%+0.9%-6.2%
Q3 2024-10.3%-37.1%-41.7%
Q2 2024-5.8%+2.5%-23.3%
Q1 2024-45.7%-50.1%-51.8%
Q4 2023-0.7%-13.0%-13.6%
Q3 2023+8.2%
Q2 2023-4.8%
Q1 2023-3.5%
Q4 2022-28.4%
Q3 2022+38.7%
Q2 2022+18.7%
Q1 2022+9.7%
Q4 2021+9.2%
Q3 2021-1.9%
Q2 2021-0.4%
Q1 2021-4.0%
Q4 2020+12.0%
Q3 2020-45.8%
Q2 2020+12.3%
Q1 2020+3.7%
Q4 2019+8.7%
Q3 2019-12.3%
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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