NASDAQ$RNAM

Avidity Biosciences Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported positive del-zota (AOC 1044) data, initiated global Phase 3 HARBOR™ trial, and planned to accelerate initiation of del-brax (AOC 1020) registrational cohorts.

Avidity Biosciences reported positive clinical trial data for del-zota and del-brax, initiated the global Phase 3 HARBOR™ trial for del-desiran, and plans to announce its lead precision cardiology program target in Q4 2024. The company's cash position at the end of the second quarter was approximately $1.3 billion.

  • Reported positive del-zota (AOC 1044) data from Phase 1/2 EXPLORE44™ trial demonstrating a 25% increase in dystrophin production and reduction of creatine kinase levels to near normal in people living with DMD44.
  • Initiated global Phase 3 HARBOR™ trial and began administration of del-desiran in people living with DM1; del-desiran received FDA Breakthrough Therapy designation.
  • Plans to accelerate initiation of del-brax (AOC 1020) registrational cohorts after reporting reductions in DUX4 regulated genes, trends of functional improvement and favorable safety and tolerability in people living with FSHD in Phase 1/2 FORTITUDE™ trial.
  • Announced lead precision cardiology program target planned for Q4 2024.

Headline financials

Total Revenue

$2.05M

Previous: $2.32M-11.7%
EPS

-$0.65

Previous: -$0.66+1.5%
Capital Expenditures

-$1.45M

Previous: -$2.44M+40.8%
Free Cash Flow

-$137M

Previous: -$101M-35.2%
Net Income

-$70.8M

Previous: -$47M-50.5%
Operating Income

-$82.6M

Previous: -$52.6M-57.0%
R&D Expense

$63.9M

No prior period
Stock-Based Comp

$12.8M

Previous: $9.45M+35.5%

Revenue & EPS history

Avidity Biosciences · Revenue · Quarterly

$2.05M

Q2 2024-11.7%vs Q2 2023
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Avidity Biosciences · $2.82M total across 1 segment · Q3 2023

  • Collaboration revenue
    $2.82M

Forward guidance

Upcoming anticipated milestones include announcing lead precision cardiology program target in Q4 2024 and accelerating the initiation of registrational cohorts in FORTITUDETM trial.

Tailwinds

  • Announcing lead precision cardiology program target in Q4 2024.
  • Accelerating the initiation of biomarker cohort in FORTITUDETM trial planned for 2H 2024.
  • Accelerating the initiation of functional cohort in FORTITUDETM trial planned for 1H 2025.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+1.3%

Avg return

Earnings day

+4.7%

Avg return

5 days after

+8.2%

Avg return

30 days after

55%

12 / 22 earnings

Positive

+19.5%

Q4 2023

Best reaction

-12.5%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025
Q3 2025+1.3%+1.4%+2.5%
Q2 2025-2.7%-2.8%+6.1%
Q1 2025-0.6%+1.3%-2.0%
Q4 2024+5.4%+1.7%+11.9%
Q3 2024-1.1%-1.1%-18.9%
Q2 2024+6.2%+2.6%-2.9%
Q1 2024-0.4%+11.0%+2.2%
Q4 2023+19.5%+23.1%+66.6%
Q3 2023-6.0%
Q2 2023+6.0%
Q1 2023+4.0%
Q4 2022+5.6%
Q3 2022+5.7%
Q2 2022+0.2%
Q1 2022-9.4%
Q4 2021+0.9%
Q3 2021-0.5%
Q2 2021-1.4%
Q1 2021-12.5%
Q4 2020+7.5%
Q3 2020-1.0%
Q2 2020+1.9%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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