NASDAQ$RPTX

Repare Therapeutics Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Repare Therapeutics Inc. reported a net loss for Q1 2025, primarily due to a significant decrease in collaboration revenue following the termination of a key agreement.

Repare Therapeutics Inc. experienced a net loss of $30.043 million in the first quarter of 2025, a substantial decline from a net income of $13.162 million in the same period last year. This was largely driven by the absence of collaboration revenue, which was $52.404 million in Q1 2024, following the termination of the Roche Agreement. Operating expenses also decreased, primarily due to strategic re-prioritization and workforce reductions.

  • Net loss of $30.043 million in Q1 2025, compared to net income of $13.162 million in Q1 2024.
  • Total revenue was nil in Q1 2025, a significant decrease from $52.404 million in Q1 2024 due to the termination of the Roche Agreement.
  • Research and development expenses decreased by $12.7 million to $20.270 million in Q1 2025, reflecting strategic re-prioritization and workforce reductions.
  • The company had cash and cash equivalents and marketable securities of $124.2 million as of March 31, 2025, and anticipates these funds will be sufficient to cover operating and capital expenditure requirements through 2027.

Headline financials

Total Revenue

$0.00

Previous: $52.4M-100.0%
EPS (adj)

-$0.71

Previous: $0.30-336.7%
Net R&D expenses

$20.3K

No prior period
G&A expenses

$7.65K

No prior period
Restructuring expenses

$3.27K

No prior period
Interest income

$1.54K

No prior period
Income tax expense

$370.00

No prior period
Net Income

-$30K

Previous: $13.2M-100.2%
Operating Income

-$31.2K

Previous: $10.8M-100.3%

Revenue & EPS history

Repare Therapeutics · Revenue · Quarterly

$0

Q1 2025-100%vs Q1 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Repare Therapeutics Inc. anticipates continued significant expenses and operating losses as it advances its product candidates through preclinical and clinical development and seeks regulatory approvals. The company expects its current cash and cash equivalents to be sufficient to fund operations through 2027, following strategic re-prioritization and workforce reductions.

Tailwinds

  • Sufficient cash and cash equivalents to fund anticipated operating and capital expenditure requirements through 2027.
  • Strategic re-prioritization to focus on advancing clinical-stage oncology programs (RP-3467 and RP-1664).
  • Out-licensing of early-stage discovery platforms to DCx Biotherapeutics Corporation, including upfront and near-term payments, equity position, and potential future milestone payments and royalties.
  • Exploration of strategic alternatives and partnerships across the portfolio to maximize shareholder value.
  • Anticipated topline safety, tolerability, and early efficacy data from the POLAR trial (RP-3467) in Q3-2025.

Headwinds

  • Expectation of continued significant expenses and operating losses for the foreseeable future.
  • Uncertainty regarding the duration and completion costs of preclinical studies and clinical trials due to unpredictable nature of development.
  • Potential need to raise substantial additional capital in the future.
  • Risk of dilution to shareholders if additional capital is raised through equity offerings.
  • Potential for macroeconomic events, trade tensions, and supply chain disruptions to adversely affect business and financial condition.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.7%

Avg return

Earnings day

+3.3%

Avg return

5 days after

-0.1%

Avg return

30 days after

55%

12 / 22 earnings

Positive

+19.7%

Q2 2023

Best reaction

-13.5%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-2.4%+27.5%+26.3%
Q2 2025+0.0%+3.3%+11.2%
Q1 2025+3.8%+0.0%+9.1%
Q4 2024-1.7%+0.9%-9.4%
Q3 2024-0.6%-4.4%-13.5%
Q2 2024-4.8%-8.3%-11.9%
Q1 2024+11.5%+7.7%+17.4%
Q4 2023+4.4%-0.6%-29.9%
Q3 2023-6.6%
Q2 2023+19.7%
Q1 2023+1.5%
Q4 2022+2.0%
Q3 2022+7.7%
Q2 2022+0.2%
Q1 2022-9.2%
Q4 2021+0.4%
Q3 2021+2.2%
Q2 2021-0.2%
Q1 2021+0.5%
Q4 2020-13.5%
Q3 2020-2.3%
Q2 2020+2.6%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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