NASDAQ$RPTX

Repare Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Repare Therapeutics reported financial results for Q2 2024 and provided a business and clinical update.

Repare Therapeutics reported a net loss of $34.8 million, or $0.82 per share, for the second quarter ended June 30, 2024. The company's cash, cash equivalents, and marketable securities totaled $208.1 million as of June 30, 2024. Revenue from collaboration agreements was $1.1 million for the quarter.

  • Reiterated guidance on data readout from MYTHIC trial in Q4 2024.
  • Granted Fast Track designation by the FDA for lunresertib in combination with camonsertib in platinum-resistant ovarian cancer.
  • Presented positive initial data from Phase 1 MINOTAUR clinical trial at ESMO GI Congress 2024.
  • Dosed first patient in camonsertib monotherapy NSCLC expansion of Phase 1/2 TRESR clinical trial.

Headline financials

Total Revenue

$1.07M

Previous: $30.2M-96.5%
EPS (adj)

-$0.82

Previous: -$0.28-192.9%
Net R&D expenses

$30.1M

No prior period
G&A expenses

$8.32M

No prior period
Interest income

$2.89M

No prior period
Income tax expense

$326K

No prior period
Capital Expenditures

$0.00

Previous: $1.07M-100.0%
Net Income

-$34.8M

Previous: -$11.9M-191.3%
Operating Income

-$37.1M

Previous: -$12.3M-202.3%
Gross Profit

$585K

No prior period
R&D Expense

$29.3M

No prior period
Stock-Based Comp

$6.52M

Previous: $6.27M+4.1%

Revenue & EPS history

Repare Therapeutics · Revenue · Quarterly

$1.07M

Q2 2024-96.5%vs Q2 2023
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Repare Therapeutics expects to report data from approximately 20-30 patients in each cohort in the fourth quarter of 2024. Repare expects to report initial data from the TRESR trial in 2025. Initiation of a Phase 1 dose finding trial of RP-3467 is expected in the fourth quarter of 2024.

Tailwinds

  • Data readout from MYTHIC trial evaluating lunresertib and camonsertib in patients with platinum-resistant ovarian and endometrial cancers in Q4 2024
  • Potential registrational clinical trial start in 2025
  • Advance RP-1664 into a Phase 1/2 clinical trial in pediatric patients with high risk, recurrent neuroblastoma
  • Company believes that its cash, cash equivalents, and marketable securities are sufficient to fund its current operational plans at least into mid-2026.

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 Q2 2024

Historical avgQ2 2024

+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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