NASDAQ$RPTX

Repare Therapeutics Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Repare Therapeutics reported Q2 2025 results with $0.25M revenue and a net loss of $16.7M.

Revenue was $250,000 from collaboration agreements; operating loss was $17.8M and net loss was $16.7M (EPS -$0.39). Cash and cash equivalents were $67.7M, with $109.5M including marketable securities.

  • Revenue for the quarter was $250,000 from collaboration agreements.
  • Net loss totaled $16.7M with EPS of -$0.39.
  • R&D expense was $14.3M and G&A was $6.0M; restructuring expense was $3.4M.
  • Cash, cash equivalents, and marketable securities totaled $109.5M as of June 30, 2025.

Headline financials

Total Revenue

$250K

Previous: $1.07M-76.7%
EPS (adj)

-$0.39

Previous: -$0.82+52.4%
Net R&D expenses

$14.3M

Previous: $30.1M-52.5%
G&A expenses

$6.03M

Previous: $8.32M-27.5%
Restructuring expenses

$3.38M

No prior period
Interest income

$1.24M

Previous: $2.89M-57.3%
Income tax expense

$248K

Previous: $326K-23.9%
Net Income

-$16.7M

Previous: -$34.8M+51.9%
Operating Income

-$17.8M

Previous: -$37.1M+52.0%

Revenue & EPS history

Repare Therapeutics · Revenue · Quarterly

$250K

Q2 2025-76.7%vs Q2 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Forward guidance

Company expects initial topline data from the LIONS (RP-1664) and POLAR (RP-3467) trials in Q4 2025; continues to explore strategic alternatives and advance partnerships, including a new worldwide licensing agreement for lunresertib.

Tailwinds

  • Initial data from LIONS trial expected in Q4 2025.
  • Topline safety/tolerability and early efficacy data from POLAR expected in Q4 2025.
  • Exclusive worldwide licensing agreement with Debiopharm for lunresertib, including upfront and milestone potential.
  • Amended BMS collaboration added an additional druggable target.
  • Active exploration of strategic partnerships and sale opportunities across the portfolio.

Headwinds

  • No quantitative revenue or earnings guidance provided for upcoming quarters.
  • Clinical milestones concentrated in Q4 2025, leaving near-term catalysts limited.
  • Continuing operating and net losses highlight ongoing cash burn.
  • Restructuring expenses impacted the quarter.
  • Future economics from partnerships (e.g., single-digit royalties) may be modest relative to costs.

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 2025

Historical avgQ2 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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