NASDAQ$SAGE

Sage Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second quarter 2024 financial results and highlighted pipeline and business progress.

Sage Therapeutics reported $7.4 million in ZURZUVAE collaboration revenue, a 19% increase from Q1 2024. Over 1,400 ZURZUVAE prescriptions were shipped and delivered, nearly doubling from the previous quarter. The company's cash, cash equivalents, and marketable securities totaled $647 million as of June 30, 2024. SAGE-324's clinical development for essential tremor was terminated.

  • ZURZUVAE collaboration revenue reached $7.4 million, up 19% from the first quarter.
  • Over 1,400 ZURZUVAE prescriptions were shipped and delivered, nearly doubling from the first quarter.
  • Topline data from Dalzanemdor (SAGE-718) LIGHTWAVE and DIMENSION Studies are expected in late 2024.
  • SAGE-324 did not meet the primary endpoint in essential tremor participants, leading to termination of its clinical development for this indication.

Headline financials

Total Revenue

$8.65M

Previous: $2.47M+249.8%
EPS (adj)

-$1.70

Previous: -$2.68+36.6%
Capital Expenditures

$0.00

Previous: $112K-100.0%
Free Cash Flow

-$80.4M

Previous: -$132M+38.9%
Net Income

-$103M

Previous: -$160M+35.8%
Operating Income

-$111M

Previous: -$170M+34.7%
Gross Profit

$7.25M

Previous: $2.27M+219.4%
R&D Expense

$62.6M

No prior period
Stock-Based Comp

$17.2M

Previous: $11.7M+46.8%

Revenue & EPS history

Sage · Revenue · Quarterly

$8.65M

Q2 2024+249.8%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Sage · $1.64M total across 1 segment · Q4 2021

  • ZULRESSO Net Revenue
    $1.64M

Forward guidance

Sage anticipates its existing cash, collaborations, and revenues will support operations into 2026. Operating expenses are expected to decrease in 2024 relative to 2023, and ZULRESSO revenues are expected to decline with ZURZUVAE's availability.

Tailwinds

  • Existing cash, collaborations, and revenues will support operations into 2026.
  • Operating expenses are expected to decrease in 2024 relative to 2023.
  • Ongoing commercialization of ZURZUVAE in the treatment of women with PPD
  • Present analyses of real-world evidence for ZURZUVAE including health economics and patient reported outcomes
  • Expect to report topline data from LIGHTWAVE Study in people with MCI and mild dementia due to AD in late 2024

Headwinds

  • No milestone payments are expected from collaborations in the remainder of 2024.
  • ZULRESSO revenues are expected to continue to decrease over time.
  • SAGE-324 clinical development for essential tremor terminated.
  • The KINETIC 2 Study did not demonstrate a statistically significant dose-response relationship in change from baseline to Day 91
  • Sage and Biogen do not plan to conduct further clinical development of SAGE-324 in ET

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-2.8%

Avg return

Earnings day

-5.3%

Avg return

5 days after

-6.4%

Avg return

30 days after

43%

19 / 44 earnings

Positive

+12.4%

Q4 2021

Best reaction

-47.6%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025
Q2 2025
Q1 2025-4.1%-5.7%-15.0%
Q4 2024-0.4%-0.8%+7.2%
Q3 2024-24.6%-29.1%-35.2%
Q2 2024-9.6%-17.2%-22.1%
Q1 2024-2.2%-0.6%-19.4%
Q4 2023+10.4%+1.3%-13.2%
Q3 2023-10.2%-17.1%+1.3%
Q2 2023-47.6%-39.7%-42.8%
Q1 2023-2.4%+0.9%+1.9%
Q4 2022+0.9%-5.2%-5.2%
Q3 2022-5.0%+5.0%+16.5%
Q2 2022+4.6%+21.6%+12.8%
Q1 2022+4.9%-12.2%+12.6%
Q4 2021+12.4%+12.3%-1.0%
Q3 2021+11.2%+6.4%-9.7%
Q2 2021-4.0%-5.1%+9.0%
Q1 2021-10.3%
Q4 2020+4.0%
Q3 2020-0.6%
Q2 2020+1.3%
Q1 2020-4.1%
Q4 2019-26.2%
Q3 2019-0.2%
Q2 2019+7.4%
Q1 2019+0.3%
Q4 2018-8.2%
Q3 2018+3.0%
Q2 2018-0.7%
Q1 2018+1.2%
Q4 2017+0.2%
Q3 2017+11.7%
Q2 2017+7.7%
Q1 2017-2.7%
Q4 2016+0.6%
Q3 2016+0.5%
Q2 2016-13.3%
Q1 2016-3.8%
Q4 2015-4.8%
Q3 2015-4.6%
Q2 2015-6.5%
Q1 2015+2.0%
Q4 2014+2.1%
Q3 2014-5.2%
Q2 2014-7.8%
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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