NASDAQ$SCYX

Scynexis Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported financial results for the third quarter and provided a corporate update.

SCYNEXIS reported BREXAFEMME net sales of $0.5 million since August. The company's cash balance was $100 million at the end of September, providing a cash runway into 2023. A Phase 1 trial of IV ibrexafungerp was completed.

  • BREXAFEMME® net sales of $0.5 million generated since August, with IQVIA reporting 1,006 prescriptions in partial Q3.
  • BREXAFEMME is now covered by commercial insurance plans representing more than 30% of commercially insured lives, exceeding internal expectations.
  • Intravenous (IV) ibrexafungerp is ready to advance to the next stage of clinical development following successful Phase 1 trial evaluating safety and tolerability of liposomal IV formulation in healthy patients.
  • Based on a $100 million cash balance at September 30 and operating plan, SCYNEXIS has a projected cash runway into 2023.

Headline financials

Total Revenue

$516K

Previous: $0.00
EPS (adj)

-$0.06

Previous: -$0.28+78.6%
Capital Expenditures

$0.00

Previous: -$4K+100.0%
Free Cash Flow

-$605K

Previous: $905K-166.9%
Net Income

-$605K

Previous: $909K-166.6%
Operating Income

-$19.4M

Previous: -$11.5M-68.9%
Gross Profit

$371K

No prior period
Cash & Equivalents

$100M

Previous: $29.5M+239.4%
Total Assets

$110M

Previous: $36.8M+199.0%
Stock-Based Comp

$1.53M

No prior period

Revenue & EPS history

Scynexis · Revenue · Quarterly

$516K

Q3 2021
Beat estimate in 2 of 12 quarters(17%)
ActualEstimate

Revenue by segment

Scynexis · $22M total across 2 segments · Q4 2025

  • License Agreement Revenue
    $20.6M+456.8%
  • Product Revenue
    $1.4M

Forward guidance

SCYNEXIS anticipates several milestones, including reporting top-line data from the Phase 3 CANDLE study by early Q2 of next year and potential approval in late 2022.

Tailwinds

  • New IV formulation of ibrexafungerp will enable the company to further expand the potential range of indications for ibrexafungerp in the hospital setting.
  • Phase 3 CANDLE study last-patient/last-visit by the end of 2021 with top-line results by early Q2 2022.
  • Supplemental NDA submission is anticipated in Q2 2022.
  • Potential approval in late 2022.
  • Enrollment in the Phase 2 SCYNERGIA study is expected to accelerate over the next two quarters.

Headwinds

  • BREXAFEMME may not be accepted by physicians and patients at the rate SCYNEXIS expects.
  • Risks inherent in SCYNEXIS' ability to successfully develop and obtain FDA approval for ibrexafungerp for additional indications, including the IV formulation of ibrexafungerp currently in Phase 1.
  • Unexpected delays may occur in the timing of acceptance by the FDA of an NDA submission.
  • SCYNEXIS’ need for additional capital resources.
  • SCYNEXIS' reliance on third parties to conduct SCYNEXIS' clinical studies and commercialize its products.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2021

Historical avgQ3 2021

+0.4%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.0%

Avg return

30 days after

51%

27 / 53 earnings

Positive

+28.6%

Q1 2025

Best reaction

-38.9%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.0%-19.2%
Q4 2025+2.9%+16.1%+14.6%
Q3 2025-5.6%-4.8%+4.0%
Q2 2025-5.3%-6.5%+32.5%
Q1 2025+28.6%+21.9%-5.3%
Q4 2024-1.0%-5.9%+1.0%
Q3 2024+0.0%-3.0%-9.8%
Q2 2024-5.4%-7.0%-31.7%
Q1 2024+1.6%+10.6%+20.3%
Q4 2023+4.2%+1.8%+8.1%
Q3 2023+0.3%-5.0%-2.1%
Q2 2023-8.0%-1.7%+13.0%
Q1 2023-3.8%+1.0%-4.5%
Q4 2022+24.8%+21.1%+7.1%
Q3 2022-14.7%-12.5%-5.4%
Q2 2022+0.7%-4.5%+2.1%
Q1 2022+10.7%+14.4%+4.3%
Q4 2021-14.5%-17.7%-45.1%
Q3 2021-5.9%+20.5%+27.7%
Q2 2021-2.2%-6.2%-5.8%
Q1 2021+11.5%+21.1%+5.6%
Q4 2020+1.0%+8.2%-2.0%
Q3 2020+13.3%+15.4%+34.0%
Q2 2020-2.0%-2.9%-28.0%
Q1 2020-0.3%-7.3%+1.2%
Q4 2019-22.7%-29.7%+1.0%
Q3 2019+3.5%-1.3%-34.9%
Q2 2019+2.8%+0.0%+2.8%
Q1 2019-2.6%-7.8%-24.0%
Q4 2018+19.0%+37.3%+45.2%
Q3 2018-2.3%-8.4%-41.2%
Q2 2018-6.1%-10.1%-12.2%
Q1 2018+8.5%+7.6%+52.5%
Q4 2017+2.7%+3.4%-11.0%
Q3 2017-9.3%-9.3%+12.9%
Q2 2017+1.9%-2.5%+35.6%
Q1 2017-38.9%-36.2%-37.4%
Q4 2016+9.0%+11.9%-5.2%
Q3 2016+4.5%+18.5%+14.3%
Q2 2016-1.9%+3.8%+41.8%
Q1 2016-4.3%
Q4 2015+0.7%
Q3 2015+6.9%
Q2 2015-3.2%
Q1 2015-4.3%
Q4 2014+5.1%
Q3 2013-0.8%
Q3 2014-0.8%
Q2 2014+7.7%
Q2 2013+7.7%
Q1 2014+5.7%
Q1 2013+5.7%
Q4 2013+5.7%

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