NASDAQ$SGMO

Sangamo Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported a net income and increased revenue driven by the Genentech collaboration, while also achieving key clinical and regulatory milestones

Sangamo Therapeutics reported a net income of $10.7 million for Q3 2024, a significant turnaround from the $104.2 million net loss in Q3 2023. Revenues increased substantially due to the Genentech collaboration. The company also announced a clear regulatory path for its Fabry disease program and the submission of an IND application for a chronic neuropathic pain treatment.

  • Announced clear regulatory pathway to Accelerated Approval from FDA for isaralgagene civaparvovec in Fabry disease.
  • Pfizer to present detailed data from Phase 3 AFFINE trial evaluating giroctocogene fitelparvovec at ASH.
  • Received $50 million in upfront license fees and milestone payments from Genentech for epigenetic regulation and capsid delivery license agreement.
  • Submitted IND application to FDA for ST-503 for the treatment of intractable pain due to idiopathic small fiber neuropathy (iSFN).

Headline financials

Total Revenue

$49.4M

Previous: $9.4M+425.8%
EPS

$0.04

Previous: -$0.59+106.8%
Capital Expenditures

-$115K

Previous: -$18.5M+99.4%
Free Cash Flow

$10.6M

Previous: -$123M+108.6%
Net Income

$10.7M

Previous: -$104M+110.2%
Operating Income

$10.6M

Previous: -$106M+110.0%
R&D Expense

$32.1M

Previous: $60M-46.5%
Stock-Based Comp

$3.32M

Previous: $6.19M-46.4%

Revenue & EPS history

Sangamo · Revenue · Quarterly

$49.4M

Q3 2024+425.8%vs Q3 2023
Beat estimate in 4 of 14 quarters(29%)
ActualEstimate

Forward guidance

Sangamo expects GAAP total operating expenses to be between $150 million and $170 million for 2024. Non-GAAP total operating expenses are expected to be between $125 million and $145 million, excluding certain non-cash expenses. Cash is expected to fund operations into Q1 2025.

Tailwinds

  • Clear regulatory pathway to Accelerated Approval for isaralgagene civaparvovec in Fabry disease.
  • Pfizer plans to present detailed data from Phase 3 AFFINE trial evaluating giroctocogene fitelparvovec at ASH.
  • Received $50 million in upfront license fees and milestone payments from Genentech.
  • Submitted IND application to FDA for ST-503 for the treatment of intractable pain due to idiopathic small fiber neuropathy (iSFN).
  • Engaging in business development discussions for STAC-BBB for delivering genomic medicines for neurological diseases.

Headwinds

  • Lack of capital resources and need for substantial additional funding to execute its operating plan and to continue to operate as a going concern
  • Potential for Genentech to breach or terminate its agreement with Sangamo
  • Uncertain and costly research and development process, including the risk that preclinical results may not be indicative of results in any future clinical trials
  • The effects of macroeconomic factors or financial challenges
  • Reliance on results of early clinical trials, which results are not necessarily predictive of future clinical trial results

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.0%

Avg return

Earnings day

+1.5%

Avg return

5 days after

-3.2%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+59.1%

Q1 2017

Best reaction

-39.1%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-1.3%-12.0%
Q1 2026+3.4%-5.0%+10.4%
Q3 2025-16.1%-9.1%-9.1%
Q2 2025-5.6%+12.5%+14.6%
Q1 2025-39.1%-37.3%-33.3%
Q4 2024-16.2%-13.9%-29.7%
Q3 2024-9.6%-24.1%-29.3%
Q2 2024+11.6%+32.5%-2.6%
Q1 2024+11.7%+14.0%+14.0%
Q4 2023-9.4%-1.2%-37.2%
Q3 2023-27.0%-30.2%-28.6%
Q2 2023-10.3%-7.7%-18.8%
Q1 2023-0.6%-6.2%-21.7%
Q4 2022+2.8%+4.2%-41.5%
Q3 2022-15.0%-19.0%-14.3%
Q2 2022+8.3%+9.2%+15.2%
Q1 2022-9.6%-15.5%-18.8%
Q4 2021+9.7%+9.3%+6.9%
Q3 2021+20.0%+14.2%-11.4%
Q2 2021+3.2%+7.0%+6.6%
Q1 2021-10.7%-9.4%-7.4%
Q4 2020-9.2%-2.8%-2.7%
Q3 2020+12.6%+8.7%-6.2%
Q2 2020+2.4%+9.1%-12.3%
Q1 2020+12.5%+15.4%+27.1%
Q4 2019+27.5%+21.9%-4.9%
Q3 2019-1.3%+3.4%+23.3%
Q2 2019+1.1%-5.2%-10.3%
Q1 2019-14.8%-13.5%-15.6%
Q4 2018+7.8%+8.2%+2.4%
Q3 2018-22.0%-24.5%-20.9%
Q2 2018+8.9%+13.2%-2.1%
Q1 2018-5.8%-5.5%+1.2%
Q4 2017+12.4%+5.6%-2.0%
Q3 2017+12.6%+7.9%+41.4%
Q2 2017+9.2%+33.3%+54.6%
Q1 2017+59.1%+90.9%+65.9%
Q4 2016+9.3%+10.5%+9.3%
Q3 2016+2.7%-2.7%-4.1%
Q2 2016-26.0%-26.9%-34.2%
Q1 2016-4.0%
Q4 2015-11.7%
Q3 2015+11.9%
Q2 2015-17.4%
Q1 2015+7.9%
Q4 2014+10.2%
Q3 2014+1.4%
Q2 2014+4.4%
Q1 2014-9.4%
Q4 2013+3.5%
Q3 2013+4.6%
Q2 2013+2.9%
Q1 2013+11.3%
Q4 2012+7.6%
Q3 2012-2.6%
Q2 2012-0.8%
Q1 2012+5.1%
Q4 2011-2.6%
Q3 2011-2.3%
Q2 2011-7.1%
Q1 2011+2.7%
Q4 2010-3.4%
Q3 2010+2.9%
Q2 2010-1.8%
Q1 2010-12.2%

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