NASDAQ$SLDB

Solid Biosciences Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Solid Biosciences reported financial results for Q2 2022 and provided a business update.

Solid Biosciences reported collaboration revenue of $6.2 million for the second quarter of 2022, compared to $3.6 million for the second quarter of 2021. Net loss for the second quarter of 2022 was $25.1 million, compared to $18.7 million for the second quarter of 2021. The company had $162.9 million in cash, cash equivalents and available-for-sale securities as of June 30, 2022.

  • Transition to transient transfection-based manufacturing process continues for SGT-001; Company expects to continue dosing patients in 2023.
  • Development of next-generation Duchenne gene therapy candidate SGT-003 continues; Company anticipates mid-2023 Investigational New Drug (IND) submission.
  • Company ended Q2 with approximately $162.9 million in cash and investments; cash runway into Q2 2024.
  • Collaboration revenue for the second quarter of 2022 was $6.2 million, compared to $3.6 million for the second quarter of 2021.

Headline financials

Total Revenue

$6.17M

Previous: $3.59M+71.6%
EPS (adj)

-$3.30

Previous: -$2.55-29.4%
Capital Expenditures

$1.14M

Previous: $349K+225.5%
Free Cash Flow

-$17M

Previous: -$17.4M+2.5%
Net Income

-$25.1M

Previous: -$18.7M-34.2%
Operating Income

-$25.4M

Previous: -$18.7M-35.8%
Cash & Equivalents

$163M

Previous: $249M-34.6%
Total Assets

$208M

Previous: $266M-21.6%
Stock-Based Comp

$1.81M

Previous: $3.64M-50.1%

Revenue & EPS history

Solid Biosciences · Revenue · Quarterly

$6.17M

Q2 2022+71.6%vs Q2 2021
Beat estimate in 4 of 8 quarters(50%)
ActualEstimate

Forward guidance

Solid Biosciences expects to continue dosing patients using SGT-001 in 2023 with product made using the new transient-based process. The company is on track for an anticipated mid-2023 Investigational New Drug (IND) submission for SGT-003. The company expects that its cash, cash equivalents and available-for-sale securities will enable Solid to fund its operations and capital expenditures into the second quarter of 2024.

Tailwinds

  • The company expects to continue dosing patients using SGT-001 in 2023 with product made using the new transient-based process.
  • The company also expects to share additional data from IGNITE DMD in early 2023, including the study’s primary one-year analysis of all treated patients as well as three-year longitudinal data from Patients Four through Six.
  • The company is on track for an anticipated mid-2023 Investigational New Drug (IND) submission for SGT-003.
  • AAV-SLB101 has demonstrated enhanced muscle biodistribution and transgene expression, as well as reduced liver tropism, compared with AAV9 in in vivo mouse models and, utilizing a reporter transgene, non-human primate in vivo models.
  • The company expects that its cash, cash equivalents and available-for-sale securities will enable Solid to fund its operations and capital expenditures into the second quarter of 2024.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-3.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+3.1%

Avg return

30 days after

50%

16 / 32 earnings

Positive

+19.0%

Q2 2019

Best reaction

-72.2%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+2.0%+14.2%+14.7%
Q3 2025+7.4%+15.3%+46.8%
Q1 2025+8.3%+14.2%+71.2%
Q4 2024+5.3%-9.6%-50.5%
Q3 2024-2.9%+0.8%-15.0%
Q2 2024+16.6%+23.9%+7.8%
Q1 2024-6.6%-8.4%-20.7%
Q4 2023+7.7%+17.2%-9.0%
Q3 2023-23.9%-22.9%+80.7%
Q2 2023-1.1%-1.1%-12.9%
Q1 2023+1.9%+1.0%+2.3%
Q4 2022-2.6%+5.0%+28.6%
Q3 2022+3.9%+4.6%-0.8%
Q2 2022+6.5%+15.3%-10.8%
Q1 2022-24.2%-29.0%-23.9%
Q4 2021-7.0%+34.0%-0.9%
Q3 2021+13.9%+3.7%-21.8%
Q2 2021-3.0%-7.1%-1.1%
Q1 2021-20.0%-15.8%-7.4%
Q4 2020-32.5%-38.9%-44.3%
Q3 2020-0.6%-1.9%+12.0%
Q2 2020+0.0%+8.0%-13.6%
Q1 2020-12.2%-7.3%+2.1%
Q4 2019+18.5%-4.5%-22.0%
Q3 2019-72.2%-68.1%-61.3%
Q2 2019+19.0%+79.9%+96.1%
Q1 2019-31.2%-34.2%-43.2%
Q4 2018+0.3%+4.7%-9.9%
Q3 2018+13.8%+3.8%-2.6%
Q2 2018-1.2%-1.1%+2.5%
Q1 2018+11.6%+15.2%+19.6%
Q4 2017+1.9%+12.7%+86.2%
Q3 2017
Q4 2016
Q1 2016

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