NASDAQ$SLDB

Solid Biosciences Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Solid Biosciences reported a decrease in net loss and total other income, while experiencing an increase in research and development expenses and general and administrative expenses in Q4 2024.

Solid Biosciences Inc. reported a net loss of $124.7 million for the year ended December 31, 2024, compared to $96.0 million in the previous year. The company's research and development expenses increased by $19.9 million, primarily due to increased manufacturing and study-related costs for SGT-501 and SGT-212. General and administrative expenses also rose by $5.5 million. The company anticipates continued operating losses and will require additional funding to support its development programs.

  • Net loss for the year ended December 31, 2024, was $124.7 million, an increase from $96.0 million in 2023.
  • Research and development expenses increased by $19.9 million, driven by higher costs for SGT-501 and SGT-212.
  • General and administrative expenses rose by $5.5 million, primarily due to increased personnel costs and legal fees.
  • The company expects to continue incurring significant operating losses and will need additional funding to support its future operations and development programs.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$3.06

Previous: -$1.00-206.0%
Research and development expenses

$96.4K

Previous: $76.6K+25.9%
General and administrative expenses

$33.3K

Previous: $27.8K+20.0%
Total operating expenses

$130K

Previous: $104K+24.4%
Interest income

$9.47K

Previous: $7.58K+24.9%
Interest expense

-$340.00

Previous: -$440.00+22.7%
Change in fair value of derivative liabilities

-$4.75K

Previous: $0.00
Other income, net

$652.00

Previous: $1.1K-40.5%
Total other income, net

$5.03K

Previous: $8.24K-38.9%
Accumulated deficit

$784K

No prior period
Total stockholders' equity

$137K

No prior period
Total liabilities and stockholders' equity

$189K

No prior period
Operating lease, right-of-use assets

$24.3K

Previous: $26.5K-8.5%
Property and equipment, net

$4.75K

Previous: $6.62K-28.3%
Other non-current assets

$366.00

Previous: $209.00+75.1%
Restricted cash

$1.95K

Previous: $1.83K+6.5%
Total current liabilities

$30.3K

Previous: $14.5K+108.4%
Operating lease liabilities, excluding current portion

$21.2K

Previous: $22.7K-6.8%
Total non-current liabilities

$21.2K

Previous: $23.9K-11.6%
Total liabilities

$51.4K

Previous: $38.5K+33.7%
Total available-for-sale securities

$68.7K

Previous: $49.6K+38.4%
Prepaid expenses and other current assets

$8.38K

Previous: $6.09K+37.5%
Total current assets

$157K

Previous: $130K+21.2%
Capital Expenditures

-$204K

Previous: -$90K-126.7%
Free Cash Flow

-$29.8M

Previous: -$20.9M-42.7%
Net Income

-$125K

Previous: -$20.3M+99.4%
Operating Income

-$130K

Previous: -$22.3M+99.4%
Gross Profit

-$488K

Previous: -$587K+16.9%
Cash & Equivalents

$80.2K

Previous: $124M-99.9%
Total Assets

$189K

Previous: $165M-99.9%
R&D Expense

$30.8M

Previous: $15.5M+99.1%

Revenue & EPS history

Solid Biosciences · Revenue · Quarterly

$0

Q4 2024
Beat estimate in 4 of 8 quarters(50%)
ActualEstimate

Forward guidance

Solid Biosciences expects to continue incurring significant expenses and operating losses for the foreseeable future, requiring additional funding to support its ongoing and planned clinical trials and potential commercialization efforts. The company believes its current capital resources, combined with net proceeds from the February 2025 Offering, will fund operations into the first half of 2027, but this estimate is based on assumptions that may prove incorrect.

Tailwinds

  • Patient dosing in the Phase 1/2 INSPIRE DUCHENNE trial of SGT-003 began in Q2 2024, with positive initial 90-day biopsy data showing average microdystrophin expression of 110%.
  • Enrollment in the INSPIRE DUCHENNE trial is ongoing, with 10 total participants anticipated to be dosed by early Q2 2025 and approximately 20 by Q4 2025.
  • The FDA cleared the IND for SGT-212 for FA treatment in January 2025, with a Phase 1b clinical trial anticipated to begin in H2 2025.
  • Preclinical studies for SGT-501 for CPVT treatment were completed in Q1 2025, and an IND submission to the FDA is anticipated in H1 2025.
  • The FDA has granted orphan drug designation, Fast Track designation, and Rare Pediatric Disease designation for SGT-003 and SGT-501, and Fast Track designation for SGT-212.

Headwinds

  • The company has incurred significant net losses since inception and anticipates continued net losses for the foreseeable future, potentially never achieving profitability.
  • Additional funding will be required to complete the development of Candidates, which may not be available on acceptable terms or at all, potentially forcing delays or termination of product development.
  • The company has never generated revenue from product sales and does not expect to do so for the foreseeable future.
  • The development of gene transfer candidates involves novel technology, making it difficult to predict the time and cost of development and regulatory approval.
  • The company has limited gene therapy manufacturing experience and could experience production problems and delays in obtaining regulatory approval of manufacturing processes, leading to delays in development or commercialization.

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 Q4 2024

Historical avgQ4 2024

-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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