NASDAQ$SPRY

ARS Pharmaceuticals Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

ARS Pharmaceuticals reported first quarter 2024 financial results and highlighted regulatory progress for neffy.

ARS Pharmaceuticals reported a net loss of $10.3 million for Q1 2024, compared to a net loss of $15.0 million for Q1 2023. The company's cash and securities totaled $223.6 million as of March 31, 2024, which is expected to fund operations for at least three years. The company anticipates potential U.S. launch of neffy in the second half of 2024.

  • Submitted response to FDA's Complete Response Letter (CRL) for neffy, with anticipated review completion by early October 2024.
  • Submitted Day 180 response to EMA's CHMP for Marketing Authorization Application (MAA) for neffy, with CHMP opinion expected in the second quarter of 2024.
  • Preparing to initiate outpatient study of neffy for urticaria (hives) in the second half of 2024.
  • Cash and securities totaled $223.6 million as of March 31, 2024, providing an expected operating runway of at least three years.

Headline financials

Total Revenue

$0.00

Previous: $20K-100.0%
EPS

-$0.11

Previous: -$0.16+31.3%
Capital Expenditures

-$83K

Previous: -$193K+57.0%
Free Cash Flow

-$10.4M

Previous: -$15.2M+31.5%
Net Income

-$10.3M

Previous: -$15M+31.2%
Operating Income

-$13.2M

Previous: -$18.7M+29.5%
Gross Profit

-$726K

Previous: -$6.53M+88.9%
R&D Expense

$5.23M

No prior period
Stock-Based Comp

$3.32M

Previous: $2.25M+47.3%

Revenue & EPS history

ARS Pharmaceuticals · Revenue · Quarterly

$0

Q1 2024-100%vs Q1 2023
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

ARS Pharmaceuticals · $22.7M total across 3 segments · Q1 2026

  • Product revenue, net
    $17.5M
  • Revenue under supply agreements
    $2.74M
  • Revenue under collaboration agreements
    $2.49M

Forward guidance

ARS Pharma anticipates an FDA review period of up to six months, and the PDUFA date is anticipated to be October 2, 2024, based on the submission receipt date of April 2, 2024. Assuming approval on or before the anticipated PDUFA date, ARS Pharma anticipates launching neffy in the U.S. in the second half of 2024.

Tailwinds

  • Potential approval of neffy for Type I allergic reactions.
  • Potential U.S. launch of neffy in the second half of 2024.
  • Planned submissions of neffy to other foreign regulatory authorities for approval.
  • ARS Pharma believes to be well capitalized to support the launch of neffy in the U.S.
  • Initiation of outpatient study of neffy for urticaria.

Headwinds

  • Ability to obtain and maintain regulatory approval for neffy in any indication.
  • New issues could be identified which could delay or prevent the approval of neffy.
  • PDUFA target action date may be further delayed due to various factors outside ARS Pharma’s control.
  • Potential safety and other complications from neffy.
  • Uncertainties related to capital requirements.

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 Q1 2024

Historical avgQ1 2024

-1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.4%

Avg return

30 days after

41%

9 / 22 earnings

Positive

+22.8%

Q4 2024

Best reaction

-15.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.2%-1.5%+23.1%
Q4 2025-0.1%-7.4%-9.6%
Q3 2025+0.8%-7.2%+18.0%
Q2 2025-5.2%-15.8%-39.8%
Q1 2025-9.4%+6.8%+15.3%
Q4 2024+22.8%+12.9%+27.7%
Q3 2024-15.1%-17.0%-28.4%
Q2 2024+2.7%+16.7%+26.1%
Q1 2024-3.5%-0.9%-2.8%
Q4 2023-0.6%+14.9%-2.6%
Q3 2023+4.2%+18.2%+48.6%
Q2 2023-0.9%+2.2%+7.0%
Q1 2023+1.6%+6.6%-23.6%
Q4 2022-5.0%-17.0%-18.1%
Q3 2022-1.5%-5.5%+13.5%
Q2 2022+1.0%+7.2%+3.2%
Q4 2021-8.8%+11.7%+44.1%
Q1 2022-8.8%-4.5%-11.6%
Q3 2021+0.2%+3.5%-17.1%
Q2 2021+2.6%-1.0%-4.0%
Q1 2021+9.1%+3.2%-21.0%
Q4 2020-5.9%-9.6%+4.5%
Q2 2020
Q1 2020
Q4 2019

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