NASDAQ$SRRK

Scholar Rock Holding Corporation · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Scholar Rock reported financial results for the first quarter ended March 31, 2021.

Scholar Rock reported a net loss of $27.7 million, or $0.76 per share, and revenue of $4.7 million for the quarter ended March 31, 2021. The company's cash, cash equivalents and marketable securities were approximately $315 million.

  • Apitegromab shows transformative potential in spinal muscular atrophy (SMA) with 74% of patients with non-ambulatory Type 2 and 3 SMA in the TOPAZ Phase 2 trial attaining a clinical improvement in HFMSE at 12 months.
  • Mean increase from baseline in HFMSE of 6.2 points (across both evaluated doses) observed in younger non-ambulatory patients; up to 20-point increases in HFMSE observed with 35% of patients demonstrating a >10-point increase
  • Scholar Rock anticipates initiating apitegromab Phase 3 trial by year-end 2021 in patients with non-ambulatory Type 2 and 3 SMA, representing approximately 2/3 of SMA patient population
  • Dose escalation continues to progress in DRAGON Phase 1 trial evaluating SRK-181 in combination with anti-PD-(L)1 therapy; initial data anticipated by year-end 2021

Headline financials

Total Revenue

$4.71M

Previous: $5.03M-6.4%
EPS (adj)

-$0.76

Previous: -$0.58-31.0%
R&D Expense

$22.5M

Previous: $16.9M+33.4%
G&A Expense

$9.37M

Previous: $5.82M+60.9%
Capital Expenditures

-$2.31M

Previous: -$209K-1006.2%
Free Cash Flow

-$30M

Previous: -$17.3M-73.5%
Net Income

-$27.7M

Previous: -$17.1M-62.1%
Operating Income

-$27.2M

Previous: -$17.7M-53.8%
Gross Profit

$300K

No prior period
Cash & Equivalents

$159M

Previous: $95.4M+66.7%
Total Assets

$361M

Previous: $176M+105.2%
Stock-Based Comp

$4.67M

No prior period

Revenue & EPS history

Scholar Rock · Revenue · Quarterly

$4.71M

Q1 2021-6.4%vs Q1 2020
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Forward guidance

Scholar Rock is focused on advancing its portfolio of clinical and preclinical programs with several near-term milestones.

Tailwinds

  • Initiation of a Phase 3 trial evaluating apitegromab in SMA
  • Completion of dose escalation in Part A of the DRAGON Phase 1 trial of SRK-181 in patients with solid tumors
  • Initiation of the Part B dose expansion portion of the DRAGON Phase 1 trial of SRK-181 in patients with solid tumors
  • Anticipated initial clinical response and safety data from Part A of the DRAGON Phase 1 Trial by year-end 2021
  • Well positioned to continue to execute on plans as we ended the first quarter with approximately $315 million in cash, which can fund operations into 2023

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 Q1 2021

Historical avgQ1 2021

+3.6%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+3.5%

Avg return

30 days after

58%

18 / 31 earnings

Positive

+24.6%

Q4 2023

Best reaction

-7.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%+4.4%-6.1%
Q4 2025+2.0%+4.2%+15.0%
Q3 2025+24.1%+32.0%+55.9%
Q2 2025-6.1%-14.9%-15.1%
Q1 2025-2.6%-3.9%+3.3%
Q4 2024-2.9%+0.2%-11.3%
Q3 2024-2.7%-5.9%+48.0%
Q1 2024-3.7%-11.4%-37.4%
Q4 2023+24.6%+24.2%+5.7%
Q3 2023-1.8%-17.5%+44.2%
Q2 2023+6.3%+11.6%-3.6%
Q1 2023+4.4%-0.1%-13.6%
Q4 2022+7.2%-1.9%-15.7%
Q3 2022+10.9%+0.2%+1.5%
Q2 2022+6.9%+32.9%+5.2%
Q1 2022+7.3%-5.2%-9.7%
Q4 2021-5.1%-9.5%-8.6%
Q3 2021+16.8%+24.2%-10.4%
Q2 2021+4.8%+7.5%+4.6%
Q1 2021-2.4%+0.1%+10.6%
Q4 2020+16.8%+21.4%-40.2%
Q3 2020-1.0%+2.8%+7.7%
Q2 2020+3.9%-4.1%+5.0%
Q1 2020-4.8%+6.9%+2.2%
Q4 2019+4.3%+9.4%-1.1%
Q3 2019-7.6%-14.5%+17.0%
Q2 2019+0.8%+11.9%+19.4%
Q1 2019+6.2%+8.6%-4.9%
Q4 2018+9.8%+2.3%-7.4%
Q3 2018+2.0%-10.0%-1.6%
Q2 2018-6.7%-11.9%+51.0%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro