NASDAQ$SRRK

Scholar Rock Holding Corporation · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Scholar Rock's first quarter 2022 financial results were reported, and strategic priorities were updated.

Scholar Rock reported revenue of $33.2 million for Q1 2022, primarily from the Gilead collaboration, and a net loss of $8.0 million, or $0.21 per share. The company is prioritizing its clinical programs, reducing workforce by 25%, and expects its cash runway to extend into the fourth quarter of 2023.

  • On track for Phase 2 apitegromab TOPAZ two-year data by mid-year.
  • Progressed enrollment for both Phase 3 apitegromab SAPPHIRE clinical trial & Phase 1 SRK-181 DRAGON clinical trial.
  • Restructuring reduces operating expenses, prioritizes R&D activity on completing SAPPHIRE trial and extends cash runway into the fourth quarter of 2023.
  • Yung Chyung, MD, has decided to step down as Chief Medical Officer effective June 30, 2022.

Headline financials

Total Revenue

$33.2M

Previous: $4.71M+605.0%
EPS (adj)

-$0.21

Previous: -$0.76+72.4%
Capital Expenditures

-$443K

Previous: -$2.31M+80.8%
Free Cash Flow

-$8.39M

Previous: -$30M+72.0%
Net Income

-$7.95M

Previous: -$27.7M+71.3%
Operating Income

-$6.93M

Previous: -$27.2M+74.5%
Gross Profit

$700K

Previous: $300K+133.3%
Cash & Equivalents

$100M

Previous: $159M-37.0%
Total Assets

$266M

Previous: $361M-26.2%
Stock-Based Comp

$6.83M

Previous: $4.67M+46.1%

Revenue & EPS history

Scholar Rock · Revenue · Quarterly

$33.2M

Q1 2022+605%vs Q1 2021
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Forward guidance

Scholar Rock expects that the updates and changes announced will fund its anticipated operating and capital expenditure requirements into the fourth quarter of 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 2022

Historical avgQ1 2022

+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

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