NASDAQ$SRRK

Scholar Rock Holding Corporation · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Scholar Rock reported full year financial results and highlighted business progress.

Scholar Rock reported its full year 2024 financial results, highlighting the submission of the apitegromab BLA, progress towards MAA submission, upcoming data readouts, and a strong cash position.

  • Submitted apitegromab U.S. Biologics License Application (BLA) for patients with spinal muscular atrophy in January 2025; U.S. launch anticipated in 4Q 2025.
  • Remain on track to submit European Union marketing authorisation application (MAA) in 1Q 2025.
  • Topline data from Phase 2 EMBRAZE trial evaluating apitegromab vs placebo in adult patients with obesity receiving tirzepatide expected in 2Q 2025.
  • Ended 2024 with approximately $437 million in cash, cash equivalents, and marketable securities.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.61

Previous: -$0.50-22.0%
R&D Expense

$50.4M

No prior period
G&A Expense

$19M

No prior period
Total Operating Expenses

$69.4M

No prior period
Stock-Based Compensation

$9.5M

No prior period
Capital Expenditures

-$22K

Previous: $0.00
Net Income

-$246M

Previous: -$166M-48.5%
Operating Income

-$252M

Previous: -$48M-424.8%
Gross Profit

-$395K

Previous: -$672K+41.2%

Revenue & EPS history

Scholar Rock · Revenue · Quarterly

$0

Q4 2024
Beat estimate in 0 of 2 quarters(0%)
ActualEstimate

Forward guidance

Scholar Rock is focused on advancing its pipeline, including regulatory submissions and clinical trials for apitegromab and SRK-439, with key milestones expected in the near term.

Tailwinds

  • Apitegromab BLA was submitted to the U.S. FDA in January 2025.
  • Company remains on track to submit MAA to the European Medicines Agency in 1Q 2025.
  • Topline data from Phase 2 EMBRAZE trial is expected in 2Q 2025.
  • IND application for SRK-439 is anticipated in 3Q 2025.
  • U.S. commercial launch of apitegromab is anticipated in 4Q 2025.

Headwinds

  • The efficacy and safety of apitegromab, SRK-181, and SRK-439 have not been established.
  • Apitegromab, SRK-181, and SRK-439 have not been approved for any use by the FDA or any other regulatory agency.
  • Clinical data may not be sufficient to support regulatory approval.
  • Competition from third parties may impact Scholar Rock's success.
  • Dependence on third parties for development and manufacture of product candidates.

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

+3.6%

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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