NASDAQ$STRO

Sutro Biopharma Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported financial results for the quarter ended June 30, 2022, business highlights, and anticipated milestones.

Sutro Biopharma reported its Q2 2022 financial results, highlighting a collaboration with Astellas, a milestone payment from Merck, and discussions with the FDA regarding accelerated approval for STRO-002. The company's cash, cash equivalents, and marketable securities totaled $191.6 million as of June 30, 2022, with revenue of $28.1 million for the quarter.

  • Entered into a collaboration with Astellas for iADC discovery and development, receiving a $90 million upfront payment.
  • Received a $10 million milestone payment from Merck upon the first patient dosed in a Phase 1 study under the cytokine derivative collaboration.
  • Discussions with the FDA indicated a potential accelerated approval pathway for STRO-002 in platinum-resistant ovarian cancer.
  • Cash, cash equivalents, and marketable securities totaled $191.6 million as of June 30, 2022, providing a cash runway into the first half of 2024.

Headline financials

Total Revenue

$28.1M

Previous: $28M+0.2%
EPS (adj)

-$0.55

Previous: -$0.13-323.1%
Free Cash Flow

-$26M

Previous: -$6.15M-322.8%
Net Income

-$26M

Previous: -$6.15M-322.8%
Operating Income

-$19.4M

Previous: -$9.81M-97.6%
Gross Profit

$26M

Previous: $2.74M+850.5%
Cash & Equivalents

$79.1M

Previous: $56.4M+40.3%
Total Assets

$386M

Previous: $360M+7.2%
Stock-Based Comp

$6.7M

Previous: $5.91M+13.4%

Revenue & EPS history

Sutro · Revenue · Quarterly

$28.1M

Q2 2022+0.2%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Sutro · $14.5M total across 2 segments · Q1 2026

  • Astellas Pharma Inc.
    $14.5M
  • Vaxcyte, Inc.
    $15K

Forward guidance

Sutro's cash, cash equivalents and marketable securities of $191.6 million as of June 30, 2022, together with the $90 million upfront payment received from Astellas in July 2022, provides a projected cash runway into the first half of 2024, based on current business plans and assumptions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.8%

Avg return

Earnings day

-1.3%

Avg return

5 days after

+3.4%

Avg return

30 days after

42%

13 / 31 earnings

Positive

+22.2%

Q4 2023

Best reaction

-29.4%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+2.8%-1.6%
Q1 2026-3.1%-20.2%-27.0%
Q3 2025-15.8%-13.8%-7.9%
Q2 2025-2.1%-4.9%+29.3%
Q1 2025-3.8%-1.1%-3.3%
Q4 2024-11.7%-20.3%+21.6%
Q3 2024-15.4%-32.6%-48.0%
Q2 2024+10.8%+29.9%+37.3%
Q1 2024+4.6%-3.4%-6.0%
Q4 2023+22.2%+65.2%+1.5%
Q3 2023+13.9%+29.3%+88.9%
Q2 2023+0.9%+1.2%+7.1%
Q1 2023+1.6%-4.1%-5.3%
Q4 2022-3.1%-9.6%-10.7%
Q3 2022-2.5%-3.7%+4.6%
Q2 2022+14.6%+23.1%-2.4%
Q1 2022-6.8%-19.6%-19.2%
Q4 2021-2.5%-8.0%-8.3%
Q3 2021-5.3%-11.3%-32.2%
Q2 2021-0.2%+2.3%+12.4%
Q1 2021+8.3%+9.7%-0.5%
Q4 2020+4.2%-3.7%-16.5%
Q3 2020+17.8%+12.4%+62.7%
Q2 2020+1.7%+1.0%+48.9%
Q1 2020-9.8%-8.1%+0.4%
Q4 2019-29.4%-19.9%-3.4%
Q3 2019-1.1%-1.2%-7.5%
Q2 2019-7.0%-3.8%+19.6%
Q1 2019-7.6%-7.9%+1.8%
Q4 2018+5.4%-1.2%-12.6%
Q3 2018-5.0%-13.1%-23.2%
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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