NASDAQ$STRO

Sutro Biopharma Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Sutro Biopharma reported financial results for the third quarter of 2021, highlighted business updates, and previewed anticipated milestones for the remainder of 2021.

Sutro Biopharma reported revenue of $8.5 million for the third quarter of 2021. The company's cash, cash equivalents, and marketable securities totaled $254.2 million as of September 30, 2021, projecting a cash runway into the second half of 2023.

  • Patient enrollment has been completed for the STRO-002 Phase 1 ovarian cancer dose-expansion cohort, with an interim data update expected in the second half of 2021.
  • STRO-001 Phase 1 dose escalation for non-Hodgkin’s lymphoma and multiple myeloma is ongoing to achieve a recommended Phase 2 dose.
  • Cash, cash equivalents and marketable securities totaled $254.2 million as of September 30, 2021, with projected cash runway into the second half of 2023.
  • Merck has extended the first cytokine derivative research program by up to two years.

Headline financials

Total Revenue

$8.52M

Previous: $17.8M-52.2%
EPS (adj)

-$0.67

Previous: $0.45-248.9%
Free Cash Flow

-$30.9M

Previous: $17.1M-280.3%
Net Income

-$30.9M

Previous: $17.1M-280.3%
Operating Income

-$34.7M

Previous: -$10.6M-226.6%
Gross Profit

-$18.1M

Previous: -$1.54M-1075.9%
Cash & Equivalents

$30.7M

Previous: $64.4M-52.3%
Total Assets

$371M

Previous: $307M+20.9%
Stock-Based Comp

$6.5M

Previous: $3.11M+108.7%

Revenue & EPS history

Sutro · Revenue · Quarterly

$8.52M

Q3 2021-52.2%vs Q3 2020
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

Sutro Biopharma is advancing its pipeline, including STRO-002 and STRO-001, and expects to report initial data for the STRO-002 dose-expansion cohort in the second half of 2021.

Tailwinds

  • STRO-002 patient enrollment completed for ovarian cancer dose-expansion cohort.
  • STRO-002 study in combination with bevacizumab has cleared protocol, with the first patient expected later this year.
  • STRO-001 dose escalation is ongoing to achieve a recommended phase 2 dose.
  • Sutro entered into a collaboration with BioNova Pharmaceuticals Limited to assess the therapeutic potential for STRO-001.
  • Merck extended the first cytokine derivative research program by up to two years.

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 Q3 2021

Historical avgQ3 2021

-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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