NASDAQ$STRO

Sutro Biopharma Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Sutro Biopharma reported its full year 2024 financial results, highlighting a strategic portfolio review and prioritization of next-generation ADC programs.

Sutro Biopharma reported a net loss of $227.461 million for the full year 2024, with total revenues of $62.043 million. The company announced a strategic portfolio review, prioritizing next-generation ADC programs, and expects a cash runway into at least Q4 2026.

  • Sutro completed a strategic portfolio review, prioritizing wholly-owned next-generation ADC programs.
  • Cash, cash equivalents, and marketable securities were $316.9 million as of December 31, 2024.
  • The company expects its cash runway to extend into at least Q4 2026, excluding anticipated milestones from existing collaborations.
  • Total operating expenses for the full year 2024 were $300.5 million, an increase from $243.0 million in 2023.

Headline financials

Total Revenue

$62M

Previous: $114M-45.4%
EPS (adj)

-$2.96

Previous: $0.52-669.2%
Net Income

-$227M

Previous: -$107M-113.0%
Operating Income

-$238M

Previous: -$89.3M-167.1%

Revenue & EPS history

Sutro · Revenue · Quarterly

$62M

Q4 2024-45.4%vs Q4 2023
Beat estimate in 11 of 16 quarters(69%)
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 anticipates that cost reductions from the restructuring and refocused clinical development priorities will extend its cash runway into at least the fourth quarter of 2026, excluding anticipated milestones from existing collaborations.

Tailwinds

  • Prioritization of wholly-owned next-generation ADC programs is expected to streamline development.
  • Cost reductions from restructuring are anticipated to improve financial efficiency.
  • Expected cash runway into at least Q4 2026 provides financial stability.
  • Focus on next-generation ADCs aligns with market demand for innovative cancer therapeutics.
  • Continued validation of product innovation through high-value collaborations and industry partnerships.

Headwinds

  • Future collaboration and license revenue will fluctuate based on the amount and timing of revenue recognition.
  • The company's actual activities or results may differ significantly from forward-looking statements due to inherent uncertainties in biotechnology development.
  • Risks and uncertainties related to the company's ability to advance product candidates and secure regulatory approvals.
  • Potential market size for product candidates may be smaller than anticipated.
  • The company's ability to fund development activities and achieve development goals is subject to risks.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.8%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+6.4%

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
Q1 2026-3.1%-20.2%
Q4 2025+2.8%+14.5%+63.3%
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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