NASDAQ$SYRE

Spyre Therapeutics Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Spyre reported a net loss of $44.773 million for Q1 2025, with increased research and development expenses partially offset by higher interest income.

Spyre Therapeutics, Inc. reported a net loss of $44.773 million for the three months ended March 31, 2025, compared to a net loss of $43.857 million for the same period in 2024. The increase in net loss was primarily driven by higher research and development expenses, partially offset by an increase in interest income and a decrease in the fair value of CVR liability.

  • Net loss increased to $44.773 million in Q1 2025 from $43.857 million in Q1 2024.
  • Research and development expenses rose by 19% to $41.623 million, driven by clinical and preclinical development activities and intellectual property license fees.
  • Interest income significantly increased to $6.493 million in Q1 2025 from $4.432 million in Q1 2024 due to higher investment balances.
  • The company had $564.8 million in cash, cash equivalents, and marketable securities as of March 31, 2025, and expects these resources to fund operations for at least one year.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.60

Previous: -$1.20+50.0%
Cash Runway

1

No prior period
Cash, Cash Equivalents, and Marketable Securities

$565M

Previous: $601M-6.1%
Research and Development Expenses

$41.6M

Previous: $34.9M+19.2%
General and Administrative Expenses

$11.9M

Previous: $12.8M-7.0%
Interest Income

$6.49M

Previous: $4.43M+46.5%
Stock-based Compensation Expense

$8.86M

Previous: $13.8M-36.0%
Net Income

-$44.8M

Previous: -$43.9M-2.1%
Operating Income

-$53.6M

Previous: -$47.8M-12.1%

Revenue & EPS history

Spyre · Revenue · Quarterly

$0

Q1 2025
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Forward guidance

Spyre Therapeutics plans to advance its product candidates through clinical trials, with expected Phase 2 trials for SPY001, SPY002, and SPY003. The company anticipates increased operating losses due to continued research and development activities and will need additional financing in the future.

Tailwinds

  • Plans to initiate Phase 2 platform trial for SPY001, SPY002, and SPY003 in IBD and RA in mid-2025.
  • Expected topline Phase 2 results to be received in 2026.
  • SPY001 demonstrated a meaningfully differentiated PK profile with a half-life estimate of ~80 days, supporting potential for Q3M-Q6M SC maintenance dosing.
  • Preclinical data for SPY120 and SPY130 combinations showed additive or greater than additive biological activity.
  • The company has sufficient resources to fund operations for at least one year with existing cash, cash equivalents, and marketable securities.

Headwinds

  • Anticipates continued significant operating losses as product candidates enter more advanced clinical trials.
  • Will need to secure additional financing in the future to fund research and development and potential commercialization.
  • Risk of delays or failures in achieving regulatory alignment, patient recruitment, or drug supply disruptions.
  • Potential for preliminary clinical data to change as more participant data becomes available and is subject to audit and verification.
  • Risk that product candidates may not achieve adequate market acceptance among clinicians, patients, and healthcare payors.

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 2025

Historical avgQ1 2025

-0.4%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+2.3%

Avg return

30 days after

44%

17 / 39 earnings

Positive

+14.6%

Q4 2023

Best reaction

-10.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%+7.6%+3.6%
Q3 2025+0.5%+4.6%+49.4%
Q1 2025-2.0%-0.7%+13.2%
Q4 2024+7.2%+6.0%-2.3%
Q3 2024+5.6%-4.4%-27.7%
Q2 2024-3.0%-6.6%+7.4%
Q1 2024+11.8%+19.0%+2.0%
Q4 2023+14.6%+44.3%+45.3%
Q3 2023-2.2%+10.8%+102.2%
Q2 2023-10.3%-12.0%+6.7%
Q1 2023-6.6%-9.1%-18.3%
Q4 2022-0.3%+2.0%-26.6%
Q3 2022-9.0%+3.7%-59.0%
Q2 2022+7.7%+5.9%+33.3%
Q1 2022-10.9%-5.8%-60.0%
Q4 2021+0.4%-14.6%+14.2%
Q3 2021-5.4%-5.8%-22.5%
Q2 2021-0.6%-3.3%+12.1%
Q1 2021+2.2%+4.4%-8.1%
Q4 2020+1.7%+9.7%+5.3%
Q3 2020+4.5%+22.1%+3.5%
Q2 2020-6.7%-4.7%+3.2%
Q1 2020+10.6%-4.5%+24.0%
Q4 2019-8.3%-13.2%-40.2%
Q3 2019-4.3%-2.2%-4.1%
Q2 2019-4.1%-3.8%-0.5%
Q1 2019-1.9%-2.1%-8.7%
Q4 2018-0.7%+3.1%+8.8%
Q3 2018+0.2%-13.0%-13.3%
Q2 2018+4.8%+1.2%-3.4%
Q1 2018+3.5%+0.6%+4.0%
Q4 2017-1.4%+23.7%+20.5%
Q3 2017-4.9%+4.5%+0.0%
Q2 2017-6.3%-7.2%+34.8%
Q1 2017-2.2%-2.0%-43.4%
Q4 2016-4.4%-6.9%-8.7%
Q3 2016-1.2%+1.3%-7.5%
Q2 2016+1.1%-1.9%+48.2%
Q1 2016+0.7%

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