NASDAQ$SYRE

Spyre Therapeutics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Spyre Therapeutics reported its financial results for the fourth quarter and full year 2024, highlighting positive interim Phase 1 data for SPY001 and a strengthened balance sheet.

Spyre Therapeutics reported no revenue for Q4 2024, with a net loss of $56.3 million. The company ended the quarter with $603.1 million in cash, cash equivalents, and marketable securities, extending its cash runway into the second half of 2028. Key developments included positive interim Phase 1 data for SPY001 and expansion of SPY002 into rheumatoid arthritis.

  • Reported positive interim pharmacokinetic and safety data from the Phase 1 trial of SPY001 in November 2024.
  • Strengthened the balance sheet with a $230 million public offering, extending cash runway into the second half of 2028.
  • Announced indication expansion into rheumatoid arthritis with SPY002, with Phase 2 trial initiation expected in mid-2025.
  • Remained on track for initiation of Phase 2 platform trial in ulcerative colitis in mid-2025 with SPY001, SPY002, and SPY003.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.81

Previous: -$4.05+80.0%
Capital Expenditures

$0.00

Previous: $0.00
Free Cash Flow

-$37.5M

No prior period
Net Income

-$56.3M

Previous: -$63.2M+10.9%
Operating Income

-$61.3M

Previous: -$45.9M-33.4%
Gross Profit

$0.00

Previous: $0.00
R&D Expense

$50.5M

Previous: $33.7M+49.9%

Revenue & EPS history

Spyre · Revenue · Quarterly

$0

Q4 2024
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Forward guidance

Spyre Therapeutics anticipates continued progress across its pipeline, with multiple clinical trial readouts and initiations planned, aiming to advance its best-in-class antibody therapies for IBD and other immune-mediated diseases.

Tailwinds

  • Interim Phase 1 data readouts for SPY002 and SPY003 are on-track for the second quarter and second half of 2025, respectively.
  • Initiation of Phase 2 platform trial in ulcerative colitis with SPY001, SPY002, and SPY003 is on track for mid-2025.
  • Initial monotherapy results from Phase 2 trials are expected in 2026.
  • Phase 2 trial initiation for SPY002 in rheumatoid arthritis is expected in mid-2025, with top-line results in 2026.
  • Three Phase 1 readouts are expected in 2025 and four Phase 2 proof-of-concept readouts are expected in 2026.

Headwinds

  • The SPY001 Phase 1 trial final data readouts may not be consistent with or different than the interim Phase 1 results.
  • The sufficiency of the Company's funding to support the development of its assets, including expectations of cash runway, may be impacted by unforeseen circumstances.
  • The Company operates in a very competitive and rapidly changing environment, which could affect its ability to achieve planned milestones.
  • New risks may emerge that are currently unpredictable, potentially impacting actual results.
  • The Company cannot guarantee that future results, levels of activity, performance, or events will be achieved as reflected in forward-looking statements.

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

-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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