NASDAQ$THRD

Third Harmonic Bio Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Announced first quarter 2024 financial results and provided business update.

Third Harmonic Bio reported a net loss of $7.9 million for the first quarter of 2024, with cash and cash equivalents totaling $262.8 million as of March 31, 2024. The company believes its cash will be sufficient to fund operations through at least 2026. They also announced U.S. FDA clearance of its Investigational New Drug application for THB335.

  • U.S. FDA cleared Investigational New Drug application for THB335.
  • Phase 1 SAD/MAD clinical trial initiated, with results expected during 1H’25.
  • Christopher J. Dinsmore, Ph.D., appointed to Chief Scientific Officer.
  • Cash and cash equivalents totaled $262.8 million as of March 31, 2024.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$0.20

Previous: -$0.81+75.3%
Research and Development Expenses

$6.23M

No prior period
General and Administrative Expenses

$5.06M

No prior period
Stock-Based Compensation Expense

$2.22M

No prior period
Interest Income

-$3.43M

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

-$7.86M

Previous: -$9.09M+13.5%
Operating Income

-$11.3M

Previous: -$12M+5.8%
Gross Profit

-$12K

No prior period
R&D Expense

$6.23M

No prior period
Stock-Based Comp

$2.22M

Previous: $2.68M-17.1%

Revenue & EPS history

Third Harmonic · Revenue · Quarterly

$0

Q1 2024

Forward guidance

Third Harmonic Bio expects that its existing cash and cash equivalents will be sufficient to fund its operating expenses and capital expenditure requirements through at least 2026.

Tailwinds

  • Existing cash and cash equivalents will be sufficient to fund operating expenses and capital expenditure requirements through at least 2026.
  • Advancing the development of a potentially best-in-class oral KIT inhibitor.
  • Continuing development efforts with urgency given the significant unmet need in CSU.
  • Phase 1 SAD/MAD clinical trial initiated and subject screening underway.
  • Planned rapid expansion into additional mast cell-mediated disorders.

Headwinds

  • Numerous risks and uncertainties related to cash forecasts.
  • Risks related to the ability to advance product candidates.
  • Uncertainties related to the receipt and timing of potential regulatory submissions.
  • Risks related to protecting intellectual property.
  • The timing and results of preclinical and clinical trials.

Historical earnings impact

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

Avg. return before/after earnings

Based on 5 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.0%

Avg return

Earnings day

+14.2%

Avg return

5 days after

+13.0%

Avg return

30 days after

40%

6 / 15 earnings

Positive

+13.0%

Q3 2024

Best reaction

-11.1%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025+0.6%-0.2%+5.8%
Q4 2024-1.1%+42.1%+41.9%
Q3 2024+13.0%+13.0%-11.2%
Q2 2024+10.6%+11.5%+9.2%
Q1 2024+10.2%+11.8%+3.3%
Q4 2023+8.0%+7.1%+29.2%
Q3 2023+0.8%
Q2 2023-6.4%
Q1 2023-11.1%
Q4 2022-3.5%
Q3 2021-1.2%
Q4 2021-1.2%
Q3 2022-1.2%
Q1 2022-1.2%
Q2 2022-1.2%
Q2 2021
Q1 2021

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