NASDAQ$TRDA

Entrada Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Entrada Therapeutics reported positive data from the Phase 1 clinical trial of ENTR-601-44 for DMD, completed a $100 million registered direct offering, and expects cash runway into 2027.

Entrada Therapeutics reported strong second quarter results, highlighted by positive Phase 1 clinical data for ENTR-601-44, a successful $100 million direct offering, and a cash runway extended into 2027. Collaboration revenue increased significantly due to additional VX-670 research activities and a clinical advancement milestone payment.

  • Positive Phase 1 clinical data from ENTR-601-44 for DMD showed dose-dependent plasma and muscle concentration, and exon skipping.
  • Planning is underway for separate global Phase 2 clinical trials for ENTR-601-44 and ENTR-601-45 with regulatory filings anticipated in Q4 2024.
  • Completed a $100 million registered direct offering, extending the cash runway into 2027.
  • Cash, cash equivalents, and marketable securities totaled $469.7 million as of June 30, 2024.

Headline financials

Total Revenue

$94.7M

Previous: $18.2M+421.2%
EPS

$1.55

Previous: -$0.78+298.7%
Capital Expenditures

-$1.88M

Previous: -$3.19M+40.9%
Free Cash Flow

$53.1M

Previous: -$29.1M+282.5%
Net Income

$55M

Previous: -$25.9M+312.2%
Operating Income

$53.4M

Previous: -$16.3M+427.8%
R&D Expense

$31.1M

No prior period
Stock-Based Comp

$4.62M

Previous: $3.12M+48.2%

Revenue & EPS history

Entrada Therapeutics · Revenue · Quarterly

$94.7M

Q2 2024+421.2%vs Q2 2023
Beat estimate in 9 of 11 quarters(82%)
ActualEstimate

Revenue by segment

Entrada Therapeutics · $43.7M total across 1 segment · Q3 2023

  • Collaboration revenue
    $43.7M

Forward guidance

Entrada Therapeutics anticipates regulatory filings for Phase 2 clinical trials for ENTR-601-44 and ENTR-601-45 in Q4 2024 and expects its cash resources to be sufficient to fund operations into 2027.

Tailwinds

  • Advancing separate Phase 2 clinical trials across multiple Duchenne programs, including those targeting exon 44, exon 45 and exon 50
  • Planning to submit regulatory applications in 2025 to initiate a global Phase 2 clinical trial for ENTR-601-50 in patients who are exon 50 skipping amenable
  • Proceeds from the $100 million offering resulted in the extension of the Company’s cash runway into 2027
  • Phase 1/2 clinical trial for VX-670 in people with DM1 is expected to complete the single ascending dose (SAD) portion of the study by the end of 2024
  • Advancing a robust development portfolio of RNA-, antibody- and enzyme-based programs for the potential treatment of neuromuscular, ocular, metabolic and immunological diseases

Headwinds

  • Uncertainties inherent in the identification and development of product candidates
  • Uncertainties as to the availability and timing of results from preclinical and clinical studies
  • The timing of and Entrada’s ability to submit and obtain regulatory clearance and initiate clinical trials
  • Whether results from preclinical studies or clinical trials will be predictive of the results of later preclinical studies and clinical trials
  • Whether Entrada’s cash resources will be sufficient to fund the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.8%

Avg return

Earnings day

-0.8%

Avg return

5 days after

-4.5%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+16.0%

Q4 2021

Best reaction

-57.1%

Q1 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-57.1%-55.7%-60.3%
Q4 2025+6.5%-1.1%-0.4%
Q3 2025-2.2%+1.9%+49.9%
Q1 2025-0.2%-5.3%-6.5%
Q4 2024-0.3%-8.6%-20.5%
Q3 2024+5.0%+11.5%+14.4%
Q2 2024+11.3%+16.3%+4.6%
Q1 2024+4.1%+6.2%+17.0%
Q4 2023+5.4%+7.2%+11.8%
Q3 2023+7.9%+6.3%-14.6%
Q2 2023+9.8%+17.7%+5.0%
Q1 2023-0.3%+5.0%+22.6%
Q4 2022+1.4%+14.5%+31.4%
Q3 2022-12.9%-13.7%-19.6%
Q2 2022+0.2%-1.7%+18.3%
Q1 2022+4.9%+8.5%+67.5%
Q4 2021+16.0%+20.4%-1.0%
Q4 2020-3.6%-9.3%-43.6%
Q3 2020-3.6%-9.3%-43.6%
Q2 2021-3.6%-9.3%-43.6%
Q3 2021-3.6%-9.3%-43.6%
Q1 2021-3.6%-9.3%-43.6%
Q2 2020
Q1 2020

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