NASDAQ$VERA

Vera Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported business highlights and financial results for the first quarter ended March 31, 2024.

Vera Therapeutics reported positive 72-week data from the Phase 2b ORIGIN clinical trial and completed a $287.5 million financing. The company's cash and equivalents totaled $403.7 million as of March 31, 2024. Net loss for the quarter was $28.4 million, or $0.56 per share.

  • Presented positive 72-week data from the ORIGIN Phase 2b trial of atacicept in IgAN, showing consistent and sustained reductions in Gd-IgA1, hematuria, and UPCR, with stable eGFR over the duration of treatment.
  • Expanded management team with key appointments, including Robert M. Brenner, M.D., as Chief Medical Officer and William D. Turner as Chief Development Officer.
  • Actively adding sites and enrolling pivotal Phase 3 ORIGIN 3 study of atacicept for the treatment of IgAN.
  • Completed $287.5 million financing in February, strengthening the Company’s balance sheet with $403.7 million in cash and equivalents as of March 31, 2024, extending the Company’s expected cash runway through potential approval and commercial launch.

Headline financials

Total Revenue

$935K

Previous: $923K+1.3%
EPS

-$0.56

Previous: -$0.80+30.0%
Net Cash Used in Operating Activities

$33.8M

Previous: $26.3M+28.5%
Weighted Average Shares Outstanding

51.0M

No prior period
Free Cash Flow

-$28.4M

Previous: -$30.1M+5.6%
Net Income

-$28.4M

Previous: -$30.1M+5.6%
Operating Income

-$31.1M

Previous: -$31.3M+0.5%
Gross Profit

$935K

Previous: $923K+1.3%
Cash & Equivalents

$69.1M

Previous: $137M-49.7%
Total Assets

$419M

Previous: $210M+100.1%
R&D Expense

$23.2M

No prior period
Stock-Based Comp

$4.12M

Previous: $2.67M+54.6%

Revenue & EPS history

Vera · Revenue · Quarterly

$935K

Q1 2024+1.3%vs Q1 2023

Forward guidance

Vera Therapeutics anticipates several milestones in 2024, including presentations at the European Renal Association Congress (ERA24) and the release of topline 96-week data from the ORIGIN Ph 2b clinical trial. The company also expects to complete enrollment in the pivotal Phase 3 ORIGIN 3 trial in Q3 2024 and announce preliminary data in the first half of 2025.

Tailwinds

  • Two abstracts selected for oral presentations – including “Best-Ranked Abstract” – at the 61st European Renal Association Congress (ERA24) on May 25, 2024
  • Plan to present topline 96-week data from ORIGIN Ph 2b clinical trial of atacicept in IgAN in the fourth quarter of 2024
  • Pivotal Phase 3 ORIGIN 3 trial estimated to complete enrollment in the third quarter of 2024
  • On track to announced preliminary data in the first half of 2025

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 Q1 2024

Historical avgQ1 2024

+0.2%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+7.2%

Avg return

30 days after

55%

11 / 20 earnings

Positive

+15.6%

Q1 2022

Best reaction

-13.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+0.3%-11.8%
Q4 2025+1.5%-5.7%-6.8%
Q3 2025+4.6%+23.3%+86.3%
Q1 2025-13.5%-15.0%+20.0%
Q4 2024+1.3%-0.7%-22.1%
Q3 2024+0.3%+1.3%+1.1%
Q2 2024+0.9%+6.5%+4.3%
Q1 2024-8.1%-9.1%-14.3%
Q4 2023-1.3%-5.2%-12.5%
Q3 2023+5.4%+18.2%+18.9%
Q2 2023-0.1%-4.3%-0.1%
Q1 2023-1.7%+0.0%+0.9%
Q4 2022+4.4%+6.3%-14.2%
Q3 2022-3.2%-3.8%-2.1%
Q2 2022+7.8%+20.6%+11.4%
Q1 2022+15.6%+11.4%-8.5%
Q4 2021+10.2%+11.2%+5.2%
Q3 2021-11.6%-7.1%-3.3%
Q2 2021+0.3%+11.6%+80.6%
Q1 2021-7.6%-13.6%+11.0%
Q4 2020
Q3 2020
Q2 2020
Q1 2020

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