NASDAQ$VERA

Vera Therapeutics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Vera Therapeutics reported business updates and financial results

Vera Therapeutics reported positive 36-week data from the Phase 2b ORIGIN trial and initiated the Phase 3 ORIGIN 3 clinical trial of atacicept in June. The company's balance sheet is expected to fund operations to early 2026. The company reported a net loss of $20.2 million, or $0.46 per share, and cash, cash equivalents, and marketable securities of $181.0 million as of June 30, 2023.

  • Presented positive 36-week results from the Phase 2b ORIGIN clinical trial of atacicept in IgAN at the 60th ERA Congress.
  • Initiated Phase 3 ORIGIN 3 clinical trial of atacicept in June for the treatment of IgAN.
  • Released positive 36-week results from the Phase 2b ORIGIN clinical trial of atacicept in IgAN, which showed both statistically significant and clinically meaningful reduction in proteinuria and stabilization of estimated glomerular filtration rate (eGFR) through 36 weeks.
  • Strong balance sheet with cash and marketable securities on hand and available credit expected to fund operations to early 2026.

Headline financials

Total Revenue

$993K

Previous: $807K+23.0%
EPS (adj)

-$0.46

Previous: -$0.55+16.4%
Capital Expenditures

$0.00

Previous: -$24K+100.0%
Free Cash Flow

-$20.2M

Previous: -$14.9M-35.5%
Net Income

-$20.2M

Previous: -$14.9M-35.7%
Operating Income

-$22M

Previous: -$15.1M-45.9%
Gross Profit

$993K

Previous: $807K+23.0%
Cash & Equivalents

$33.9M

Previous: $50.4M-32.8%
Total Assets

$195M

Previous: $149M+31.2%
Stock-Based Comp

$2.68M

Previous: $2.03M+32.4%

Revenue & EPS history

Vera · Revenue · Quarterly

$993K

Q2 2023+23%vs Q2 2022

Forward guidance

Vera Therapeutics expects to present additional data from the ongoing Phase 2b ORIGIN clinical trial in the second half of 2023 and 2024 and announce preliminary data from the pivotal ORIGIN 3 trial 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 Q2 2023

Historical avgQ2 2023

+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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