NASDAQ$VERA

Vera Therapeutics Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported business highlights and financial results for the third quarter ended September 30, 2023.

Vera Therapeutics reported a net loss of $20.1 million for the third quarter ended September 30, 2023. The company's cash, cash equivalents, and marketable securities totaled $159.9 million as of September 30, 2023. The company expects these to fund operations to early 2026.

  • Phase 2b open-label extension eGFR and proteinuria data expected in the first quarter of 2024; actively adding sites and enrolling pivotal Phase 3 ORIGIN 3 study of atacicept in IgAN
  • Announced analysis of Phase 2b ORIGIN study showing resolution of hematuria in the majority of patients, at the American Society of Nephrology Kidney Week 2023
  • Presented data at ASN Kidney Week 2023 showing patients on atacicept 150 mg achieved durable and significant Gd-IgA1 reduction over 36 weeks where regardless of baseline quartile, 82% of patients (n=27/33) achieved reduction to the lowest risk quartile.
  • Strong balance sheet expected to fund operations to early 2026

Headline financials

Total Revenue

$934K

Previous: $829K+12.7%
EPS (adj)

-$0.45

Previous: -$0.91+50.5%
Capital Expenditures

$0.00

Previous: -$62K+100.0%
Free Cash Flow

-$20.1M

Previous: -$24.7M+18.7%
Net Income

-$20.1M

Previous: -$24.7M+18.5%
Operating Income

-$21.8M

Previous: -$25.2M+13.8%
Gross Profit

$934K

Previous: $829K+12.7%
Cash & Equivalents

$27.4M

Previous: $30.5M-10.0%
Total Assets

$176M

Previous: $131M+33.7%
R&D Expense

$16.1M

No prior period
Stock-Based Comp

$2.92M

Previous: $2.45M+19.2%

Revenue & EPS history

Vera · Revenue · Quarterly

$934K

Q3 2023+12.7%vs Q3 2022

Forward guidance

Vera Therapeutics anticipates several milestones including presenting OLE data from the ORIGIN Phase 2b clinical trial in the first quarter of 2024, full enrollment in the Phase 3 study in the second half of 2024, and topline data from the pivotal ORIGIN 3 trial in the first half of 2025.

Tailwinds

  • OLE data from ORIGIN Phase 2b clinical trial to be presented in the first quarter of 2024
  • Phase 3 full enrollment estimated in the second half of 2024
  • Topline data from the pivotal ORIGIN 3 trial expected to be presented 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 Q3 2023

Historical avgQ3 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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