NASDAQ$VERA

Vera Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Vera Therapeutics reported financial results for the third quarter ended September 30, 2024.

Vera Therapeutics reported a net loss of $46.6 million for the third quarter of 2024. The company completed enrollment of the primary endpoint cohort in the pivotal Phase 3 ORIGIN 3 trial of atacicept in IgAN and announced an expanded atacicept development program. They also completed a $345 million equity offering.

  • Presented positive 96-week long-term eGFR stabilization data from ORIGIN Ph 2b clinical trial of atacicept in IgAN.
  • Completed enrollment of the primary endpoint cohort in the pivotal Phase 3 ORIGIN 3 trial of atacicept in IgAN; topline data expected in Q2 2025.
  • Announced expanded atacicept development program in the broad IgAN population and in multiple autoimmune kidney diseases.
  • Completed a $345 million equity offering ahead of potential regulatory submission and commercial launch.

Headline financials

Total Revenue

$831K

Previous: $934K-11.0%
EPS

-$0.85

Previous: -$0.45-88.9%
Capital Expenditures

-$327K

Previous: $0.00
Free Cash Flow

-$47M

Previous: -$20.1M-133.6%
Net Income

-$46.6M

Previous: -$20.1M-132.0%
Operating Income

-$49.8M

Previous: -$21.8M-128.9%
Gross Profit

$831K

Previous: $934K-11.0%
Cash & Equivalents

$27.3M

Previous: $27.4M-0.7%
Total Assets

$369M

Previous: $176M+109.9%
R&D Expense

$40.3M

Previous: $16.1M+150.2%
Stock-Based Comp

$5.59M

Previous: $2.92M+91.2%

Revenue & EPS history

Vera · Revenue · Quarterly

$831K

Q3 2024-11%vs Q3 2023

Forward guidance

The pivotal ORIGIN 3 trial is on track to announce topline results in Q2 2025, with a planned BLA submission to the U.S. FDA later in the year. The company plans to initiate the ORIGIN Extend study in Q4 2024 and the PIONEER trial in 2025.

Tailwinds

  • Pivotal ORIGIN 3 trial on track to announce topline results in Q2 2025, with planned BLA submission to the U.S. FDA later in the year
  • Plan to initiate the ORIGIN Extend study in Q4 2024, providing ORIGIN participants with extended access to atacicept and capturing longer-term safety and efficacy data
  • Plan to initiate the PIONEER trial in 2025, which will evaluate the efficacy and safety of atacicept in expanded IgAN populations and anti-PLA2R and anti-nephrin podocytopathies

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 2024

Historical avgQ3 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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