NASDAQ$VERA

Vera Therapeutics Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Vera Therapeutics reported business highlights for the fourth quarter and financial results for the full year ended December 31, 2022

Vera Therapeutics reported a net loss of $89.1 million for the year ended December 31, 2022. The company's cash, cash equivalents, and marketable securities totaled $114.7 million as of December 31, 2022. They are prioritizing advancement of atacicept in IgAN, plans to initiate Phase 3 clinical trial in second quarter of 2023

  • Announced positive interim data from the Phase 2b ORIGIN clinical trial of atacicept in IgAN, which showed a 41% mean reduction in proteinuria versus baseline in the 150mg dose group at 24 weeks
  • 36-week data from the Phase 2b ORIGIN clinical trial of atacicept in IgAN on track for the second quarter of 2023
  • Management prioritizing advancement of atacicept in IgAN, plans to initiate Phase 3 clinical trial in second quarter of 2023
  • Strong balance sheet expected to fund IgAN-focused operations to early 2026

Headline financials

EPS (adj)

-$1.19

Previous: -$0.79-50.6%
Free Cash Flow

-$21.2M

Previous: -$6.44M-228.7%
Net Income

-$89.1M

Previous: -$16.8M-428.6%
Operating Income

-$33.6M

Previous: -$16.6M-102.5%
Cash & Equivalents

$115M

Previous: $79.7M+43.9%
Total Assets

$131M

Previous: $83.7M+56.9%
Stock-Based Comp

$2.75M

Previous: $962K+185.7%

Revenue & EPS history

Vera · Revenue · Quarterly

$362K

Q3 2025-56.4%vs Q3 2024

Forward guidance

Vera Therapeutics plans to advance atacicept into pivotal Phase 3 development in the second quarter of 2023, expects to report Phase 3 topline data at Week 36 and ongoing data from the ORIGIN trial in 2023, and plans to prioritize and focus current resources on the advancement of atacicept in IgAN into a pivotal Phase 3 trial.

Tailwinds

  • Atacicept’s potential to be a transformational treatment for patients with IgAN and a best-in-disease therapy
  • Plans to advance atacicept into pivotal Phase 3 development in the second quarter of 2023
  • Expectations regarding reporting Phase 3 topline data at Week 36 and ongoing data from the ORIGIN trial in 2023
  • Plans to prioritize and focus current resources on the advancement of atacicept in IgAN into a pivotal Phase 3 trial
  • Vera’s product candidates, strategy, and regulatory matters

Headwinds

  • Risks related to the regulatory approval process
  • Results of earlier clinical trials may not be obtained in later clinical trials
  • Risks and uncertainties associated with Vera’s business in general
  • The impact of the COVID-19 pandemic
  • Other risks described in Vera’s filings with the Securities and Exchange Commission

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 Q4 2022

Historical avgQ4 2022

+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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