NASDAQ$VERU

Veru Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Net revenues increased by 66% and gross profit rose by 57%, driven by FC2 prescription sales, increased public sector sales of FC2, and growing demand for PREBOOST®/Roman® Swipes product.

Veru Inc. reported a strong fiscal 2020 first quarter with a 66% increase in net revenues and a 57% rise in gross profit, primarily driven by growth in FC2 prescription sales and increased demand for PREBOOST®/Roman® Swipes. The company continues to invest in its prostate and oncology drug pipeline.

  • Net revenues increased 66% to $10.6 million from $6.4 million.
  • Gross profit increased 57% to $7.3 million from $4.6 million.
  • FC2 US prescription net revenues increased 148% to $6.1 million from $2.4 million.
  • The Phase 1b portion of the clinical trial for VERU-111 was completed and Phase 2 was initiated.

Headline financials

Total Revenue

$10.6M

Previous: $6.37M+66.0%
EPS (adj)

-$0.05

Previous: -$0.03-66.7%
Capital Expenditures

-$21.8K

Previous: -$1.91K-1039.3%
Free Cash Flow

-$3.33M

Previous: -$2.15M-54.7%
Net Income

-$3.31M

Previous: -$2.15M-53.8%
Operating Income

-$1.78M

Previous: -$1.01M-76.4%
Gross Profit

$7.27M

Previous: $4.64M+56.5%
Cash & Equivalents

$4.17M

Previous: $8.98M-53.5%
Total Assets

$54.5M

Previous: $52.3M+4.2%
Stock-Based Comp

$614K

No prior period

Revenue & EPS history

Veru · Revenue · Quarterly

$10.6M

Q1 2020+66%vs Q1 2019
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Forward guidance

Veru anticipates initiating a pivotal Phase 3 clinical trial to evaluate Zuclomiphene for the treatment of ADT-induced moderate to severe hot flashes in men with prostate cancer by early summer and plans to submit an Investigational New Drug (IND) application for VERU-100 by the end of next quarter.

Tailwinds

  • Initiation of Phase 3 clinical trial for Zuclomiphene by early summer.
  • Submission of IND application for VERU-100 by the end of next quarter.
  • NDA submission for TADFIN expected in the second half of 2020.
  • Plan to launch TADFIN in the U.S. via telemedicine.
  • Advancement of Tamsulosin XR capsules to avoid the “food effect”.

Headwinds

  • Potential delays in the timing of and results from clinical trials and studies.
  • Risk that clinical results will not support marketing approval and commercialization.
  • Potential delays in the timing of any submission to the FDA and regulatory approval of products under development.
  • Risk that the Company’s products may not be commercially successful.
  • Risks relating to the ability of the Company to obtain sufficient financing on acceptable terms when needed to fund development and operations.

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 2020

Historical avgQ1 2020

+1.5%

Avg return

Earnings day

+8.3%

Avg return

5 days after

+9.6%

Avg return

30 days after

45%

30 / 66 earnings

Positive

+83.7%

Q4 2020

Best reaction

-23.5%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.8%-6.7%+33.8%
Q1 2026-0.4%-0.9%+3.5%
Q4 2025-8.4%-6.1%+10.2%
Q3 2025-12.0%+0.0%-0.8%
Q2 2025+4.1%+4.0%+24.0%
Q1 2025-4.5%+0.0%-12.7%
Q4 2024-1.3%-9.7%+2.8%
Q3 2024+7.1%+6.5%+10.4%
Q4 2023+3.5%+11.8%-4.7%
Q2 2024-16.0%-18.4%-43.6%
Q1 2024-13.7%-13.6%+47.7%
Q3 2023+5.6%+3.7%-4.6%
Q2 2023-23.5%-27.5%-12.1%
Q1 2023-19.1%-21.8%-57.5%
Q4 2022+2.9%-0.5%-1.3%
Q3 2022+62.1%+89.0%+32.3%
Q2 2022+59.3%+91.2%+60.8%
Q1 2022+9.4%+7.4%-8.8%
Q4 2021-12.3%-8.1%-14.8%
Q3 2021+8.8%-2.0%+31.3%
Q2 2021-3.2%+3.7%+18.7%
Q1 2021-2.3%+7.8%-22.3%
Q4 2020+83.7%+198.5%+193.8%
Q3 2020-11.6%-10.9%-9.9%
Q2 2020+13.9%+10.5%-5.4%
Q1 2020+0.9%-0.9%-29.8%
Q4 2019-1.6%+17.1%+64.5%
Q3 2019-14.0%-11.0%-16.2%
Q2 2019-4.8%-1.8%+20.8%
Q1 2019-8.1%-10.7%+0.0%
Q4 2018-4.9%+0.7%-1.4%
Q3 2018+1.0%+1.0%-13.6%
Q2 2018-1.2%+6.6%+18.7%
Q1 2018+0.8%+2.3%+50.4%
Q4 2017+28.9%+29.8%+10.5%
Q3 2017-11.3%-4.0%+2.0%
Q2 2017-1.0%-2.9%+17.6%
Q1 2017+1.9%+3.8%-1.9%
Q4 2016-6.2%-8.8%-10.6%
Q3 2016-2.3%+1.6%+2.3%
Q2 2016-12.3%
Q1 2016+10.2%
Q4 2015+0.6%
Q3 2015+9.9%
Q2 2015-8.1%
Q1 2015+2.9%
Q4 2014-8.5%
Q3 2014-5.8%
Q2 2014-3.7%
Q1 2014-4.1%
Q4 2013+3.4%
Q3 2013-3.3%
Q2 2013+5.8%
Q1 2013-4.2%
Q4 2012-0.7%
Q3 2012+4.7%
Q2 2012-9.2%
Q1 2011+1.5%
Q1 2012+4.7%
Q4 2009+5.5%
Q4 2011+5.5%
Q2 2011+5.5%
Q4 2010-5.4%
Q3 2010-5.4%
Q3 2011-5.4%
Q2 2010+0.9%

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