NASDAQ$VERU

Veru Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced financial results for its fiscal 2022 second quarter ended March 31, 2022.

Veru Inc. reported a decrease in total net revenues by 2% to $13.0 million, while US FC2 prescription net revenues climbed 12% to $11.6 million. The company experienced an operating loss of $11.8 million and a net loss of $14.2 million, or $0.18 per share.

  • Total net revenues decreased 2% to $13.0 million.
  • US FC2 prescription net revenues climbed 12% to $11.6 million.
  • Gross profit rose 2% to $11.2 million.
  • Net loss was $14.2 million, or $0.18 per share.

Headline financials

Total Revenue

$13M

Previous: $13.3M-2.3%
EPS (adj)

-$0.18

Previous: -$0.04-350.0%
Capital Expenditures

-$487K

Previous: -$12.1K-3922.4%
Free Cash Flow

-$14.7M

Previous: -$2.86M-413.1%
Net Income

-$14.2M

Previous: -$2.85M-398.2%
Operating Income

-$11.8M

Previous: -$1.47M-699.6%
Gross Profit

$11.2M

Previous: $10.9M+2.4%
Cash & Equivalents

$112M

Previous: $137M-18.1%
Total Assets

$173M

Previous: $181M-4.6%
Stock-Based Comp

$2.12M

Previous: $1M+112.0%

Revenue & EPS history

Veru · Revenue · Quarterly

$13M

Q2 2022-2.3%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Veru anticipates near-term revenue from sabizabulin for the treatment of hospitalized COVID-19 patients at high risk for ARDS, pending EUA from the U.S. FDA. The company is also progressing with clinical programs for breast and prostate cancer and plans to launch ENTADFI soon.

Tailwinds

  • FDA agreed that development program had sufficient efficacy and safety data to support a request for EUA application for Sabizabulin.
  • No additional efficacy or safety studies will be required for Sabizabulin.
  • Company continues to make great progress on clinical programs for breast and prostate cancer.
  • Increase in FC2 prescriptions is seen.
  • Plan to launch ENTADFI soon.

Headwinds

  • High mortality rates observed in hospitalized moderate to severe COVID-19 patients in the placebo group underscores that this remains a high unmet medical need.
  • Company lacks experience in scaling up or commercializing a drug product and may not be able to successfully commercialize sabizabulin as a COVID-19 treatment.
  • Company may be unable to manufacture sabizabulin as a COVID-19 treatment in sufficient quantities or at sufficient yields.
  • Existing products and any future products, if approved, possibly not being commercially successful.
  • The effects of the COVID-19 pandemic and measures to address the pandemic on the Company’s clinical studies, supply chain and other third-party providers, commercial efforts, and business development 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 Q2 2022

Historical avgQ2 2022

+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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