NASDAQ$VERV

Verve Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Verve Therapeutics reported pipeline progress and financial results for Q3 2024.

Verve Therapeutics announced pipeline updates and financial results for the quarter ended September 30, 2024. Key highlights include progress in the Heart-2 Phase 1b clinical trial of VERVE-102, the first participant dosed in the Pulse-1 Phase 1b clinical trial of VERVE-201, and a cash position of $539.9 million expected to fund operations through 2026.

  • Seven participants dosed across two cohorts in the Heart-2 Phase 1b clinical trial of VERVE-102, with initial data planned for the first half of 2025.
  • First participant dosed in the Pulse-1 Phase 1b clinical trial of VERVE-201; regulatory clearances received in Australia, Canada, and the U.K.
  • VERVE-102 has been well-tolerated, with no serious adverse events and no clinically significant laboratory abnormalities observed.
  • Cash, cash equivalents, and marketable securities totaled $539.9 million, providing a cash runway through 2026.

Headline financials

Total Revenue

$6.87M

Previous: $3.12M+120.2%
EPS (adj)

-$0.59

Previous: -$0.72+18.1%
Capital Expenditures

-$936K

Previous: -$1.06M+11.8%
Free Cash Flow

-$40.5M

Previous: -$12.9M-215.0%
Net Income

-$50.1M

Previous: -$45.8M-9.5%
Operating Income

-$56.9M

Previous: -$52.3M-8.7%
Gross Profit

$5.11M

Previous: -$82K+6332.9%
R&D Expense

$49.9M

Previous: $43.8M+14.1%
Stock-Based Comp

$10.8M

Previous: $8.83M+22.6%

Revenue & EPS history

Verve Therapeutics · Revenue · Quarterly

$6.87M

Q3 2024+120.2%vs Q3 2023
Beat estimate in 10 of 10 quarters(100%)
ActualEstimate

Revenue by segment

Verve Therapeutics · $3.12M total across 1 segment · Q3 2023

  • Collaboration Revenue
    $3.12M

Forward guidance

Verve Therapeutics expects to provide initial data from the Heart-2 clinical trial and an update on the PCSK9 program in the first half of 2025. The company also plans to initiate the Phase 2 clinical trial for the PCSK9 program in the second half of 2025. Verve expects its capital position to be sufficient to fund its operations through 2026.

Tailwinds

  • Initial data from the Heart-2 clinical trial is expected in the first half of 2025.
  • Phase 2 clinical trial for the PCSK9 program is planned for the second half of 2025.
  • Cash position is expected to be sufficient to fund operations through 2026.
  • Ongoing enrollment for the Heart-2 clinical trials in Australia, Canada and the U.K.
  • First participant dosed in the Pulse-1 Phase 1b clinical trial for VERVE-201

Headwinds

  • Heart-1 clinical trial will remain paused during the dose escalation portion of the Heart-2 clinical trial evaluating VERVE-102.
  • Development of product candidates depends on regulatory approvals.
  • Success of clinical trials is subject to risks and uncertainties.
  • Company requires substantial additional capital to achieve business objectives.
  • The company's limited operating history poses risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-1.0%

Avg return

Earnings day

+0.3%

Avg return

5 days after

-3.8%

Avg return

30 days after

47%

8 / 17 earnings

Positive

+24.4%

Q4 2023

Best reaction

-34.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025+3.4%+5.0%+48.1%
Q4 2025-1.7%-2.9%-16.3%
Q3 2024+6.0%+4.5%+1.0%
Q2 2024-12.1%-20.8%-1.6%
Q1 2024+3.2%+0.8%-15.6%
Q4 2023+24.4%+12.7%-8.2%
Q3 2023+11.8%+4.8%-13.8%
Q2 2023+2.6%-9.9%-28.0%
Q1 2023-5.2%-4.5%-2.6%
Q4 2022+7.0%+3.0%-20.8%
Q3 2022-34.2%-13.7%-31.5%
Q2 2022+17.5%+31.2%+47.0%
Q1 2022-4.4%+12.8%+15.2%
Q4 2021-20.1%-4.3%-19.7%
Q3 2021-2.7%-7.8%-34.7%
Q4 2020-1.4%+5.5%+7.5%
Q2 2021-10.7%-11.9%+10.1%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

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