NASDAQ$VIR

Vir Biotechnology Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Vir Biotechnology reported its fourth quarter and full year 2024 financial results, highlighting progress in its chronic hepatitis delta and solid tumor programs.

Vir Biotechnology reported a net loss of $(104.6) million for Q4 2024, an improvement from $(116.0) million in Q4 2023. Total revenues for the quarter were $12.4 million, down from $16.8 million in the prior year. The company ended the year with $1.10 billion in cash, cash equivalents, and investments, providing a cash runway into mid-2027.

  • Phase 3 ECLIPSE registrational clinical program in chronic hepatitis delta is on track to begin in the first half of 2025.
  • Tobevibart and elebsiran in chronic hepatitis delta received U.S. FDA Breakthrough and Fast Track designations, and EMA PRIME and Orphan Drug designations.
  • Dual-masked T-cell engagers VIR-5818 and VIR-5500 showed compelling early clinical response signals and promising safety profiles in solid tumors.
  • The company plans to initiate a Phase 1 study of VIR-5525, its dual-masked EGFR-targeting T-cell engager, in the first half of 2025.

Headline financials

Total Revenue

$12.4K

Previous: $16.8M-99.9%
EPS (adj)

-$0.76

Previous: -$0.86+11.6%
R&D expenses

$106M

Previous: $109K+97144.5%
SG&A expenses

$26.7M

Previous: $41.2K+64681.5%
Restructuring and impairment charges

-$3.94M

Previous: $4.7K-84032.8%
Total other income

$12.5M

Previous: $18.3K+68222.5%
Benefit from income taxes

$86K

Previous: $4.78K+1697.7%
Capital Expenditures

-$2.41M

Previous: $1.54M-256.8%
Net Income

-$105K

Previous: -$116M+99.9%
Operating Income

-$117K

Previous: -$139M+99.9%
Gross Profit

$8.8M

Previous: $16M-44.9%
R&D Expense

$81.7M

Previous: $112M-27.0%

Revenue & EPS history

Vir · Revenue · Quarterly

$12.4K

Q4 2024-99.9%vs Q4 2023
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Vir · $2.35M total across 2 segments · Q3 2023

  • Grant revenue
    $6.74M+117.3%
  • License & collaboration revenue
    -$4.39M-101.4%

Forward guidance

Based on current operating plans, Vir Biotechnology expects its cash, cash equivalents, and investments to fund its operations into mid-2027.

Tailwinds

  • Sufficient cash runway into mid-2027.
  • Initiation of Phase 3 registrational program in chronic hepatitis delta in H1 2025.
  • Further clinical progression of dual-masked T-cell engagers in solid tumors.
  • Planned initiation of Phase 1 study for VIR-5525 in H1 2025.
  • Focused prioritization and disciplined capital deployment.

Headwinds

  • Future advancement in CHB contingent on securing a worldwide development and commercialization partner outside of China Territory.
  • Potential for unexpected safety or efficacy data in clinical studies.
  • Risks of unexpected costs, delays, or other hurdles.
  • Difficulties in collaborating with other companies.
  • Challenges in accessing manufacturing capacity and clinical site activation rates.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.0%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-1.3%

Avg return

30 days after

43%

12 / 28 earnings

Positive

+27.7%

Q4 2025

Best reaction

-15.1%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.8%-7.2%-13.7%
Q4 2025+27.7%+22.3%+20.6%
Q3 2025-5.6%-8.9%+8.3%
Q1 2025-3.4%-16.2%-2.9%
Q4 2024-11.8%-10.9%-27.2%
Q3 2024+21.8%+26.8%+4.7%
Q2 2024-9.4%-15.4%-18.7%
Q1 2024+18.9%+13.6%+17.5%
Q4 2023+14.0%+13.1%-0.6%
Q3 2023+12.5%+8.3%+24.4%
Q2 2023-3.0%-4.8%-10.9%
Q1 2023-3.5%-4.5%+7.5%
Q4 2022-14.8%-15.6%-16.7%
Q3 2022+15.0%+20.3%+23.7%
Q2 2022+2.0%-4.9%-25.9%
Q1 2022-3.1%-1.4%+12.5%
Q4 2021+0.1%-13.7%-21.5%
Q3 2021-15.1%-11.7%+20.4%
Q2 2021+3.3%+10.5%+32.0%
Q1 2021-1.0%-8.5%+3.5%
Q4 2020-4.2%-11.7%-21.2%
Q3 2020+8.2%+5.8%+26.0%
Q2 2020-0.6%-0.9%-46.8%
Q2 2019-0.6%-0.9%-46.8%
Q1 2020-1.9%-3.1%+7.2%
Q1 2019-1.9%-3.1%+7.2%
Q4 2019+11.5%+11.4%+6.0%
Q3 2019-3.0%-0.5%-3.7%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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