NASDAQ$VRDN

Viridian Therapeutics Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported progress in TED portfolio and FcRn portfolio with key milestones achieved.

Viridian Therapeutics reported solid progress in its TED portfolio, with VRDN-001 phase 3 trials exceeding enrollment targets and VRDN-003 trials planned to initiate this month. All timelines within the FcRn portfolio remain on track, and the company anticipates submitting an IND for VRDN-006 by year-end and reporting NHP data for VRDN-008 in the second half of the year. Cash, cash equivalents, and short-term investments were $571.4 million as of June 30, 2024, providing a cash runway into the second half of 2026.

  • THRIVE VRDN-001 global phase 3 clinical trial in active thyroid eye disease (TED) remains on track for topline readout in September 2024.
  • THRIVE-2 VRDN-001 global phase 3 clinical trial in chronic TED topline readout expected year-end 2024; enrollment completed in July and exceeded its target.
  • REVEAL-1 and REVEAL-2, global phase 3 clinical trials for subcutaneous VRDN-003 in patients with active and chronic TED, on track to initiate in August 2024.
  • Cash, cash equivalents, and short-term investments of $571.4 million as of June 30, 2024, provides cash runway into the second half of 2026.

Headline financials

Total Revenue

$72K

Previous: $72K+0.0%
EPS (adj)

-$1.02

Previous: -$1.27+19.7%
Capital Expenditures

-$104K

Previous: -$446K+76.7%
Free Cash Flow

-$65.1M

Previous: -$55.5M-17.3%
Net Income

-$65M

Previous: -$55.1M-18.0%
Operating Income

-$72.2M

Previous: -$59.3M-21.8%
Gross Profit

$0.00

Previous: $0.00
Total Assets

$586M

Previous: $351M+66.6%
Stock-Based Comp

$11.8M

Previous: $12.3M-4.3%

Revenue & EPS history

Viridian Therapeutics · Revenue · Quarterly

$72K

Q2 2024+0%vs Q2 2023
Beat estimate in 5 of 13 quarters(38%)
ActualEstimate

Revenue by segment

Viridian Therapeutics · $98K total across 1 segment · Q1 2023

  • Collaboration Revenue - related party
    $98K

Forward guidance

Viridian is on track with its clinical development programs and anticipates key milestones in the near term.

Tailwinds

  • THRIVE VRDN-001 global phase 3 clinical trial remains on track for topline readout in September 2024.
  • THRIVE-2 VRDN-001 global phase 3 clinical trial topline readout expected by year-end 2024.
  • REVEAL-1 and REVEAL-2 trials for subcutaneous VRDN-003 on track to initiate in August 2024.
  • IND submission for VRDN-006 planned by year-end 2024.
  • NHP data anticipated for VRDN-008 in the second half of 2024.

Headwinds

  • Uncertainty and potential delays related to clinical drug development.
  • The duration and impact of regulatory delays in clinical programs.
  • Manufacturing risks could impact timelines.
  • Competition from other therapies or products.
  • Changes to trial protocols for ongoing or new clinical trials.

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 Q2 2024

Historical avgQ2 2024

+2.0%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.6%

Avg return

30 days after

49%

23 / 47 earnings

Positive

+73.1%

Q2 2022

Best reaction

-23.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+33.5%+18.2%+17.9%
Q4 2025+1.9%+1.3%-5.4%
Q3 2025+8.3%+22.6%+42.0%
Q1 2025+2.6%+8.2%+25.8%
Q4 2024+1.6%-0.1%-5.6%
Q3 2024-12.6%-21.7%-30.0%
Q2 2024-2.5%-4.5%-8.5%
Q1 2024-8.1%-5.3%-19.6%
Q4 2023+4.7%+3.2%-9.1%
Q3 2023+10.6%+15.4%+39.8%
Q2 2023+8.6%+10.6%+5.6%
Q1 2023-0.5%-8.1%-0.1%
Q4 2022-11.0%-12.4%-22.8%
Q3 2022+11.4%+9.9%+36.1%
Q2 2022+73.1%+60.1%+56.1%
Q1 2022+35.1%+44.3%+8.6%
Q4 2021+2.2%+1.4%-5.3%
Q3 2021+6.0%+2.1%+5.1%
Q2 2021-15.5%-18.4%-12.4%
Q1 2021-4.4%-9.4%-12.4%
Q4 2020+3.4%-4.9%+5.5%
Q3 2020-4.4%-6.9%+14.9%
Q2 2020-4.4%+1.8%-21.1%
Q1 2020+3.5%+20.2%+52.6%
Q4 2019-23.7%-37.1%-31.0%
Q3 2019-3.2%-19.2%-21.9%
Q2 2019-2.3%-7.5%-18.0%
Q1 2019-0.4%-2.5%-17.4%
Q4 2018+6.2%+11.3%+15.6%
Q3 2018-5.3%-17.2%-27.5%
Q2 2018-8.0%-7.5%-7.5%
Q1 2018-0.5%+2.1%-2.0%
Q4 2017+3.1%+7.5%-7.8%
Q3 2017-3.1%-11.2%+0.3%
Q2 2017-12.6%-13.5%-17.9%
Q1 2017+2.2%+2.1%-16.7%
Q4 2016+10.9%+6.4%+5.9%
Q3 2016+7.3%-10.2%+57.7%
Q2 2016+1.2%-3.7%-6.1%
Q1 2016-1.6%
Q4 2015-0.4%
Q3 2015-5.0%
Q2 2015-10.6%
Q1 2015-6.8%
Q4 2014-5.4%
Q3 2014+1.6%
Q2 2014+9.5%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013

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