NASDAQ$VRDN

Viridian Therapeutics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported positive phase 3 data for veligrotug from THRIVE and initiated two global phase 3 clinical trials of subcutaneous VRDN-003.

Viridian Therapeutics reported positive topline phase 3 data for veligrotug and initiated two global phase 3 clinical trials of subcutaneous VRDN-003. The company's cash runway extends into the second half of 2027, supported by net proceeds of $243.2 million from a public offering.

  • Reported positive topline phase 3 data for veligrotug from THRIVE in patients with active thyroid eye disease (TED).
  • Initiated two global phase 3 clinical trials of subcutaneous VRDN-003, REVEAL-1 and REVEAL-2 in August, in active and chronic TED, respectively.
  • New non-human primate (NHP) data for VRDN-008 demonstrates a potential best-in-class pharmacokinetic (PK) and pharmacodynamic (PD) profile.
  • Net proceeds of $243.2 million from public offering in September 2024 extends cash runway into the second half of 2027; cash, cash equivalents, and short-term investments of $753.2 million as of September 30, 2024.

Headline financials

Total Revenue

$86K

Previous: $72K+19.4%
EPS

-$1.15

Previous: -$1.09-5.5%
Capital Expenditures

-$397K

Previous: -$850K+53.3%
Free Cash Flow

-$77.1M

Previous: -$48.5M-58.9%
Net Income

-$76.7M

Previous: -$47.7M-60.9%
Operating Income

-$83.5M

Previous: -$51.2M-63.0%
Gross Profit

$0.00

Previous: $0.00
Total Assets

$772M

Previous: $329M+134.8%
R&D Expense

$69M

Previous: $30.4M+127.2%
Stock-Based Comp

$8.72M

Previous: $13.6M-35.9%

Revenue & EPS history

Viridian Therapeutics · Revenue · Quarterly

$86K

Q3 2024+19.4%vs Q3 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 anticipates several milestones in its TED and FcRn portfolios, including topline data readouts, IND submissions, and BLA submissions. The company expects its cash reserves to fund operations into the second half of 2027.

Tailwinds

  • THRIVE-2 Topline Data Readout on Track for December 2024
  • Veligrotug BLA on Track for Second Half 2025
  • IND on Track for Year-End 2024 for VRDN-006
  • IND Submission Expected Year-End 2025 for VRDN-008
  • Cash runway extends into the second half of 2027

Headwinds

  • Clinical development is subject to uncertainty and potential delays
  • Regulatory approvals may not be obtained or maintained
  • Manufacturing risks could impact product supply
  • Competition from other therapies or products
  • Future operating results and financial performance are subject to risks

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 Q3 2024

Historical avgQ3 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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