NASDAQ$VTYX

Ventyx Biosciences Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and full year ended December 31, 2023, and highlighted pipeline and business progress.

Ventyx Biosciences reported its Q4 and full year 2023 financial results, with a net loss of $46.8 million for the quarter and cash, cash equivalents, and marketable securities totaling $252.2 million as of December 31, 2023, expected to fund operations into at least H2 2025.

  • Announced positive results from the Phase 2 trial of VTX002 in patients with moderately to severely active ulcerative colitis (UC).
  • Implemented a protocol amendment for the ongoing Phase 2 trial of VTX958 in Crohn’s disease to streamline trial design and accelerate potential detection of an efficacy signal.
  • Patient enrollment is complete in the Phase 2 trial of VTX2735 in patients with familial cold autoinflammatory syndrome (FCAS).
  • Phase 1 trial of VTX3232 in adult healthy volunteers is underway.

Headline financials

Total Revenue

$1.08M

No prior period
EPS (adj)

-$0.79

Previous: -$0.62-27.4%
R&D Expenses

$42M

Previous: $30.2M+39.2%
G&A Expenses

$8.33M

Previous: $8.4M-0.9%
Total Operating Expenses

$50.3M

No prior period
Interest Income

$3.62M

No prior period
Other Expense

$28K

No prior period
Total Other Income (Expense)

-$3.59M

No prior period
Unrealized Loss on Marketable Securities

$577K

No prior period
Foreign Currency Translation

-$120K

No prior period
Comprehensive Loss

-$46.3M

No prior period
Shares Used for EPS

59.1M

No prior period
Working Capital

$242M

No prior period
Total Liabilities

$33.8M

No prior period
Accumulated Deficit

-$419M

No prior period
Total Stockholders' Equity

$244M

No prior period
Capital Expenditures

$211K

Previous: $112K+88.4%
Net Income

-$46.8M

Previous: -$35.2M-32.9%
Operating Income

-$50.3M

Previous: -$38.6M-30.5%
Gross Profit

$0.00

No prior period
R&D Expense

$42M

No prior period
Stock-Based Comp

$6.15M

Previous: $4.83M+27.3%

Revenue & EPS history

Ventyx Biosciences · Revenue · Quarterly

$1.08M

Q4 2023

Forward guidance

Ventyx plans to share clinical updates at its virtual investor event on March 11th, including topline results from the Phase 2 trial of VTX2735 in CAPS and topline results from the Phase 1 trial of VTX3232 in healthy volunteers, as well as an update from the ongoing open-label extension of the VTX002 Phase 2 trial in ulcerative colitis.

Tailwinds

  • Topline results from the Phase 2 trial of VTX2735 in patients with CAPS will be shared.
  • Topline results from the Phase 1 trial of VTX3232 in healthy volunteers will be shared.
  • An update from the ongoing open-label extension of the VTX002 Phase 2 trial in ulcerative colitis will be provided.
  • Activities are underway to support initiation of a Phase 3 trial of VTX002 in UC during the second half of 2024.
  • Randomization of the Phase 2 Crohn’s disease trial is anticipated to be completed during the first quarter of 2024, with topline results expected during the middle of 2024.

Headwinds

  • Potential delays in the commencement, enrollment, and completion of clinical trials.
  • Dependence on third parties in connection with product manufacturing, research, and preclinical and clinical testing.
  • Disruptions in the supply chain, including raw materials needed for manufacturing and animals used in research, and delays in site activations and enrollment of clinical trials.
  • Unexpected adverse side effects or inadequate efficacy of Ventyx’s product candidates that may limit their development, regulatory approval and/or commercialization, or may result in recalls or product liability claims.
  • The use of capital resources by Ventyx sooner than expected.

Historical earnings impact

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

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+4.2%

Avg return

Earnings day

+7.1%

Avg return

5 days after

+13.8%

Avg return

30 days after

56%

10 / 18 earnings

Positive

+34.4%

Q2 2022

Best reaction

-11.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-5.7%+2.5%-6.0%
Q2 2025+18.4%+20.5%+6.8%
Q1 2025+7.0%+1.8%+113.2%
Q4 2024+9.0%+4.2%-16.1%
Q3 2024-5.6%-10.0%+34.2%
Q2 2024+5.6%-0.5%+10.9%
Q1 2024-7.9%-6.3%-26.4%
Q4 2023+32.6%+45.0%-6.5%
Q3 2023-11.9%
Q2 2023+1.9%
Q1 2023-11.6%
Q4 2022-8.3%
Q3 2022-9.1%
Q2 2022+34.4%
Q1 2022+10.6%
Q2 2021+9.3%
Q4 2021+9.3%
Q3 2021-1.7%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro