NASDAQ$WHWK

Whitehawk Therapeutics Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Aadi Bioscience reported FYARRO sales of $5.4 million, reflecting distributor ordering patterns and fewer commercial patient initiations, while also progressing with the PRECISION1 trial and Phase 2 trials in EEC and NETs.

Aadi Bioscience reported total revenue of $5.4 million for Q1 2024, primarily from FYARRO sales. The company experienced a net loss of $18.3 million. Key developments include the full enrollment of the PRECISION1 trial and ongoing enrollment in Phase 2 trials for EEC and NETs.

  • FYARRO net product sales were $5.4 million in Q1 2024, an 8.8% decrease year-over-year.
  • PRECISION1 trial is now fully enrolled, with a two-thirds interim analysis expected in Q3 2024.
  • Enrollment is ongoing in two Phase 2 trials investigating nab-sirolimus for EEC and NETs.
  • Cash, cash equivalents, and short-term investments were $88.3 million as of March 31, 2024, expected to fund operations into Q4 2025.

Headline financials

Total Revenue

$5.35M

Previous: $5.87M-8.8%
EPS

-$0.68

Previous: -$0.57-19.3%
Capital Expenditures

-$739K

Previous: -$1.37M+46.0%
Free Cash Flow

-$19M

Previous: -$16.6M-14.7%
Net Income

-$18.3M

Previous: -$15.2M-20.1%
Operating Income

-$19.5M

Previous: -$16.8M-16.0%
Gross Profit

$4.7M

Previous: $5.34M-11.9%
R&D Expense

$13.6M

No prior period
Stock-Based Comp

$3.59M

Previous: $2.74M+31.0%

Revenue & EPS history

Aadi Bioscience · Revenue · Quarterly

$5.35M

Q1 2024-8.8%vs Q1 2023
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

Aadi Bioscience · $5.96M total across 1 segment · Q3 2023

  • Product Sales, Net
    $5.96M

Forward guidance

Aadi Bioscience expects to provide the two-thirds interim analysis for PRECISION1 in Q3 2024 and anticipates initial data from Phase 2 trials in EEC and NETs later this year. The company expects to return to sales growth in Q2.

Tailwinds

  • PRECISION1 trial is fully enrolled.
  • Phase 2 trials in EEC and NETs are enrolling well.
  • FYARRO has cemented its position as the preferred treatment for malignant PEComa.
  • Company expects to return to sales growth in Q2.
  • Cash runway extends into Q4 2025.

Headwinds

  • FYARRO sales decreased by 8.8% compared to the prior year period.
  • Decrease reflects impacts from distributor ordering patterns.
  • Decrease reflects fewer new patient initiations than the historical average.
  • Net loss for the quarter was $18.3 million, compared to $15.2 million for the same period last year.
  • Termination of collaboration and clinical supply agreement with Mirati/Bristol Myers Squibb.

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 Q1 2024

Historical avgQ1 2024

+1.8%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+4.1%

Avg return

30 days after

37%

11 / 30 earnings

Positive

+69.8%

Q1 2021

Best reaction

-18.7%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.3%-5.5%-0.7%
Q3 2025-0.4%-3.5%+10.2%
Q1 2025+4.9%-4.0%-9.5%
Q4 2024-1.5%+1.2%+14.7%
Q3 2024+5.5%+5.5%+21.6%
Q2 2024-3.6%-1.4%+30.7%
Q1 2024-10.9%-11.4%-17.5%
Q4 2023+5.7%+9.3%+1.0%
Q3 2023-6.6%-5.4%+2.9%
Q2 2023-1.0%+1.7%-12.2%
Q1 2023-18.7%-17.2%-4.7%
Q4 2022-1.8%-0.1%+10.3%
Q3 2022+5.1%+1.2%+1.7%
Q2 2022-6.2%-0.9%-11.0%
Q1 2022+21.2%+30.1%+21.5%
Q4 2021+5.4%+2.3%-8.2%
Q3 2021-16.6%-8.9%-13.4%
Q2 2021+3.0%+2.0%-7.9%
Q1 2021+69.8%+74.1%+69.0%
Q4 2020+1.9%+2.5%-15.1%
Q3 2020-2.2%+21.7%+60.9%
Q2 2020+17.3%+6.4%-22.4%
Q1 2020-0.2%-1.3%+82.3%
Q4 2019-5.8%-17.7%-6.2%
Q3 2019-2.6%-3.6%+0.9%
Q2 2019-1.9%-1.9%+0.9%
Q1 2019-0.9%-1.9%-5.7%
Q4 2018+4.2%+22.4%-65.0%
Q3 2018-1.4%-11.7%-2.3%
Q2 2018-1.7%+3.9%-3.8%
Q4 2011
Q2 2010
Q1 2010

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