NASDAQ$WHWK

Whitehawk Therapeutics Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Aadi Bioscience reported financial results for the third quarter of 2021 and provided a business update, highlighting the FYARRO's NDA acceptance and key leadership appointments.

Aadi Bioscience reported a net loss attributable to common stockholders of $87.2 million for the third quarter of 2021, primarily driven by a non-cash impairment charge of $74.2 million. The company ended the quarter with $161.4 million in cash and cash equivalents, which is expected to fund operations into 2024.

  • Aadi merged with Aerpio Pharmaceuticals and closed a $155 million PIPE financing.
  • The FDA accepted Aadi’s NDA for FYARRO™ with a PDUFA target action date of November 26, 2021.
  • Key executive appointments were made, including a Chief Operating Officer.
  • A registrational trial in patients harboring TSC1 and TSC2 inactivating alterations is expected to be initiated by the end of 2021 or early 2022.

Headline financials

Total Revenue

$120K

Previous: $0.00
EPS (adj)

-$1.37

Previous: -$1.80+23.9%
Free Cash Flow

-$87.1M

Previous: -$4.97M-1650.8%
Net Income

-$87.1M

Previous: -$4.96M-1657.6%
Operating Income

-$87.3M

Previous: -$5.86M-1389.6%
Cash & Equivalents

$161M

No prior period
Total Assets

$169M

No prior period
Stock-Based Comp

-$180K

No prior period

Revenue & EPS history

Aadi Bioscience · Revenue · Quarterly

$120K

Q3 2021
Beat estimate in 3 of 3 quarters(100%)
ActualEstimate

Revenue by segment

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

  • Product Sales, Net
    $5.96M

Forward guidance

Aadi Bioscience anticipates several key developments, including potential regulatory approval and commercial launch of FYARRO, continued clinical trials, and sufficient cash to fund operations into 2024.

Tailwinds

  • Potential regulatory approval of FYARRO for advanced malignant PEComa.
  • Successful commercialization of FYARRO.
  • Advancement of clinical trials for FYARRO in various cancer types.
  • Sufficient cash and cash equivalents to fund operations into 2024.
  • Planned initiation of a tumor-agnostic registrational trial in mTOR inhibitor-naïve solid tumors.

Headwinds

  • Risks related to obtaining regulatory approval from the FDA for FYARRO.
  • Uncertainties associated with the clinical development of FYARRO.
  • Risk of unforeseen adverse reactions or side effects during FYARRO development.
  • Potential failure to realize value from FYARRO.
  • Risks related to estimates regarding future expenses and capital requirements.

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 2021

Historical avgQ3 2021

+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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