NASDAQ$WVE

Wave Life Sciences Ltd · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Wave Life Sciences reported financial results for the second quarter ended June 30, 2024, and provided a business update.

Wave Life Sciences announced positive clinical data from the Phase 1b/2a SELECT-HD study of WVE-003 and initiated dosing in the RestorAATion-2 clinical trial of WVE-006 in AATD patients. The company's cash and cash equivalents were $154.0 million as of June 30, 2024. Revenue was $19.7 million, and net loss was $32.9 million for the second quarter of 2024.

  • WVE-003 demonstrated statistically significant allele-selective silencing in HD patients.
  • Dystrophin data from the FORWARD-53 trial of WVE-N531 is expected in Q3 2024.
  • Dosing initiated in the RestorAATion-2 trial of WVE-006 in AATD patients, with proof-of-mechanism data expected in Q4 2024.
  • New preclinical data for WVE-007 in obesity is expected at the R&D Day in Fall 2024.

Headline financials

Total Revenue

$19.7M

Previous: $22.1M-10.9%
EPS

-$0.25

Previous: -$0.20-25.0%
Research and Development Expense

$40.4M

Previous: $33.3M+21.2%
General and Administrative Expense

$14.3M

Previous: $12.3M+16.6%
Capital Expenditures

-$469K

Previous: -$561K+16.4%
Free Cash Flow

-$33.4M

Previous: -$21.7M-54.1%
Net Income

-$32.9M

Previous: -$21.1M-56.0%
Operating Income

-$35M

Previous: -$23.5M-49.1%
R&D Expense

$40.4M

No prior period

Revenue & EPS history

Wave Life Sciences · Revenue · Quarterly

$19.7M

Q2 2024-10.9%vs Q2 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Wave Life Sciences anticipates several milestones in the near term, including a decision from Takeda on the option right for WVE-003, feedback from regulators on a clinical development path to accelerated approval, dystrophin protein expression data from the FORWARD-53 trial in Q3 2024, proof-of-mechanism data from RestorAATion-2 in Q4 2024, and a clinical trial initiation for WVE-007 in Q1 2025.

Tailwinds

  • Takeda decision on option right for WVE-003 expected by year-end.
  • Regulatory feedback on accelerated approval path for WVE-003 expected by year-end.
  • Dystrophin protein expression data from FORWARD-53 trial expected in Q3 2024.
  • Proof-of-mechanism data from RestorAATion-2 expected in Q4 2024.
  • Clinical trial initiation for WVE-007 expected in Q1 2025.

Headwinds

  • No specific negative forward guidance provided in the document.

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

+1.9%

Avg return

Earnings day

+1.3%

Avg return

5 days after

+8.2%

Avg return

30 days after

48%

20 / 42 earnings

Positive

+42.4%

Q4 2023

Best reaction

-16.3%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.4%+5.3%-6.9%
Q4 2025+5.6%-7.6%-56.2%
Q3 2025-10.3%-9.9%+157.4%
Q1 2025+0.5%-1.5%+11.2%
Q4 2024+11.7%-6.5%-33.9%
Q3 2024-4.6%-16.8%-15.8%
Q2 2024-9.5%-6.9%-14.2%
Q1 2024-3.9%-0.2%-0.7%
Q4 2023+42.4%+42.0%+23.4%
Q3 2023-8.9%-5.6%-21.7%
Q2 2023+14.4%+3.0%+3.9%
Q1 2023-0.8%+8.2%+23.6%
Q4 2022-11.1%-11.8%+1.9%
Q3 2022-7.6%-19.3%-1.3%
Q2 2022+37.3%+45.1%+26.7%
Q1 2022-16.3%-13.6%+46.3%
Q4 2021-5.7%-17.1%-17.5%
Q3 2021+1.5%-3.2%-25.7%
Q2 2021+7.0%-0.4%+12.3%
Q1 2021+1.5%+9.6%+18.3%
Q4 2020-7.8%-8.9%-40.5%
Q3 2020+2.8%+11.9%+19.3%
Q2 2020+1.5%-0.5%+36.9%
Q1 2020+28.2%+30.2%+28.1%
Q4 2019-3.2%+9.8%+6.6%
Q3 2019-1.0%+3.1%+20.9%
Q2 2019-3.4%-9.4%+3.1%
Q1 2019-0.8%-1.0%-10.7%
Q4 2018+6.1%+7.6%-7.3%
Q3 2018-12.3%-15.3%+4.4%
Q2 2018+10.7%+16.4%+25.7%
Q1 2018-6.9%-9.7%+11.5%
Q4 2017-7.9%-11.7%-10.5%
Q3 2017+3.2%+12.0%+66.5%
Q2 2017-7.7%-12.8%+18.4%
Q1 2017+2.6%+7.9%-2.2%
Q4 2016-2.0%-4.4%-14.8%
Q3 2016+15.3%+18.2%+5.2%
Q2 2016+5.7%+13.5%+26.9%
Q1 2016-2.7%
Q4 2015-3.1%
Q3 2015+11.1%
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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