NASDAQ$ZURA

Zura Bio Limited · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

Zura Bio Limited reported a net loss of $26.3 million for the second quarter of 2026 driven by increased R&D spending on its tibulizumab programs.

The clinical-stage biotech company posted a net loss of $26.3 million for the three months ended June 30, 2026, compared with $16.0 million in the prior-year quarter. Research and development expenses rose sharply to $20.7 million as the company advanced Phase 2 trials in hidradenitis suppurativa and systemic sclerosis. Cash and cash equivalents stood at $205.1 million following the February 2026 equity offering.

  • Net loss widened to $26.3 million as R&D expenses more than doubled year-over-year to $20.7 million.
  • Cash position strengthened to $205.1 million after raising $134.6 million in the February 2026 equity offering.
  • Enrollment completed in both TibuSHIELD (HS) and TibuSURE (SSc) Phase 2 studies with topline data expected in Q4 2026 and H1 2027, respectively.
  • Basic and diluted EPS was $(0.21) on 126.8 million weighted-average shares outstanding.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.21

Previous: -$1.31+84.0%
Research and development expenses

$20.7M

Previous: $28.2M-26.6%
General and administrative expenses

$8.62M

Previous: $5.7M+51.1%
Total operating expenses

$29.3M

No prior period
Capital Expenditures

$10K

No prior period
Net Income

-$26.3M

Previous: -$34M+22.7%
Operating Income

-$29.3M

Previous: -$33.9M+13.5%
Cash & Equivalents

$205M

Previous: $113M+81.9%
R&D Expense

$5.54M

No prior period
Stock-Based Comp

$2.93M

Previous: $2.32M+26.2%

Revenue & EPS history

Zura Bio · Revenue · Quarterly

$0

Q2 2024

Forward guidance

Topline results from the TibuSHIELD Phase 2 HS study are expected in the fourth quarter of 2026; TibuSURE Phase 2 SSc study topline expected in the first half of 2027. A Phase 2 study in polymyalgia rheumatica is planned to start by year-end 2026.

Tailwinds

  • Strong cash position supports ongoing clinical development through at least 2028.
  • Phase 2 enrollment targets exceeded in both ongoing tibulizumab studies.

Historical earnings impact

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

Avg. return before/after earnings

Based on 10 quarterly earnings reports

Historical avg

-1.2%

Avg return

Earnings day

-2.4%

Avg return

5 days after

-3.1%

Avg return

30 days after

36%

4 / 11 earnings

Positive

+22.8%

Q4 2023

Best reaction

-26.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q3 2026-3.2%-2.9%-30.5%
Q4 2025-9.5%-17.3%-13.2%
Q2 2025+6.9%+8.8%+25.8%
Q1 2025-7.6%-14.2%+0.0%
Q4 2024+4.0%+5.3%-33.0%
Q1 2024-0.6%+9.6%-14.9%
Q4 2023+22.8%+26.3%+90.1%
Q3 2023+2.8%-1.2%-4.2%
Q2 2023-0.6%-1.2%+1.8%
Q1 2023-26.0%-28.5%-3.0%
Q4 2022-1.8%-11.4%-52.5%
Q3 2022
Q2 2022
Q1 2022

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