NASDAQ$ZVRA

Zevra Therapeutics Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported corporate updates and financial results for the second quarter of 2023.

Zevra Therapeutics reported net revenue of $8.5 million for Q2 2023, driven by AZSTARYS milestone revenues, ongoing royalties from AZSTARYS, and the French early access program for arimoclomol. The company ended the quarter with $87.4 million in cash, cash equivalents, and investments.

  • Completed a collaborative and productive pre-submission meeting with the FDA for arimoclomol NDA in August 2023, with filing expected in Q4 2023.
  • Net revenue for Q2 2023 was $8.5 million, including a $5 million milestone payment from the AZSTARYS® license agreement.
  • Ended Q2 2023 with $87.4 million in cash, cash equivalents, and investments, supporting the forecasted cash runway into 2026.
  • Expanded the clinical program for KP1077 by opening an Investigational New Drug Application (IND) for narcolepsy.

Headline financials

Total Revenue

$8.47M

Previous: $1.3M+551.5%
EPS (adj)

-$0.15

Previous: -$0.19+21.1%
Capital Expenditures

-$52K

Previous: -$31K-67.7%
Free Cash Flow

-$5.14M

Previous: -$24.1M+78.7%
Net Income

-$5.08M

Previous: -$24M+78.9%
Operating Income

-$6.65M

Previous: -$24.8M+73.2%
Gross Profit

$7.79M

Previous: $1.25M+523.9%
Cash & Equivalents

$66.2M

Previous: $76.8M-13.8%
Total Assets

$106M

Previous: $124M-15.1%
Stock-Based Comp

$749K

Previous: $1.51M-50.4%

Revenue & EPS history

Zevra · Revenue · Quarterly

$8.47M

Q2 2023+551.5%vs Q2 2022
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Zevra Therapeutics anticipates resubmitting the arimoclomol NDA package by the end of this year and is on track with the KP1077 program. The company expects to potentially earn a second net sales milestone in 2023.

Tailwinds

  • Arimoclomol NDA resubmission anticipated by the end of the year.
  • KP1077 program is on track.
  • Potential to earn a second net sales milestone in 2023.
  • Focus on developing and commercializing therapies for rare diseases.
  • Strong balance sheet to support operations into 2026.

Headwinds

  • Ongoing search for a new chief executive officer.
  • Ongoing search for an additional replacement Board member.
  • Decrease in cash, cash equivalents, and investments compared to the previous quarter.
  • Increased third-party R&D costs related to the KP1077 clinical trial program and the arimoclomol program.
  • Increased G&A expenses during the period.

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 2023

Historical avgQ2 2023

-0.2%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+3.8%

Avg return

30 days after

45%

20 / 44 earnings

Positive

+35.2%

Q2 2015

Best reaction

-19.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.0%+1.6%-0.1%
Q4 2025+21.3%+9.4%+6.5%
Q3 2025-9.8%-6.4%-13.5%
Q1 2025+3.0%+2.7%+8.3%
Q4 2024-2.1%-2.1%+10.5%
Q3 2024-3.5%-3.8%-5.8%
Q2 2024+2.6%+8.2%+11.5%
Q1 2024-2.7%-5.5%-10.1%
Q4 2023-13.3%-13.9%-23.9%
Q3 2023-3.5%-9.0%+12.7%
Q2 2023+3.8%-4.2%-2.7%
Q1 2023+3.1%+27.7%+37.1%
Q4 2022-19.4%-22.8%+4.9%
Q3 2022-18.3%-17.6%-19.7%
Q2 2022-5.4%-14.6%-4.3%
Q1 2022+2.0%+15.9%+9.5%
Q4 2021-4.7%-1.3%-15.3%
Q3 2021-0.1%-2.1%-9.9%
Q2 2021-9.4%-7.2%-7.6%
Q1 2021+3.4%+10.8%+65.9%
Q4 2020+19.5%+14.4%-8.3%
Q3 2020-5.2%+6.2%+83.0%
Q2 2020+8.7%+46.8%+48.9%
Q1 2020-13.5%-21.2%-27.3%
Q4 2019-0.9%-8.5%-30.9%
Q3 2019+11.3%-5.5%-21.6%
Q2 2019-15.8%-18.3%-25.8%
Q1 2019+4.9%+9.0%+17.2%
Q4 2018-14.6%-16.2%-32.4%
Q3 2018-1.9%-6.9%+8.4%
Q2 2018+5.5%+0.0%+13.7%
Q1 2018+16.8%+23.8%+35.6%
Q4 2017-9.9%-13.2%-29.1%
Q3 2017+1.4%+0.0%+1.4%
Q2 2017+8.5%-8.5%+9.3%
Q1 2017+0.0%+3.8%+2.5%
Q4 2016+9.7%+18.1%+31.9%
Q3 2016+3.8%+3.8%-3.8%
Q2 2016+0.0%+7.7%+22.0%
Q1 2016-15.7%
Q4 2015+0.7%
Q3 2015-8.8%
Q2 2015+35.2%
Q1 2015-2.7%
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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