Mar 31, 2023

Altimmune Q1 2023 Earnings Report

Announced financial results for Q1 2023 and provided a business update.

Key Takeaways

Altimmune reported a net loss of $20.1 million, or $0.40 net loss per share, and its cash, cash equivalents and short-term investments totaled $165.8 million as of March 31, 2023. The company is on course for mid-year initiation of IMPACT, its Phase 2b biopsy trial of pemvidutide in subjects with NASH.

Initiation of the IMPACT Phase 2b trial of pemvidutide in NASH expected mid-2023.

Top-line 48-week results from the MOMENTUM Phase 2 obesity trial expected Q4 2023.

Top-line results from the Phase 2 trial of HepTcell in chronic hepatitis B (CHB) expected Q1 2024.

Positive interim data readout from 24-week MOMENTUM Phase 2 obesity trial in March 2023 showed mean weight loss of 10.7% and 9.4% at the 2.4 mg and 1.8 mg doses, respectively, at Week 24, compared to mean weight loss of 1.0% in the placebo group.

Total Revenue
$21K
Previous year: $32K
-34.4%
EPS
-$0.4
Previous year: -$0.44
-9.1%
Gross Profit
$377K
Previous year: -$87K
-533.3%
Cash and Equivalents
$105M
Previous year: $180M
-41.8%
Free Cash Flow
-$19.5M
Previous year: -$13.5M
+43.8%
Total Assets
$187M
Previous year: $206M
-9.0%

Altimmune

Altimmune

Forward Guidance

The company anticipates several key milestones for its clinical assets, including data readouts for the Phase 2 trials of HepTcell in CHB and pemvidutide in obesity, as well as the initiation and data readout of the Phase 2b IMPACT trial of pemvidutide in NASH.

Positive Outlook

  • Mid-year initiation of IMPACT Phase 2b NASH trial expected.
  • Top-line 48-week results from MOMENTUM Phase 2 obesity trial expected Q4 2023.
  • Top-line results from Phase 2 trial of HepTcell in CHB expected Q1 2024.
  • IMPACT trial has potential to show a statistically significant impact on the key endpoints of NASH resolution and fibrosis improvement.
  • Dose reduction will be allowed for subjects who experience GI intolerance in the IMPACT trial.

Challenges Ahead

  • Delays in regulatory review.
  • Manufacturing and supply chain interruptions.
  • Access to clinical sites and enrollment issues.
  • Adverse effects on healthcare systems and disruption of the global economy.
  • Reliability of the results of studies relating to human safety and possible adverse effects resulting from the administration of the Company’s product candidates.