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Jun 30, 2021

Annexon Q2 2021 Earnings Report

Annexon reported second quarter financial results and provided a mid-year business update.

Key Takeaways

Annexon reported a net loss of $31.3 million for the second quarter of 2021, with research and development expenses at $24.6 million and general and administrative expenses at $6.8 million. Cash and cash equivalents totaled $302.4 million as of June 30, 2021.

Expanded autoimmune franchise with advancement of ANX009 and strategic expansion into autoantibody-driven diseases.

Continued progress in neurodegeneration franchise with Phase 2 data from ANX005 in Huntington’s disease expected in Q4 2021 and initiation of Phase 2 ANX005 trial in Amyotrophic Lateral Sclerosis.

Appointed William D. Waddill to the Board of Directors.

Progressed enrollment in multiple Phase 2/3 trials across autoimmune and ophthalmology franchises.

EPS
-$0.82
Previous year: -$28.9
-97.2%
Cash and Equivalents
$302M
Previous year: $125M
+142.4%
Free Cash Flow
-$24.6M
Total Assets
$332M

Annexon

Annexon

Forward Guidance

Annexon is focused on advancing its clinical programs and expects to report data from multiple clinical trials and peer-reviewed forums in the coming months.

Positive Outlook

  • ANX005 Phase 2/3 trial in Guillain-BarrĂ© Syndrome (GBS) remains on track for completion in 2023.
  • Phase 2 trial of ANX005 in warm autoimmune hemolytic anemia (wAIHA) is advancing with data expected to be submitted to a peer reviewed forum in 2021.
  • Phase 2 study of ANX005 in Multifocal Motor Neuropathy (MMN) is anticipated to begin in early 2022.
  • Phase 1b study of ANX009 in Lupus Nephritis (LN) is anticipated to begin in early 2022.
  • Initial data from Phase 2 trial of ANX005 in Huntington’s Disease (HD) is expected in Q4 2021.

Challenges Ahead

  • Phase 2 trial of ANX005 in Amyotrophic Lateral Sclerosis (ALS) data is now expected in 2022 due to slower initial enrollment.
  • Potential risks and uncertainties related to clinical development and regulatory approvals.
  • Reliance on third-party suppliers and manufacturers poses a risk.
  • Outcomes of future collaboration agreements are uncertain.
  • The company's ability to maintain intellectual property rights for its product candidates is not guaranteed.