Dec 31, 2024

Arcturus Therapeutics Q4 2024 Earnings Report

Arcturus Therapeutics reported a decline in revenue and an increased net loss for Q4 2024.

Key Takeaways

Arcturus Therapeutics reported Q4 2024 revenue of $22.8 million, down from $30.9 million in Q4 2023, mainly due to lower milestone achievements from the CSL agreement. The company posted a net loss of $30.0 million compared to $11.7 million in the prior year quarter, with EPS decreasing to -$1.11 from -$0.44. Operating expenses increased to $56.2 million, driven by higher research and development costs.

Revenue decreased by 26.3% year-over-year to $22.8 million.

Net loss widened to $30.0 million from $11.7 million in Q4 2023.

Operating expenses increased to $56.2 million, up from $49.1 million.

EPS fell to -$1.11 from -$0.44 in the prior year quarter.

Total Revenue
$22.8M
Previous year: $34M
-33.0%
EPS
-$1.11
Previous year: -$0.32
+246.9%
R&D Expenses
$43.8M
Previous year: $36.6M
+19.6%
G&A Expenses
$12.4M
Previous year: $12.5M
-1.0%
Cash Position
$237M
Cash and Equivalents
$237M
Previous year: $347M
-31.7%

Arcturus Therapeutics

Arcturus Therapeutics

Forward Guidance

Arcturus expects continued progress in its clinical programs, with interim data from its Phase 2 CF and OTC deficiency studies anticipated in Q2 2025. The company aims to expand its STARR® sa-mRNA vaccine platform while preparing for regulatory filings for KOSTAIVE in the U.S. and U.K.

Positive Outlook

  • Interim data from Phase 2 CF and OTC deficiency programs expected in Q2 2025.
  • European Commission approval for KOSTAIVE COVID-19 vaccine.
  • Regulatory filings for KOSTAIVE in the U.S. and U.K. anticipated in 2025.
  • New Phase 1 trial initiated for pandemic flu vaccine candidate ARCT-2304.
  • Strong cash position supporting ongoing R&D and commercialization efforts.

Challenges Ahead

  • Significant year-over-year revenue decline in Q4 2024.
  • Net loss increased substantially from the prior year.
  • Higher research and development costs affecting profitability.
  • Uncertain milestone payments from CSL could impact future revenue.
  • Regulatory and market risks associated with vaccine commercialization.