Sep 30, 2023

Atara Q3 2023 Earnings Report

Atara expanded its global partnership with Pierre Fabre Laboratories for Tab-cel, restructured operations to reduce expenses, and is focusing on advancing ATA188 and AlloCAR-T programs.

Key Takeaways

Atara Biotherapeutics announced an expanded global partnership with Pierre Fabre Laboratories for tab-cel, receiving up to $640 million and significant double-digit tiered royalties. The company is restructuring to reduce workforce by 30% and focus on ATA188 and AlloCAR-T programs. Atara's cash runway is extended into Q3 2025. The net loss for the third quarter 2023 was $69.8 million.

Expanded global Tab-cel partnership with Pierre Fabre Laboratories for up to $640 million.

Strategic restructuring to reduce workforce by approximately 30 percent.

Cash runway extended into Q3 2025 through partnership and restructuring.

Focusing on advancement of ATA188 and differentiated allogeneic CAR T programs.

Total Revenue
$2.14M
Previous year: $4.46M
-52.1%
EPS
-$16.5
Previous year: -$20.5
-19.5%
Net cash used in operations
$51.3M
Previous year: $65.1M
-21.2%
Gross Profit
-$477K
Previous year: $318K
-250.0%
Cash and Equivalents
$64.8M
Previous year: $65.1M
-0.5%
Free Cash Flow
-$48.7M
Previous year: -$65.2M
-25.3%
Total Assets
$189M
Previous year: $368M
-48.7%

Atara

Atara

Forward Guidance

Atara expects to submit the tab-cel post-transplant lymphoproliferative disease (PTLD) BLA in Q2 2024, initiate a Phase 1 study in relapsed/refractory B-cell non-Hodgkin’s lymphoma (NHL) for ATA3219 with preliminary clinical data anticipated H2 2024, and continue advancement of promising early AlloCAR-T development programs including ATA3431.

Positive Outlook

  • Tab-cel BLA submission expected in Q2 2024.
  • Initiation of Phase 1 study for ATA3219 expected soon.
  • Preliminary clinical data for ATA3219 anticipated in H2 2024.
  • Continued advancement of AlloCAR-T programs.
  • ATA188 Phase 2 EMBOLD study primary analysis on track for early November.

Challenges Ahead

  • Strategic restructuring includes a 30% workforce reduction.
  • Reliance on Pierre Fabre Laboratories for tab-cel commercialization.
  • Uncertainties associated with pharmaceutical product development.
  • Potential impacts from the COVID-19 pandemic and global conflicts.
  • Dependence on successful clinical trials and regulatory approvals.