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Sep 30, 2023

Corcept Therapeutics Q3 2023 Earnings Report

Reported strong financial results driven by increased recognition and treatment of hypercortisolism.

Key Takeaways

Corcept Therapeutics reported a 22% increase in revenue to $123.6 million for the third quarter of 2023, compared to $101.7 million in the same period last year. Net income was $31.4 million, with diluted earnings per share of $0.28. The company raised its 2023 revenue guidance to $470 - $480 million.

Revenue increased by 22% compared to the third quarter of 2022, reaching $123.6 million.

2023 revenue guidance was raised to $470 – $480 million.

Net income per common share (diluted) was $0.28, compared to $0.30 in the third quarter of 2022.

Cash and investments totaled $414.8 million as of September 30, 2023.

Total Revenue
$124M
Previous year: $102M
+21.5%
EPS
$0.28
Previous year: $0.3
-6.7%
Research and development
$45.5M
Selling, general and admin
$45.3M
Gross Profit
$122M
Previous year: $100M
+21.5%
Cash and Equivalents
$415M
Previous year: $401M
+3.4%
Free Cash Flow
$52.9M
Previous year: $33.3M
+58.8%
Total Assets
$594M
Previous year: $533M
+11.4%

Corcept Therapeutics

Corcept Therapeutics

Forward Guidance

Corcept Therapeutics anticipates continued revenue growth and progress in its clinical development programs.

Positive Outlook

  • The company expects to report data from trials in Cushing’s syndrome (GRACE, GRADIENT, and CATALYST studies).
  • Data is expected from trials in ovarian cancer (ROSELLA) and ALS (DAZALS).
  • An NDA submission for relacorilant in Cushing’s syndrome is planned.
  • Enrollment of the Phase 2b MONARCH study in patients with NASH is expected to be completed.
  • The CATALYST trial has the potential to serve as a landmark study to guide physician’s understanding of Cushing’s syndrome.

Challenges Ahead

  • Risks related to the development of relacorilant, dazucorilant, miricorilant and our other product candidates, including their clinical attributes, regulatory approvals, mandates, oversight and other requirements
  • The timing, cost and outcome of legal disputes and investigations
  • The scope and protective power of our intellectual property
  • Availability of competing treatments for hypercortisolism, including generic versions of Korlym
  • Ability to obtain acceptable prices and adequate insurance coverage and reimbursement for Korlym