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Jun 30, 2023

Crinetics Q2 2023 Earnings Report

Reported financial results for the second quarter ended June 30, 2023.

Key Takeaways

Crinetics Pharmaceuticals reported revenue of $1 million and a net loss of $51.0 million for the second quarter of 2023. The PATHFNDR program for acromegaly continues to progress, with topline results from the Phase 3 PATHFNDR-1 study expected in September and enrollment completed in the Phase 3 PATHFNDR-2 study. The company has suspended development of CRN04777.

Topline data from paltusotine’s Phase 3 PATHFNDR-1 study expected in September 2023.

Completed enrollment in paltusotine’s Phase 3 PATHFNDR-2 study with topline data expected in the first quarter of 2024.

Paltusotine NDA submission anticipated in 2024.

Development of CRN04777 suspended.

Total Revenue
$988K
Previous year: $439K
+125.1%
EPS
-$0.94
Previous year: -$0.81
+16.0%
R&D Expenses
$40.6M
Previous year: $33M
+23.0%
G&A Expenses
$13.3M
Previous year: $10.5M
+26.8%
Gross Profit
$590K
Previous year: $124K
+375.8%
Cash and Equivalents
$265M
Previous year: $409M
-35.2%
Free Cash Flow
-$46M
Previous year: -$28.6M
+60.8%
Total Assets
$293M
Previous year: $422M
-30.5%

Crinetics

Crinetics

Forward Guidance

Crinetics expects topline data from the PATHFNDR-1 study in September 2023 and from the PATHFNDR-2 study in Q1 2024. They anticipate submitting an NDA for paltusotine in 2024.

Positive Outlook

  • Topline data from paltusotine’s Phase 3 PATHFNDR-1 study expected in September 2023.
  • Enrollment completed in paltusotine’s Phase 3 PATHFNDR-2 study.
  • Paltusotine NDA submission anticipated in 2024.
  • Phase 2 open-label study of paltusotine in carcinoid syndrome ongoing with preliminary data anticipated in the fourth quarter of 2023.
  • CRN04894 studies in Cushing’s disease and congenital adrenal hyperplasia are ongoing with data expected in 2024.

Challenges Ahead

  • Development of CRN04777 suspended.
  • Net loss for the three months ended June 30, 2023, was $51.0 million.
  • The company may not be able to obtain, maintain and enforce our patents and other intellectual property rights, and it may be prohibitively difficult or costly to protect such rights.
  • The COVID-19 pandemic and other geopolitical events may disrupt Crinetics’ business and that of the third parties on which it depends.
  • Unexpected adverse side effects or inadequate efficacy of the company’s product candidates that may limit their development, regulatory approval and/or commercialization.