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Dec 31, 2023

Crinetics Q4 2023 Earnings Report

Reported financial results for Q4 and full year 2023 and provided a corporate update.

Key Takeaways

Crinetics Pharmaceuticals reported its Q4 and full year 2023 financial results, highlighting the progress of paltusotine and CRN04894, and a $350 million private placement equity financing to extend the cash runway into 2028.

Phase 3 PATHFNDR-1 study achieved primary and all secondary endpoints.

Reported positive initial data from Phase 2 study of paltusotine in carcinoid syndrome.

Completed enrollment in Phase 3 PATHFNDR-2 study of paltusotine.

Strengthened balance sheet with $350 million private placement financing.

EPS
-$0.9
Previous year: -$0.84
+7.1%
R&D Expenses
$45.6M
Previous year: $37M
+23.2%
G&A Expenses
$17.1M
Previous year: $11.3M
+51.1%
Cash and Investments
$559M
Previous year: $334M
+67.0%
Gross Profit
-$262K
Previous year: $321K
-181.6%
Cash and Equivalents
$559M
Previous year: $334M
+67.0%
Free Cash Flow
-$39.5M
Previous year: -$35.5M
+11.2%
Total Assets
$635M
Previous year: $352M
+80.4%

Crinetics

Crinetics

Forward Guidance

Crinetics anticipates several key milestones, including topline results from the Phase 3 PATHFNDR-2 study in March 2024, topline results from the Phase 2 study of paltusotine in carcinoid syndrome in the first half of 2024, and a paltusotine NDA submission in the second half of 2024.

Positive Outlook

  • Topline results from the Phase 3 PATHFNDR-2 study of paltusotine are expected in March 2024.
  • Topline results from the Phase 2 study of paltusotine in carcinoid syndrome are expected in the first half of 2024.
  • Paltusotine NDA submission is anticipated in the second half of 2024.
  • Initial results from ongoing Phase 2 study of oral CRN04894 in congenital adrenal hyperplasia (CAH) are expected in the second quarter of 2024.
  • Cash, cash equivalents and short-term investments will be sufficient to fund its current operating plan into 2028.

Challenges Ahead

  • Topline data may change following a more comprehensive review.
  • The FDA and other regulatory authorities may not agree with Crinetics' interpretation of the results.
  • Unexpected adverse side effects or inadequate efficacy of the company’s product candidates that may limit their development, regulatory approval and/or commercialization.
  • Crinetics' dependence on third parties in connection with product manufacturing, research and preclinical and clinical testing.
  • Any future impacts to Crinetics' business resulting from geopolitical developments outside their control.