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Jun 30, 2021

Denali Therapeutics Q2 2021 Earnings Report

Reported financial results for the second quarter ended June 30, 2021, and provided business highlights.

Key Takeaways

Denali Therapeutics reported a net loss of $60.7 million for the second quarter of 2021, compared to a net loss of $58.8 million for the same period in 2020. Collaboration revenue increased to $22.9 million, driven by a milestone payment from Sanofi and increased revenue from collaborations with Takeda and Biogen. The company's cash, cash equivalents, and marketable securities totaled approximately $1.4 billion as of June 30, 2021.

Announced positive interim data from a Phase 1/2 study of DNL310 in Hunter syndrome, showing rapid normalization of key disease-specific biomarkers in cerebrospinal fluid.

Sanofi initiated a Phase 2 study of DNL758 for cutaneous lupus erythematosus (CLE).

Met safety and biomarker goals in DNL151 Phase 1/1b studies and plan to initiate late-stage clinical development with Biogen by year end.

Reported cash, cash equivalents, and marketable securities were approximately $1.4 billion as of June 30, 2021.

Total Revenue
$22.9M
Previous year: $5.85M
+292.3%
EPS
-$0.5
Previous year: -$0.56
-10.7%
Gross Profit
-$42.8M
Previous year: -$47.3M
-9.6%
Cash and Equivalents
$486M
Previous year: $137M
+254.0%
Free Cash Flow
-$55M
Previous year: -$43.7M
+25.9%
Total Assets
$1.51B
Previous year: $647M
+133.2%

Denali Therapeutics

Denali Therapeutics

Denali Therapeutics Revenue by Segment

Forward Guidance

Denali plans to initiate late-stage clinical development with our LRRK2 inhibitor DNL151 (BIIB122) for Parkinson's disease in collaboration with Biogen by year end and to initiate a Phase 1b study with our EIF2B agonist DNL343 for amyotrophic lateral sclerosis (ALS) in the second half of this year.

Positive Outlook

  • Initiate Phase 1b study in ALS patients
  • Phase 1 data in healthy volunteers (Sanofi)
  • Initiate late-stage clinical development in Parkinson's patients
  • File IND application or CTA
  • File IND application or CTA