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Dec 31, 2020

Denali Therapeutics Q4 2020 Earnings Report

Reported net income and increased collaboration revenue driven by the Biogen Collaboration Agreement.

Key Takeaways

Denali Therapeutics reported a net income of $244.9 million for Q4 2020, a significant increase compared to the net loss of $54.0 million in Q4 2019. The increase was primarily driven by $307.4 million of revenue recognized under the Biogen Collaboration Agreement. The company's cash, cash equivalents, and marketable securities were $1.5 billion as of December 31, 2020.

Reported positive 3-month data from Phase 1/2 study of DNL310 in patients with Hunter syndrome (MPS II).

Added five new Enzyme Transport Vehicle (ETV) programs for LSDs.

Completed Phase 1b study of DNL151 (BIIB122), supporting late-stage development.

Announced RIPK1 program updates, including Sanofi's submission of an investigational new drug (IND) application for DNL788 (SAR443820).

Total Revenue
$317M
Previous year: $4.67M
+6681.1%
EPS
$1.91
Previous year: -$0.56
-441.1%
Gross Profit
$262M
Previous year: -$46.9M
-659.0%
Cash and Equivalents
$507M
Previous year: $79.4M
+538.3%
Free Cash Flow
$513M
Previous year: -$50.4M
-1117.0%
Total Assets
$1.6B
Previous year: $553M
+190.0%

Denali Therapeutics

Denali Therapeutics

Forward Guidance

Denali anticipates an increase of approximately 20-25% in cash operating expenses compared to 2020.