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Mar 31, 2021

89Bio Q1 2021 Earnings Report

Reported financial results for the first quarter of 2021 and provided a corporate update.

Key Takeaways

89bio reported its Q1 2021 financial results, highlighting the FDA's written guidance on the Phase 2b ENLIVEN trial design for NASH and a cash position of $189.6 million as of March 31, 2021.

Received FDA guidance on Phase 2b ENLIVEN trial design for NASH, planned to initiate in Q2 2021.

Topline data from the paired-biopsy, open-label histology cohort in NASH patients expected by year-end 2021.

Topline data from the Phase 2 ENTRIGUE trial in severe hypertriglyceridemia patients expected in 2H21.

Cash, cash equivalents, and short-term investments totaled $189.6 million as of March 31, 2021.

EPS
-$0.74
Previous year: -$0.76
-2.6%
Cash and Equivalents
$190M
Previous year: $85.5M
+121.7%
Total Assets
$199M
Previous year: $87.7M
+126.5%

89Bio

89Bio

Forward Guidance

89bio anticipates several milestones, including initiating the ENLIVEN Phase 2b trial in NASH, reporting topline data from the paired-biopsy cohort in NASH patients, and reporting topline data from the ENTRIGUE Phase 2 trial in severe hypertriglyceridemia patients.

Positive Outlook

  • Initiate Phase 2b ENLIVEN trial in NASH in Q2 2021.
  • Report topline data from paired-biopsy, open-label histology cohort in NASH patients by year-end 2021.
  • Report topline data from Phase 2 ENTRIGUE trial in severe hypertriglyceridemia patients in 2H21.
  • BIO89-100 has potential in both NASH and severe hypertriglyceridemia (SHTG).
  • Well-funded to reach multiple clinical and regulatory milestones.

Challenges Ahead

  • COVID-19 surge in Europe has resulted in enrollment challenges in certain geographies for the ENTRIGUE trial.
  • The timing and outcome of 89bio’s initiation of the Phase 2b ENLIVEN trial in NASH and Phase 2 ENTRIGUE trial in SHTG are uncertain.
  • Expectations regarding the timing of topline data are uncertain.
  • Positive results from a clinical study may not necessarily be predictive of the results of future or ongoing clinical studies.
  • The effect of the COVID-19 pandemic on 89bio’s clinical trials and business operations is uncertain.