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Dec 31, 2022

89Bio Q4 2022 Earnings Report

Reported financial results for the fourth quarter and full year ended December 31, 2022.

Key Takeaways

89bio reported a net loss of $24.6 million for the three months ended December 31, 2022. As of December 31, 2022, the company had cash, cash equivalents, and short-term investments totaling $188.2 million.

Topline results from ENLIVEN Phase 2b NASH trial on track for first quarter of 2023.

Feedback from FDA supports advancement of Phase 3 program for pegozafermin in SHTG; plan to initiate first of two SHTG Phase 3 trials in the second quarter of 2023.

Published results of Phase 1b/2a study of pegozafermin for the treatment of NASH in The Lancet Gastroenterology & Hepatology.

Entered into a loan and security agreement with K2 HealthVentures LLC, for an aggregate principal amount of up to $100 million, of which $25 million was drawn at closing.

EPS
-$0.48
Previous year: -$1.3
-63.1%
Cash and Equivalents
$188M
Previous year: $151M
+24.8%
Free Cash Flow
-$27.1M
Previous year: -$28.3M
-4.1%
Total Assets
$197M
Previous year: $162M
+21.2%

89Bio

89Bio

Forward Guidance

The company is focused on rapidly advancing its lead candidate, pegozafermin, through clinical development for the treatment of non-alcoholic steatohepatitis (NASH) and severe hypertriglyceridemia (SHTG).

Positive Outlook

  • ENLIVEN Phase 2b trial topline data on track for the first quarter of 2023
  • Initiation of the first Phase 3 trial planned in the second quarter of 2023 based on feedback from the FDA
  • The FDA agreed that the pre-clinical and clinical data package support the advancement of pegozafermin into Phase 3
  • Presented new analysis of data from the ENTRIGUE Phase 2 trial highlighting the beneficial effects of pegozafermin in SHTG patients at the American College of Cardiology’s Annual Scientific Session
  • 89bio has developed a new pre-filled syringe using its approved liquid formulation and intends to utilize this presentation in its planned SHTG Phase 3 trial in the second quarter of 2023.

Challenges Ahead

  • expectations regarding the timing and outcome of the Phase 2b ENLIVEN trial in NASH
  • expectations regarding the timing of topline data
  • expectations regarding the initiation of the Phase 3 trial in SHTG
  • 89bio’s ability to execute on its strategy
  • positive results from a clinical study may not necessarily be predictive of the results of future or ongoing clinical studies