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Dec 31, 2024

89Bio Q4 2024 Earnings Report

Expected Revenue:$0
Expected EPS:-$0.6
13.2% YoY

Key Takeaways

89bio reported a net loss of $118.4 million for the three months ended December 31, 2024. The company's cash, cash equivalents, and marketable securities totaled $440.0 million as of December 31, 2024. The Phase 3 ENTRUST trial in severe hypertriglyceridemia (SHTG) will be unblinded after study completion at Week 52 vs. Week 26 following discussions with the U.S. Food and Drug Administration (FDA); topline data are now expected in 1Q 2026.

Initiated Phase 3 ENLIGHTEN-Fibrosis and ENLIGHTEN-Cirrhosis trials in MASH.

Completed enrollment in the Phase 3 ENTRUST trial for SHTG.

Completed follow-on equity offerings in 4Q 2024 and 1Q 2025, grossing $143.7 million and $287.5 million, respectively.

Cash, cash equivalents, and marketable securities totaled $440.0 million as of December 31, 2024.

Cash and Equivalents
$440M
Previous year: $579M
-24.0%
Total Assets
$479M
Previous year: $596M
-19.7%

89Bio

89Bio

Forward Guidance

89bio is focused on advancing its clinical trials and completing scale-up and regulatory activities for a potential BLA filing, pending positive Phase 3 trial results.

Positive Outlook

  • Potential for accelerated approval in the United States and conditional approval in Europe for MASH.
  • Ongoing Phase 3 trials for pegozafermin in MASH and SHTG.
  • Regulatory feedback obtained from the FDA and EMA.
  • Pegozafermin has potential as a best-in-class therapy for liver and cardiometabolic diseases.
  • Data analyses from the Phase 2b ENLIVEN trial highlighting potential anti-fibrotic effects

Challenges Ahead

  • Topline data from ENTRUST trial now expected in 1Q 2026.
  • Reliance on positive results from Phase 3 trials for BLA filing.
  • Increased R&D expenses due to contract manufacturing and clinical trial costs.
  • Uncertainties regarding the timing and outcome of clinical trials.
  • Dependence on the success of lead product candidate, pegozafermin.