Jun 30, 2020

Intra-Cellular Q2 2020 Earnings Report

Intra-Cellular Therapies reported financial results for Q2 2020 and provided a corporate update.

Key Takeaways

Intra-Cellular Therapies reported net product sales of CAPLYTA for the second quarter of 2020 of approximately $1.9 million. The Company reported a net loss of $63.7 million, or $0.96 per share.

CAPLYTA promotional activities commenced the week of March 30, 2020.

CAPLYTA has achieved formulary coverage for greater than 95% of covered lives in both Medicare Part D and State Medicaid.

Launched new consumer campaign called “Real Progress” to educate patients and caregivers about CAPLYTA.

Phase 3 study evaluating lumateperone as adjunctive therapy in bipolar depression has completed clinical conduct, with topline results expected by mid-September 2020.

Total Revenue
$1.91M
EPS
-$0.96
Previous year: -$0.68
+41.2%
Cash and Equivalents
$129M
Total Assets
$441M

Intra-Cellular

Intra-Cellular

Forward Guidance

The news release contains forward-looking statements regarding expectations about the commercialization of CAPLYTA, coverage by payors, plans and timing for data from Phase 3 trials in bipolar depression, initiation of lumateperone clinical program in major depressive disorder, human testing of lumateperone long-acting injectable program, early stage clinical studies for ITI-333, development plans for PDE program including ITI-214, and beliefs about the potential utility of product candidates.

Positive Outlook

  • Expectations regarding the commercialization of CAPLYTA
  • Expectations about coverage of CAPLYTA by payors
  • Plans and the expected timing for the availability and reporting of data from our ongoing Phase 3 trials in bipolar depression
  • Plans and expected timing to initiate our lumateperone clinical program in major depressive disorder
  • Plans and expected timing to initiate human testing of our lumateperone long-acting injectable program

Challenges Ahead

  • There are no guarantees that CAPLYTA will be commercially successful
  • The COVID-19 pandemic may negatively impact our commercial plans and sales for CAPLYTA
  • The COVID-19 pandemic may negatively impact the conduct of, and the timing of enrollment, completion and reporting with respect to, our clinical trials
  • Whether CAPLYTA receives adequate reimbursement from third-party payors
  • The degree to which CAPLYTA receives acceptance from patients and physicians for its approved indication