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Dec 31, 2023

Keros Q4 2023 Earnings Report

Keros reported financial results for Q4 and full year 2023, highlighting clinical progress across the pipeline and advancement of KER-065 into Phase 1 trial.

Key Takeaways

Keros Therapeutics reported a net loss of $40.2 million for the fourth quarter of 2023, driven by increased research and development expenses and investments to support clinical and corporate goals. The company's cash and cash equivalents totaled $331.1 million as of December 31, 2023, which, along with proceeds from a January 2024 offering, is expected to fund operations into 2027.

Keros made continued clinical progress across its pipeline in 2023.

Phase 2 clinical trial evaluating KER-012 in patients with pulmonary arterial hypertension (PAH) was commenced.

Exciting data was presented from two ongoing Phase 2 clinical trials of KER-050 in patients with myelodysplastic syndromes (MDS) and myelofibrosis.

KER-065 advanced into a Phase 1 healthy volunteer clinical trial at the beginning of 2024.

Total Revenue
$143K
EPS
-$1.34
Previous year: -$1.09
+22.9%
Gross Profit
-$104K
Cash and Equivalents
$331M
Previous year: $279M
+18.7%
Free Cash Flow
-$26M
Previous year: -$21.8M
+19.3%
Total Assets
$370M
Previous year: $307M
+20.6%

Keros

Keros

Forward Guidance

Keros anticipates several program milestones, including engaging with regulators on the Phase 3 trial design for KER-050 in MDS, reporting additional data from KER-050 trials in MDS and myelofibrosis, providing an update on KER-012 enrollment in PAH patients, reporting initial data from the KER-012 biomarker trial in chronic heart failure patients, and reporting initial data from the KER-065 Phase 1 trial in healthy volunteers.

Positive Outlook

  • Engage with regulators on the design of the planned Phase 3 clinical trial of KER-050 in patients with MDS in the first half of 2024
  • Report additional data from Part 2 of the ongoing Phase 2 clinical trial of KER-050 in patients with MDS in the second and fourth quarters of 2024
  • Report additional data from the ongoing Phase 2 clinical trial of KER-050 in patients with myelofibrosis in the second and fourth quarters of 2024
  • Provide an update on enrollment of the ongoing Phase 2 clinical trial evaluating KER-012 in patients with PAH (the “TROPOS trial”) in the first half of 2024
  • Report initial data from the ongoing Phase 2 open-label biomarker trial of KER-012 in patients with chronic heart failure with preserved injection and in such patients with reduced ejection fraction in the second half of 2024

Challenges Ahead

  • Limited operating history and historical losses
  • Ability to raise additional funding to complete the development and any commercialization of its product candidates
  • Dependence on the success of its product candidates, KER-050, KER-012 and KER-065
  • Potential delays in initiating, enrolling or completing any clinical trials
  • Competition from third parties that are developing products for similar uses