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Mar 31, 2024

MacroGenics Q1 2024 Earnings Report

MacroGenics reported first quarter 2024 financial results and provided an update on corporate progress and interim TAMARACK Phase 2 study data.

Key Takeaways

MacroGenics reported a total revenue of $9.1 million for the quarter ended March 31, 2024, compared to $24.5 million for the quarter ended March 31, 2023. Net loss was $52.2 million for the quarter ended March 31, 2024, compared to net loss of $38.0 million for the quarter ended March 31, 2023. Cash, cash equivalents and marketable securities were $184.2 million as of March 31, 2024.

Presented interim TAMARACK Phase 2 study data with updated safety and preliminary efficacy of vobra duo in mCRPC patients.

Initiated planning activities for a potential Phase 3 study of vobra duo, which could commence next year.

Completed enrollment of the TAMARACK Phase 2 study of vobra duo in November 2023.

Plans to expand the TAMARACK study of vobra duo by enrolling patients with non-small cell lung cancer (NSCLC), small cell lung cancer (SCLC), melanoma, squamous cell carcinoma of the head and neck (SCCHN) and anal cancer, with dosing expected to begin in mid-2024.

Total Revenue
$9.1M
Previous year: $24.5M
-62.8%
EPS
-$0.84
Previous year: -$0.61
+37.7%
Shares Outstanding
62.56M
Previous year: 61.84M
+1.2%
Gross Profit
$5.15M
Previous year: $20.7M
-75.1%
Cash and Equivalents
$184M
Previous year: $242M
-23.8%
Free Cash Flow
-$47.1M
Previous year: -$13.2M
+257.0%
Total Assets
$248M
Previous year: $343M
-27.7%

MacroGenics

MacroGenics

MacroGenics Revenue by Segment

Forward Guidance

MacroGenics anticipates its cash, cash equivalents and marketable securities balance of $184.2 million as of March 31, 2024, in addition to projected and anticipated future payments from partners and product revenues should extend its cash runway into 2026.

Positive Outlook

  • Cash runway extends into 2026.
  • Phase 2 TAMARACK clinical trial expenditures are anticipated.
  • Phase 2 LORIKEET study expenditures are anticipated.
  • Ongoing clinical and preclinical studies expenditures are anticipated.
  • Future payments from partners are anticipated.