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Sep 30, 2023

MindMed Q3 2023 Earnings Report

MindMed's financial results for Q3 2023 were reported, along with business highlights, including progress on MM-120 and MM-402 clinical trials.

Key Takeaways

MindMed reported its Q3 2023 financial results, highlighting the focus on executing key data readouts for MM-120 in GAD and ADHD, and the planned initiation of the MM-402 Phase 1 clinical trial in ASD. The company's cash and cash equivalents totaled $117.7 million as of September 30, 2023, expected to fund operations into 2026.

Topline readout of MM-120 in GAD (Phase 2b) is expected in Q4 2023.

Topline readout of MM-120 in ADHD (Phase 2a proof-of-concept) is anticipated by the end of Q1 2024.

MM-402 in ASD is on track for Phase 1 clinical trial initiation in Q4 2023.

Cash and cash equivalents totaled $117.7 million at September 30, 2023.

Total Revenue
$0
EPS
-$0.45
Previous year: -$0.56
-19.6%
R&D Expenses
$13.2M
Previous year: $7.77M
+69.9%
G&A Expenses
$8.41M
Previous year: $9.21M
-8.7%
Gross Profit
-$800K
Cash and Equivalents
$118M
Previous year: $155M
-23.8%
Free Cash Flow
-$16.7M
Total Assets
$142M
Previous year: $181M
-21.8%

MindMed

MindMed

Forward Guidance

MindMed anticipates several key milestones in the coming months, including topline results from the Phase 2b study of MM-120 in GAD expected by the end of the year, initiation of the Phase 1 study of MM-402 by the end of the year, and reporting topline data from the proof-of-concept study of MM-120 in ADHD by the end of Q1 2024.

Positive Outlook

  • Topline results from Phase 2b study of MM-120 in GAD expected in Q4 2023.
  • Topline results from Phase 2a proof-of-concept study of MM-120 in ADHD anticipated by the end of Q1 2024.
  • Phase 1 clinical trial of MM-402 in ASD on track for initiation in Q4 2023.
  • University Hospital Basel enrolling participants in Phase 1 trial of R(-)-MDMA, S(+)-MDMA and R/S-MDMA in healthy adult volunteers with topline results expected in the first half of 2024.
  • Cash and cash equivalents are expected to fund operations into 2026.

Challenges Ahead

  • MindMed has a history of negative cash flows.
  • The company has a limited operating history.
  • MindMed anticipates incurring future losses.
  • The company's products are in early stage development.
  • The psychedelic inspired medicines industry is novel.