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Sep 30, 2024

MindMed Q3 2024 Earnings Report

Announced financial results for the quarter ended September 30, 2024, and provided a business update.

Key Takeaways

MindMed reported its Q3 2024 financial results, highlighting progress in its clinical programs, particularly the upcoming Phase 3 Voyage study of MM120 ODT in GAD. The company's cash and cash equivalents totaled $295.3 million as of September 30, 2024, expected to fund operations into 2027.

On track to initiate Phase 3 Voyage study of MM120 ODT in GAD in Q4 2024, with 12-week topline data anticipated in the first half of 2026.

On track to initiate Phase 3 Panorama study of MM120 ODT in GAD and Phase 3 Emerge study of MM120 ODT in MDD in the first half of 2025.

Cash and cash equivalents of $295.3 million as of September 30, 2024, expected to fund operations into 2027.

Completed Phase 1 study of MM402 for Autism Spectrum Disorder in October 2024.

Total Revenue
$0
0
EPS
-$0.27
Previous year: -$0.45
-40.0%
R&D Expenses
$17.2M
Previous year: $13.2M
+30.3%
G&A Expenses
$7.6M
Previous year: $8.41M
-9.7%
Gross Profit
$0
Previous year: -$800K
-100.0%
Cash and Equivalents
$295M
Previous year: $118M
+150.9%
Free Cash Flow
-$17.2M
Previous year: -$16.7M
+3.1%
Total Assets
$320M
Previous year: $142M
+125.9%

MindMed

MindMed

Forward Guidance

MindMed is focused on advancing its clinical programs, with key milestones including the initiation of Phase 3 studies for MM120 in GAD and MDD. The company expects its current cash reserves to be sufficient to fund operations into 2027, extending beyond the first Phase 3 topline data readout for MM120 ODT in GAD.

Positive Outlook

  • Initiate Phase 3 Voyage study of MM120 ODT in GAD in Q4 2024.
  • Initiate Phase 3 Panorama study of MM120 ODT in GAD in the first half of 2025.
  • Initiate Phase 3 Emerge study of MM120 ODT in MDD in the first half of 2025.
  • Cash runway extends at least 12 months beyond first Phase 3 topline data readout for MM120 ODT in GAD.
  • Expects to conduct a second Phase 3 registrational study in MDD.

Challenges Ahead

  • History of negative cash flows.
  • Limited operating history.
  • Incurrence of future losses.
  • Difficulty associated with research and development.
  • Early stage product development.