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Mar 31, 2021

Protagonist Q1 2021 Earnings Report

Reported financial results for the first quarter of 2021 and provided a corporate update.

Key Takeaways

Protagonist Therapeutics reported its first quarter 2021 financial results, highlighting the completion of enrollment for the Phase 2 study of rusfertide in polycythemia vera and confirmation of the registrational path forward. The company also noted the progress of PN-943 and anticipated dosing the first subject in the Phase 1 study of PN-232 in the second quarter of 2021.

Completed enrollment for Phase 2 study of rusfertide in polycythemia vera.

Confirmed registrational path forward for rusfertide based on engagement with U.S. and European regulators.

Ongoing Phase 2 study of oral alpha-4-beta-7-integrin antagonist PN-943 is progressing well with enrollment.

Expect to dose the first subject in the Phase 1 study of PN-232 in the second quarter of 2021.

Total Revenue
$6.19M
Previous year: $3.65M
+69.7%
EPS
-$0.54
Previous year: -$0.72
-25.0%
Gross Profit
$6.19M
Cash and Equivalents
$83M
Free Cash Flow
-$28.9M
Total Assets
$298M

Protagonist

Protagonist

Forward Guidance

Protagonist Therapeutics is focused on advancing its pipeline, with key milestones including the initiation of a Phase 3 trial for rusfertide and continued development of PN-943 and oral IL-23 receptor antagonists.

Positive Outlook

  • Initiation of a single, global, Phase 3 randomized, placebo-controlled trial evaluating the efficacy of rusfertide.
  • Advancement of PN-943 into a 150 patient Phase 2 study for inflammatory bowel disease.
  • Continued development of oral IL-23 receptor antagonist candidates, PN-235 and PN-232, in early stages of clinical development.
  • Potential for milestone payments under the collaboration agreement with Janssen.
  • Commitment to patients in need of new and better therapeutic options.

Challenges Ahead

  • Risks associated with the development and commercialization of product candidates.
  • Potential impact of the ongoing COVID-19 pandemic on discovery and development efforts.
  • Dependence on the ability to earn milestone payments under the collaboration agreement with Janssen.
  • Risks related to obtaining and maintaining regulatory approval of product candidates.
  • Challenges of operating in a competitive industry and competing against competitors with greater resources.