Mar 31, 2021

Rigel Q1 2021 Earnings Report

Reported financial results for the first quarter ended March 31, 2021, including TAVALISSE sales and business updates.

Key Takeaways

Rigel Pharmaceuticals reported a net income of $39.5 million for the first quarter of 2021, with total revenues of $81.0 million. The company is advancing its clinical programs, including fostamatinib for COVID-19 and IRAK1/4 program.

Reported positive topline data from the Phase 2 trial of fostamatinib in hospitalized patients with COVID-19.

Partnered with Eli Lilly for RIP1 inhibitor program.

Awarded $16.5 million from the U.S. Department of Defense to support Phase 3 clinical trial of fostamatinib in hospitalized patients with COVID-19.

FORWARD study has enrolled 72 of 90 patients as of May 5, 2021.

Total Revenue
$81M
Previous year: $55.8M
+45.3%
EPS
$2.2
Previous year: $1.3
+69.2%
Gross Profit
$80.7M
Previous year: $55.6M
+45.1%
Cash and Equivalents
$39.3M
Previous year: $95.9M
-59.0%
Free Cash Flow
-$20M
Previous year: -$3.7M
+441.2%
Total Assets
$216M
Previous year: $95.9M
+125.2%

Rigel

Rigel

Rigel Revenue by Segment

Forward Guidance

Rigel is focused on advancing its clinical programs and partnering efforts. The company is planning for the initiation of a Phase 2 clinical trial with Lilly. Rigel is also advancing the development of its IRAK1/4 program.

Positive Outlook

  • Potential for TAVALISSE to be the first to market therapy for patients with wAIHA.
  • FDA has granted Fast Track designation as well as Orphan Drug designation to TAVALISSE for the treatment of wAIHA.
  • Positive topline data from the Phase 2 trial of fostamatinib in hospitalized patients with COVID-19.
  • Partnership with Eli Lilly for RIP1 inhibitor program.
  • Awarded $16.5 million from the U.S. Department of Defense to support Phase 3 clinical trial of fostamatinib in hospitalized patients with COVID-19.

Challenges Ahead

  • Typical first quarter reimbursement issues such as the resetting of co-pays and the Medicare donut hole.
  • Physician and patient access issues created by the COVID-19 pandemic.
  • Net product sales were negatively impacted by a significant 235 bottle decrease in bottles remaining in its distribution channels compared to Q4 2020.
  • COVID-19 pandemic may result in further delays in Rigel's studies, trials and sales.
  • Risks that the FDA, EMA or other regulatory authorities may make adverse decisions regarding fostamatinib.