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Jun 30, 2022

Solid Biosciences Q2 2022 Earnings Report

Solid Biosciences reported financial results for Q2 2022 and provided a business update.

Key Takeaways

Solid Biosciences reported collaboration revenue of $6.2 million for the second quarter of 2022, compared to $3.6 million for the second quarter of 2021. Net loss for the second quarter of 2022 was $25.1 million, compared to $18.7 million for the second quarter of 2021. The company had $162.9 million in cash, cash equivalents and available-for-sale securities as of June 30, 2022.

Transition to transient transfection-based manufacturing process continues for SGT-001; Company expects to continue dosing patients in 2023.

Development of next-generation Duchenne gene therapy candidate SGT-003 continues; Company anticipates mid-2023 Investigational New Drug (IND) submission.

Company ended Q2 with approximately $162.9 million in cash and investments; cash runway into Q2 2024.

Collaboration revenue for the second quarter of 2022 was $6.2 million, compared to $3.6 million for the second quarter of 2021.

Total Revenue
$6.17M
Previous year: $3.59M
+71.6%
EPS
-$3.3
Previous year: -$2.55
+29.4%
Cash and Equivalents
$163M
Previous year: $249M
-34.6%
Free Cash Flow
-$17M
Previous year: -$17.4M
-2.5%
Total Assets
$208M
Previous year: $266M
-21.6%

Solid Biosciences

Solid Biosciences

Solid Biosciences Revenue by Segment

Forward Guidance

Solid Biosciences expects to continue dosing patients using SGT-001 in 2023 with product made using the new transient-based process. The company is on track for an anticipated mid-2023 Investigational New Drug (IND) submission for SGT-003. The company expects that its cash, cash equivalents and available-for-sale securities will enable Solid to fund its operations and capital expenditures into the second quarter of 2024.

Positive Outlook

  • The company expects to continue dosing patients using SGT-001 in 2023 with product made using the new transient-based process.
  • The company also expects to share additional data from IGNITE DMD in early 2023, including the study’s primary one-year analysis of all treated patients as well as three-year longitudinal data from Patients Four through Six.
  • The company is on track for an anticipated mid-2023 Investigational New Drug (IND) submission for SGT-003.
  • AAV-SLB101 has demonstrated enhanced muscle biodistribution and transgene expression, as well as reduced liver tropism, compared with AAV9 in in vivo mouse models and, utilizing a reporter transgene, non-human primate in vivo models.
  • The company expects that its cash, cash equivalents and available-for-sale securities will enable Solid to fund its operations and capital expenditures into the second quarter of 2024.