Jun 30, 2024

Entrada Therapeutics Q2 2024 Earnings Report

Entrada Therapeutics reported positive data from the Phase 1 clinical trial of ENTR-601-44 for DMD, completed a $100 million registered direct offering, and expects cash runway into 2027.

Key Takeaways

Entrada Therapeutics reported strong second quarter results, highlighted by positive Phase 1 clinical data for ENTR-601-44, a successful $100 million direct offering, and a cash runway extended into 2027. Collaboration revenue increased significantly due to additional VX-670 research activities and a clinical advancement milestone payment.

Positive Phase 1 clinical data from ENTR-601-44 for DMD showed dose-dependent plasma and muscle concentration, and exon skipping.

Planning is underway for separate global Phase 2 clinical trials for ENTR-601-44 and ENTR-601-45 with regulatory filings anticipated in Q4 2024.

Completed a $100 million registered direct offering, extending the cash runway into 2027.

Cash, cash equivalents, and marketable securities totaled $469.7 million as of June 30, 2024.

Total Revenue
$94.7M
Previous year: $18.2M
+421.2%
EPS
$1.55
Previous year: -$0.78
-298.7%
Gross Profit
$93.8M
Previous year: $17.5M
+436.9%
Cash and Equivalents
$470M
Previous year: $79.7M
+489.0%
Free Cash Flow
$38.8M
Previous year: -$36.6M
-205.9%
Total Assets
$582M
Previous year: $494M
+17.8%

Entrada Therapeutics

Entrada Therapeutics

Entrada Therapeutics Revenue by Segment

Forward Guidance

Entrada Therapeutics anticipates regulatory filings for Phase 2 clinical trials for ENTR-601-44 and ENTR-601-45 in Q4 2024 and expects its cash resources to be sufficient to fund operations into 2027.

Positive Outlook

  • Advancing separate Phase 2 clinical trials across multiple Duchenne programs, including those targeting exon 44, exon 45 and exon 50
  • Planning to submit regulatory applications in 2025 to initiate a global Phase 2 clinical trial for ENTR-601-50 in patients who are exon 50 skipping amenable
  • Proceeds from the $100 million offering resulted in the extension of the Company’s cash runway into 2027
  • Phase 1/2 clinical trial for VX-670 in people with DM1 is expected to complete the single ascending dose (SAD) portion of the study by the end of 2024
  • Advancing a robust development portfolio of RNA-, antibody- and enzyme-based programs for the potential treatment of neuromuscular, ocular, metabolic and immunological diseases

Challenges Ahead

  • Uncertainties inherent in the identification and development of product candidates
  • Uncertainties as to the availability and timing of results from preclinical and clinical studies
  • The timing of and Entrada’s ability to submit and obtain regulatory clearance and initiate clinical trials
  • Whether results from preclinical studies or clinical trials will be predictive of the results of later preclinical studies and clinical trials
  • Whether Entrada’s cash resources will be sufficient to fund the Company’s foreseeable and unforeseeable operating expenses and capital expenditure requirements