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Jun 30, 2023

Verve Therapeutics Q2 2023 Earnings Report

Verve Therapeutics reported financial results for the second quarter of 2023 and highlighted company progress.

Key Takeaways

Verve Therapeutics reported a net loss of $54.0 million for the second quarter of 2023. The company's cash position remains strong with $462.5 million in cash, cash equivalents, and marketable securities, expected to fund operations into 2026. The company is advancing its pipeline, including VERVE-101, VERVE-102, and VERVE-201, and progressing in its collaboration with Lilly.

Initial clinical data from the heart-1 Phase 1b clinical trial of VERVE-101 is expected in the fourth quarter of 2023.

Preclinical studies and clinical operations activities are underway to support the initiation of clinical trials for VERVE-102 and VERVE-201 in 2024.

The Lp(a) program is advancing in collaboration with Lilly, with Verve receiving $60 million in combined upfront payment and equity investment in August 2023.

Verve Therapeutics is well-capitalized with a cash runway into 2026.

Total Revenue
$2.09M
EPS
-$0.87
Previous year: -$0.84
+3.6%
Cash and Equivalents
$462M
Previous year: $294M
+57.5%
Free Cash Flow
-$50.6M
Previous year: -$29.5M
+71.7%
Total Assets
$589M
Previous year: $324M
+81.7%

Verve Therapeutics

Verve Therapeutics

Verve Therapeutics Revenue by Segment

Forward Guidance

Verve Therapeutics expects to report initial clinical data from the heart-1 Phase 1b clinical trial of VERVE-101 in the fourth quarter of 2023 and initiate clinical trials for VERVE-102 and VERVE-201 in 2024. The company's existing cash, cash equivalents, and marketable securities, including the additional $60.0 million upfront payment and equity investment from Lilly in August 2023, are expected to be sufficient to fund its operations into 2026.

Positive Outlook

  • Initial clinical data from heart-1 trial expected in Q4 2023
  • Clinical trials for VERVE-102 on track for first half of 2024
  • Clinical trials for VERVE-201 on track for second half of 2024
  • Lp(a) program advancing with Lilly collaboration
  • Cash runway extends into 2026

Challenges Ahead

  • Ongoing clinical trial enrollment outside the United States due to FDA hold
  • Reliance on regulatory clearance for clinical trial initiations
  • Dependence on Lilly for funding Lp(a) program through Phase 1
  • Potential for delays in clinical trial timelines
  • Risks associated with preclinical and clinical development