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Dec 31, 2024

Verve Therapeutics Q4 2024 Earnings Report

Pipeline progressed and financial results reported.

Key Takeaways

Verve Therapeutics reported progress in its pipeline development, including the Heart-2 Phase 1b clinical trial of VERVE-102 and the Pulse-1 Phase 1b clinical trial of VERVE-201. The company's cash, cash equivalents, and marketable securities totaled $524.3 million, expected to fund operations into mid-2027. Frederick T. Fiedorek, M.D., will retire from his position as Chief Medical Officer, effective February 28, 2025.

Initial data from the Heart-2 Phase 1b clinical trial of VERVE-102 is expected in the second quarter of 2025.

VERVE-102 has been well-tolerated in the Heart-2 trial, with no treatment-related serious adverse events observed.

Delivery of opt-in package to Eli Lilly and an opt-in decision from Lilly are expected in the second half of 2025.

Enrollment is ongoing in the Pulse-1 Phase 1b clinical trial of VERVE-201.

Total Revenue
$13.1M
Previous year: $5.14M
+154.3%
EPS
-$0.58
Previous year: -$0.69
-15.9%
Cash and Equivalents
$524M
Previous year: $624M
-16.0%

Verve Therapeutics

Verve Therapeutics

Verve Therapeutics Revenue by Segment

Forward Guidance

Verve Therapeutics anticipates several milestones in 2025, including initial and final data from the Heart-2 trial, an update on the ANGPTL3 program, and a decision from Lilly on the PCSK9 program. The company expects its cash position to be sufficient to fund operations into mid-2027.

Positive Outlook

  • Initial data from the Heart-2 Phase 1b clinical trial of VERVE-102 expected in the second quarter of 2025.
  • Final data from the dose escalation portion of the Heart-2 trial expected in the second half of 2025.
  • Delivery of the opt-in package for the PCSK9 program to Lilly expected in the second half of 2025.
  • Opt-in decision from Lilly on the PCSK9 program expected in the second half of 2025.
  • Program update for VERVE-201, targeting ANGPTL3, expected in the second half of 2025.

Challenges Ahead

  • Vertex notified the company of its decision to terminate the research collaboration due to changing priorities within its development portfolio.
  • The company has a limited operating history.
  • The company's ability to timely submit and receive approvals of regulatory applications for its product candidates is subject to risks and uncertainties.
  • The company needs to raise the substantial additional capital needed to achieve its business objectives.
  • The company's actual results could differ from those contained in the forward-looking statements.