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Mar 31, 2023

Wave Life Sciences Q1 2023 Earnings Report

Wave Life Sciences reported financial results for Q1 2023 and provided a business update.

Key Takeaways

Wave Life Sciences reported a net loss of $27.4 million for the first quarter of 2023. The company's cash and cash equivalents totaled $207.6 million as of March 31, 2023, expected to fund operations into 2025.

Launched transformational collaboration with GSK, expected to build patient and shareholder value.

Advanced WVE-006 towards CTA submissions for alpha-1 antitrypsin deficiency.

Prepared for launch of potentially registrational Phase 2 study of WVE-N531 for boys with DMD.

Presented WVE-N531 clinical data at MDA Conference.

Total Revenue
$12.9M
Previous year: $1.75M
+638.8%
EPS
-$0.27
Previous year: -$0.62
-56.5%
R&D Expense
$31M
Previous year: $27.5M
+12.9%
G&A Expense
$12.2M
Previous year: $12.4M
-1.4%
Gross Profit
$10.5M
Previous year: -$25.7M
-140.8%
Cash and Equivalents
$208M
Previous year: $61.7M
+236.4%
Free Cash Flow
$85M
Previous year: -$40.1M
-312.2%
Total Assets
$267M
Previous year: $167M
+59.7%

Wave Life Sciences

Wave Life Sciences

Forward Guidance

Wave Life Sciences anticipates several milestones and events related to their drug development programs and platform in the near future.

Positive Outlook

  • Initiate dosing in Part B of WVE-N531 potentially registrational Phase 2 clinical trial in 2023
  • Deliver data from Part B in 2024 for WVE-N531
  • Submit CTAs for first-in-human study in 2H 2023 for WVE-006
  • Deliver additional single-dose and multi-dose biomarker and safety clinical data in 2H 2023 for WVE-003
  • Advance collaboration activities with GSK, with potential for additional cash inflows in 2023 and beyond

Challenges Ahead

  • The update in expected timing for HD single-dose clinical data is due to a publicly announced cyber-attack that took place at Wave’s mHTT assay vendor in April 2023.
  • No Wave data or patient samples were impacted by the attack.
  • Wave remains in close contact with the vendor as they address this issue.
  • The company anticipates virtual investor event to be held in the third quarter of 2023.
  • The company will share preclinical data on new wholly-owned programs.