Saturday, November 11, 2017

Concert Pharmaceuticals 3rd Quarter Results - $17.53

The company announced third quarter results on Thursday 11-9-17. The company benefited from the sale of CTP-656 to Vertex as a one-time revenue that produced results of $5.61 in earnings per share for the quarter. More notable were some other developments.
  • Cash runway of $207 million expected to last into 2021
  • Expanded pipeline with a new neurological indication forthcoming
  • A second indication for CTP-543 will be announced in 1st quarter of 2018
  • Phase 2A for Alopecia Areata 4mg dose completed enrollment
  • Data Monitoring Committee to give safety opinion around February 2018 4mg dose
  • PGR  (Post Grant Review) of Incyte's deuterated Ruxolitinib to be decided in January 2018
Bottom Line:
The next important catalyst to watch for is the PGR decision to be made in January of 2018, the DMC decision for 4mg of CTP-543 around February, and two new indications will be announced early 2018. Thank you for reading.
 

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