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01/11 11:22
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals several concerns: declining GAAP revenue, increased R&D expenses, and competitive pressures from AstraZeneca. The Q&A section highlights management's lack of clarity on key projects and timelines, particularly for PEAK-1. Despite a strong cash position, the focus on extending the cash runway and scrutinizing capital allocation suggests financial caution. The macroeconomic risks and supply chain challenges further add to the negative sentiment. Given the market cap of $1.38 billion, the stock is likely to experience a negative reaction in the range of -2% to -8% over the next two weeks.
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