42nd Annual JP Morgan Healthcare Conference

On January 8, 2024 Crinetics pharmaceuticals presented its corporate presentation (Presentation, Crinetics Pharmaceuticals, JAN 8, 2024, View Source [SID1234639068]).

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Corcept Therapeutics Provides Financial Update and Announces Stock Repurchase Program

On January 8, 2024 Corcept Therapeutics Incorporated (NASDAQ: CORT), a commercial-stage company engaged in the discovery and development of medications to treat severe endocrine, oncology, metabolism and neurology disorders by modulating the effects of the hormone cortisol, reported preliminary, unaudited, financial results for the quarter- and year-ended December 31, 2023, provided 2024 revenue guidance and announced a stock repurchase program (Press release, Corcept Therapeutics, JAN 8, 2024, https://ir.corcept.com/news-releases/news-release-details/corcept-therapeutics-provides-financial-update-and-announces [SID1234639066]).

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Financial Update

Fourth quarter revenue of $135.4 million, a 31 percent increase over the same period in 2022
Full year 2023 revenue of $482.4 million, a 20 percent increase over 2022
2024 revenue guidance of $600 – $630 million
Cash and investments of $425.4 million as of December 31, 2023
Announcement of $200 million stock repurchase program
"As the true prevalence of hypercortisolism and its devastating impact become better understood, physicians are identifying and treating more patients with Cushing’s syndrome than ever before. Our 2023 commercial results reflect strong, nationwide growth in the number of patients receiving Korlym and the number of physicians prescribing the medication. We are confident that rates of screening and treatment will continue to increase. We are providing 2024 revenue guidance of $600 – $630 million," said Joseph K. Belanoff, MD, Corcept’s Chief Executive Officer.

Corcept’s fourth quarter 2023 revenue was $135.4 million, compared to $103.1 million in the fourth quarter of 2022. Revenue for the full year was $482.4 million, compared to $401.9 million in 2022. Cash and investments were $425.4 million at December 31, 2023. These preliminary, unaudited, financial results are prior to completion of the company’s annual independent audit and are subject to adjustment.

The company announced a program to repurchase up to $200 million of its common stock, funded using cash and investments. Details of the program are provided below.

About Corcept’s Stock Repurchase Program

Our Board of Directors has approved a program authorizing the repurchase of up to $200 million of the company’s common stock. Purchases under this program may be made in the open market, in privately negotiated transactions or otherwise. The timing and amount of any repurchases will be determined based on market conditions, our stock price and other factors. The program does not require the company to repurchase any specific number of shares of its common stock and may be modified, suspended or discontinued at any time without notice.

Cerus Corporation Announces Preliminary Fourth Quarter and Full-Year 2023 Product Revenue and Provides Business Update

On January 8, 2024 Cerus Corporation (Nasdaq: CERS) reported preliminary product revenue for the fourth quarter and full-year 2023 and provided product revenue guidance for full-year 2024 (Press release, Cerus, JAN 8, 2024, View Source [SID1234639065]).

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Cerus’ unaudited preliminary product revenue for the fourth quarter of 2023 totaled $46.8 million, representing an increase of 6% over the $44.0 million recognized during the fourth quarter of 2022 and 18% sequentially. The Company expects its unaudited preliminary full-year 2023 product revenue to be $156.4 million, in line with the Company’s 2023 product revenue guidance range of $155-$158 million. These preliminary product revenue results have not been audited and are subject to change.

"We are pleased with the return to meaningful growth, evidenced by our strong performance in the fourth quarter of 2023. We also anticipate double-digit product revenue growth for full-year 2024, driven by continued growth in the INTERCEPT Platelet franchises in both the U.S. and internationally as well as in the INTERCEPT Fibrinogen Complex business," stated William "Obi" Greenman, Cerus’ president and chief executive officer.

The Company expects full-year 2024 product revenue will be in the range of $172-$175 million. Percentage growth for the first quarter of 2024 is expected to be in the high teens to low 20’s range, given the seasonality of the business as well as the unusual Q1 2023 results.

"Additionally, we continue to expect to realize adjusted EBITDA breakeven for the fourth quarter 2023 when we report complete fourth quarter 2023 and year-end results," continued Greenman. "This milestone will be important in the Company’s pursuit to fund its future growth, and we expect its durability for 2024."

"Beyond our commercial progress, we anticipate that 2024 will be a meaningful year for our INTERCEPT Red Blood Cell (RBC) program. We remain on track to provide the top-line readout from ReCePI, the first of our two U.S. phase 3 trials for INTERCEPT RBCs, in the first quarter of 2024, and we expect an approval decision for CE Mark for INTERCEPT RBCs in the second half of 2024. These will be key catalysts for advancing this program towards commercialization," added Greenman.

Cerus will provide complete fourth quarter and full-year 2023 financial results and host a call to discuss both 2023 results and 2024 expectations by mid-March.

Transforming Disease Management

On January 8, 2024 Castle biosciences presented its corporate presentation (Presentation, Castle Biosciences, JAN 8, 2024, View Source [SID1234639064])

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Company Overview

On January 8, 2024 Cardiff Oncology presented its corporate presentation (Presentation, Cardiff Oncology, JAN 8, 2024, View Source [SID1234639062]).

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Early/Late Stage Pipeline Development - Target Scouting - Clinical Biomarkers - Indication Selection & Expansion - BD&L Contacts - Conference Reports - Combinatorial Drug Settings - Companion Diagnostics - Drug Repositioning - First-in-class Analysis - Competitive Analysis - Deals & Licensing

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