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Altimmune Gears Up to Report Q2 Earnings: Here's What to Expect

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Key Takeaways

  • ALT to report Q2 results with focus on pemvidutide's performance in obesity and liver disease studies.
  • Phase IIb data showed strong MASH resolution, though fibrosis improvement lacked significance.
  • ALT began phase II trials for ALD and AUD. Further updates are expected on the earnings call.

We expect investors to focus on Altimmune’s (ALT - Free Report) progress in the studies evaluating its lead pipeline candidate, pemvidutide, when it reports second-quarter 2025 results.

Since ALT lacks a marketed drug in its portfolio, we do not expect it to record revenues. The Zacks Consensus Estimate for the bottom line is pegged at a loss of 32 cents per share.

Let’s see how things might have shaped up before the announcement.

Factors Likely to Influence ALT's Q2 Results

Altimmune’s lead pipeline candidate, pemvidutide, a novel, peptide-based GLP-1/glucagon dual receptor agonist, is currently being developed for treating obesity, metabolic dysfunction-associated steatohepatitis (MASH), alcohol liver disease (ALD) and alcohol use disorder (AUD).

Last month, the company announced top-line data from the phase IIb IMPACT study, which evaluated pemvidutide for treating MASH. The primary endpoints of the study were to achieve MASH resolution without a worsening of fibrosis and to improve fibrosis without a worsening of MASH.

In an intent-to-treat (ITT) analysis, at 24 weeks, MASH resolution without fibrosis worsening was achieved by 59.1% and 52.1% of participants receiving pemvidutide 1.2 mg and 1.8 mg, respectively, compared to 19.1% with placebo.

Meanwhile, in the ITT analysis, fibrosis improvement without MASH worsening was seen in 31.8% and 34.5% of participants receiving pemvidutide 1.2 mg and 1.8 mg, respectively, versus 25.9% with placebo. However, these differences were not statistically significant. Shares of the company tanked on this news.

Participants who received pemvidutide experienced an average weight loss of 5% with the 1.2 mg dose and 6.2% with the 1.8 mg dose, compared to 1% in the placebo group at 24 weeks. Treatment with pemvidutide was generally safe and well-tolerated.

Investors will be keen to get more updates on the development path ahead for pemvidutide on the upcoming earnings call.

Year to date, shares of Altimmune have plunged 43% against the industry’s increase of 7.2%.

Zacks Investment Research
Image Source: Zacks Investment Research

Altimmune recently initiated two separate phase II studies on pemvidutide for the treatment of AUD and ALD. Further updates on these studies are expected on the upcoming earnings call.

Operating expenses are most likely to have declined in the to-be-reported quarter due to the timing of clinical study costs.

ALT's Earnings Surprise History

Altimmune has a mixed earnings surprise history, beating estimates in three of the trailing four quarters and missing the same on the remaining occasion, the average surprise being 9.21%. In the last reported quarter, ALT posted an earnings surprise of 25.71%.

Altimmune, Inc. Price and EPS Surprise

Altimmune, Inc. Price and EPS Surprise

Altimmune, Inc. price-eps-surprise | Altimmune, Inc. Quote

What Our Model Predicts for ALT Stock

Our proven model does not conclusively predict an earnings beat for Altimmune this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is not the case here, as you will see below. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.

ALT’s Earnings ESP: Altimmune has an Earnings ESP of 0.00% as both the Most Accurate Estimate and Zacks Consensus Estimate are pegged at a loss of 32 cents per share.

ALT’s Zacks Rank: Altimmune has a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Stocks With the Favorable Combination

Here are a few stocks worth considering from the healthcare space, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Akero Therapeutics (AKRO - Free Report) has an Earnings ESP of +0.53% and a Zacks Rank #1 at present.

AKRO stock has surged 81.5% year to date. Akero beat on earnings in three of the last four quarters and missed in the other one, delivering an average surprise of 48.90%.

Exact Sciences (EXAS - Free Report) has an Earnings ESP of +475.00% and a Zacks Rank #2 at present.

Shares of EXAS have declined 13.5% year to date. EXAS beat on earnings in three of the trailing four quarters and missed in the other one, delivering an average surprise of 48.79%. Exact Sciences is scheduled to report second-quarter results on Aug. 6, after market close.

Alkermes (ALKS - Free Report) has an Earnings ESP of +4.94% and a Zacks Rank #3 at present.

Shares of ALKS have lost 7.8% year to date. ALKS beat on earnings in one of the last four quarters and missed in the other three, delivering an average negative surprise of 8.24%. Alkermes will report second-quarter results on July 29, before market open.

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