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Inventiva SA (IVEVF) (Q4 2024) Earnings Call Highlights: Navigating Financial Challenges and ...

In This Article:

  • Cash Position: $96.6 million at the end of 2024, up from $36 million at the end of December 2023.

  • Revenue: $9.2 million in 2024, compared to $17.5 million in 2023.

  • R&D Expenses: $19.9 million in 2024, a decrease of 17% from 2023.

  • G&A Expenses: $15.8 million in 2024, up 14% from 2023.

  • Net Financial Loss: $86 million in 2024, compared to $5 million in 2023.

  • Net Loss: $184.2 million for the full year 2024, compared to $110.4 million in 2023.

  • Financing Raised: Approximately $184 million in gross proceeds through various operations.

Release Date: March 27, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Inventiva SA (IVEVF) made significant progress in the clinical development of lanifibranor, closing screening for Phase 3 NATiV3 early in January 2025.

  • The company received positive recommendations from three data monitoring committee meetings to continue the NATiV3 trial without modifications.

  • Inventiva SA (IVEVF) reinforced its clinical data set for lanifibranor with positive results from the LEGEND trial, showing significant improvements in HbA1c and liver injury markers.

  • The company successfully raised approximately $184 million in gross proceeds through various financing operations, strengthening its financial position.

  • Inventiva SA (IVEVF) expanded its governance by appointing experienced board members, including Mark Pruzanski, enhancing its strategic capabilities.

Negative Points

  • Inventiva SA (IVEVF) decided to halt all preclinical activities not related to lanifibranor, resulting in a workforce reduction of approximately 50%.

  • The company reported a net loss of $184.2 million for the full year 2024, compared to $110.4 million in 2023.

  • R&D expenses decreased by 17% in 2024 due to operational delays, impacting the company's development timeline.

  • The company faces potential challenges in securing additional financing to support its long-term objectives beyond the current cash runway.

  • Inventiva SA (IVEVF) needs to manage the potential weight gain associated with lanifibranor, which may require combination treatments to mitigate this side effect.

Q & A Highlights

Q: Are the background doses for patients on GLP-1s low dose diabetic doses, or do they include high doses for weight loss? How many patients are enrolled on background SGLT2 inhibitors? A: The GLP-1 doses are mostly anti-diabetic, including semaglutide and other GLP-1 agonists. Approximately 6 to 8% of patients are on SGLT2 inhibitors at baseline. - Frederic Cren, CEO