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Ascendis Pharma Reports Second Quarter 2023 Financial Results Expect to resubmit NDA to FDA for TransCon PTH in October 2023; EC decision on MAA for TransCon PTH expected during the fourth quarter of 2023 U

Key Takeaway: Ascendis Pharma has released its financial results for Q2 2023, reporting a substantial revenue increase driven by SKYTROFA sales. The company expects to resubmit its New Drug Application for TransCon PTH to the FDA in October 2023, with a decision from the European Commission on its Marketing Authorization Application expected by the end of the year. Ascendis has also completed enrollment for a pivotal Phase 3 trial of TransCon CNP, aiming for topline results in late 2024. Despite raising revenue expectations, the company reported a notable net loss in the quarter, attributed to higher R&D and operational costs.

Market Sentiment Analysis

POSITIVE FACTORS

  • Ascendis Pharma plans to resubmit NDA for TransCon PTH, indicating progress in regulatory processes.
  • Completion of enrollment in the pivotal Phase 3 trial of TransCon CNP for children with achondroplasia.
  • Raising revenue expectations for SKYTROFA highlights growing commercial success.

CONCERNS & RISKS

  • The net loss for Q2 2023 increased to 121.4 million, indicating financial challenges.
  • R&D costs rose significantly, raising questions about financial sustainability.

Full Press Release Details

Ascendis Pharma Reports Second Quarter 2023 Financial Results
Expect to resubmit NDA to FDA for TransCon PTH in October 2023; EC decision
on MAA for TransCon PTH expected during the fourth quarter of 2023
U.S. and EU regulatory authorities endorsed ApproaCH as a
pivotal Phase 3 trial of TransCon CNP in children with achondroplasia; enrollment completed, and topline results expected in second half of 2024
Raising full year 2023 U.S. SKYTROFA * revenue expectations to
Conference call today at 4:30 pm ET
COPENHAGEN, Denmark, September 5, 2023 (GLOBE NEWSWIRE) Ascendis Pharma A/S (Nasdaq: ASND) today announced financial results
for the second quarter ended June 30, 2023 and provided business updates.
We have built a fully integrated Endocrinology Rare Disease
franchise with a growing commercial reach and are on our way to achieving our Vision 3x3, including regulatory approval for three differentiated product candidates by 2025, said Jan Mikkelsen, Ascendis Pharma s President and Chief
Executive Officer. With a proven U.S. and expanding global commercial infrastructure positioned to capture the multi-billion-dollar opportunities that each represents, coupled with an R&D engine for label expansion and future innovation
for new patient populations, Ascendis has many routes to realize long-term profitability and sustainability.
Corporate Highlights
Q2-2022 Q3-2022 Q4-2022 Q1-2023 Q2-2023
SKYTROFA revenue (millions) 4.4 12.3 17.1 31.6 35.9
Second Quarter 2023 Financial Results
the second quarter of 2023 was 47.4 million compared to 6.2 million during the same period in 2022. The increase was primarily attributable to higher SKYTROFA revenue of 35.9 million compared to
4.4 million in the same period last year.
Research and development (R&D) costs for the second quarter were 105.0 million
compared to 90.4 million during the same period in 2022. This increase was primarily due to higher development costs for Ascendis Pharma Oncology programs (TransCon IL-2 and TransCon TLR7/8 Agonist), increasing clinical trial activities for TransCon CNP, and higher employee-related costs, and was partly offset by lower development costs for TransCon hGH.
Selling, general, and administrative (SG&A) expenses for the second quarter were 70.3 million compared to 56.6 million during the
same period in 2022. This increase was primarily due to higher external commercial expenses related to SKYTROFA, pre-launch activities for SKYTROFA outside the U.S., global
pre-launch activities for TransCon PTH, higher employee related expenses, and an increase in other general and administrative expenses attributable to organizational growth.
Net finance income was 26.4 million in the second quarter compared to 61.7 million in the same period in 2022.
For the second quarter of 2023, Ascendis Pharma reported a net loss of 121.4 million, or 2.16 per share (basic and diluted) compared to a net
loss of 81.3 million, or 1.46 per share (basic and diluted) for the same period in 2022.
As of June 30, 2023, Ascendis Pharma had
cash, cash equivalents, and marketable securities totaling 431.1 million compared to 742.9 million as of December 31, 2022. As of June 30, 2023, Ascendis Pharma had 57,335,496 ordinary shares outstanding.
Conference Call and Webcast Information
Ascendis Pharma will host a conference call and webcast today at 4:30 pm Eastern Time (ET) to discuss its second quarter 2023 financial results.
Those who would like to participate may access the live webcast here, or register in advance for the teleconference here. The link to the live
webcast will also be available on the Investors & News section of the Ascendis Pharma website at https://investors.ascendispharma.com. A replay of the webcast will be available on this section of our website shortly after conclusion
of the event for 30 days.
About Ascendis Pharma A/S
Ascendis Pharma is applying its innovative TransCon technology platform to build a leading, fully integrated biopharma company focused on making a meaningful
difference in patients lives. Guided by its core values of patients, science and passion, the company uses its TransCon technologies to create new and potentially
best-in-class therapies. Ascendis is headquartered in Copenhagen, Denmark and has additional facilities in Germany (Heidelberg, Berlin and Munich) and the United States
(Palo Alto and Redwood City, California, and Princeton, New Jersey). Please visit ascendispharma.com to learn more.
Forward-Looking Statements
This press release contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of
historical facts, included in this press release regarding Ascendis future operations, plans and objectives of management are forward-looking statements. Examples of such statements include, but are not limited to, statements relating to
(i) Ascendis plan to resubmit an NDA for TransCon PTH in October 2023; (ii) the timing and results of the EC decision on the TransCon PTH MAA; (iii) the timing of topline results of the ApproaCH trial; (iv) Ascendis
expectations regarding 2023 SKYTROFA revenues in the United States; (v) Ascendis ability to achieve its Vision 3x3; (vi) Ascendis expectations regarding regulatory approval for three independent product candidates by 2025; (vii)
Ascendis ability to capture the opportunities presented by its product candidates and realize long-term profitability and sustainability; (viii) Ascendis SKYTROFA revenue expectations; (ix) Ascendis expectations regarding
the launch of SKYTROFA in Germany; (x) Ascendis expectations regarding EU approval at Lonza for a high-capacity drug substance manufacturing site; (xi) the timing of Topline results from Phase 3 foresiGHt trial and the potential for
the first label expansion opportunity; (xii) Ascendis expectations regarding the launch of TransCon PTH in Germany; (xiii) the timing of topline results from the ApproaCH trial; (xiv) the timing of
one-year follow-up data from the OLE portion of the Phase 2 ACcomplisH trials; (xv) the timing of topline/interim analysis from Phase 2 dose-expansion cohorts of transcendIT-101 and IL-Believe trials; (xvi) the ability of the new TransCon technology carrier platform to unlock large market opportunities where high volume and low-cost manufacturing is required; (xvii) the potential best-in-class weekly and monthly administration profiles of
Ascendis new TransCon technology carrier platform; (xviii) Ascendis ability to apply its TransCon technology platform to build a leading, fully integrated global biopharma company; and (xix) Ascendis use of its TransCon
technologies to create new and potentially best-in-class therapies. Ascendis may not actually achieve the plans, carry out the intentions or meet the expectations or
projections disclosed in the forward-looking statements and you should not place undue reliance on these forward-looking statements. Actual results or events could differ materially from the plans, intentions, expectations and projections disclosed
in the forward-looking statements. Various important factors could cause actual results or events to differ materially from the
forward-looking statements that Ascendis makes, including the following: dependence on third party manufacturers, distributors and service providers for Ascendis products and product
candidates; unforeseen safety or efficacy results in Ascendis development programs or on-market products; unforeseen expenses related to commercialization of any approved Ascendis products; unforeseen
expenses related to Ascendis development programs; unforeseen selling, general and administrative expenses, other research and development expenses and Ascendis business generally; delays in the development of its programs related to
manufacturing, regulatory requirements, speed of patient recruitment or other unforeseen delays; Ascendis ability to obtain additional funding, if needed, to support its business activities; the impact of international economic, political,
legal, compliance, social and business factors, including inflation, the effects on its business from the worldwide COVID-19 pandemic and ongoing conflicts such as that in the region surrounding Ukraine and
Russia. For a further description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to Ascendis business in general, see Ascendis
Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (SEC) on February 16, 2023 and Ascendis other future reports filed with, or submitted to, the SEC. Forward-looking
statements do not reflect the potential impact of any future licensing, collaborations, acquisitions, mergers, dispositions, joint ventures, or investments that Ascendis may enter into or make. Ascendis does not assume any obligation to update any
forward-looking statements, except as required by law.
Ascendis, Ascendis Pharma, the Ascendis Pharma logo, the company logo, TransCon, and SKYTROFA are trademarks owned by the Ascendis Pharma group. September 2023 Ascendis Pharma A/S.
FINANCIAL TABLES FOLLOW
Consolidated Statements of Profit
or Loss and Comprehensive Income / (Loss)
(In EUR 000s, except share and per share data)
Three Months ended June 30, Six Months ended June 30,
2023 2022 2023 2022
Revenue 47,393 6,160 80,982 12,988
Cost of sales 12,929 1,086 17,551 5,332
Gross profit 34,464 5,074 63,431 7,656
Research and development costs 105,021 90,383 211,134 173,576
Selling, general and administrative expenses 70,281 56,584 136,820 104,002
Operating profit / (loss) (140,838 ) (141,893 ) (284,523 ) (269,922 )
Share of profit / (loss) of associate (7,451 ) (1,166 ) (8,677 ) (6,039 )
Finance income 35,761 71,127 80,374 84,171
Finance expenses 9,334 9,434 18,652 14,833
Profit / (loss) before tax (121,862 ) (81,366 ) (231,478 ) (206,623 )
Income taxes (expenses) 429 47 (868 ) (195 )
Net profit / (loss) for the period (121,433 ) (81,319 ) (232,346 ) (206,818 )
Attributable to owners of the Company (121,433 ) (81,319 ) (232,346 ) (206,818 )
Basic and diluted earnings / (loss) per share (2.16 ) (1.46 ) (4.14 ) (3.68 )
Number of shares used for calculation (basic and diluted) 56,218,257 55,805,486 56,155,441 56,260,248
Net profit / (loss) for the period (121,433 ) (81,319 ) (232,346 ) (206,818 )
Other comprehensive income / (loss)
Items that may be reclassified subsequently to profit or loss:
Exchange differences on translating foreign operations (1,016 ) (757 ) (1,803 ) (332 )
Other comprehensive income / (loss) for the period, net of tax (1,016 ) (757 ) (1,803 ) (332 )
Total comprehensive income / (loss) for the period, net of tax (122,449 ) (82,076 ) (234,149 ) (207,150 )
Attributable to owners of the Company (122,449 ) (82,076 ) (234,149 ) (207,150 )
Consolidated Statements of Financial Position
June 30, December 31,
2023 2022
Assets
Non-current assets
Intangible assets 4,606 4,828
Property, plant and equipment 125,362 129,095
Investment in associate 14,111 22,932
Other receivables 2,066 1,920
Marketable securities 7,492
146,145 166,267
Current assets
Inventories 167,919 130,673
Trade receivables 20,212 11,910
Income tax receivable 1,360 883
Other receivables 14,127 12,833
Prepayments 42,958 31,717
Marketable securities 36,880 290,688
Cash and cash equivalents 394,222 444,767
677,678 923,471
Total assets 823,823 1,089,738
Equity and liabilities
Equity
Share capital 7,699 7,675
Distributable equity 57,142 255,673
Total equity 64,841 263,348
Non-current liabilities
Borrowings 479,374 482,956
Derivative liabilities 86,385 157,950
Contract liabilities 949 14,213
566,708 655,119
Current liabilities
Borrowings 26,564 25,421
Contract liabilities 4,146
Trade payables and accrued expenses 122,120 101,032
Other liabilities 22,860 31,989
Income tax payables 5,773 5,490
Provisions 10,811 7,339
192,274 171,271
Total liabilities 758,982 826,390
Total equity and liabilities 823,823 1,089,738
Investor Contacts: Media Contact:
Tim Lee Melinda Baker
Ascendis Pharma Ascendis Pharma
+1 (650) 374-6343 +1 (650) 709-8875
tle@ascendispharma.com media@ascendispharma.com
ir@ascendispharma.com

Frequently Asked Questions

When will Ascendis resubmit NDA for TransCon PTH?

Ascendis plans to resubmit the NDA for TransCon PTH in October 2023.

What is the expected timeline for ApproaCH trial results?

Topline results from the ApproaCH trial are anticipated in the second half of 2024.

How much revenue did SKYTROFA generate in Q2 2023?

SKYTROFA revenue for Q2 2023 was reported at $35.9 million.

What is Ascendis Pharma's net loss for Q2 2023?

Ascendis Pharma had a net loss of $121.4 million for the second quarter of 2023.

What are Ascendis Pharma's total cash reserves?

As of June 30, 2023, Ascendis Pharma had cash reserves totaling $431.1 million.

Last updated: Sep 5, 2023