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DURECT Corporation Announces Fourth Quarter and Year End 2007 Financial Results CUPERTINO, CA

Key Takeaway: DURECT Corporation Announces Fourth Quarter and Year End 2007 Financial Results CUPERTINO, CA, February 5, 2008/PRNewswire-FirstCall/ DURECT Corporation (Nasdaq: DRRX) announced today financial results for the three months and year ended December 31, 2007. Total revenues were $

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DURECT Corporation Announces Fourth Quarter and Year End 2007 Financial Results
CUPERTINO, CA, February 5, 2008/PRNewswire-FirstCall/
DURECT Corporation (Nasdaq: DRRX) announced today financial results for the three months and year ended December 31, 2007. Total revenues were $6.6 million for the three months ended December 31, 2007, compared to $5.4 million for
the same period in 2006. Net loss for the three months ended December 31, 2007 was $7.2 million, compared to a net loss of $9.8 million for the same period in 2006.
For the fiscal year ended December 31, 2007, total revenues were $30.7 million, compared to $21.9 million for the same period in 2006. Net loss for the year ended December 31, 2007 was $24.3 million,
compared to a net loss of $33.3 million for the same period in 2006.
At December 31, 2007, DURECT had cash and investments of $62.0 million, compared
with cash and investments of $81.6 million at December 31, 2006; these figures include restricted investments of $1.0 million at December 31, 2007 and $1.3 million at December 31, 2006. DURECT s net decrease in cash during 2007
DURECT s pipeline advanced during 2007, reporting positive clinical trial results for three programs in Phase III or II. We
expect to continue this progress in 2008 as we look forward to the filing of the first New Drug Application (NDA) based on our ORADUR technology and further advancing our late stage programs, stated James E. Brown, D.V.M., President and
CEO of DURECT. Remoxy met the primary endpoint in its pivotal Phase III study conducted under a Special Protocol Assessment (SPA), POSIDUR reported statistically significant improvements in pain control while reducing the use of
narcotics in a Phase IIb hernia study, and ELADUR showed improved pain control versus placebo over the three day treatment period in a Phase IIa study. Each of these programs addresses large market opportunities with product features that
offer clear advantages over existing therapeutics.
Highlights for DURECT in Fiscal Year 2007 include:
Remoxy is an abuse-resistant, long-acting form of oxycodone based on our ORADUR technology intended for the treatment of chronic pain.
POSIDUR is our post-operative pain relief depot that utilizes our patented SABER technology to
deliver bupivacaine to provide up to three days of pain relief after surgery. POSIDUR is licensed to Nycomed for commercialization in Europe and select other countries, and DURECT has retained commercialization rights in the US, Canada and Asia.
ELADUR is our proprietary transdermal patch intended to provide bupivacaine for a period of up to three days from a single application. We retain full
commercial rights to this drug candidate.
TRANSDUR-Sufentanil is our proprietary transdermal patch intended to provide sufentanil to
chronic pain sufferers for a period of up to seven days from a single application.
Financial Guidance for 2008 and Major Potential Milestones Over the Next 12-18 Months
About DURECT Corporation
DURECT Corporation is an emerging specialty pharmaceutical company developing pharmaceutical systems based on its proprietary drug delivery platform technologies. The
Company currently has a number of late-stage pharmaceutical products in development addressing large markets in pain management, with a number of research programs underway targeting chronic disease and other therapeutic areas. For more information,
please visit www.durect.com.
NOTE: POSIDUR , SABER , ORADUR , TRANSDUR and ELADUR are trademarks of DURECT Corporation.
Other referenced trademarks belong to their respective owners.
DURECT Forward-Looking Statement
The statements in this press release regarding the anticipated filing of an NDA for Remoxy, our anticipated commencement of the Phase III program for POSIDUR, our
possible entry into future collaborative agreements and our projected financial results as well as other statements regarding DURECT s products in development, product development plans, anticipated regulatory, clinical and development
milestones and timing thereof, future clinical trial results, our business development intentions and DURECT s emergence as a specialty pharmaceutical company are forward-looking statements involving risks and uncertainties that can cause
actual results to differ materially from those in such forward-looking statements. Potential risks and uncertainties include, but are not limited to, DURECT s (and that of its third party collaborators where applicable) abilities to obtain
approvals from regulatory agencies with respect to its development activities and products, design, enroll, conduct and complete clinical trials, complete the design, development, and manufacturing process development of the referenced product
candidates, consummate collaborative agreements relating to our product candidates and technologies, manufacture and commercialize the referenced product candidates, obtain marketplace acceptance of the referenced product candidates and manage and
obtain capital to fund its growth, operations and expenses. Further information regarding these and other risks is included in DURECT s Form 10-Q on November 8, 2007 under the heading Risk Factors.
CONDENSED STATEMENTS OF OPERATIONS
(in thousands, except per share amounts)
Three months ended December 31, Year Ended December 31,
2007 2006 2007 2006
Collaborative research and development revenue $ 4,559 $ 3,522 $ 14,417 $ 13,786
Milestone revenue 8,000
Product revenue, net 2,026 1,919 8,258 8,108
Total revenues 6,585 5,441 30,675 21,894
Operating expenses:
Cost of revenues (1) 807 983 3,225 3,248
Research and development (1) 9,502 11,598 38,342 37,241
Selling, general and administrative (1) 3,262 2,877 13,618 12,417
Amortization of intangible assets 8 8 31 424
Total operating expenses 13,579 15,466 55,216 53,330
Loss from operations (6,994 ) (10,025 ) (24,541 ) (31,436 )
Other income (expense):
Interest and other income 753 991 3,545 3,832
Interest expense (475 ) (717 ) (2,625 ) (3,436 )
Debt conversion expense (495 ) (718 ) (2,287 )
Net other income (expense) (217 ) 274 202 (1,891 )
Net loss $ (7,211 ) $ (9,751 ) $ (24,339 ) $ (33,327 )
Net loss per share, basic and diluted $ (0.10 ) $ (0.14 ) $ (0.35 ) $ (0.51 )
Shares used in computing basic and diluted net loss per share 73,641 68,980 70,483 65,961
(1) Includes stock-based compensation related to the following:
Cost of revenues $ 32 $ 28 $ 130 $ 75
Research and development 995 801 4,286 2,885
Selling, general and administrative 553 420 2,273 1,431
Total stock-based compensation $ 1,580 $ 1,249 $ 6,689 $ 4,391
CONDENSED BALANCE SHEETS
As of December 31, 2007 As of December 31, 2006 (1)
(unaudited)
ASSETS
Current assets:
Cash and cash equivalents $ 37,589 $ 41,554
Short-term investments 19,710 28,297
Accounts receivable 3,622 2,152
Inventories 1,963 2,052
Prepaid expenses and other current assets 1,904 1,744
Total current assets 64,788 75,799
Property and equipment, net 7,658 7,451
Goodwill 6,399 6,399
Intangible assets, net 180 111
Long-term investments 3,697 10,472
Restricted Investments 1,020 1,284
Other non-current assets 278 969
Total assets $ 84,020 $ 102,485
LIABILITIES AND STOCKHOLDERS EQUITY
Current liabilities:
Accounts payable $ 1,834 $ 864
Accrued liabilities 5,499 4,522
Contract research liability 1,946 1,624
Interest payable on convertible notes 61 97
Deferred revenue, current portion 5,728 5,348
Equipment financing obligations, current portion 38 34
Bonds payable, current portion 225 210
Convertible subordinated notes due 2008 23,599
Other short-term liabilities 158
Total current liabilities 39,088 12,699
Bond payable and equipment financing obligations, noncurrent portion 343 606
Convertible subordinated notes due 2008 37,337
Deferred revenue, noncurrent portion 9,268 14,507
Other long-term liabilities 740 304
Stockholders equity 34,581 37,032
Total liabilities and stockholders equity $ 84,020 $ 102,485
SOURCE DURECT Corporation
Matt Hogan, Chief Financial Officer, DURECT
Corporation, +1-408-777-4936
Last updated: Feb 5, 2008