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FENC Positive Sentiment Score: 75/100

FENNEC PHARMACEUTICALS REPORTS FULL YEAR AND FOURTH QUARTER 2023 FINANCIAL RESULTS AND PROVIDES BUSINESS UPDATE ~ Achieved PEDMARK Full-Year 2023 Net Product Sales of $21.3 Million, Including $9.7 Million in Net Product

Key Takeaway: Fennec Pharmaceuticals announced its financial results for the fiscal year 2023, highlighting net product sales of $21.3 million from its PEDMARK therapy. The company has also secured an exclusive licensing agreement for its PEDMARQSI product to be commercialized in Europe, Australia, and New Zealand, potentially worth up to $273 million. Despite these positive developments, Fennec reported a substantial net loss and high accumulated liabilities, raising concerns about its financial stability moving forward.

Market Sentiment Analysis

POSITIVE FACTORS

  • Achieved significant net product sales of $21.3 million for 2023.
  • Entered a lucrative licensing agreement for PEDMARQSI in Europe, Australia, and New Zealand.
  • Management expresses confidence in strategic execution and future success.

CONCERNS & RISKS

  • Reported a net loss of $16.0 million for the fiscal year.
  • Accumulated debt exceeding $30 million may pose financial challenges.

Full Press Release Details

FENNEC PHARMACEUTICALS REPORTS FULL YEAR AND
FOURTH QUARTER 2023 FINANCIAL RESULTS AND PROVIDES BUSINESS UPDATE
~ Achieved PEDMARK Full-Year
2023 Net Product Sales of $21.3 Million, Including $9.7 Million in Net Product Sales in the Fourth Quarter of 2023 ~
Entered Into Exclusive Licensing Agreement to Commercialize PEDMARQSI in Europe, Australia and New Zealand for Approximately
$43 Million Upfront and Up to Approximately $230 Million in Additional Commercial and Regulatory Milestones, and Tiered Royalties Up to
~ Pro forma fourth quarter cash in excess of
~ Management to Host Conference Call Today at 8:30
Triangle Park, NC, March 21, 2024 - Fennec Pharmaceuticals Inc. (NASDAQ:FENC; TSX: FRX), a specialty
pharmaceutical company, today reported its financial results for the fiscal year ended December 31, 2023 and provided a business
an exciting year for Fennec given the strong performance with PEDMARK in the first full fiscal year following its U.S.
commercial launch. We are pleased with our execution against strategic plans and our momentum in 2023, which sets the stage for further
success in 2024 and beyond. We also received European Commission and U.K. approvals of PEDMARQSI , which led to the recent announcement
of an exclusive licensing agreement with Norgine for Europe, Australia and New Zealand," said Rosty Raykov, Chief Executive
Officer of Fennec Pharmaceuticals. "We have significantly strengthened our balance sheet through
the agreement with Norgine, and we remain dedicated to further growing our revenues as we expand the availability of PEDMARK
to patients and providers globally."
Recent Developments and Highlights:
Financial Results for the Fourth Quarter
and Fiscal Year Ended December 31, 2023
The selected financial data presented below is
derived from our unaudited, condensed consolidated financial statements, which were prepared in accordance with U.S. generally accepted
accounting principles. The complete audited, condensed consolidated financial statements for the period ended December 31, 2023,
and management's discussion and analysis of financial condition and results of operations, will be available via www.sec.gov and www.sedar.com.
All values are presented in thousands unless otherwise noted.
Audited Consolidated
Statements of Operations:
(U.S. Dollars in thousands except per share amounts)
Three Months Ended Twelve Months Ended
December 31, December 31, December 31, December 31,
2023 2022 2023 2022
Revenue
PEDMARK product sales, net $ 9,735 $ 1,535 $ 21,252 $ 1,535
Cost of products sold (685 ) (86 ) (1,259 ) (86 )
Gross profit 9,050 1,449 19,993 1,449
Operating expenses:
Research and development 32 117 56 3,531
Selling and marketing 3,868 2,785 12,123 2,785
General and administrative 6,968 4,682 20,585 17,722
Total operating expenses 10,868 7,584 32,764 24,038
Loss from operations (1,818 ) (6,135 ) (12,771 ) (22,589 )
Other (expense)/income
Unrealized foreign exchange gain (loss) 2 (58 ) 5 (9 )
Amortization expense (70 ) (70 ) (287 ) (149 )
Unrealized gain (loss) on securities 4 (3 ) (39 ) (184 )
Interest income 115 153 441 195
Interest expense (915 ) (744 ) (3,394 ) (978 )
Total other (expense)/income (864 ) (722 ) (3,274 ) (1,125 )
Net loss $ (2,682 ) $ (6,857 ) $ (16,045 ) $ (23,714 )
Basic net loss per common share $ (0.10 ) $ (0.26 ) $ (0.60 ) $ (0.90 )
Diluted net loss per common share $ (0.10 ) $ (0.26 ) $ (0.60 ) $ (0.90 )
Weighted-average number of common shares outstanding, basic 26,833 26,275 26,574 26,275
Weighted-average number of common shares outstanding, diluted 26,833 26,275 26,574 26,275
Audited Consolidated Balance Sheets:
(U.S. Dollars in thousands)
December 31, December 31,
2023 2022
Assets
Current assets
Cash and cash equivalents $ 13,269 $ 23,774
Accounts receivable, net 8,814 1,545
Prepaid expenses 583 770
Inventory 2,156 576
Other current assets 21 63
Total current assets 24,843 26,728
Non-current assets
Deferred issuance cost, net amortization 2,021 211
Total non-current assets 2,021 211
Total assets $ 26,864 $ 26,939
Liabilities and shareholders' (deficit) equity
Current liabilities:
Accounts payable $ 3,799 $ 2,390
Accrued liabilities 3,754 2,219
Total current liabilities 7,553 4,609
Long term liabilities
Term loan 30,000 25,000
PIK interest 1,219 260
Debt discount (286 ) (361 )
Total long term liabilities 30,933 24,899
Total liabilities 38,486 29,508
Commitments and Contingencies
Shareholders'(deficit) equity:
Common stock, no par value; unlimited shares authorized; 26,361 shares issued and outstanding (2022 -26,014) 144,307 142,591
Additional paid-in capital 60,073 56,797
Accumulated deficit (219,245 ) (203,200 )
Accumulated other comprehensive income 1,243 1,243
Total shareholders' (deficit) equity (11,622 ) (2,569 )
Total liabilities and shareholders' (deficit) equity $ 26,864 $ 26,939
Fiscal Year Ended
Working capital Selected Asset and Liability Data: December 31, 2023 December 31, 2022
(U.S. Dollars in thousands)
Cash and equivalents $ 13,269 $ 23,774
Other current assets 11,574 2,954
Current liabilities (7,553 ) (4,608 )
Working capital $ 17,290 $ 22,120
Selected Equity:
Common stock and additional paid in capital 206,380 199,388
Accumulated deficit (219,245 ) (203,200 )
Shareholders' equity (11,622 ) (2,569 )
Cisplatin-Induced Ototoxicity
and other platinum compounds are essential chemotherapeutic agents for the treatment of many pediatric malignancies. Unfortunately, platinum-based
therapies can cause ototoxicity, or hearing loss, which is permanent, irreversible, and particularly harmful to the survivors of pediatric
of ototoxicity depends upon the dose and duration of chemotherapy, and many of these children require lifelong hearing aids or cochlear
implants, which can be helpful for some, but do not reverse the hearing loss and can be costly over time.ii Infants and young
children that are affected by ototoxicity at critical stages of development lack speech and language development and literacy, and older
children and adolescents often lack social-emotional development and educational achievement.iii
PEDMARK (sodium thiosulfate
is the first and only U.S. Food and Drug Administration (FDA) approved therapy indicated to reduce the risk of ototoxicity associated
with cisplatin treatment in pediatric patients with localized, non-metastatic, solid tumors. It is a unique formulation of sodium thiosulfate
in single-dose, ready-to-use vials for intravenous use in pediatric patients.7 PEDMARK is also the only therapeutic agent with
proven efficacy and safety data with an established dosing paradigm, across two open-label, randomized Phase 3 clinical studies, the Clinical
Oncology Group (COG) Protocol ACCL0431 and SIOPEL 6.
and Europe, it is estimated that, annually, more than 10,000 children may receive platinum-based chemotherapy. The incidence of ototoxicity
depends upon the dose and duration of chemotherapy, and many of these children require lifelong hearing aids. There is currently no established
preventive agent for this hearing loss and only expensive, technically difficult, and sub-optimal cochlear (inner ear) implants have been
shown to provide some benefit. Infants and young children that suffer ototoxicity at critical stages of development lack speech language
development and literacy, and older children and adolescents lack social-emotional development and educational achievement.
has been studied by co-operative groups in two Phase 3 clinical studies of survival and reduction of ototoxicity, COG ACCL0431 and SIOPEL
6. Both studies have been completed. The COG ACCL0431 protocol enrolled childhood cancers typically treated with intensive cisplatin therapy
for localized and disseminated disease, including newly diagnosed hepatoblastoma, germ cell tumor, osteosarcoma, neuroblastoma, medulloblastoma,
and other solid tumors. SIOPEL 6 enrolled only hepatoblastoma patients with localized tumors.
(sodium thiosulfate injection) is indicated to reduce the risk of ototoxicity associated with cisplatin in pediatric patients 1 month
of age and older with localized, non-metastatic solid tumors.
The safety and efficacy of PEDMARK have not been
established when administered following cisplatin infusions longer than 6 hours. PEDMARK may not reduce the risk of ototoxicity when administered
following longer cisplatin infusions, because irreversible ototoxicity may have already occurred.
Important Safety Information
PEDMARK is contraindicated in patients with history
of a severe hypersensitivity to sodium thiosulfate or any of its components.
Hypersensitivity reactions occurred in 8% to 13%
of patients in clinical trials. Monitor patients for hypersensitivity reactions. Immediately discontinue PEDMARK and institute appropriate
care if a hypersensitivity reaction occurs. Administer antihistamines or glucocorticoids (if appropriate) before each subsequent administration
of PEDMARK. PEDMARK may contain sodium sulfite; patients with sulfite sensitivity may have hypersensitivity reactions, including anaphylactic
symptoms and life-threatening or severe asthma episodes. Sulfite sensitivity is seen more frequently in people with asthma.
PEDMARK is not indicated for use in pediatric
patients less than 1 month of age due to the increased risk of hypernatremia or in pediatric patients with metastatic cancers.
Hypernatremia occurred in 12% to 26% of patients
in clinical trials, including a single Grade 3 case. Hypokalemia occurred in 15% to 27% of patients in clinical trials, with Grade 3 or
4 occurring in 9% to 27% of patients. Monitor serum sodium and potassium levels at baseline and as clinically indicated. Withhold PEDMARK
in patients with baseline serum sodium greater than 145 mmol/L.
Monitor for signs and symptoms of hypernatremia
and hypokalemia more closely if the glomerular filtration rate (GFR) falls below 60 mL/min/1.73m2.
Administer antiemetics prior to each PEDMARK administration.
Provide additional antiemetics and supportive care as appropriate.
The most common adverse reactions ( 25% with
difference between arms of >5% compared to cisplatin alone) in SIOPEL 6 were vomiting, nausea, decreased hemoglobin, and hypernatremia.
The most common adverse reaction ( 25% with difference between arms of >5% compared to cisplatin alone) in COG ACCL0431 was hypokalemia.
see full Prescribing Information for PEDMARK at: www.PEDMARK.com.
Pharmaceuticals Inc. is a specialty pharmaceutical company focused on the development and commercialization of PEDMARK
to reduce the risk of platinum-induced ototoxicity in pediatric patients. Further, PEDMARK received FDA approval in September 2022
and has received Orphan Drug Exclusivity in the U.S. Fennec has a license agreement with Oregon Health and Science University (OHSU) for
exclusive worldwide license rights to intellectual property directed to sodium thiosulfate and its use for chemoprotection, including
the reduction of risk of ototoxicity induced by platinum chemotherapy, in humans. For more information, please visit www.fennecpharma.com.
Forward Looking Statements
Except for historical information described
in this press release, all other statements are forward-looking. Words such as "believe," "anticipate," "plan,"
"expect," "estimate," "intend," "may," "will," or the negative of those terms,
and similar expressions, are intended to identify forward-looking statements. These forward-looking statements include statements about
our business strategy, timeline and other goals, plans and prospects, including our commercialization plans respecting PEDMARK ,
the market opportunity for and market impact of PEDMARK , its potential impact on patients and anticipated benefits associated
with its use, and potential access to further funding after the date of this release. Forward-looking statements are subject to certain
risks and uncertainties inherent in the Company's business that could cause actual results to vary, including the risks and uncertainties
that regulatory and guideline developments may change, scientific data and/or manufacturing capabilities may not be sufficient to meet
regulatory standards or receipt of required regulatory clearances or approvals, clinical results may not be replicated in actual patient
settings, unforeseen global instability, including political instability, or instability from an outbreak of pandemic or contagious disease,
such as the novel coronavirus (COVID-19), or surrounding the duration and severity of an outbreak, protection offered by the Company's

Frequently Asked Questions

What were Fennec's 2023 net product sales?

Fennec Pharmaceuticals reported net product sales of $21.3 million for 2023.

What is PEDMARK's primary use?

PEDMARK is FDA approved to reduce ototoxicity risk associated with cisplatin in pediatric patients.

What licensing agreement did Fennec enter recently?

Fennec entered an exclusive agreement with Norgine to commercialize PEDMARQSI in Europe and other regions.

What were Fennec's operating expenses in 2023?

Fennec's total operating expenses for 2023 were approximately $32.8 million.

How much cash did Fennec report at the end of 2023?

Fennec reported cash and cash equivalents of $13.3 million at the end of 2023.

Last updated: Mar 21, 2024