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Rafael Holdings Reports Second Quarter Fiscal 2023 Financial Results NEWARK, NJ

Key Takeaway: Rafael Holdings, Inc. reported its financial results for the second quarter of fiscal 2023, highlighting a net loss of $3.3 million, an increase from $2.1 million in the same period last year. The company's research and development expenses fell to $2.2 million, attributed to the winding down of early-stage programs at the Barer Institute. CEO Bill Conkling noted the company's strong balance sheet and potential for strategic development opportunities, despite a cumulative net loss of $8.5 million in the first half of the year. Overall, the results reflect ongoing financial challenges alongside some positive operational adjustments.

Market Sentiment Analysis

POSITIVE FACTORS

  • The company has a strong balance sheet with $88.9 million in cash and equivalents.
  • Research and development expenses have decreased year-over-year, showing improved cost management.
  • CEO emphasized opportunities for selective strategic business development, potentially benefiting patients and shareholders.

CONCERNS & RISKS

  • The company reported a larger net loss of $3.3 million in the latest quarter compared to $2.1 million in Q2 of the previous year.
  • Rafael Holdings has shown a substantial cumulative net loss of $8.5 million over the first half of 2023, which is significant compared to the previous year’s loss.
  • The ongoing winding down of early-stage programs may indicate challenges in the company’s research pipeline.

Full Press Release Details

Rafael Holdings Reports Second Quarter Fiscal
2023 Financial Results
NEWARK, NJ - March 14, 2023 (GLOBE NEWSWIRE) - Rafael
Holdings, Inc. (NYSE: RFL), today reported its second quarter fiscal 2023 financial results for the three months and six months ended
"Our strong balance sheet allows us to continue to fund our pipeline
assets and explore selective strategic business development opportunities, which potentially could improve the lives of patients and generate
value for our shareholders," said Bill Conkling, CEO of Rafael Holdings.
Rafael Holdings, Inc. Second Quarter Fiscal Year 2023 Financial
As of January 31, 2023, we had cash, cash equivalents
and marketable securities of $88.9 million.
For the three months ended January 31, 2023, we incurred a net loss
from continuing operations of $3.3 million, or $0.13 per share. For the same period in the prior year, we incurred a net loss from continuing
operations of $2.1 million, or $0.09 per share.
Research and development expenses were $2.2 million for the three months
ended January 31, 2023, which includes $0.5 million in severance costs. For the same period in the prior year, research and development
expenses were $3.3 million. The year over year reduction in spending is due to the winding down of the early-stage programs at Barer Institute.
Our general and administrative expenses from continuing
operations were $2.1 million for the three months ended January 31, 2023, which includes $0.3 million in severance costs offset by a net
credit of $0.05 million in non-cash stock-based compensation expense. For the same period in the prior year, we reported a credit of $1.7
million which included a net, non-cash credit of $11.2 million of stock-based compensation expense.
Rafael Holdings, Inc. First Half Fiscal Year 2023 Financial Results
For the six months ended January 31, 2023, we incurred a net loss from
continuing operations of $8.5 million, or $0.36 per share. For the same period in the prior year, we incurred a net loss from continuing
operations of $130.9 million, or $5.86 per share, which included a $25 million loss on the write-off of a receivable pursuant to a line
of credit, a loss of $10.1 million on the write-off of a related party receivable and a $79.1 million charge for the impairment of our
investment in Cornerstone Pharmaceuticals, Inc.
Research and development expenses were $4.3 million for the six months
ended January 31, 2023, which includes $0.5 million in severance costs. For the same period in the prior year, R&D expenses were $5.5
Our general and administrative expenses were $5.2 million for the six
months ended January 31, 2023, which includes $0.4 million in severance costs as well as $1.0 million net, non-cash stock-based compensation
expense. For the same period in the prior year, G&A expenses were $10.6 million which included $5.9 million in severance costs as
well as a net, non-cash credit of $3.6 million of stock-based compensation expense.
About Rafael Holdings, Inc.
Rafael Holdings is a holding company with interests
in clinical and early-stage pharmaceutical companies, including an investment in Cornerstone Pharmaceuticals, Inc., formerly known as
Rafael Pharmaceuticals Inc., a cancer metabolism-based therapeutics company. The Company's primary focus is to invest in, fund,
and develop novel cancer therapies. We further seek to expand our portfolio through opportunistic investments in therapeutics which address
high unmet medical needs including through acquisitions and strategic investments.
Forward Looking Statements
This press release contains forward-looking statements within the meaning
of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters
of historical fact should be considered forward-looking statements, including without limitation statements regarding our expectations
surrounding the potential, safety, efficacy, and regulatory and clinical progress of our product candidates; plans regarding the further
evaluation of clinical data; and the potential of our pipeline, including our internal cancer metabolism research programs. These statements
are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our
actual results, performance or achievements to be materially different from any future results, performance or achievements expressed
or implied by the forward-looking statements, including, but not limited to, the following: the impact of public health threats, including
COVID-19, on our business and operations; clinical trials of product candidates may not be successful; our pharmaceutical companies may
not be able to develop any medicines of commercial value; our pharmaceutical companies may not be successful in their efforts to identify
or discover potential product candidates; the manufacturing and manufacturing development of our products and product candidates present
technological, logistical and regulatory risks, each of which may adversely affect our potential revenue; potential unforeseen events
during clinical trials could cause delays or other adverse consequences; risks relating to the regulatory approval process; interim, topline
and preliminary data may change as more patient data become available, and are subject to audit and verification procedures that could
result in material changes in the final data; our product candidates may cause serious adverse side effects; ongoing regulatory obligations;
effects of significant competition; unfavorable pricing regulations, third-party reimbursement practices or healthcare reform initiatives;
product liability lawsuits; failure to attract, retain and motivate qualified personnel; the possibility of system failures or security
breaches; risks relating to intellectual property and significant costs as a result of operating as a public company. These and other
important factors discussed under the caption "Risk Factors" in our Annual Report on Form 10-K for the year ended July 31,
2022, and our other filings with the SEC could cause actual results to differ materially from those indicated by the forward-looking statements
made in this press release. Any such forward-looking statements represent management's estimates as of the date of this press release.
While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if
subsequent events cause our views to change.
RAFAEL HOLDINGS, INC.
CONSOLIDATED BALANCE SHEETS
(in thousands, except share and per
January 31, 2023 July 31, 2022
(unaudited) (audited)
ASSETS
CURRENT ASSETS
Cash and cash equivalents $ 9,670 $ 26,537
Available-for-sale securities 79,197 36,698
Interest receivable 314 140
Accounts receivable, net of allowance for doubtful accounts of $242 and $197 at October 31, 2022 and July 31, 2022, respectively 272 157
Prepaid expenses and other current assets 512 4,621
Assets held for sale - 40,194
Total current assets 89,965 108,347
Property and equipment, net 1,732 1,770
Investments - Other Pharmaceuticals 254 477
Investments - Hedge Funds 5,015 4,764
In-process research and development and patents 1,575 1,575
Other assets 9 1,387
TOTAL ASSETS $ 98,550 $ 118,320
LIABILITIES AND EQUITY
CURRENT LIABILITIES
Accounts payable $ 443 $ 564
Accrued expenses 1,326 1,875
Other current liabilities 197 3,518
Due to related parties - 69
Note payable, net of debt issuance costs - 15,000
Total current liabilities 1,966 21,026
Other liabilities 49 88
TOTAL LIABILITIES $ 2,015 $ 21,114
COMMITMENTS AND CONTINGENCIES
EQUITY
Class A common stock, $0.01 par value; 35,000,000 shares authorized, 787,163 shares issued and outstanding as of January 31, 2022 and July 31, 2022, respectively 8 8
Class B common stock, $0.01 par value; 200,000,000 shares authorized, 23,636,084 issued and 23,522,995 outstanding as of January 31, 2023, and 23,712,449 issued and 23,687,964 outstanding as of July 31, 2022, respectively 236 237
Additional paid-in capital 262,924 262,023
Accumulated deficit (167,115 ) (165,457 )
Accumulated other comprehensive gain (loss) related to unrealized gain (loss) on available-for-sale securities 308 (63 )
Accumulated other comprehensive income related to foreign currency translation adjustment 3,741 3,767
Total equity attributable to Rafael Holdings, Inc. 100,102 100,515
Noncontrolling interests (3,567 ) (3,309 )
TOTAL EQUITY $ 96,535 $ 97,206
TOTAL LIABILITIES AND EQUITY $ 98,550 $ 118,320
RAFAEL HOLDINGS, INC.
CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE
(in thousands, except share and per share data)
(unaudited) (unaudited)
Three Months Ended January 31, Six Months Ended January 31,
2023 2022 2023 2022
Revenues $ 70 $ 74 $ 140 $ 265
G&A Expenses 2,085 (1,680 ) 5,194 10,594
R&D Expenses 2,225 3,335 4,306 5,488
Depreciation and amortization 19 18 41 37
Provision for loss on receivable pursuant to line of credit - - - 25,000
Provision for losses on related party receivables - - - 10,095
Operating Loss (4,259 ) (1,599 ) (9,401 ) (50,949 )
Impairment of cost method investment - Cornerstone Pharmaceuticals - - - (79,141 )
Unrealized (loss) gain on investments - Hedge Funds 378 (454 ) 251 (243 )
Impairment of investments - Other Pharmaceuticals (67 ) - (223 ) -
Other, net 701 - 924 (13 )
Loss before Incomes Taxes from continuing operations (3,247 ) (2,053 ) (8,449 ) (130,346 )
Taxes (5 ) (4 ) (10 ) (4 )
Equity in earnings (loss) of RP Finance - - - (575 )
Consolidated net loss from continuing operations (3,252 ) (2,057 ) (8,459 ) (130,925 )
Discontinued Operations
Loss from discontinued operations related to 520 Property (157 ) (508 ) (241 ) (1,051 )
Gain on disposal of 520 Property - - 6,784 -
Income (loss) from discontinued operations (157 ) (508 ) 6,543 (1,051 )
Net income (loss) (3,409 ) (2,565 ) (1,916 ) (131,976 )
Net loss attributable to noncontrolling interests (159 ) (244 ) (258 ) (17,631 )
Net income (loss) attributable to Rafael Holdings, Inc. $ (3,250 ) $ (2,321 ) $ (1,658 ) $ (114,345 )
Continuing operations loss per share
Net loss from continuing operations $ (3,252 ) $ (2,057 ) $ (8,459 ) $ (130,925 )
Net loss attributable to noncontrolling interests (159 ) (244 ) (258 ) (17,631 )
Numerator for loss per share from continuing operations $ (3,093 ) $ (1,813 ) $ (8,201 ) $ (113,294 )
Discontinued operations earnings (loss) per share
Net income (loss) from discontinued operations $ (157 ) $ (508 ) $ 6,543 $ (1,051 )
Loss per share
Continuing operations - basic and diluted $ (0.13 ) $ (0.09 ) $ (0.36 ) $ (5.86 )
Discontinued operations - basic and diluted (0.01 ) (0.03 ) 0.28 (0.06 )
Total basic and diluted earnings (loss) per common share $ (0.14 ) $ (0.12 ) $ (0.08 ) $ (5.91 )
Weighted average number of shares used in calculation of earnings (loss) per share, basic and diluted 23,155,018 19,713,127 23,085,612 19,332,630

Frequently Asked Questions

What were Rafael Holdings' cash reserves as of January 31, 2023?

As of January 31, 2023, Rafael Holdings had cash and marketable securities totaling $88.9 million.

How much was the net loss for Rafael Holdings' Q2 2023?

Rafael Holdings reported a net loss of $3.3 million for the three months ended January 31, 2023.

What were R&D expenses for Rafael Holdings in Q2 2023?

Research and development expenses for Q2 2023 totaled $2.2 million, inclusive of severance costs.

What is Rafael Holdings' focus in the pharmaceutical sector?

Rafael Holdings focuses on investing in and developing novel cancer therapies and related therapeutics.

How did Rafael Holdings fare in the first half of fiscal year 2023?

In the first half of FY 2023, Rafael Holdings reported a net loss of $8.5 million.

Last updated: Mar 14, 2023