earnings
confidence high
sentiment positive
materiality 0.80
Hemab Q2 net loss $24.2M; FDA clears sutacimig Phase 3 in Glanzmann thrombasthenia
Hemab Therapeutics Holdings, Inc.
- Net loss $24.2M ($0.80/share) vs $12.2M ($12.91/share) YoY; cash $457.5M, runway into 2029.
- FDA endorsed sutacimig data package for Phase 3 pivotal trial in GT; initiation planned 2H 2026.
- HMB-002 proof-of-mechanism: ≥2.4-fold VWF/FVIII increase; 8/9 patients zero treated bleeds post-dose.
- Unveiled HMB-003, novel peptide plasmin inhibitor for heavy menstrual bleeding; FIH trials 2H 2026.
- R&D expense $20.3M vs $12.9M; G&A $5.7M vs $3.2M YoY.