Outlook Therapeutics, Inc. (OTLK) Earnings
Outlook Therapeutics, Inc. is expected to report next earnings on August 13, 2026 (in NaN days), with a consensus EPS estimate of $-0.11. OTLK has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise -15.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 15, 2026 | $-0.12 | $-0.16 | -33.3% | $128000 | -97.1% |
| Feb 17, 2026 | $-0.17 | $-0.22 | -29.4% | $-1M | -149.0% |
| Dec 19, 2025 | $-0.23 | $-0.22 | +4.3% | $-91787 | -101.6% |
| Aug 14, 2025 | $-0.42 | $-0.44 | -4.8% | $2M | -74.3% |
| May 15, 2025 | $-0.55 | $-0.40 | +27.3% | — | — |
| Feb 14, 2025 | $-0.85 | $-0.89 | -4.7% | — | — |
| Dec 27, 2024 | $-0.83 | $-0.77 | +7.2% | — | — |
| Aug 14, 2024 | $-1.06 | $-0.83 | +21.7% | — | — |
| May 15, 2024 | $-0.88 | $-1.55 | -76.1% | — | — |
| Feb 14, 2024 | $-1.00 | $-0.80 | +20.0% | — | — |
| Dec 22, 2023 | $-1.00 | $-1.00 | +0.0% | — | — |
| Aug 14, 2023 | $-0.80 | $-1.60 | -100.0% | — | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q3 FY2024 · August 14, 2024
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- Mission: Achieve first approval for ophthalmic bevacizumab for retina diseases in EU, UK, US. - Europe: Received marketing authorization in EU and UK; advancing market access, inventory planning, and partner discussions for launch in first half of 2025. - US: NORSE EIGHT trial has 359 of 400 subjects enrolled, expected top line results in Q4 2024, BLA resubmission to FDA in Q1 2025; completed Type C and D meetings with FDA, addressing CMC items. - Financials: Cash position ~$32 million as of June 30, 2024; expected $107 million from warrant exercises to support operations through 2025; R&D expenses reduced in Q3 2024; G&A expenses increased due to pre-launch Europe expenses.
Guidance
- Expect BLA resubmission to FDA in Q1 2025 upon completion of NORSE EIGHT enrollment. - Cash position combined with warrant proceeds should support operations through calendar 2025. - R&D expenses expected to continue at current levels for the next quarter.
Segment performance
No detailed product segment financial performance provided in the transcript as the focus is on drug development and regulatory progress rather than product revenue breakdowns.
Risks & headwinds
- Forward-looking statements involve risks and uncertainties; actual results may differ from expectations. - Factors from SEC filings could cause material differences in actual results. - Clinical trial enrollment and regulatory approval timelines are uncertain.
Analyst Q&A
Q: Julian Harrison asked about enrollment details in NORSE EIGHT.
A: Russell Trenary said they have dozens in screening, enough to reach 380 patients and expect to finish enrollment by end of third quarter.
Q: Will Hidell inquired about UK NICE process.
A: Russell Trenary stated they have a well-informed dossier with NICE and are going through the process, with pricing to be known later in the year.
Q: Timothy Chiang asked about Type C and D meetings with FDA.
A: Russell Trenary said timing of BLA filing is tied to enrollment completion, discussions with FDA were positive, and CMC items were addressed.
Q: Douglas Tsao asked about BLA filing timing and European launch inventory.
A: Russell Trenary said BLA timing is due to enrollment pace, and inventory is being tracked for shelf life extension for European and potential US launch.
Q: Daniil Gataulin asked about EU off-label use and launch checklist.
A: Russell Trenary discussed varying EU market dynamics for off-label use and mentioned market access, HTA work, and salesforce planning as launch checklists for first half of 2025.