Shattuck Labs, Inc. (STTK) Earnings
Shattuck Labs, Inc. is expected to report next earnings on August 13, 2026 (in NaN days), with a consensus EPS estimate of $-0.14. STTK has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +7.4% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.14 | $-0.13 | +7.1% | — | — |
| Mar 5, 2026 | $-0.14 | $-0.12 | +11.9% | — | — |
| Nov 6, 2025 | $-0.15 | $-0.14 | +6.7% | $1M | +500.0% |
| Aug 14, 2025 | $-0.25 | $-0.24 | +4.0% | — | — |
| May 1, 2025 | $-0.29 | $-0.27 | +6.9% | — | — |
| Mar 27, 2025 | $-0.38 | $-0.37 | +2.6% | $14M | +1712.9% |
| Nov 14, 2024 | $-0.41 | $-0.33 | +19.5% | $3M | +1098.8% |
| Aug 1, 2024 | $-0.41 | $-0.42 | -2.4% | $2M | +177.4% |
| May 2, 2024 | $-0.47 | $-0.37 | +21.3% | $1M | +266.0% |
| Feb 29, 2024 | $-0.51 | $-0.41 | +19.6% | $714000 | +257.0% |
| Nov 9, 2023 | $-0.52 | $-0.65 | -25.0% | $686000 | +281.1% |
| Aug 10, 2023 | $-0.52 | $-0.50 | +3.8% | $200000 | +100.0% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q3 FY2023 · November 10, 2023
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
### Clinical Trials - Lead product candidate SL-172154 (154) has clinical data from hematologic and solid tumor programs. In the Phase 1B trial in platinum-resistant ovarian cancer with SL-172154 + pegylated liposomal doxorubicin (PLD), as of Oct 31, 2023, overall response rate was 27%. - Phase 1A/B trial in AML/high-risk MDS: Dose escalation completed in Q2 2023, data presented at ASH. Frontline dose expansion cohorts initiated, enrolling quickly due to unmet need. SL-172154 has acceptable safety profile, no destructive anemia. CD40 agonist domain differentiates it. ### Financials - As of Sep 30, 2023, cash and cash equivalents and investments were $101.1 million. - Q3 2023 R&D expenses: $24.2 million vs $18.9 million in Q3 2022. - Q3 2023 general and administrative expenses: $5.1 million vs $6.6 million in Q3 2022. - Q3 2023 net loss: $27.5 million or $0.65 per basic and diluted share.
Guidance
### Financial Runway - Cash and cash equivalents and investments are sufficient to fund operations through year-end 2024, excluding capital from business development transactions or additional clinical costs. ### Milestones - Expect to present complete data from dose escalation of Phase 1A/B trial at ASH. Initial data from frontline TP53 mutant AML and higher-risk MDS dose expansion cohorts to be presented post-ASH. Complete enrollment in frontline higher-risk MDS cohort in Q4 2023 and Phase 1B PLD combo cohort in Q4 2023.
Segment performance
No specific product segment financial performance detailed; focus on clinical trial updates. The company's lead product candidate SL-172154 is in clinical trials, with updates on ovarian cancer and AML/high-risk MDS programs.
Risks & headwinds
### Uncertainties - Forward-looking statements involve risks and uncertainties. Actual results may differ from those expressed. Refer to SEC filings, including the most recent quarterly report on Form 10-Q for details on risks and uncertainties.
Analyst Q&A
Q: Jonathan Miller of Evercore ISI asked about baseline characteristics of PROC patients and comparison to other CD47 programs.
A: Taylor Schreiber and Lini Pandite responded, discussing patient characteristics similar to JAVELIN study and how SL-172154's CD40 domain may impact efficacy.
Q: Joe Pantginis of H.C. Wainwright inquired about scenario analysis for AML/MDS study and targeted approval paths.
A: Taylor Schreiber responded, talking about potential targeted approval for TP53 mutant patients and rapid response kinetics observed.
Q: Marc Frahm of TD Cowen asked about patient status in PROC trial and efficacy in PARP-experienced vs non-experienced patients.
A: Lini Pandite responded, stating 5 patients in PROC trial are still on study waiting for first scan, and it's too early to draw conclusions on efficacy differences by PARP exposure.
Q: Yigal Nochomovitz of Citi asked about correlation between platinum-free interval and response in PROC and biologic hypotheses for TP53 mutant AML vs higher-risk MDS.
A: Taylor Schreiber responded, discussing platinum-free interval in PROC and hypotheses on TP53 mutant AML vs higher-risk MDS based on immunogenicity and CD40 agonist potential.
Q: Gil Blum of Needham & Company asked about go/no-go decision for PLD + SL-172154 and behavior of non-responding patients in PROC.
A: Taylor Schreiber responded, discussing enrollment challenges and potential regulatory path based on data maturation, and stating it's too early to assert behavior of non-responding patients.