Joining me today is David Luci, President and CEO of Acurx Pharmaceuticals, who will give a corporate update and outlook. In May, we closed an equity line of credit with Lincoln Park Capital for up to $12 million of additional funding. The company will continue its multi-step approach to raising capital through customary financing, warrant inducements, and public-private partnership opportunities going forward.

As we continually record, our ibezapolstat clinical results continue to demonstrate its leadership in the field and a serious and potentially life-threatening infectious disease called Clostridioides difficile infection that the U.S. During the second quarter, the company raised a total of approximately $3.4 million of gross proceeds through purchases under the equity line of credit and a warrant inducement agreement. The decrease was primarily due to a $0.7 million decrease in share-based compensation and a $0.1 million increase in professional fees.

I see that you guys are, you know, preserving cash, operating expenses coming down, nicely in line with your expectations of good capital. What I would say is, when you're seeing things like G&A expenses that we report on these earnings calls, that's a different number than cash flow.

What went well
  • Sharply reduced its cash burn: research and development expense fell to $0.5 million (from $1.8 million a year earlier) and G&A to $1.7 million (from $2.3 million), cutting the quarterly net loss to $2.2 million from $4.1 million and bringing monthly cash burn down to roughly $400,000.
  • Published its ibezapolstat Phase 2 CDI clinical-trial data in The Lancet Microbe, with the senior author noting high rates of clinical cure and sustained cure while preserving health-promoting gut bacteria versus the only two guideline antibiotics (vancomycin and fidaxomicin).
  • Strengthened intellectual property and preclinical support for the ACX-375C program, including a new Indian patent for its DNA polymerase IIIC inhibitors (expiring December 2039) and mechanism-of-action data presented at a FASEB conference from its Leiden University Medical Center collaboration.
  • Confirmed that the FDA and the European Medicines Agency agreed on an identical Phase 3 protocol for ibezapolstat, and reported that essentially all elements are ready to begin the Phase 3 program.
What went wrong
  • Cash remained very tight at $6.1 million as of June 30, 2025, leaving the company dependent on incremental, dilutive financings (an equity line of credit and warrant inducements) and on securing a partnership or non-dilutive funding to actually fund the Phase 3 program.
  • Implemented a 1-for-20 reverse stock split in August 2025 to maintain compliance with Nasdaq listing requirements, underscoring share-price pressure.
  • The timing of a partnership or government/public-private funding remained outside the company's control and was pushed toward late 2025 or into 2026, given the U.S. federal budget cycle.

Guidance Changes

MetricPeriodCurrent guidance
Cash positionAs of June 30, 2025$6.1M in cash (vs $3.7M at Dec 31, 2024); ~$400K monthly cash burn
Equity line of credit (Lincoln Park Capital)2025Up to $12M facility closed in May 2025 to provide incremental funding
Ibezapolstat Phase 3 program (CDI)Pending fundingReady to initiate; awaiting a partnership or non-dilutive/public-private funding
New small clinical trialNext quarter updateEvaluating a new, very small clinical trial that can be funded without heavy lifts; details to follow after board review

Performance Breakdown

MetricYoYNote
Research & development expense (Q2) $0.5M (vs $1.8M) $0.3M lower manufacturing costs and $1.0M lower consulting costs as prior-year trial activity wound down.
General & administrative expense (Q2) $1.7M (vs $2.3M) $0.7M decrease in share-based compensation, partly offset by higher professional fees.
Net loss (Q2) $2.2M (vs $4.1M) Lower R&D and G&A spending on tightened operations.
Diluted net loss per share (Q2) $(1.89) (vs $(5.21)) Smaller loss on a reverse-split-adjusted share count of ~1.47M shares.
Cash, equivalents & investments $6.1M Bolstered by ~$3.4M of gross proceeds from the ELOC and a June warrant inducement.

Earnings Call Themes & Trends

TopicPrevious mentionCurrent periodTrend
Cash discipline / burn reductionHigher trial-period spend~$400K/month burn; R&D down to $0.5M/qtrDown
Ibezapolstat clinical validationPhase 2 dataPublished in The Lancet Microbe; FDA/EMA aligned on Phase 3 protocolUp
Path to Phase 3 fundingSeeking capitalPursuing partnerships and public-private (government) fundingSteady

More on Acurx Pharmaceuticals, Inc.

Reported 2025-08-12 · figures from the Acurx Pharmaceuticals, Inc. Q2 2025 earnings call.

See how VectorShift works for your firm

Request Demo