NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

BioMarin's first quarter showcased a 25% revenue surge, driven by robust product sales and strategic advancements in regulatory submissions.

BioMarin announced a 25% increase in total revenue, reaching $502.1 million in the first quarter of 2020. The company experienced growth across its product portfolio, notably Naglazyme, Palynziq, Kuvan and Brineura. GAAP net income was $81.4 million, a significant improvement from the previous year's net loss. The company is reducing full year revenue guidance by 5% due to COVID-19 impacts.

  • Total revenue increased by 25% to $502.1 million.
  • GAAP Net Income was $81.4 million, a significant increase from $(56.5) million in the same period last year.
  • FDA accepted the U.S. Marketing Application for Valoctocogene Roxaparvovec for Severe Hemophilia A under Priority Review.
  • Marketing applications planned for Vosoritide to treat children with Achondroplasia in the third quarter of 2020 in both the U.S. and Europe.

Headline financials

Total Revenue

$502M

Previous: $401M+25.3%
EPS (adj)

$0.44

Previous: -$0.32+237.5%
Capital Expenditures

-$40.6M

Previous: -$28.8M-41.0%
Free Cash Flow

$40.8M

Previous: -$85.2M+147.9%
Net Income

$81.4M

Previous: -$56.5M+244.1%
Operating Income

$105M

Previous: -$54M+294.5%
Gross Profit

$391M

Previous: $312M+25.4%
Cash & Equivalents

$477M

Previous: $364M+30.8%
Total Assets

$4.72B

Previous: $4.44B+6.5%
Stock-Based Comp

$47M

Previous: $42.8M+9.9%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$502M

Q1 2020+25.3%vs Q1 2019
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

BioMarin · $366M total across 5 segments · Q1 2020

  • VIMIZIM
    $137M+9.1%
  • NAGLAZYME
    $114M+31.5%
  • ALDURAZYME
    $55.7M+23.0%
  • PALYNZIQ
    $34.6M+181.3%
  • BRINEURA
    $24M+96.7%

Forward guidance

Due to the uncertainty surrounding the COVID-19 pandemic and the potential impact on its business, BioMarin is reducing its guidance for Total Revenues and Net Product Revenues for Vimizim, Naglazyme and Palynziq for 2020.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2020

Historical avgQ1 2020

-0.5%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.6%

Avg return

30 days after

44%

30 / 68 earnings

Positive

+9.0%

Q3 2014

Best reaction

-10.7%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%+0.0%+1.2%
Q4 2025-2.7%-1.9%-11.7%
Q3 2025+1.4%+1.7%+5.4%
Q1 2025-1.3%-5.4%-7.4%
Q4 2024+4.8%+8.5%+8.6%
Q3 2024-4.9%-5.0%-6.7%
Q2 2024+3.2%+5.3%+6.7%
Q1 2024-10.7%-10.8%-18.0%
Q4 2023+3.0%+2.4%-3.9%
Q3 2023-2.2%-6.4%+13.5%
Q2 2023+1.6%+1.1%+7.1%
Q1 2023-3.3%+1.5%-7.4%
Q4 2022-2.4%-0.9%-7.7%
Q3 2022-6.3%-5.3%+6.0%
Q2 2022+7.3%+10.4%+3.4%
Q1 2022+4.2%+5.1%+2.1%
Q4 2021-9.4%-8.5%-7.4%
Q3 2021+6.5%+11.8%+19.3%
Q2 2021+0.2%-1.2%+6.6%
Q1 2021-3.2%-2.6%-3.9%
Q4 2020-7.1%-6.5%-9.4%
Q3 2020+0.5%-0.2%+4.2%
Q2 2020-1.8%-2.8%-37.9%
Q1 2020-2.6%-4.4%+12.8%
Q4 2019-1.3%+3.7%-12.6%
Q3 2019+2.5%+6.5%+14.8%
Q2 2019-1.9%-4.2%-5.4%
Q1 2019-0.5%+0.0%+4.1%
Q4 2018-3.1%+1.7%-2.9%
Q3 2018+4.9%-0.8%+1.0%
Q2 2018-1.5%+4.7%-1.0%
Q1 2018+1.7%+2.9%+14.0%
Q4 2017-1.4%-1.4%-6.4%
Q3 2017-1.9%-3.2%-2.5%
Q2 2017+1.7%+1.2%+3.0%
Q1 2017-1.8%-5.0%-5.5%
Q4 2016-2.5%+4.6%-2.7%
Q3 2016-0.8%+1.2%+8.9%
Q2 2016-2.5%-6.2%-5.6%
Q1 2016-3.5%
Q4 2015+5.0%
Q3 2015+2.9%
Q2 2015-1.7%
Q1 2015+0.6%
Q4 2014+2.7%
Q3 2014+9.0%
Q2 2014+1.3%
Q1 2014-0.9%
Q4 2013+1.3%
Q3 2013-2.1%
Q2 2013+1.0%
Q1 2013+1.4%
Q4 2012+1.7%
Q3 2012-4.7%
Q2 2012-5.2%
Q1 2012-1.4%
Q4 2011-0.0%
Q3 2011-7.2%
Q2 2011-6.5%
Q4 2010+3.2%
Q1 2011+1.8%
Q4 2008+0.3%
Q3 2010+4.0%
Q3 2009+4.0%
Q4 2009-0.6%
Q2 2009-0.6%
Q2 2010-0.6%
Q1 2010-8.0%

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