NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

BioMarin's financial performance decreased slightly due to lower Kuvan sales, but was offset by increased Vimizim and Palynziq revenues.

BioMarin announced its Q1 2021 financial results, with total revenues decreasing by 3% compared to Q1 2020, primarily due to lower Kuvan sales. However, Vimizim and Palynziq revenues increased. The company reaffirmed its full-year 2021 financial guidance and anticipates regulatory decisions for vosoritide and valoctocogene roxaparvovec in Europe.

  • Total revenues decreased by 3% in Q1 2021 compared to Q1 2020, excluding Kuvan revenues grew by 9%.
  • GAAP Net Income decreased to $17.4 million for Q1 2021, compared to $81.4 million for the same period in 2020.
  • The company reaffirms its plan to submit the Marketing Authorization Application with one-year results from the Phase 3 GENEr8-1 study to the European Medicines Agency (EMA) in June 2021.
  • FDA Review of Vosoritide Proceeding; PDUFA Target Action Date Extended to November 20, 2021 to Provide Time for Review of Recently Submitted 2-year Phase 3 Results

Headline financials

Total Revenue

$486M

Previous: $502M-3.2%
EPS (adj)

$0.09

Previous: $0.44-79.5%
Capital Expenditures

-$25.5M

Previous: -$40.6M+37.1%
Free Cash Flow

-$8.14M

Previous: $40.8M-119.9%
Net Income

$17.4M

Previous: $81.4M-78.7%
Operating Income

$25.1M

Previous: $105M-76.1%
Gross Profit

$366M

Previous: $391M-6.4%
Cash & Equivalents

$667M

Previous: $477M+40.0%
Total Assets

$5.81B

Previous: $4.72B+22.9%
Stock-Based Comp

$49.5M

Previous: $47M+5.3%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$486M

Q1 2021-3.2%vs Q1 2020
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

BioMarin · $468M total across 6 segments · Q1 2021

  • VIMIZIM
    $158M+15.5%
  • NAGLAZYME
    $107M-6.1%
  • KUVAN
    $70.8M
  • PALYNZIQ
    $54M+56.1%
  • ALDURAZYME
    $50M-10.2%
  • BRINEURA
    $27.3M+13.8%

Forward guidance

BioMarin reaffirmed its full-year 2021 financial guidance, taking into consideration the ongoing impact from the COVID-19 pandemic and the essential nature of its products.

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 2021

Historical avgQ1 2021

-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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