NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

BioMarin reported an 11% increase in total revenue, reaching $430 million.

BioMarin announced its second quarter 2020 financial results, with total revenue growth of 11% to $430 million. The company is progressing with regulatory submissions for Valoctocogene Roxaparvovec and Vosoritide and anticipates GAAP profitability for the full year 2020.

  • Total revenue grew by 11% to $430 million.
  • U.S. marketing application for Valoctocogene Roxaparvovec under priority review with PDUFA target action date of August 21, 2020.
  • Marketing Authorization Application for Valoctocogene Roxaparvovec validated by the European Medicines Agency.
  • Company continues to expect to be profitable on a GAAP basis for the first time for the full year 2020.

Headline financials

Total Revenue

$429M

Previous: $388M+10.8%
EPS (adj)

-$0.16

Previous: -$0.29+44.8%
Capital Expenditures

-$66.7M

Previous: -$61.4M-8.7%
Free Cash Flow

-$95.9M

Previous: -$98.8M+3.0%
Net Income

-$29.2M

Previous: -$37.4M+22.0%
Operating Income

-$40.9M

Previous: -$41.4M+1.0%
Gross Profit

$332M

Previous: $310M+6.8%
Cash & Equivalents

$819M

Previous: $308M+166.2%
Total Assets

$5.3B

Previous: $4.39B+20.7%
Stock-Based Comp

$45M

Previous: $39.8M+12.9%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$429M

Q2 2020+10.8%vs Q2 2019
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

BioMarin · $378M total across 5 segments · Q2 2020

  • KUVAN
    $123M
  • VIMIZIM
    $117M
  • NAGLAZYME
    $81M
  • ALDURAZYME
    $32.3M
  • BRINEURA
    $25.8M

Forward guidance

BioMarin expects total revenues between $1,850 to $1,950 million. They anticipate being GAAP profitable, with net income between $720 to $980 million, which includes a one-time, non-cash income tax benefit of approximately $700 million to $900 million. Non-GAAP income is expected to be between $260 to $310 million.

Tailwinds

  • Total Revenues: $1,850 to $1,950
  • Vimizim Net Product Revenues: $530 to $570
  • Kuvan Net Product Revenues: $430 to $480
  • Naglazyme Net Product Revenues: $360 to $400
  • Palynziq Net Product Revenues: $160 to $190

Headwinds

  • Cost of Sales (% of Total Revenues): 20% to 21%
  • Research and Development Expense: $675 to $725
  • Selling, General and Administrative Expense: $780 to $830
  • GAAP Net Income: $720 to $980
  • Non-GAAP Income: $260 to $310

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 Q2 2020

Historical avgQ2 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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