NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported strong results for the second quarter of 2023, achieving record-breaking revenues for the first half of the year, with a 13% year-over-year growth.

BioMarin Pharmaceutical Inc. announced strong second quarter 2023 results with total revenues of $595.3 million, a 12% increase compared to the same period in 2022. The company reached more children with VOXZOGO and received U.S. approval of ROCTAVIAN. BioMarin is focused on expanding VOXZOGO globally and treating the first ROCTAVIAN patients in the U.S. and Europe.

  • Total Revenues for the second quarter of 2023 were $595.3 million, an increase of 12% compared to the same period in 2022.
  • VOXZOGO growth continued in the second quarter driven by global demand resulting in increased full year 2023 guidance.
  • U.S. Approval of ROCTAVIAN received in the second quarter and commercial launch underway; Commercial Launch in Europe making progress
  • GAAP and Non-GAAP Net Income increased by $28.3 million and $28.4 million, respectively, for the second quarter of 2023 compared to the same period in 2022.

Headline financials

Total Revenue

$595M

Previous: $534M+11.5%
EPS (adj)

$0.54

Previous: $0.59-8.5%
Capital Expenditures

-$46M

Previous: -$56M+17.7%
Free Cash Flow

$10M

Previous: -$28.3M+135.3%
Net Income

$56M

Previous: $27.7M+102.6%
Operating Income

$58.9M

Previous: $39.2M+50.4%
Gross Profit

$467M

Previous: $411M+13.8%
Cash & Equivalents

$694M

Previous: $620M+12.0%
Total Assets

$6.56B

Previous: $6.15B+6.8%
Stock-Based Comp

$50.2M

Previous: $47.1M+6.6%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$595M

Q2 2023+11.5%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

BioMarin · $518M total across 7 segments · Q2 2022

  • VIMIZIM
    $173M+0.9%
  • NAGLAZYME
    $116M-2.5%
  • PALYNZIQ
    $61.6M+4.4%
  • KUVAN
    $57.6M
  • BRINEURA
    $37.7M+24.4%
  • ALDURAZYME
    $37.3M+32.7%
  • VOXZOGO
    $34.4M

Forward guidance

BioMarin updated its full-year 2023 financial guidance.

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 2023

Historical avgQ2 2023

-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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