NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

BioMarin reported a strong Q2 2024 with double-digit revenue growth and increased full-year 2024 guidance.

BioMarin announced a 20% year-over-year increase in total revenue for the second quarter of 2024, reaching $712 million. Strong VOXZOGO demand and growth from enzyme therapies drove the increase. The company raised its full-year 2024 guidance for total revenues, non-GAAP operating margin, and non-GAAP diluted EPS.

  • Total revenues for Q2 2024 were $712 million, a 20% increase year-over-year.
  • GAAP diluted EPS for Q2 2024 was $0.55, a 90% increase year-over-year.
  • Non-GAAP diluted EPS for Q2 2024 was $0.96, a 78% increase year-over-year.
  • VOXZOGO demand increased significantly, with a 73% year-over-year increase in the number of children receiving treatment.

Headline financials

Total Revenue

$712M

Previous: $595M+19.6%
EPS

$0.55

Previous: $0.54+1.9%
GAAP Operating Margin

16.9%

No prior period
Non-GAAP Operating Margin

31.2%

No prior period
Non-GAAP Income

$189M

No prior period
GAAP Diluted Shares

200.5M

No prior period
Operating Cash Flow

$119M

No prior period
Capital Expenditures

-$47.4M

Previous: -$46M-3.0%
Free Cash Flow

$59.7M

Previous: $10M+497.4%
Net Income

$107M

Previous: $56M+91.2%
Operating Income

$120M

Previous: $58.9M+104.6%
Gross Profit

$582M

Previous: $467M+24.5%
Cash & Equivalents

$972M

Previous: $694M+40.0%
Total Assets

$7.07B

Previous: $6.56B+7.7%
R&D Expense

$184M

No prior period
Stock-Based Comp

$47.9M

Previous: $50.2M-4.5%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$712M

Q2 2024+19.6%vs Q2 2023
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 raised its full-year 2024 guidance for total revenues, non-GAAP operating margin, and non-GAAP diluted EPS. The improved guidance reflects the underlying strength of enzyme products and continued high demand for VOXZOGO, along with BioMarin’s commitment to accelerate profitability while continuing to invest in innovation.

Tailwinds

  • Total Revenues: $2.75 to $2.825 billion (previous $2.7 to $2.8 billion)
  • Non-GAAP Operating Margin: 26% to 27% (previous 24% to 25%)
  • Non-GAAP Diluted EPS: $3.10 to $3.25 (previous $2.75 to $2.95)
  • Company secured ample VOXZOGO supply to support patient demand worldwide.
  • Company expects ROCTAVIAN to be profitable by the end of 2025.

Headwinds

  • Updated full-year 2024 guidance does not reflect the impact of potential additional future business decisions that may result from its ongoing strategic business review.
  • Lower KUVAN® product revenues attributed to continued generic competition as a result of the loss of market exclusivity.
  • Higher spend in Selling, General and Administrative (SG&A), primarily due to severance and other restructuring costs associated with the Company’s portfolio strategy review and the associated organizational redesign efforts announced in the second quarter of 2024.
  • Higher SG&A expenses primarily related to sales and marketing activities for VOXZOGO, higher partner distribution fees, incremental administrative expenses.
  • Higher Research and Development (R&D) expenses related to expansion into new VOXZOGO indications and our prioritized pipeline 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 Q2 2024

Historical avgQ2 2024

-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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