NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

BioMarin's Q4 2019 financial results were announced, showcasing significant revenue growth driven by key products and strategic advancements in its pipeline.

BioMarin announced a 29% increase in total revenues for Q4 2019, reaching $454.4 million compared to $353.2 million in Q4 2018. The growth was primarily driven by increased net product revenues, particularly from Palynziq, Vimizim, Naglazyme, and Brineura. The company also reported a GAAP net income of $15.0 million for the quarter, a significant improvement from the net loss of $3.7 million in the same period of the previous year.

  • Total revenues for Q4 2019 increased by 29% to $454.4 million.
  • GAAP Net Income improved to $15.0 million from a loss of $3.7 million in Q4 2018.
  • Palynziq revenues increased significantly due to maintenance dosing and new patients initiating therapy.
  • Advancements in the pipeline include FDA and EMA acceptance of marketing submissions for Valoctocogene Roxaparvovec.

Headline financials

Total Revenue

$454M

Previous: $353M+28.7%
EPS (adj)

$0.08

Previous: -$0.03+366.7%
Capital Expenditures

$50.8M

Previous: $42.1M+20.7%
Free Cash Flow

$6.56M

Previous: $7.3M-10.1%
Net Income

$15M

Previous: -$3.65M+511.6%
Operating Income

-$9.16M

Previous: -$38.1M+76.0%
Gross Profit

$359M

Previous: $278M+28.9%
Cash & Equivalents

$437M

Previous: $494M-11.4%
Total Assets

$4.69B

Previous: $4.43B+5.9%
Stock-Based Comp

$38.1M

Previous: $36.6M+4.2%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$454M

Q4 2019+28.7%vs Q4 2018
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

BioMarin · $431M total across 6 segments · Q4 2019

  • VIMIZIM
    $132M+16.1%
  • KUVAN
    $123M+9.3%
  • NAGLAZYME
    $94.8M+23.6%
  • PALYNZIQ
    $31.7M+291.4%
  • BRINEURA
    $25.2M+106.6%
  • ALDURAZYME
    $23.9M+37.4%

Forward guidance

BioMarin anticipates total revenues between $1.95 billion and $2.05 billion for full-year 2020 and expects to be profitable on a GAAP basis for the first time.

Tailwinds

  • Total Revenues are expected to be between $1.95 billion and $2.05 billion.
  • Vimizim Net Product Revenues are projected to be between $560 million and $610 million.
  • Naglazyme Net Product Revenues are expected to be between $380 million and $420 million.
  • Palynziq Net Product Revenues are guided to be between $180 million and $210 million.
  • Brineura Net Product Revenues are projected to be between $85 million and $115 million.

Headwinds

  • Cost of Sales is expected to be 20% to 21% of Total Revenues.
  • Research and Development Expense is projected to be between $675 million and $725 million.
  • Selling, General, and Administrative Expense is expected to be between $780 million and $830 million.
  • GAAP Net Income is guided to be between $20 million and $80 million.
  • Non-GAAP Income is projected to be between $260 million and $310 million.

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 Q4 2019

Historical avgQ4 2019

-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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