NASDAQ$BMRN

BioMarin Pharmaceutical Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

BioMarin reported record fourth quarter and full year 2022 total revenues, driven by strong global demand for VOXZOGO and steady growth of the enzyme business.

BioMarin announced strong Q4 and full-year 2022 results, driven by VOXZOGO's global launch and enzyme business growth. Total revenues for Q4 2022 were $537.5 million, a 19% increase compared to 2021. The company is focusing on the European commercial launch of ROCTAVIAN and preparing for its potential U.S. approval.

  • Total Revenues for the fourth quarter of 2022 were $537.5 million, an increase of 19% compared to the same period in 2021.
  • GAAP Net Loss decreased to $0.2 million for the fourth quarter of 2022 compared to GAAP Net Loss of $57.9 million for the same period in 2021.
  • Non-GAAP Income increased to $67.4 million for the fourth quarter of 2022 compared to Non-GAAP Income of $7.1 million for the same period in 2021.
  • The European launch of ROCTAVIAN is underway following EMA approval in the third quarter of 2022.

Headline financials

Total Revenue

$538M

Previous: $450M+19.5%
EPS (adj)

$0.36

Previous: -$0.32+212.5%
Capital Expenditures

$35.7M

Previous: $28.7M+24.2%
Free Cash Flow

-$28.9M

Previous: -$17.6M-64.6%
Net Income

-$249K

Previous: -$57.9M+99.6%
Operating Income

-$24.5M

Previous: -$65.9M+62.8%
Gross Profit

$410M

Previous: $330M+24.3%
Cash & Equivalents

$725M

Previous: $587M+23.4%
Total Assets

$6.38B

Previous: $6B+6.2%
Stock-Based Comp

$46.7M

Previous: $43.9M+6.5%

Revenue & EPS history

BioMarin · Revenue · Quarterly

$538M

Q4 2022+19.5%vs Q4 2021
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 provided full-year 2023 financial guidance, including total revenues between $2.375 billion and $2.5 billion, ROCTAVIAN revenues between $100 million and $200 million, and VOXZOGO revenues between $330 million and $380 million.

Tailwinds

  • Total Revenues: $2,375 to $2,500 million
  • Enzyme Product Revenues: $1,700 to $1,850 million
  • ROCTAVIAN Revenues: $100 to $200 million
  • VOXZOGO Revenues: $330 to $380 million
  • Gross Profit %: 77.5% to 79%

Headwinds

  • R&D % of Revenue: 30% to 32%
  • SG&A % of Revenue: 36% to 38%
  • GAAP Net Income: $155 to $205 million
  • GAAP Diluted EPS: $0.78 to $1.03
  • Non-GAAP Income (new method): $360 to $410 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 2022

Historical avgQ4 2022

-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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