NASDAQ$DVAX

Dynavax Technologies Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported second quarter financial results with a 386% increase in total revenue compared to Q2 2021.

Dynavax reported strong second-quarter results, driven by significant growth in both HEPLISAV-B and CpG 1018 adjuvant revenues. The company is on track for another profitable year and is well-capitalized to invest in programs that drive revenue growth and advance its clinical pipeline.

  • Total revenue for Q2 2022 reached $256.5 million, a 386% increase compared to $52.8 million in Q2 2021.
  • HEPLISAV-B vaccine net product revenue was $32.7 million, up 139% from $13.7 million in Q2 2021.
  • CpG 1018 adjuvant net product revenue was $222.6 million, up 471% from $39.0 million in Q2 2021.
  • The company anticipates adolescent data from the Tdap vaccine program trial in the fourth quarter of 2022 and topline data from the Shingles vaccine program also in the fourth quarter of 2022.

Headline financials

Total Revenue

$255M

Previous: $52.8M+383.1%
EPS (adj)

$0.87

Previous: $0.06+1350.0%
HEPLISAV-B Market Share (US)

32.0%

No prior period
Capital Expenditures

-$4.27M

Previous: -$2.81M-51.9%
Free Cash Flow

-$38.1M

Previous: $146M-126.1%
Net Income

$129M

Previous: $4.47M+2778.5%
Operating Income

$128M

Previous: $9.17M+1298.0%
Gross Profit

$172M

Previous: -$830K+20770.4%
Cash & Equivalents

$518M

Previous: $130M+299.8%
Total Assets

$1.02B

Previous: $648M+57.9%
Stock-Based Comp

$7.93M

Previous: $5.02M+57.8%

Revenue & EPS history

Dynavax · Revenue · Quarterly

$255M

Q2 2022+383.1%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Dynavax · $32.7M total across 1 segment · Q2 2022

  • HEPLISAV-B Net Product Revenue
    $32.7M+138.7%

Forward guidance

Dynavax anticipates 2022 revenues, operating expenses, and other costs to be in the ranges shown below, updated from the Company’s previous financial guidance provided on May 5, 2022:

Tailwinds

  • Full-year CpG 1018 adjuvant net product revenues of between $550 million and $600 million
  • Associated gross margin anticipated to be approximately 60%

Headwinds

  • Research and development expenses to be between approximately $50-$60 million
  • Selling, general and administrative expenses to be between approximately $130-$140 million
  • Interest expense of approximately $7 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.6%

Avg return

Earnings day

+1.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

49%

31 / 63 earnings

Positive

+18.1%

Q1 2019

Best reaction

-29.1%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025
Q3 2025-1.5%+2.4%-1.0%
Q2 2025-6.7%-2.2%-9.0%
Q1 2025-11.0%-9.6%-6.1%
Q4 2024+0.0%+2.5%+3.6%
Q3 2024+5.9%+9.6%+4.5%
Q2 2024+6.8%+10.1%+7.2%
Q1 2024-6.4%-6.2%+2.6%
Q4 2023+2.3%+4.3%-1.4%
Q3 2023+0.9%-5.5%-2.8%
Q2 2023+7.1%+10.0%+7.4%
Q1 2023+4.8%+7.0%+9.0%
Q4 2022-5.0%-5.5%-9.4%
Q3 2022+11.6%+10.3%+12.6%
Q2 2022+17.8%+20.7%-20.6%
Q1 2022-4.3%-12.0%+29.7%
Q4 2021-2.2%-16.1%-11.8%
Q3 2021-22.8%
Q2 2021+6.1%
Q1 2021+9.7%
Q4 2020-6.7%
Q3 2020+0.5%
Q2 2020-13.5%
Q1 2020-8.8%
Q4 2019-29.1%
Q3 2019-5.4%
Q2 2019+5.2%
Q1 2019+18.1%
Q4 2018-7.8%
Q3 2018+2.2%
Q2 2018+5.8%
Q1 2018-5.0%
Q4 2017-0.3%
Q3 2017+6.4%
Q2 2017+12.7%
Q1 2017+0.9%
Q4 2016-2.5%
Q3 2016+6.7%
Q2 2016-2.3%
Q1 2016+8.7%
Q4 2015-4.6%
Q3 2015-1.5%
Q2 2015+10.8%
Q1 2015+1.9%
Q4 2014+0.1%
Q3 2014-1.9%
Q2 2014-9.2%
Q1 2014-3.9%
Q4 2013-4.2%
Q3 2013+4.5%
Q2 2013+2.4%
Q1 2013-5.2%
Q4 2012+2.1%
Q3 2012+0.5%
Q2 2012+2.4%
Q1 2012-3.6%
Q4 2011+3.1%
Q3 2011-14.0%
Q2 2011-14.6%
Q1 2011-1.1%
Q4 2010-2.5%
Q3 2010+2.4%
Q2 2010-8.1%
Q1 2010+7.1%

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