NASDAQ$DVAX

Dynavax Technologies Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported record quarterly HEPLISAV-B® net product revenue and initiated dosing in Phase 1/2 trial of novel shingles vaccine program.

Dynavax reported a strong second quarter in 2024, marked by record HEPLISAV-B net product revenue and the initiation of a Phase 1/2 trial for its novel shingles vaccine program. The company is optimistic about the adult hepatitis B vaccine market and continues to evaluate strategic opportunities for growth.

  • Achieved record quarterly HEPLISAV-B® net product revenue of $70.2 million, growing 24% year-over-year.
  • Reaffirming full year 2024 HEPLISAV-B net product revenue guidance of $265 - $280 million.
  • Initiated dosing in Phase 1/2 trial of novel shingles vaccine program with clinical data expected in 2H 2025.
  • HEPLISAV-B total estimated market share in the U.S. increased to approximately 42%.

Headline financials

Total Revenue

$73.8M

Previous: $58.7M+25.7%
EPS

$0.08

Previous: $0.03+166.7%
HEPLISAV-B Market Share (US)

42.0%

Previous: 39.0%+7.7%
Adjusted EBITDA

$20.5M

No prior period
Capital Expenditures

-$1.53M

Previous: -$2.03M+24.9%
Free Cash Flow

-$7.49M

Previous: $53.6M-114.0%
Net Income

$11.4M

Previous: $3.43M+231.9%
Operating Income

$5.2M

Previous: -$3.41M+252.7%
Gross Profit

-$11.4M

Previous: $45.2M-125.2%
R&D Expense

$15M

No prior period
Stock-Based Comp

$13.5M

Previous: $10.6M+28.0%

Revenue & EPS history

Dynavax · Revenue · Quarterly

$73.8M

Q2 2024+25.7%vs Q2 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Dynavax · $69.5M total across 2 segments · Q3 2023

  • HEPLISAV-B Net Product Revenue
    $62.3M+66.1%
  • Other Revenue
    $7.2M

Forward guidance

Dynavax is reiterating its full year 2024 financial guidance.

Tailwinds

  • HEPLISAV-B net product revenue between approximately $265 - $280 million, including approximately $3 million in ex-U.S. sales through commercialization partnership in Germany
  • HEPLISAV-B gross margin of approximately 80%
  • Research and development expenses between approximately $60 - $75 million
  • Selling, general and administrative expenses between approximately $160 - $180 million
  • Cash, cash equivalents and marketable securities to be higher as of December 31, 2024, compared to December 31, 2023

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 2024

Historical avgQ2 2024

-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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