NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Harmony Biosciences reported strong first-quarter performance with increased WAKIX net revenue and advancements in clinical development programs.

Harmony Biosciences reported a strong first quarter in 2023, marked by a 40% year-over-year increase in WAKIX net revenue, reaching $119.1 million. The company also saw growth in GAAP net income, which rose to $29.5 million, and made progress in its clinical development programs.

  • WAKIX net revenue increased by approximately 40% year-over-year, reaching $119.1 million.
  • The average number of patients on WAKIX increased by approximately 1,200 year-over-year, totaling approximately 5,100 patients.
  • GAAP net income increased to $29.5 million, or $0.48 earnings per diluted share.
  • Non-GAAP adjusted net income was $40.1 million, or $0.66 earnings per diluted share.

Headline financials

Total Revenue

$119M

Previous: $85.3M+39.6%
EPS (adj)

$0.66

Previous: $0.51+29.4%
Patients on WAKIX

5.1K

Previous: 3.9K+30.8%
Capital Expenditures

-$45K

Previous: -$45K+0.0%
Free Cash Flow

$29.4M

Previous: $21.4M+37.3%
Net Income

$29.5M

Previous: $21.5M+37.2%
Operating Income

$40.4M

Previous: $27.6M+46.7%
Gross Profit

$98.3M

Previous: $70.6M+39.3%
Cash & Equivalents

$288M

Previous: $224M+28.3%
Total Assets

$715M

Previous: $464M+54.1%
Stock-Based Comp

$7.2M

Previous: $4.63M+55.6%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$119M

Q1 2023+39.6%vs Q1 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Harmony Biosciences · $119M total across 1 segment · Q1 2023

  • WAKIX Net Product Revenue
    $119M+39.6%

Forward guidance

Harmony Biosciences anticipates topline data in the fourth quarter of 2023 in Phase 3 Idiopathic Hypersomnia (“IH”) INTUNE Study.

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 Q1 2023

Historical avgQ1 2023

+1.3%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+6.0%

Avg return

30 days after

54%

14 / 26 earnings

Positive

+24.4%

Q3 2023

Best reaction

-15.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.1%-8.0%-1.8%
Q4 2025+2.6%+6.2%+2.1%
Q3 2025-1.6%-5.1%+18.1%
Q1 2025+7.0%+13.7%+16.9%
Q4 2024+8.2%-1.0%-2.4%
Q3 2024-5.5%-7.5%+0.0%
Q2 2024+8.5%+9.4%+15.0%
Q1 2024+3.5%+7.9%-1.3%
Q4 2023-1.5%+1.5%+0.9%
Q3 2023+24.4%+31.5%+47.4%
Q2 2023-7.9%-5.0%+2.5%
Q1 2023+9.9%+9.5%+5.0%
Q4 2022-6.1%-8.0%-15.2%
Q3 2022+12.5%+13.2%+15.4%
Q2 2022+6.3%+6.6%-7.8%
Q1 2022-15.1%-21.9%-5.0%
Q4 2021+5.6%+6.1%+31.5%
Q3 2021+0.1%-0.1%-9.3%
Q2 2021+13.9%+20.1%+41.4%
Q1 2021+1.2%+4.0%+21.8%
Q1 2020+1.2%+4.0%+21.8%
Q2 2020-4.1%+11.4%-2.1%
Q4 2020-4.1%+11.4%-2.1%
Q3 2020-6.8%-7.4%-12.0%
Q4 2019-6.8%-7.4%-12.0%
Q3 2019-6.8%-7.4%-12.0%
Q2 2019
Q1 2019

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