NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Harmony Biosciences reported strong first-quarter financial results, accelerated its growth strategy, advanced its pitolisant franchise, strengthened its sleep/wake leadership, and diversified into rare epilepsy.

Harmony Biosciences reported a 30% year-over-year net revenue growth for the first quarter of 2024, driven by strong commercial sales of WAKIX. The company is also advancing its pipeline and diversifying its portfolio through strategic business development, including the acquisition of Epygenix Therapeutics, Inc.

  • WAKIX net revenue reached $154.6 million in Q1 2024, a 30% increase year-over-year.
  • The average number of patients on WAKIX increased by approximately 150 patients sequentially to approximately 6,300 for the quarter ended March 31, 2024.
  • A supplemental New Drug Application for pitolisant in Idiopathic Hypersomnia is planned for the second half of 2024.
  • Harmony acquired Epygenix Therapeutics, Inc., establishing a potential billion-dollar-plus rare epilepsy franchise.

Headline financials

Total Revenue

$155M

Previous: $119M+29.8%
EPS

$0.67

Previous: $0.66+1.5%
Capital Expenditures

-$5K

Previous: -$45K+88.9%
Free Cash Flow

$38.3M

Previous: $29.4M+30.2%
Net Income

$38.3M

Previous: $29.5M+30.0%
Operating Income

$52M

Previous: $40.4M+28.7%
Gross Profit

$127M

Previous: $98.3M+29.3%
Cash & Equivalents

$333M

Previous: $288M+15.6%
Total Assets

$847M

Previous: $715M+18.4%
R&D Expense

$22.2M

No prior period
Stock-Based Comp

$10.4M

Previous: $7.2M+44.3%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$155M

Q1 2024+29.8%vs Q1 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Harmony Biosciences · $160M total across 1 segment · Q3 2023

  • WAKIX Net Product Revenue
    $160M+36.8%

Forward guidance

Harmony Biosciences expects full year 2024 net product revenue of $700 million to $720 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 Q1 2024

Historical avgQ1 2024

+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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