NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Harmony Biosciences reported strong Q2 2021 results, driven by WAKIX sales and strategic initiatives.

Harmony Biosciences reported a strong second quarter in 2021, marked by significant revenue growth from WAKIX, strategic progress in clinical development, and a new financing collaboration with Blackstone.

  • Net revenue for WAKIX reached $73.8 million, a 24% increase from Q1 2021.
  • The average number of patients on WAKIX increased by 15% to approximately 3,200.
  • Harmony Biosciences acquired HBS-102, a potential first-in-class molecule for narcolepsy.
  • The company entered into a strategic financing collaboration with Blackstone, providing up to $330 million in capital.

Headline financials

Total Revenue

$73.8M

Previous: $38M+94.2%
EPS (adj)

$0.54

Previous: $44.14-98.8%
Patients on WAKIX

3.2K

Previous: 0
Capital Expenditures

-$205K

Previous: $2K-10350.0%
Free Cash Flow

$13.9M

Previous: $4.83M+188.0%
Net Income

$14.1M

Previous: -$27K+52385.2%
Operating Income

$23.3M

Previous: $7.31M+218.9%
Gross Profit

$61.1M

Previous: $31.5M+93.8%
Cash & Equivalents

$160M

Previous: $77M+107.3%
Total Assets

$360M

No prior period
Stock-Based Comp

$3.91M

Previous: $429K+810.7%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$73.8M

Q2 2021+94.2%vs Q2 2020
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Revenue by segment

Harmony Biosciences · $73.8M total across 1 segment · Q2 2021

  • WAKIX Net Product Revenue
    $73.8M+94.2%

Forward guidance

Harmony Biosciences anticipates continued quarter-over-quarter revenue growth with normal seasonality, increased investment in R&D and SG&A, and a focus on expanding into additional indications and acquiring new assets.

Tailwinds

  • Continued quarter-over-quarter growth in revenue is expected.
  • The company is focused on driving continued WAKIX growth.
  • Expansion into additional indications that address rare neurological diseases is planned.
  • The acquisition of HBS-102 is expected to contribute to future growth.
  • The company aims to reinvest capital to fund ongoing development programs and acquire additional assets.

Headwinds

  • Normal seasonality during the summer period may impact revenue.
  • Increased investment in R&D and SG&A is anticipated.
  • The impact of COVID-19 resurgence on business operations is uncertain.
  • The exact growth rates moving forward are difficult to speculate.
  • There may be increased competition that impacts sales.

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 Q2 2021

Historical avgQ2 2021

+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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