NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Harmony Biosciences' Q2 2024 earnings were released, reporting a strong quarter with year-over-year net revenue growth.

Harmony Biosciences reported a strong second quarter in 2024, with WAKIX net revenue reaching $172.8 million, a 29% increase year-over-year. The company is advancing its pitolisant high-dose development program and expects a PDUFA date in 2028. They are also on track to submit a supplemental new drug application for pitolisant in Idiopathic Hypersomnia in the fourth quarter of 2024 and reiterated their 2024 net product revenue guidance of $700 - $720 million.

  • WAKIX net revenue was $172.8 million in Q2 2024, a 29% increase year-over-year.
  • The average number of patients on WAKIX increased by approximately 250 sequentially to approximately 6,550 for the quarter ended June 30, 2024.
  • Received FDA approval for WAKIX for the treatment of EDS in pediatric patients 6 years and older with narcolepsy on June 21, 2024, and executed commercial launch July 1, 2024.
  • Harmony is on track to submit supplemental new drug application (sNDA) for pitolisant in IH in the fourth quarter of 2024.

Headline financials

Total Revenue

$173M

Previous: $134M+28.8%
EPS

$0.20

Previous: $0.76-73.7%
Patients on WAKIX

6.5K

Previous: 5.5K+20.2%
Capital Expenditures

-$637K

Previous: -$205K-210.7%
Free Cash Flow

$11M

Previous: $34.1M-67.9%
Net Income

$11.6M

Previous: $34.3M-66.2%
Operating Income

$21.4M

Previous: $46.9M-54.5%
Gross Profit

$141M

Previous: $109M+28.8%
Cash & Equivalents

$317M

Previous: $317M-0.0%
Total Assets

$858M

Previous: $760M+12.9%
R&D Expense

$63.6M

No prior period
Stock-Based Comp

$11.1M

Previous: $7.65M+45.0%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$173M

Q2 2024+28.8%vs Q2 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 Q2 2024

Historical avgQ2 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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