NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Harmony Biosciences demonstrated strong financial performance in Q3 2023, marked by revenue growth and strategic pipeline expansion.

Harmony Biosciences reported a strong Q3 2023, with net product revenues reaching $160.3 million, a 37% increase compared to the same period in 2022. The company also expanded its pipeline through the acquisition of Zynerba Pharmaceuticals and initiated a new $200 million share repurchase program.

  • Net product revenues for Q3 2023 reached $160.3 million, up 37% year-over-year.
  • Average number of patients on WAKIX increased by approximately 350 sequentially to approximately 5,800.
  • GAAP net income for Q3 2023 was $38.5 million, or $0.63 earnings per diluted share.
  • Expanded pipeline with acquisition of Zynerba Pharmaceuticals; Zygel in Pivotal Phase 3 Trial for Fragile X syndrome

Headline financials

Total Revenue

$160M

Previous: $117M+36.7%
EPS (adj)

$0.97

Previous: $0.95+2.1%
Patients on WAKIX

5.8K

No prior period
Capital Expenditures

-$205K

Previous: -$172K-19.2%
Free Cash Flow

$38.3M

Previous: $87.8M-56.4%
Net Income

$38.5M

Previous: $87.9M-56.3%
Operating Income

$64.5M

Previous: $11.9M+442.0%
Gross Profit

$128M

Previous: $94.2M+35.8%
Cash & Equivalents

$325M

Previous: $261M+24.2%
Total Assets

$778M

Previous: $643M+20.9%
R&D Expense

$17.5M

No prior period
Stock-Based Comp

$7.99M

Previous: $7.01M+14.0%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$160M

Q3 2023+36.7%vs Q3 2022
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 is focused on advancing its pipeline and expanding its market presence. They are on track for several key milestones, and actively pursuing new indications for pitolisant.

Tailwinds

  • Remain Committed and Continue to Pursue Idiopathic Hypersomnia Indication
  • Expect to initiate the TEMPO study in the first quarter of 2024.
  • On track for topline data from the Myotonic Dystrophy (DM1) Phase 2 proof-of-concept signal detection trial in the fourth quarter of 2023.
  • On track to submit a supplemental new drug application (sNDA) for a pediatric narcolepsy indication to the FDA in the fourth quarter of 2023.
  • Advancing new pitolisant based formulations into the clinic in the fourth quarter of 2023.

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 Q3 2023

Historical avgQ3 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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