NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Harmony Biosciences reported strong financial results in the third quarter of 2024, driven by WAKIX sales and pipeline advancements.

Harmony Biosciences reported a record $186.0 million in net revenue for Q3 2024. The company is on track to submit an sNDA for pitolisant in Idiopathic Hypersomnia in Q4 2024. They reiterated their 2024 net product revenue guidance of $700 - $720 million.

  • Net product revenues for the quarter were $186.0 million, compared to $160.3 million for the same period in 2023.
  • GAAP net income for the quarter was $46.1 million, or $0.79 earnings per diluted share.
  • Non-GAAP adjusted net income was $59.6 million, or $1.03 earnings per diluted share.
  • Harmony had cash, cash equivalents and investments of $504.7 million as of September 30, 2024.

Headline financials

Total Revenue

$186M

Previous: $160M+16.1%
EPS

$0.79

Previous: $0.97-18.6%
Patients on WAKIX

6.8K

Previous: 5.8K+17.2%
Capital Expenditures

-$640K

Previous: -$205K-212.2%
Free Cash Flow

$45.5M

Previous: $38.3M+18.8%
Net Income

$46.1M

Previous: $38.5M+19.8%
Operating Income

$61.7M

Previous: $64.5M-4.3%
Gross Profit

$143M

Previous: $128M+11.9%
Cash & Equivalents

$387M

Previous: $325M+19.3%
Total Assets

$928M

Previous: $778M+19.3%
R&D Expense

$25.4M

Previous: $17.5M+45.1%
Stock-Based Comp

$11M

Previous: $7.99M+38.3%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$186M

Q3 2024+16.1%vs Q3 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 Q3 2024

Historical avgQ3 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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