NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Harmony Biosciences achieved profitability and increased WAKIX net revenue for Q4 2021.

Harmony Biosciences reported a strong fourth quarter, with WAKIX net revenue increasing by 62% year-over-year to $91.2 million and achieving a net income of $22.7 million.

  • WAKIX net revenue increased 62% year-over-year to $91.2 million for Q4 2021.
  • Net income was $22.7 million for Q4 2021.
  • Average number of patients on WAKIX increased to approximately 3,800.
  • Company is on track to initiate the Phase 3 clinical trial in patients with Idiopathic Hypersomnia in the first half of this year.

Headline financials

Total Revenue

$91.2M

Previous: $56.3M+62.0%
EPS (adj)

$0.63

Previous: $0.25+152.0%
Patients on WAKIX

3.8K

No prior period
Free Cash Flow

$37.5M

Previous: $10M+273.6%
Net Income

$22.7M

Previous: -$206K+11126.2%
Operating Income

$28.6M

Previous: $7.76M+269.0%
Gross Profit

$73.4M

Previous: $46.4M+58.3%
Cash & Equivalents

$234M

Previous: $229M+2.5%
Total Assets

$433M

Previous: $427M+1.5%
Stock-Based Comp

$4.2M

Previous: $2.82M+48.7%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$91.2M

Q4 2021+62%vs Q4 2020
Beat estimate in 9 of 12 quarters(75%)
ActualEstimate

Revenue by segment

Harmony Biosciences · $91.2M total across 1 segment · Q4 2021

  • WAKIX Net Product Revenue
    $91.2M+62.0%

Forward guidance

Harmony Biosciences anticipates ongoing growth of WAKIX due to continued strong underlying demand and is focused on acquiring new assets to expand their portfolio beyond WAKIX.

Tailwinds

  • Ongoing growth of WAKIX is expected due to continued strong underlying demand.
  • Phase 3 registrational trial in Idiopathic Hypersomnia is expected to initiate in the first half of this year.
  • Business development team remains focused on acquiring new assets.
  • Topline data from the Phase 2 proof-of-concept trial in Prader-Willi Syndrome is anticipated in the second half of 2022.
  • Myotonic Dystrophy topline data is expected in 2023.

Headwinds

  • The timing of other life cycle management programs for pitolisant is being updated due to the ongoing COVID-19 pandemic and recent emergence of the Omicron variant.
  • Effectiveness of hormonal contraceptives may be reduced when used with WAKIX.
  • WAKIX is contraindicated in patients with severe hepatic impairment.
  • WAKIX is not recommended in patients with end-stage renal disease.
  • The safety and effectiveness of WAKIX have not been established in patients less than 18 years of age.

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 Q4 2021

Historical avgQ4 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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