NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Harmony Biosciences reported net revenue growth for Q4 and full year 2023, driven by strong WAKIX sales and clinical development advancements.

Harmony Biosciences reported a strong Q4 2023, with net product revenue of $168.4 million, a 31% increase compared to the same period in 2022. GAAP net income was $26.6 million, or $0.45 per diluted share, while Non-GAAP adjusted net income was $42.8 million, or $0.73 per diluted share. The company is projecting net product revenue between $700 and $720 million for 2024.

  • Net product revenue for the quarter was $168.4 million, a 31% increase compared to 2022.
  • GAAP net income for the quarter was $26.6 million, or $0.45 per diluted share.
  • Non-GAAP adjusted net income was $42.8 million, or $0.73 per diluted share.
  • FDA granted priority review for WAKIX in pediatric narcolepsy with a PDUFA date of June 21, 2024.

Headline financials

Total Revenue

$168M

Previous: $128M+31.3%
EPS (adj)

$0.73

Previous: $1.01-27.7%
Patients on WAKIX

6.2K

No prior period
Capital Expenditures

-$107K

No prior period
Net Income

$26.6M

Previous: $48.5M-45.2%
Operating Income

$40.2M

Previous: $47.6M-15.6%
Gross Profit

$125M

Previous: $101M+23.5%
R&D Expense

$30.3M

No prior period
Stock-Based Comp

$8.86M

Previous: $7.26M+22.1%

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$168M

Q4 2023+31.3%vs Q4 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 expects full year 2024 net product revenue of $700 million to $720 million.

Tailwinds

  • Full year 2024 net product revenue expected to be between $700 million and $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 Q4 2023

Historical avgQ4 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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