NASDAQ$HRTX

Heron Therapeutics Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported net product sales growth and highlighted the appointment of a new CEO.

Heron Therapeutics reported a 26% increase in net product sales for Q1 2023, reaching $29.6 million, driven primarily by the oncology care franchise. The company is focused on enhancing the value of ZYNRELEF, addressing application issues, and reducing cash burn through improved operational efficiency.

  • Net product sales for Q1 2023 grew 26% to $29.6 million compared to Q1 2022.
  • Oncology care franchise net product sales increased 15% to $25.8 million compared to the same period in 2022.
  • ZYNRELEF net product sales were $3.5 million for the three months ended March 31, 2023.
  • APONVIE net product sales were $0.3 million for the three months ended March 31, 2023, following its launch in March.

Headline financials

Total Revenue

$29.6M

Previous: $23.5M+26.3%
EPS (adj)

-$0.27

Previous: -$0.63+57.1%
Capital Expenditures

-$224K

Previous: -$1.04M+78.5%
Free Cash Flow

-$33M

Previous: -$64.9M+49.2%
Net Income

-$32.8M

Previous: -$63.9M+48.7%
Operating Income

-$33.1M

Previous: -$62.9M+47.5%
Gross Profit

$12.8M

Previous: $12.1M+5.4%
Cash & Equivalents

$27.1M

Previous: $56.9M-52.4%
Total Assets

$221M

Previous: $274M-19.3%
Stock-Based Comp

$7.95M

Previous: $10.9M-27.2%

Revenue & EPS history

Heron Therapeutics · Revenue · Quarterly

$29.6M

Q1 2023+26.3%vs Q1 2022
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

Heron Therapeutics · $29.6M total across 4 segments · Q1 2023

  • CINVANTI
    $22.8M+12.3%
  • ZYNRELEF
    $3.5M+218.2%
  • SUSTOL
    $3M+42.9%
  • APONVIE
    $300K

Forward guidance

The company is focused on reducing cash burn and streamlining the organization to achieve significant growth and improve patient outcomes.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.9%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+1.4%

Avg return

30 days after

48%

30 / 63 earnings

Positive

+57.6%

Q3 2023

Best reaction

-42.9%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-21.1%-29.8%-66.3%
Q4 2025+12.4%+6.5%-27.8%
Q3 2025-1.8%-6.8%+11.0%
Q1 2025+13.8%-0.9%-6.1%
Q4 2024+19.9%+49.1%+32.2%
Q3 2024-34.2%-35.3%-13.0%
Q2 2024-24.0%-24.7%-31.6%
Q1 2024+6.0%-2.5%+27.8%
Q4 2023+24.9%+27.0%+22.0%
Q3 2023+57.6%+98.2%+230.9%
Q2 2023+3.4%+1.9%-21.6%
Q1 2023-42.9%-48.6%-49.4%
Q4 2022-3.3%-18.3%+40.1%
Q3 2022-12.0%+0.6%-20.5%
Q2 2022+31.7%+48.5%+33.6%
Q1 2022-14.8%-12.7%-34.3%
Q4 2021-23.8%-29.7%-24.6%
Q3 2021+0.8%+10.1%-24.0%
Q2 2021-0.3%-6.4%-1.4%
Q1 2021+11.1%-16.7%-11.2%
Q4 2020+1.1%+1.3%-14.7%
Q3 2020-5.1%-0.1%+1.5%
Q2 2020-9.4%-8.3%-18.8%
Q1 2020+2.4%+7.2%+34.1%
Q4 2019-1.0%-11.4%-41.6%
Q3 2019-2.3%+4.8%+24.1%
Q2 2019+0.5%+10.3%+10.3%
Q1 2019+6.3%+7.0%+4.6%
Q4 2018-1.4%-1.8%-15.3%
Q3 2018+3.8%-4.6%-8.1%
Q2 2018+2.5%+1.8%-2.6%
Q1 2018+1.2%+4.3%+0.3%
Q4 2017-10.2%-6.2%+21.9%
Q3 2017-0.3%+1.9%-4.2%
Q2 2017-1.6%-0.6%+0.9%
Q1 2017-9.3%-8.9%-13.7%
Q4 2016+0.4%+3.2%+6.5%
Q3 2016+13.3%+7.7%+7.3%
Q2 2016+5.1%+8.0%-2.4%
Q1 2016-14.9%
Q3 2015-0.5%
Q2 2015-1.5%
Q1 2015+1.4%
Q4 2014+5.4%
Q3 2014-5.8%
Q2 2014-0.1%
Q1 2014+1.1%
Q4 2013+3.7%
Q3 2013+2.2%
Q2 2013-2.2%
Q1 2013+6.8%
Q4 2012-2.9%
Q3 2012-3.3%
Q2 2012-5.9%
Q1 2012+2.3%
Q4 2011+18.2%
Q3 2011+0.0%
Q2 2011+3.6%
Q1 2011+5.3%
Q4 2010-21.3%
Q3 2010-26.9%
Q2 2010-4.7%
Q1 2010-12.8%

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