NASDAQ$INVA

Innoviva Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Innoviva reported strong second-quarter results, driven by core GSK royalties and growth in commercial products.

Innoviva reported a robust second quarter, demonstrating successful transformation with strong performance across the core GSK royalties portfolio and accelerating growth from commercial products GIAPREZA, XACDURO, and XERAVA. The company remains focused on enhancing shareholder value through capital allocation and operational excellence.

  • Core royalty platform showed strong performance, receiving GSK royalties of $67.2 million.
  • Innoviva Specialty Therapeutics’ (IST) marketed portfolio grew 38% year-over-year, achieving net product sales of $21.7 million.
  • XACDURO was approved in China.
  • XACDURO was named the preferred agent for treatment of Carbapenem-resistant Acinetobacter baumannii infections in the 2024 Infectious Diseases Society of America (IDSA) treatment guidance.

Headline financials

Total Revenue

$99.9M

Previous: $81M+23.3%
EPS

-$0.55

Previous: $0.02-2850.0%
Capital Expenditures

$0.00

Previous: -$33K+100.0%
Free Cash Flow

-$34.7M

Previous: $1.25M-2881.5%
Net Income

-$34.7M

Previous: $1.28M-2809.8%
Operating Income

-$36.7M

Previous: -$35.7M-2.9%
Cash & Equivalents

$217M

Previous: $173M+25.4%
Total Assets

$1.22B

Previous: $1.12B+9.5%
R&D Expense

$2.56M

No prior period
Stock-Based Comp

$1.64M

Previous: $1.52M+8.1%

Revenue & EPS history

Innoviva · Revenue · Quarterly

$99.9M

Q2 2024+23.3%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

No specific forward guidance was provided in the press release.

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 Q2 2024

Historical avgQ2 2024

+1.4%

Avg return

Earnings day

+2.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+19.4%

Q1 2012

Best reaction

-15.1%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%-0.6%-0.6%
Q4 2025-2.7%-8.0%-6.5%
Q3 2025+13.1%+20.1%+13.8%
Q1 2025-0.9%-2.6%+15.2%
Q4 2024-2.0%-1.8%+1.6%
Q3 2024+2.9%+3.6%-2.0%
Q2 2024+1.6%-3.6%+2.1%
Q1 2024-1.5%+4.2%+3.9%
Q4 2023-0.7%-3.1%-0.7%
Q3 2023+7.0%+10.0%+12.7%
Q2 2023-1.3%+1.3%-4.0%
Q1 2023+4.5%+8.5%+17.5%
Q4 2022-5.2%-8.3%-7.0%
Q3 2022+5.1%+2.6%+2.5%
Q2 2022-1.7%-1.3%-8.0%
Q1 2022+0.9%-5.2%-10.2%
Q4 2021+13.7%+24.5%+19.2%
Q3 2021+8.8%+9.2%+6.3%
Q2 2021+6.3%+10.2%+10.7%
Q1 2021+0.9%+0.7%+16.2%
Q4 2020+1.0%+1.3%-7.3%
Q3 2020+11.3%+6.4%+12.7%
Q2 2020+0.4%+0.7%-15.0%
Q1 2020+5.3%-0.2%+3.7%
Q4 2019+3.5%+3.5%-6.1%
Q3 2019+6.2%+10.8%+23.2%
Q2 2019-15.1%-10.4%-16.1%
Q1 2019+6.5%+6.6%-2.6%
Q4 2018-3.3%-6.1%-14.2%
Q3 2018+2.3%+7.7%+22.6%
Q2 2018-1.2%+1.5%+1.3%
Q1 2018-2.9%-0.3%-1.5%
Q4 2017+8.5%+19.5%+14.2%
Q3 2017-11.9%-14.0%-4.5%
Q2 2017+4.3%+4.7%-2.1%
Q1 2017-8.3%-9.6%-5.3%
Q4 2016+1.7%+7.9%+15.8%
Q3 2016-1.6%+4.2%+12.9%
Q2 2016+9.2%+8.9%-3.5%
Q1 2016-1.0%
Q4 2015+14.6%
Q3 2015+1.1%
Q2 2015-10.8%
Q1 2015-6.3%
Q4 2014+10.8%
Q3 2014-5.0%
Q2 2014+4.5%
Q1 2014-1.1%
Q4 2013-2.1%
Q3 2013+8.3%
Q2 2013-3.7%
Q1 2013+11.3%
Q4 2012-4.9%
Q3 2012-9.4%
Q2 2012-7.1%
Q1 2011-1.9%
Q1 2012+19.4%
Q4 2011+0.8%
Q3 2011+8.6%
Q2 2011+1.3%
Q4 2010-1.1%
Q3 2010+2.7%
Q2 2010+8.0%
Q1 2010-9.2%

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