NASDAQ$INVA

Innoviva Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported strong revenue growth driven by GSK royalty assets and IST commercial products.

Innoviva reported strong Q3 2024 financial results, driven by solid performance from core GSK royalty assets and accelerating sales from IST commercial products. The company is on track to submit an NDA for zoliflodacin to the U.S. FDA in early 2025.

  • Core royalty platform continued strong performance, receiving GSK royalties of $60.5 million with 6% year-over-year growth.
  • Innoviva Specialty Therapeutics’ (IST) marketed portfolio achieved U.S. net product sales of $19.7 million, reflecting 68% year-over-year growth
  • XACDURO® was nominated for the Best Biotechnology Product by The Galien Foundation USA
  • Company is on track to submit a New Drug Application (“NDA”) for zoliflodacin to the U.S. FDA in early 2025.

Headline financials

Total Revenue

$89.5M

Previous: $67.3M+33.1%
EPS

$0.02

Previous: $0.98-98.0%
Capital Expenditures

-$270K

Previous: -$260K-3.8%
Free Cash Flow

$943K

Previous: $81.8M-98.8%
Net Income

$1.21M

Previous: $82M-98.5%
Operating Income

-$35.9M

Previous: -$31.3M-14.7%
Gross Profit

$338K

Previous: $7.8M-95.7%
Cash & Equivalents

$261M

Previous: $180M+44.8%
Total Assets

$1.23B

Previous: $1.19B+3.7%
R&D Expense

$3.55M

Previous: $3.99M-11.0%
Stock-Based Comp

$1.6M

Previous: $1.44M+11.2%

Revenue & EPS history

Innoviva · Revenue · Quarterly

$89.5M

Q3 2024+33.1%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Company remains focused on prudent capital allocation in quest to maximize shareholder value and see multiple opportunities for continued value creation.

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

+1.4%

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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