NASDAQ$INVA

Innoviva Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Innoviva reported strong revenue growth in Q4 2024, driven by its core royalty portfolio and therapeutics business, with significant progress in its critical care and infectious disease platform.

Innoviva, Inc. delivered an exceptional Q4 2024, with total revenue reaching $91.8 million, up from $85.84 million in the prior year. The company's core royalty platform contributed $62.52 million, while Innoviva Specialty Therapeutics achieved U.S. net product sales of $24.9 million, reflecting a 47% year-over-year growth. Net income for the quarter was $20.332 million, or $0.32 per basic share.

  • Core royalty revenue from GSK was $62.52 million for Q4 2024, contributing significantly to overall revenue.
  • Innoviva Specialty Therapeutics (IST) achieved U.S. net product sales of $24.9 million in Q4 2024, marking a 47% year-over-year growth.
  • The company strengthened its therapeutics platform by acquiring exclusive U.S. commercialization and distribution rights to ZEVTERA®, with a launch anticipated in mid-2025.
  • Innoviva reported a net income of $20.332 million for Q4 2024, with basic earnings per share of $0.32.

Headline financials

Total Revenue

$91.8M

Previous: $89.3M+2.8%
EPS (adj)

$0.32

Previous: $0.76-57.9%
U.S. IST Product Sales Growth

47.0%

No prior period
Capital Expenditures

-$4M

Previous: -$151K-2549.0%
Net Income

$20.3M

Previous: $61.5M-67.0%
Operating Income

$24.7M

Previous: $37.5M-34.2%
Gross Profit

$78.1M

Previous: $66.1M+18.0%
R&D Expense

$3.67M

Previous: $2.36M+55.6%

Revenue & EPS history

Innoviva · Revenue · Quarterly

$91.8M

Q4 2024+2.8%vs Q4 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Innoviva anticipates continued strong growth in 2025, driven by the NDA submission for zoliflodacin, the launch of ZEVTERA® in mid-2025, and sustained growth of marketed products, with U.S. net product sales projected to exceed $100 million.

Tailwinds

  • NDA submission for zoliflodacin expected in early 2025.
  • Launch of ZEVTERA® anticipated in mid-2025.
  • U.S. net product sales forecasted to exceed $100 million in 2025.
  • Company is well-capitalized with nearly $400 million in cash and receivables.
  • Continued value creation through disciplined capital deployment and operational excellence.

Headwinds

  • Risks related to lower than expected future royalty revenue from respiratory products partnered with GSK.
  • Uncertainties regarding the commercialization of approved products in various jurisdictions.
  • Potential impacts of changes in fair values of equity investments.
  • Risks associated with the timing and success of clinical studies and regulatory approvals.
  • General economic and market risks that could affect revenue and expenses.

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 2024

Historical avgQ4 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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