NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Reported financial results for the second quarter of 2021 and provided a business update.

Mirum Pharmaceuticals reported licensing revenue of $11.0 million for Q2 2021, stemming from a collaboration agreement. Total operating expenses were $48.4 million, resulting in a net loss of $43.9 million, or $1.45 per share. The company's cash, cash equivalents, and short-term investments amounted to $238.8 million as of June 30, 2021.

  • Entered into an exclusive licensing agreement with GC Pharma to develop and commercialize maralixibat in South Korea.
  • Presented maralixibat transplant-free survival data for PFIC2 and long-term safety analyses for ALGS at WCPGHAN Annual Meeting 2021.
  • Appointed Carol L. Brosgart, M.D. as an independent director to the Board of Directors.
  • FDA has issued a PDUFA date of September 29, 2021, for maralixibat in the U.S.

Headline financials

Total Revenue

$11M

No prior period
EPS (adj)

-$1.45

Previous: -$0.93-55.9%
Capital Expenditures

-$3K

No prior period
Free Cash Flow

-$43.9M

No prior period
Net Income

-$43.9M

Previous: -$23.3M-88.8%
Operating Income

-$37.4M

Previous: -$23.6M-58.5%
Gross Profit

$11M

No prior period
Cash & Equivalents

$239M

Previous: $149M+59.9%
Total Assets

$248M

Previous: $156M+59.0%
Stock-Based Comp

$4.82M

No prior period

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$11M

Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Mirum Pharmaceuticals · $29.1M total across 1 segment · Q1 2023

  • Net Product Sales
    $29.1M

Forward guidance

Mirum anticipates potential FDA approval of maralixibat and is advancing its late-stage clinical development pipeline. Topline data from the Phase 3 MARCH PFIC study is expected in the second quarter of 2022.

Tailwinds

  • The FDA has issued a PDUFA date of September 29, 2021, and, if approved, Mirum will launch maralixibat in the U.S. representing a commercial opportunity estimated at more than $500 million.
  • Marketing authorization application (MAA) for PFIC2 decision expected in early 2022.
  • Mirum plans to submit an MAA for ALGS in Europe based on results from the ICONIC study and six-year event-free survival analyses.
  • Topline data from the Phase 3 MARCH PFIC study is expected in the second quarter of 2022.
  • Enrollment ongoing in the potentially registrational Phase 2b OHANA study for ICP; interim analysis expected in 2022.

Headwinds

  • Research and development expenses for the quarter ended June 30, 2021 were $35.0 million, compared to $18.6 million for the comparable prior-year period.
  • General and administrative expenses for the second quarter of 2021 were $13.4 million, compared to $5.0 million for the comparable prior-year period.
  • For the quarter ended June 30, 2021, Mirum reported a net loss of $43.9 million, or $1.45 per share, compared with a net loss of $23.3 million, or $0.93 per share for the same period in 2020.
  • Total operating expenses for the quarter ended June 30, 2021 were $48.4 million, compared to $23.6 million for the second quarter of 2020.
  • Change in fair value of derivative liability (1,272 )

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 2021

Historical avgQ2 2021

+1.7%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+2.9%

Avg return

30 days after

59%

16 / 27 earnings

Positive

+26.4%

Q2 2022

Best reaction

-16.2%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.0%+0.2%-11.7%
Q4 2025-15.1%-19.2%-18.6%
Q3 2025-1.4%-1.8%-3.5%
Q1 2025+9.9%+9.8%+12.5%
Q4 2024-7.0%-10.5%-9.0%
Q3 2024+5.6%+6.9%+1.6%
Q2 2024+1.8%+14.3%+5.0%
Q1 2024-0.3%-4.4%-3.2%
Q4 2023-3.0%-3.1%-15.2%
Q3 2023+5.6%+5.6%+12.6%
Q2 2023+6.1%+2.1%+6.1%
Q1 2023-8.3%-7.9%-7.9%
Q4 2022-1.1%-4.7%+5.1%
Q3 2022-16.2%-19.7%-24.1%
Q2 2022+26.4%+18.0%+7.4%
Q1 2022+7.1%-4.4%+7.0%
Q4 2021+3.3%+1.5%+29.5%
Q3 2021+0.1%-1.2%-7.9%
Q2 2021+0.5%-4.0%+23.0%
Q1 2021-1.4%-6.3%-10.8%
Q4 2020+6.0%+14.3%+10.2%
Q3 2020+11.6%+16.9%+48.0%
Q2 2020+13.0%+15.3%-4.3%
Q1 2020+0.1%+6.2%+10.8%
Q4 2019+8.1%-10.5%+25.7%
Q3 2019-0.1%+4.0%+22.6%
Q2 2019-9.0%-10.3%-31.5%
Q1 2019
Q4 2018
Q3 2018

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