NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Mirum Pharmaceuticals' Q2 2023 financial results were reported, highlighted by a revenue increase and strategic acquisitions.

Mirum Pharmaceuticals reported a total revenue of $37.5 million for Q2 2023, including $32.5 million from LIVMARLI net product sales. The company is acquiring CHENODAL and CHOLBAM to expand its leadership in pediatric hepatology. Four late-stage clinical trial data readouts are expected later this year.

  • Total revenue reached $37.5 million, with LIVMARLI contributing $32.5 million in net product sales.
  • Agreement to acquire CHENODAL and CHOLBAM was made, strengthening the company's position in pediatric hepatology.
  • Global net sales grew 86% compared to Q2 2022.
  • Mirum had cash, cash equivalents, and short-term investments of $330 million as of June 30, 2023.

Headline financials

Total Revenue

$37.5M

Previous: $17.5M+114.5%
EPS (adj)

-$1.94

Previous: -$0.84-131.0%
Capital Expenditures

-$109K

Previous: -$17K-541.2%
Free Cash Flow

-$74.1M

Previous: -$26.9M-175.2%
Net Income

-$74M

Previous: -$26.9M-175.0%
Operating Income

-$24.3M

Previous: -$31.4M+22.8%
Gross Profit

$30.7M

Previous: $15M+105.1%
Cash & Equivalents

$297M

Previous: $225M+32.1%
Total Assets

$444M

Previous: $297M+49.2%
Stock-Based Comp

$8.36M

Previous: $6.82M+22.6%

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$37.5M

Q2 2023+114.5%vs Q2 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

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

  • Net Product Sales
    $29.1M

Forward guidance

Mirum anticipates continued growth for LIVMARLI and expects multiple regulatory and pipeline catalysts in the second half of the year. The acquisition of CHENODAL and CHOLBAM is expected to add over $100 million in annual net sales.

Tailwinds

  • Continued commercial success for LIVMARLI
  • Growth in year-over-year net product sales
  • LIVMARLI commercial growth in international markets
  • Potential label expansion into PFIC
  • Becoming a global leader in rare disease

Headwinds

  • Risks and uncertainties associated with Mirum’s business in general
  • Adverse macroeconomic and geopolitical development
  • Uncertainties related to ongoing and planned studies for product candidates
  • Potential delays in receipt and timing of planned data readouts
  • Uncertain regulatory approval path for product candidates globally

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 2023

Historical avgQ2 2023

+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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