NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Mirum Pharmaceuticals reported financial results for the third quarter of 2021 and provided a business update.

Mirum Pharmaceuticals reported licensing revenue of $5.0 million for the quarter ended September 30, 2021, and a net loss of $47.1 million, or $1.55 per share. The company's cash, cash equivalents, and short-term investments totaled $205.0 million as of September 30, 2021. The FDA approval and launch of LIVMARLI capped a transformational third quarter for Mirum.

  • U.S. commercial launch underway following U.S. FDA approval of LIVMARLI (maralixibat) oral solution
  • Six-year analysis showing significant improvement in event-free survival with LIVMARLI compared to natural history cohort presented at AASLD.
  • The Lancet published data from the pivotal LIVMARLI ICONIC study demonstrating significant and durable responses in pruritus and other clinically meaningful improvements in patients with ALGS
  • Mirum will host a conference call today, November 15, 2021 at 1:30 p.m. PT/4:30 p.m. ET, to provide business updates and discuss data presented today at AASLD.

Headline financials

Total Revenue

$5M

No prior period
EPS (adj)

-$1.55

Previous: -$0.86-80.2%
Capital Expenditures

-$21K

No prior period
Free Cash Flow

-$47.1M

No prior period
Net Income

-$47.1M

Previous: -$21.5M-119.0%
Operating Income

-$42.8M

Previous: -$21.7M-97.2%
Gross Profit

$5M

No prior period
Cash & Equivalents

$205M

Previous: $134M+53.4%
Total Assets

$235M

Previous: $142M+65.8%
Stock-Based Comp

$7.42M

No prior period

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$5M

Q3 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 several milestones including Phase 3 MARCH-PFIC topline data expected in the second quarter of 2022, potential EMA approval of LIVMARLI for cholestatic liver disease in patients with ALGS in second half of 2022, and interim analyses expected in 2022 for the Phase 2b OHANA study for ICP and Phase 2b VISTAS study for PSC.

Tailwinds

  • Phase 3 MARCH-PFIC topline data expected in the second quarter of 2022.
  • Potential EMA approval of LIVMARLI for cholestatic liver disease in patients with ALGS in second half of 2022
  • Phase 2b EMBARK study for biliary atresia enrolling; topline data expected in 2023.
  • Interim analyses expected in 2022 for the Phase 2b OHANA study for ICP
  • Interim analyses expected in 2022 for the Phase 2b VISTAS study for PSC

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 2021

Historical avgQ3 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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