NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and year-end 2021 and provided a business update.

Mirum Pharmaceuticals reported Q4 2021 financial results, highlighted by net product revenue of $3.1 million from LIVMARLI, marking a strong start to its commercial launch. The company also sold a Rare Pediatric Disease Priority Review Voucher for $110.0 million, contributing to a net income of $57.5 million for the quarter.

  • Launched LIVMARLI in the United States as the first and only medicine approved for cholestatic pruritus in patients with Alagille syndrome one year of age and older.
  • Sold Rare Pediatric Disease Priority Review Voucher (PRV) for $110.0 million.
  • Presented data highlighting LIVMARLI's durable improvements across multiple cholestasis parameters.
  • Partner GC Pharma submitted a pharmaceutical approval application to the Ministry of Food and Drug Safety in Korea for LIVMARLI for the treatment of cholestatic pruritus in patients with Alagille syndrome.

Headline financials

Total Revenue

$3.14M

No prior period
EPS (adj)

-$1.65

Previous: -$1.43-15.4%
Capital Expenditures

$3K

No prior period
Free Cash Flow

-$33.2M

No prior period
Net Income

$57.5M

Previous: -$37.2M+254.7%
Operating Income

-$45.6M

Previous: -$37M-23.3%
Gross Profit

$1.24M

No prior period
Cash & Equivalents

$262M

Previous: $232M+12.8%
Total Assets

$295M

Previous: $241M+22.3%
Stock-Based Comp

$5.56M

No prior period

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$3.14M

Q4 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 Pharmaceuticals anticipates several milestones, including launching commercial early access programs in international markets for LIVMARLI, topline data from the MARCH-PFIC Phase 3 clinical trial, and Alagille syndrome launch in Europe.

Tailwinds

  • Launch commercial early access programs in international markets for LIVMARLI in the first half of 2022.
  • Topline data from MARCH-PFIC Phase 3 clinical trial expected in the fourth quarter of 2022.
  • Alagille syndrome launch in Europe in the fourth quarter 2022, if approved by the EMA.
  • Interim analyses expected for VISTAS Phase 2b clinical trial for primary sclerosing cholangitis in the fourth quarter of 2022.
  • First interim analysis expected for OHANA Phase 2b clinical trial for intrahepatic cholestasis of pregnancy in the fourth quarter of 2022.

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 2021

Historical avgQ4 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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