NASDAQ$MIRM

Mirum Pharmaceuticals Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Mirum Pharmaceuticals reported its Q4 2022 financial results and provided a business update.

Mirum Pharmaceuticals reported total revenue of $27.91 million for the fourth quarter of 2022, driven by net product sales of LIVMARLI, and ended the year with $251.7 million in cash, cash equivalents, restricted cash equivalents, and short-term investments.

  • Fourth quarter 2022 net sales grew 48% as compared to third quarter 2022.
  • U.S. business positioned for 50% net product sales growth in 2023.
  • Launched LIVMARLI in Germany in early 2023 following European Commission approval.
  • Submitted a supplemental New Drug Application (sNDA) to U.S. Food and Drug Administration for LIVMARLI PFIC.

Headline financials

Total Revenue

$27.9M

Previous: $3.14M+789.3%
EPS (adj)

-$0.99

Previous: -$1.65+40.0%
Capital Expenditures

$242K

Previous: $3K+7966.7%
Free Cash Flow

-$34.5M

Previous: -$33.2M-4.1%
Net Income

-$36.4M

Previous: $57.5M-163.3%
Operating Income

-$34.2M

Previous: -$45.6M+25.0%
Gross Profit

$23.4M

Previous: $1.24M+1795.7%
Cash & Equivalents

$252M

Previous: $262M-3.7%
Total Assets

$353M

Previous: $295M+19.8%
Stock-Based Comp

$6.9M

Previous: $5.56M+23.9%

Revenue & EPS history

Mirum Pharmaceuticals · Revenue · Quarterly

$27.9M

Q4 2022+789.3%vs Q4 2021
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Mirum Pharmaceuticals · $27.9M total across 1 segment · Q4 2022

  • Net Product Sales
    $27.9M

Forward guidance

Mirum Pharmaceuticals anticipates a transformative year in 2023, with potential label expansion into PFIC and data milestones for other late-stage clinical programs.

Tailwinds

  • Continued commercial success for LIVMARLI
  • Growth in year over year net product sales
  • Planned LIVMARLI launches in additional international markets
  • Label expansion into PFIC
  • Becoming a global leader in rare disease

Headwinds

  • Risks and uncertainties associated with Mirum’s business in general
  • Impact of the COVID-19 pandemic
  • Risks described in Mirum’s filings with the Securities and Exchange Commission
  • Uncertainties regarding results, conduct and progress of Mirum’s ongoing and planned studies for its product candidates
  • Uncertainties regarding the regulatory approval path for its 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 Q4 2022

Historical avgQ4 2022

+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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