NASDAQ$MYGN

Myriad Genetics Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported an 11% year-over-year revenue growth, driven by Pharmacogenomics and Prenatal segments, and improved GAAP net loss and adjusted EPS.

Myriad Genetics reported an 11% increase in revenue to $213 million for the third quarter of 2024, driven by strong performance in pharmacogenomics and prenatal testing. The company's GAAP net loss improved significantly, and adjusted EBITDA increased substantially. Updated financial guidance anticipates full-year revenue between $837 - $843 million and adjusted EPS in the range of $0.12 - $0.14.

  • Third quarter revenue grew 11% year-over-year to $213 million.
  • GAAP net loss improved to $22.1 million from $61.3 million in the third quarter of 2023.
  • Adjusted EBITDA increased to $14.1 million from $1.4 million in the third quarter of 2023.
  • Updated 2024 financial guidance projects revenue between $837 - $843 million and adjusted EPS between $0.12 - $0.14.

Headline financials

Total Revenue

$213M

Previous: $192M+11.2%
EPS (adj)

$0.06

Previous: -$0.03+300.0%
Free Cash Flow

-$22.1M

Previous: -$61.3M+63.9%
Net Income

-$22.1M

Previous: -$61.3M+63.9%
Operating Income

-$20M

Previous: -$60.1M+66.7%
Gross Profit

$150M

Previous: $134M+11.5%
Cash & Equivalents

$99.9M

Previous: $76M+31.4%
Total Assets

$1.08B

Previous: $1.15B-5.9%
R&D Expense

$28.5M

Previous: $24M+18.8%
Stock-Based Comp

$12.4M

Previous: $11.6M+6.9%

Revenue & EPS history

Myriad Genetics · Revenue · Quarterly

$213M

Q3 2024+11.2%vs Q3 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Myriad Genetics · $156M total across 3 segments · Q3 2023

  • Hereditary Cancer
    $86.5M+22.7%
  • Prenatal
    $39.5M+78.7%
  • Tumor Profiling
    $30.2M-1.9%

Forward guidance

Myriad Genetics updated its 2024 financial guidance, projecting full-year revenue in the range of $837 - $843 million and adjusted EPS between $0.12 - $0.14.

Tailwinds

  • Revenue expected to be between $837 and $843 million.
  • Gross margin expected to be between 69.8% and 70.3%.
  • Adjusted OPEX expected to be between $565 and $570 million.
  • Adjusted EBITDA expected to be between $34 and $39 million.
  • Adjusted EPS expected to be between $0.12 and $0.14.

Headwinds

  • UnitedHealthcare's updated medical policy for commercial and individual exchange plans to discontinue coverage of multi-gene panel pharmacogenetic testing, including GeneSight, effective January 1, 2025.
  • Potential impact of increased competition and development of new competing tests.
  • Risk of delays or other problems with operating the company’s laboratory testing facilities.
  • Risks related to changes in governmental or private insurers’ coverage and reimbursement levels for the company’s tests.
  • The risk that the company may be unable to comply with financial or operating covenants under the company’s credit or lending agreements.

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 2024

Historical avgQ3 2024

-2.7%

Avg return

Earnings day

-6.0%

Avg return

5 days after

-4.5%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+20.4%

Q3 2017

Best reaction

-43.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-18.3%-16.3%-9.1%
Q4 2025+5.7%+5.3%+5.5%
Q3 2025-21.0%-23.0%-10.4%
Q1 2025-41.3%-41.5%-30.0%
Q4 2024-14.8%-22.1%-33.1%
Q3 2024-0.9%-8.0%-13.9%
Q2 2024+3.1%+8.2%+7.0%
Q1 2024+19.9%+27.5%+11.7%
Q4 2023-5.8%-3.3%-7.0%
Q3 2023+4.3%-3.3%+5.6%
Q2 2023-9.3%-19.9%-15.4%
Q1 2023-0.8%-13.8%+10.2%
Q4 2022+14.6%+24.5%+20.5%
Q3 2022-21.4%-20.3%-1.9%
Q2 2022+5.9%+1.0%-15.9%
Q1 2022-1.6%-9.1%-11.7%
Q4 2021+3.7%-1.3%+6.5%
Q3 2021-6.1%-1.5%-18.1%
Q2 2021+12.8%+11.6%+16.9%
Q1 2021+4.6%-6.5%-6.8%
Q4 2020-3.1%+8.6%+1.7%
Q3 2020-6.7%-4.1%+4.4%
Q2 2020-28.8%-33.2%-44.6%
Q1 2020-38.1%-30.1%-23.6%
Q4 2019-43.7%-44.0%-39.0%
Q3 2019-22.9%-19.9%-28.9%
Q2 2019+3.3%+6.1%+4.3%
Q1 2019-14.3%-19.5%-16.1%
Q4 2018+15.0%+16.0%+13.0%
Q3 2018+15.1%+20.3%+35.0%
Q2 2018-1.7%-4.2%-7.5%
Q1 2018-0.6%+4.1%+9.1%
Q4 2017+11.0%+10.1%+28.6%
Q3 2017+20.4%+19.8%+9.5%
Q2 2017+6.6%+3.2%+23.6%
Q1 2017-16.8%-16.4%-15.6%
Q4 2016-34.3%-28.2%-32.4%
Q3 2016-7.4%
Q2 2016-7.1%
Q1 2016+10.2%
Q4 2015+5.0%
Q3 2015-2.5%
Q2 2015-7.4%
Q1 2015-12.3%
Q4 2014-5.8%
Q3 2014-10.0%
Q2 2014+14.1%
Q1 2014-0.0%
Q4 2013-7.7%
Q3 2013+9.0%
Q2 2013-2.6%
Q1 2013+13.5%
Q4 2012-1.0%
Q3 2012+1.7%
Q2 2012+3.1%
Q1 2012-0.7%
Q4 2009+4.7%
Q4 2011+4.7%
Q3 2010+5.7%
Q3 2011+5.7%
Q2 2011-0.7%
Q2 2010-0.7%
Q1 2010+5.5%
Q1 2011+5.5%
Q4 2010+5.5%

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