NYSE$BHVN

Biohaven Ltd old · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported financial results for the second quarter and provided a review of recent accomplishments and anticipated upcoming milestones.

Biohaven reported a net loss of $90.3 million for the second quarter of 2023. The company highlighted positive interim data from its BHV-7000 EEG biomarker study and the advancement of BHV-8000 into Phase 1 clinical trials. They also plan to submit an IND for BHV-1300 in the second half of 2023.

  • Announced positive interim data from BHV-7000 EEG biomarker study demonstrating evidence of central nervous system (CNS) target engagement.
  • Advanced brain penetrant TYK2/JAK1 inhibitor, BHV-8000, into Phase 1 with projected therapeutic concentrations achieved and well-tolerated profile observed to date.
  • Advanced targeted extracellular protein degradation platform with potential to support numerous clinical candidates across a broad range of high unmet need indications.
  • Orphan drug designation (ODD) granted by the European Commission for taldefgrobep alfa a novel anti-myostatin adnectin, for the treatment of spinal muscular atrophy (SMA).

Headline financials

Total Revenue

-$17K

Previous: $215M-100.0%
EPS (adj)

-$1.25

Previous: -$3.82+67.3%
Capital Expenditures

-$1.33M

Previous: $1M-232.5%
Free Cash Flow

-$91.7M

Previous: -$68.9M-33.1%
Net Income

-$90.3M

Previous: -$203M+55.6%
Operating Income

-$94M

Previous: -$197M+52.3%
Gross Profit

-$17K

No prior period
Cash & Equivalents

$148M

Previous: $23.2M+536.0%
Total Assets

$507M

No prior period
Stock-Based Comp

$4.7M

Previous: $20.8M-77.4%

Revenue & EPS history

Biohaven · Revenue · Quarterly

-$17K

Q2 2023-100%vs Q2 2022
Beat estimate in 2 of 6 quarters(33%)
ActualEstimate

Forward guidance

Biohaven is progressing its product candidates through clinical programs in a number of common and rare disorders. The Company plans to reach significant pipeline milestones in the coming periods.

Tailwinds

  • Announce Phase 1 EEG study results by year-end 2023
  • Initiate Phase 2/3 studies with BHV-7000 in the second half of 2023
  • Submit IND with BHV-1300, the Company's lead extracellular degrader
  • Submit IND with selective Gd-IgA1 degrader
  • Initiate Phase 2 study with BHV-8000

Headwinds

  • Type A meeting planned with FDA regarding troriluzole program in Spinocerebellar Ataxia Type 3 (SCA3)
  • Complete enrollment in Phase 3 obsessive compulsive disorder (OCD) trial expected to complete at end of 2023
  • Complete enrollment in Phase 3 clinical study of taldefgrobep alfa in SMA
  • Continue advancements across multiple neuroscience and immunoscience indications
  • The FDA informed Biohaven it would not review the application given that the study's primary endpoint was not met and thus, would not permit a substantive review

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.5%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+7.7%

Avg return

30 days after

50%

7 / 14 earnings

Positive

+12.6%

Q2 2024

Best reaction

-12.5%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-9.7%-16.0%-17.0%
Q3 2024-6.5%+0.5%+28.3%
Q3 2025-5.7%+0.5%+28.3%
Q2 2025-9.0%+6.6%-5.0%
Q1 2025+0.0%-3.7%-5.2%
Q4 2024-2.2%-7.1%-36.3%
Q2 2024+12.6%+13.7%+6.7%
Q1 2024-12.5%-8.7%-17.5%
Q4 2023+4.7%+24.0%+15.6%
Q3 2023+1.0%+4.6%+30.9%
Q2 2023+3.1%+3.4%-3.3%
Q1 2023+5.3%+2.2%+72.6%
Q4 2022+10.4%+5.4%+10.8%
Q3 2022+1.2%+2.2%-0.9%
Q2 2022
Q1 2022
Q4 2021
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Q2 2021
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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