NYSE$BHVN

Biohaven Ltd old · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported financial results for the third quarter of 2023 and provided a review of recent accomplishments and anticipated upcoming milestones.

Biohaven reported a net loss of $102.6 million for the third quarter of 2023. The company's cash, cash equivalents, marketable securities, and restricted cash totaled approximately $495 million as of October 5, 2023, including net proceeds of $242 million from a public offering.

  • BHV-1300, an IgG degrader, demonstrated IgG reductions of greater than 90% from baseline with repeat dosing in non-human primates.
  • EEG biomarker study of BHV-7000 confirmed central nervous system (CNS) activity.
  • Enrollment completed in pivotal Phase 3 study of taldefgrobep alfa for the treatment of spinal muscular atrophy (SMA).
  • Successful completion of the SAD portion of the Phase 1 trial for BHV-8000, a brain penetrant TYK2/JAK1 inhibitor, and initiation of the MAD cohort to enable a Phase 2/3 clinical trial in 2024.

Headline financials

Total Revenue

$0.00

No prior period
EPS (adj)

-$1.44

Previous: -$1.25-15.2%
Capital Expenditures

-$2.58M

Previous: $4.52M-157.0%
Free Cash Flow

-$105M

Previous: -$100M-5.1%
Net Income

-$103M

Previous: -$68.9M-49.0%
Operating Income

-$111M

Previous: -$67.6M-63.4%
Gross Profit

$0.00

No prior period
Cash & Equivalents

$112M

Previous: $50.7M+120.4%
Total Assets

$383M

Previous: $136M+182.2%
R&D Expense

$95.5M

No prior period
Stock-Based Comp

$4.46M

Previous: $17M-73.8%

Revenue & EPS history

Biohaven · Revenue · Quarterly

$0

Q3 2023
Beat estimate in 2 of 6 quarters(33%)
ActualEstimate

Forward guidance

Biohaven expects to reach significant pipeline milestones in the coming periods.

Tailwinds

  • Announce additional Phase 1 EEG study results for Kv7 activator BHV-7000 at the American Epilepsy Society Annual Meeting in December.
  • Initiate Phase 3 programs with BHV-7000 in the second half of 2023 and first half of 2024.
  • Submit IND with BHV-1300, the Company's lead extracellular degrader.
  • Submit IND with selective Gd-IgA1 degrader BHV-1400.
  • Initiate Phase 2/3 study with brain penetrant, dual TYK2/JAK1 inhibitor BHV-8000 in Parkinson's disease.

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 Q3 2023

Historical avgQ3 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
Q3 2021
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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro