NYSE$PCRX

Pacira BioSciences Inc. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Reported preliminary net product sales for October 2021.

Pacira BioSciences reported preliminary unaudited net product sales for October 2021, with EXPAREL sales at $42.5 million and iovera° sales at $1.2 million. The company is confident in strong growth in the fourth quarter due to a reduction in pandemic-related challenges.

  • EXPAREL net product sales reached $42.5 million in October 2021.
  • iovera° net product sales were $1.2 million for October 2021.
  • EXPAREL average daily sales for October 2021 were 109% of October 2020.
  • The company anticipates topline annual growth in the high teens with operating margins exceeding 50% within 5 years.

Headline financials

Total Revenue

$128M

Previous: $117M+9.3%
EPS (adj)

$0.72

Previous: $0.68+5.9%
Capital Expenditures

-$36.7M

Previous: -$23.4M-56.9%
Free Cash Flow

-$19M

Previous: $107M-117.8%
Net Income

$17.7M

Previous: $130M-86.4%
Operating Income

$31.4M

Previous: $17.6M+78.4%
Gross Profit

$93.1M

Previous: $86.9M+7.1%
Cash & Equivalents

$134M

Previous: $125M+7.0%
Total Assets

$1.36B

Previous: $1.22B+11.1%
Stock-Based Comp

$10.8M

Previous: $11M-1.5%

Revenue & EPS history

Pacira · Revenue · Quarterly

$128M

Q3 2021+9.3%vs Q3 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Pacira · $43.7M total across 2 segments · Q3 2021

  • EXPAREL
    $42.5M-62.8%
  • iovera°
    $1.2M-56.0%

Forward guidance

Pacira BioSciences anticipates strong growth in the fourth quarter and expects to deliver topline annual growth in the high teens with operating margins that exceed 50 percent by the end of their 5-year planning period.

Tailwinds

  • Reduction in pandemic-related challenges.
  • Confident in outlook for strong growth in the fourth quarter.
  • Integration planning continues to progress.
  • ZILRETTA is expected to provide significant operational synergies.
  • ZILRETTA is expected to provide accretion and growth potential.

Headwinds

  • Elective surgery market normalization timeline is unclear.
  • Potential for recurrence of restrictions on elective procedures due to COVID-19 variant strains.
  • Financial information included is preliminary and unaudited.
  • Financial information is subject to adjustment.
  • Financial information does not present all information necessary for a complete understanding of financial results.

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 2021

Historical avgQ3 2021

+1.9%

Avg return

Earnings day

+2.1%

Avg return

5 days after

-1.2%

Avg return

30 days after

64%

37 / 58 earnings

Positive

+23.7%

Q3 2015

Best reaction

-16.2%

Q1 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%-1.4%-7.7%
Q4 2025-3.2%+1.2%+1.3%
Q3 2025+4.6%+13.1%+13.7%
Q1 2025+0.9%-1.8%+4.3%
Q4 2024-5.2%-7.4%-1.9%
Q3 2024+2.4%+1.3%+11.5%
Q2 2024+1.4%+4.4%-24.6%
Q1 2024+11.9%+11.0%+9.9%
Q4 2023-3.5%-1.6%-2.3%
Q3 2023+9.6%+7.0%-1.8%
Q2 2023+7.6%+5.9%-1.3%
Q1 2023-7.1%-9.0%-15.8%
Q4 2022+5.9%+2.7%-1.9%
Q3 2022-2.2%-1.2%-7.3%
Q2 2022-3.5%-1.0%-4.4%
Q1 2022+2.8%+6.1%-6.9%
Q4 2021+7.3%+2.0%-16.5%
Q3 2021-2.0%-3.2%-4.5%
Q2 2021-6.1%-3.7%-7.2%
Q1 2021+1.8%+2.2%-2.8%
Q4 2020-6.7%+0.7%-6.3%
Q3 2020+0.4%+1.8%+22.5%
Q2 2020+4.0%+6.9%+7.9%
Q1 2020+0.8%+3.0%+16.3%
Q4 2019-4.4%-8.7%-38.0%
Q3 2019+5.8%+3.0%+10.3%
Q2 2019-3.1%-8.4%-18.1%
Q1 2019+1.2%+0.1%-5.9%
Q4 2018+3.8%-3.8%-6.3%
Q3 2018+2.9%+1.6%-1.1%
Q2 2018+11.3%+10.2%+16.1%
Q1 2018-1.2%-4.6%-1.1%
Q4 2017+4.8%+2.2%-0.2%
Q3 2017+14.6%+22.0%+27.8%
Q2 2017-3.4%-6.6%-2.9%
Q1 2017+4.5%+6.6%-3.7%
Q4 2016+13.0%+10.9%+4.3%
Q3 2016-4.7%-3.0%-5.9%
Q2 2016+16.1%+21.1%+4.1%
Q1 2016-4.7%
Q4 2015-6.0%
Q3 2015+23.7%
Q2 2015+13.2%
Q1 2015-16.2%
Q4 2014+1.0%
Q3 2014-12.3%
Q2 2014+9.2%
Q1 2014+6.4%
Q4 2013+6.4%
Q3 2013+6.1%
Q2 2013-0.1%
Q1 2013+2.0%
Q3 2012+0.2%
Q2 2012+4.0%
Q1 2012+1.8%
Q3 2011-9.7%
Q2 2011+1.9%
Q1 2011-0.1%
Q3 2010
Q2 2010
Q1 2010

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