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Dec 31, 2024

Biohaven Q4 2024 Earnings Report

Expected Revenue:$9.09M
Expected EPS:-$1.56
10.6% YoY

Key Takeaways

Biohaven reported a net loss of $186.8 million for Q4 2024, compared to a net loss of $144.8 million for the same period in 2023. The company's cash, cash equivalents, marketable securities, and restricted cash totaled approximately $489 million as of December 31, 2024.

FDA accepted and granted Priority Review for troriluzole NDA for spinocerebellar ataxia, with a PDUFA date expected in 3Q 2025.

BHV-1300 achieved up to 84% reduction of total IgG in Phase 1 study with optimized subcutaneous administration.

First-in-human dosing with BHV-1400 achieved rapid, deep, and selective lowering of aberrant Gd-IgA1 in IgA nephropathy program.

Initiated first-in-human dosing with BHV-1600 in peripartum cardiomyopathy program, well-tolerated to date.

Cash and Equivalents
$99.1M
Previous year: $248M
-60.1%
Total Assets
$615M
Previous year: $513M
+19.9%

Biohaven

Biohaven

Forward Guidance

Biohaven anticipates several milestones in 2025 and 2026 across its various platforms, including clinical trial readouts, regulatory interactions, and the initiation of new studies.

Positive Outlook

  • BHV-1300 Phase 1 completion with optimized subcutaneous formulation in 1H 2025.
  • BHV-1310 FIH study initiation anticipated in 1H 2025.
  • Phase 2 study in Graves' disease expected to initiate mid-2025.
  • Phase 1 with BHV-1400 and BHV-1600 expected to be completed in 1H 2025.
  • Pivotal major depressive disorder topline results expected in 2H 2025 for BHV-7000.

Challenges Ahead

  • Focal epilepsy study topline results expected in 1H 2026 for BHV-7000.
  • BHV-7000 did not statistically differentiate from the comparator arm on the primary efficacy endpoint of improvement from Baseline to Day 21 on the Young Mania Rating Scale in bipolar mania 3-week trial
  • The company reported a net loss for the three months ended December 31, 2024 of $186.8 million, or $1.85 per share, compared to $144.8 million, or $1.81 per share, for the same period in 2023.
  • The company reported a net loss attributable to common shareholders for the year ended December 31, 2024 of $846.4 million, or $9.28 per share, compared to $408.2 million, or $5.73 per share for the same period in 2023.
  • The company is still awaiting results of critical Phase 3 data in each of their 2 identical ongoing studies in OCD.