Harmony Biosciences Holdings, Inc. · NASDAQ:HRMY

Harmony Biosciences — Q1 2026 Earnings Presentation

19 slides from Harmony Biosciences's earnings presentation, May 7, 2026

  1. Slide 1: Q1 2026 Financial Results and Business Update

    Q1 2026 Financial Results and Business Update May 7, 2026 Copyright © 2026 Harmony Biosciences. All rights reserved.

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking statements

  3. Slide 3: Profitable Self-Funding Biotech

    PROFITABLE SELF- FUNDING BIOTECH PROVEN COMMERCIAL ENGINE ROBUST PIPELINE STRONG BALANCE SHEET

  4. Slide 4: Pillars of Value Creation

    PILLARS OF VALUE CREATION P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G PROTECT THE CONTINUED A D VA N C I N G PITOLISANT RENEWED PITOLISANT ROBUST FRANCHISE EMPHASIS FRANCHISE PIPELINE GROWTH BEYOND PITOLISANT ON BUSINESS IN AN EVOLVING LIFECYCLE DEVELOPMENT MARKET MANAG

  5. Slide 5: Protect the Pitolisant Franchise

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Protect the Pitolisant Franchise STRONG IP PROTECTION Multi-layered IP estate – formulation, methods of use, next-gen applications 6-MONTH PEDIATRIC EXCLUSIVITY On track with PWS Phase 3 data 2H 2026 UTILITY PATENTS FILED FOR

  6. Slide 6: Grow, Extend, Expand: Continued Pitolisant Franchise Growth

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Continued Pitolisant Franchise Growth in an Evolving Market CONTINUE TO LEAD WITH WAKIX: ON TRACK FOR >$1B NET REVENUE IN 2026 PITOLISANT GR – NDA SUBMISSION 2Q26, PDUFA DATE ANTICIPATED IN Q1 2027 GROW Positioned to extend th

  7. Slide 7: Significant Capacity to Transact

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Renewed Emphasis on Business Development RENEWED FOCUS ON BD OPPORTUNITIES WITH EMPHASIS ON: • Revenues in 2028-2032 • Assets in Phase 3, In-Registration, or On-Market THERAPEUTIC AREAS OF INTEREST SIGNIFICANT • Sleep/Wake CAP

  8. Slide 8: Reiterating 2026 Net Revenue Guidance

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Reiterating 2026 Net Revenue Guidance $1.00B-$1.04B WAKIX Net Revenue Growth 2020–2025 $1,000 $1B+ 2026 NET REVENUE GUIDANCE $800 $869 Net Revenue ($M) $715 $600 $582 $400 $438 $200 $305 $160 $0 2020 2021 2022 2023 2024 2025 2

  9. Slide 9: WAKIX Differentiation and Strong Execution Drive Performance

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G WAKIX® Differentiation and Strong Execution Drive Performance Average Patients on WAKIX • 17% Quarter over Quarter revenue growth: on track 9,000 8,500 to achieve $1B+ in 2026 net sales 8,000 7,000 • After 3 consecutive quarte

  10. Slide 10: WAKIX Differentiation and Strong Execution Drive Performance

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G WAKIX Differentiation and Strong Execution Drive Performance • ~170K total Narcolepsy DIFFERENTIATED • Only non-scheduled treatment option patients PRODUCT • 7+ years clinical experience LARGE • ~90K+ undiagnosed: MARKET 2X op

  11. Slide 11: Innovative Late-Stage Pipeline With Multiple Catalysts 2026–2028

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Robust Pipeline Beyond Pitolisant Lifecycle Management PRODUCT INDICATION PRECLINICAL PHASE 1 PHASE 2 PHASE 3 REGULATORY FILING MARKETED PRODUCT EDS in Narcolepsy (Adult/Pediatric*) WAKIX® Cataplexy in Narcolepsy (Adult/Pediat

  12. Slide 12: BP-205: Potential for Best-in-Class OX2R Agonist

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G BP-205: Potential for Best-in-Class OX2R Agonist BUILT ON NOVEL CHEMICAL SCAFFOLD Leads to differentiated product profile HIGH POTENCY Enables the potential for significantly lower dosing and target all 3 central disorders of

  13. Slide 13: Pitolisant GR: On Track To Extend Pitolisant Franchise Into 2040s

    P R O T E C T I N G G R O W I N G A DVVAALNUCEI N G T R A N S A C T I N G Pitolisant GR (Gastro-Resistant): On Track To Extend Pitolisant Franchise Into 2040’s NDA SUBMISSION ON TRACK FOR Q2 2026 Anticipated PDUFA date in Q1 2027 APPROXIMATELY 80-90% OF PATIENTS WITH NARCOLEPSY EXPERIENCE GI SYMPTOM

  14. Slide 14: Pitolisant HD: Opportunity To Expand Pitolisant Franchise

    P R O T E C T I N G G R O W I N G A A DDV V A A NNCC I NI N GG T R A N S A C T I N G Pitolisant HD: Opportunity To Expand Pitolisant Franchise With Differentiated Labeling PHASE 3 REGISTRATIONAL CLINICAL TRIALS ONGOING TOPLINE DATA ANTICIPATED IN 2027 2027 Target PDUFA date in 2028 ANTICIPATED PHASE

  15. Slide 15: EPX-100: One of Most Advanced 5-HT2 Programs in DEEs

    P R O T E C T I N G G R O W I N G D RAI D V V I NA G N CVI AN LGU E T R A N S A C T I N G EPX-100: One of Most Advanced 5-HT2 (Serotonin) Agonist Programs in DEEs ESTABLISHED 5-HT2 (SEROTONIN) AGONIST MECHANISM OF ACTION ONGOING PHASE 3 TRIALS IN LENNOX-GASTAUT SYNDROME (LIGHTHOUSE) & DRAVET SYNDROM

  16. Slide 16: Financial Summary Q1 2026

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Financial Summary Q1 2026 Three Months Ended March 31, 2026 17% • $32 million in Net Product expenses related to Revenue up-front payments for $184.7 $215.4 amorphous license Q1 2025 Q1 2026 agreements impacted Three Months En

  17. Slide 17: Financial Summary Q1 2026

    P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G Financial Summary Q1 2026 •Cost of Product Sold as a Three Months Ended percentage of Net Product March 31, Revenue increased due to Totals may not foot due to rounding 2026 2025 % Change new royalties related to Novitium Lice

  18. Slide 18: Pillars of Value Creation

    PILLARS OF VALUE CREATION P R O T E C T I N G G R O W I N G A D V A N C I N G T R A N S A C T I N G CONTINUED A DVA N C I N G PROTECT THE PITOLISANT ROBUST EMPHASIS PITOLISANT FRANCHISE PIPELINE ON BUSINESS FRANCHISE GROWTH BEYOND PITOLISANT DEVELOPMENT IN AN EVOLVING LIFECYCLE MARKET MANAGEMENT Wel

  19. Slide 19: company/harmonybiosciences/ @harmonybio harmony_biosciences

    company/harmonybiosciences/ @harmonybio harmony_biosciences w w w. h a r m o n y b i o s c i e n c e s . c o m

Harmony Biosciences Holdings — Q1 2026 Earnings Presentation on 6ix