Harmony Biosciences Holdings, Inc. · NASDAQ:HRMY
Harmony Biosciences — Q2 2025 Earnings Presentation
16 slides from Harmony Biosciences's earnings presentation, Aug 5, 2025
Slide 1: Q2 2025 Financial Results & Business Update
Copyright © 2024 Harmony Biosciences. All rights reserved. Q2 2025 Financial Results & Business Update August 5, 2025 Exhibit 99.2
Slide 2: Forward-Looking Statements
Forward-Looking Statements This press release 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 statement
Slide 3: Unique Company Profile
4+ YEARS OF PROFITABILITY WAKIX ® APPROACHING BLOCKBUSTER STATUS 4 ONGOING PHASE 3 REGISTRATIONAL TRIALS; UP TO 6 BY YEAR-END SELF-FUNDING ACROSS THE ENTERPRISE $672M ON BALANCE SHEET UNIQUE COMPANY PROFILE
Slide 4: WAKIX: 2Q25 Strong, Consistent Revenue & Patient Growth
WAKIX®: 2Q25 Strong, Consistent Revenue & Patient Growth 4 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. 16% $172.8 $200.5 Q2 '24 Q2 '25 Year-Over-Year Revenue ($M) DOUBLE-DIGIT REVENUE GROWTH in Year 6 on the Market AVERAGE PATIENT COUNT GREW B
Slide 5: Innovative Late-Stage Pipeline
Innovative Late-Stage Pipeline 5 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. PRODUCT / INDICATION DISCOVERY PHASE PRECLINICAL PHASE 1 PHASE 2 PHASE 3 REGULATORY FILING MARKETED PRODUCT Sleep/Wake WAKIX® EDS in Narcolepsy (Adults) Cataplexy in
Slide 6: Extending Our Leadership Position
Extending Our Leadership Position • Pitolisant HD: to initiate Phase 3 registrational trials in narcolepsy and IH Q4 25; utility patents filed with potential protection until 2044 • Pitolisant GR: initiated pivotal BE study in Q1 25; topline data readout Q4 25; utility patents filed with potential p
Slide 7: Key Catalysts Anticipated in 2025 & 2026
Key Catalysts Anticipated in 2025 & 2026 7 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. Q3 25 ZYN002 Topline data readout from the FXS Phase 3 registrational trial, the RECONNECT Study Q4 25 Pitolisant HD Initiation of Phase 3 registrational tr
Slide 8: ZYN002: Potential for First Approved Treatment in Fragile X Syndrome
ZYN002: Potential for First Approved Treatment in Fragile X Syndrome 8 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. ZYN002: INNOVATIVE PRODUCT PROFILE 100% synthetic, pharmaceutically manufactured cannabidiol (CBD), devoid of THC, in a patent-p
Slide 9: High Level of Conviction for ZYN002 in FXS
: High Level of Conviction for ZYN002 in FXS 9 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. RECONNECT designed to increase POS from CONNECT study insights KEY TAKEAWAY Phase 2/3 CONNECT Study Statistically significant reduction in Social Avoida
Slide 10: Pitolisant HD: Phase 3 Registrational Trials in Narcolepsy & IH – Q4 25
Pitolisant HD: Phase 3 Registrational Trials in Narcolepsy & IH – Q4 25 10 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. Q425 Initiation of Phase 3 Registrational Trials of Pitolisant HD • Narcolepsy • IH OPTIMIZED PK PROFILE AND HIGHER DOSE Des
Slide 11: EPX-100: One of Most Advanced 5-HT2 Agonist Programs in DEEs
EPX-100: One of Most Advanced 5-HT2 (Serotonin) Agonist Programs in DEEs 11 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. 2026 Anticipate Topline Data from Ongoing Global Phase 3 Trials • DS • LGS ESTABLISHED 5-HT2 (SEROTONIN) AGONIST MECHANISM
Slide 12: Financial Highlights Q2 2025
Financial Highlights Q2 2025 12 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. 1. Non-GAAP Adjusted Net Income= GAAP Net Income excluding non-cash interest expense, depreciation, amortization, stock-based compensation, and tax effect of these ite
Slide 13: Financial Summary Q2 2025
Financial Summary Q2 2025 13 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. % Change Six Months Ended June 30, % Change Three Months Ended June 30, Totals may not foot due to rounding 2025 2024 2025 2024 Net Product Revenue $200.5 $172.8 16% $385
Slide 14: GAAP vs Non-GAAP Reconciliation Q2 2025
GAAP vs NON-GAAP Reconciliation Q2 2025 14 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. (1) Includes a $15,000 million IPR&D charge related to an upfront fee incurred upon closing the CiRC research collaboration agreement for the three and six
Slide 15: Commitment to patients; deliver strong value to shareholders
15 August 2025 Harmony Biosciences | Q2 2025 Financial Results & Business Update | All rights reserved. Commitment to patients Addressing unmet medical needs Delivering meaningful treatment options Helping patients thrive DELIVER ON PROMISE TO PATIENTS Innovative Catalyst-rich pipeline Profitable bi
Slide 16: Newrology
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