Harmony Biosciences Holdings, Inc. (HRMY) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Sherry Yang

Hi, everyone, and welcome again to the 44th JPM Healthcare Conference. I am Sherry Yang, an Associate from the Healthcare Investment Banking Group, and it’s a pleasure to be introducing Harmony Biosciences.

Today, we have Jeff Dayno, President and CEO on stage with me for the presentation and Sandip Kapadia, CFO. Kumar Budur, Chief Medical and Scientific Officer; and Adam Zaeske, Executive VP and Chief Commercial Officer in the audience. Please join me in welcoming Jeff to the podium. Thank you.

Jeffrey Dayno
President, CEO & Director

Thank you, Sherry. Good afternoon, everyone. And on behalf of the Harmony team, I want to thank JPMorgan for the invitation to present again at this year’s conference. I’m really excited to be here with all of you to share Harmony’s outlook, a very great outlook for 2026.

Our forward-looking statement, please refer to our website for our latest SEC filings. The theme is momentum. Harmony enters 2026 with significant momentum and propelled by 3 key drivers. First WAKIX performance with 5 years of consecutive growth and profitability, our 2026 guidance points to over $1 billion in net revenue, which means that WAKIX is on track to achieve blockbuster status this year.

Driver #2, a robust late-stage pipeline. With 5 Phase III programs in the clinic advancing towards 5 distinct CNS indications, which will set us up for multiple catalysts over the next few years. And the third driver, our strong financial profile. Harmony is a profitable