Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q2 2025 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Aug 7, 2025
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 7, 2025
Slide 2: Forward-Looking Safe-Harbor Statement
Forward-Looking Safe-Harbor Statement This presentation contains forward-looking statements, including statements regarding commercialization of NERLYNX® and the potential indications and development of our drug candidates. All forward-looking statements involve risks and uncertainties that could ca
Slide 3: Puma's Pharmacy and Distributor Network
Puma’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network (SP) Acaria Health Accredo CVS ONCO360 Patients Optum / Biologics Diplomat Specialty Distributor Network (SD) Sites of Care McKesson Academic Hospitals ASD / Oncology Supply Community Hospitals Cardinal Health Physician
Slide 4: $49.2 Million Net NERLYNX Revenue in Q2'25
$49.2 Million Net NERLYNX Revenue in Q2’25 ~11% increase in Q2’25 compared to Q2’24 ~14% increase in Q2’25 compared to Q1’25 Net Revenue (in $MM) Net Revenue (in $MM) 49.2 49.2 44.4 43.1 Q2'24 Q2'25 Q1'25 Q2'25 Inventory Change ($) Inventory Change ($) Q2’24 Q2’25 Q1’25 Q2’25 -$2.3 mil -$1.3 mil -$4
Slide 5: 2,608 Ex-Factory Bottles Were Sold in Q2'25
2,608 Ex-Factory Bottles Were Sold in Q2’25 ~4% increase in Q2’25 compared to Q2’24 ~12% increase in Q2’25 compared to Q1’25 Bottles Bottles 2,608 2,608 2,515 2,338 Q2'24 Q2'25 Q1'25 Q2'25 Inventory Change Bottles Inventory Change Bottles Q2’24 Q2’25 Q1’25 Q2’25 -132 -72 -250 -72 Copyright 2025 Puma
Slide 6: ~71% of Patients in Q2'25 Started at a Reduced Dose
~71% of Patients in Q2’25 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76% 74% 72% 71% 68% 70% 71% 65% 67% 66% 64% 64% 65% 62% 59% 55% 42% 38% 39% 33% 30% 31% 28% 19% 12% 11% 6% 7% 3% 4% 2% 2% *Reduced dose defined as fewer than 6 pills per day Copyright 2025 Puma Biotechnology
Slide 7: Rest of World Partnerships – Timelines
Rest of World Partnerships – Timelines Region Partner Regulatory Approvals Commercial Launches • 2019 – Ext. Adj. in Australia, Singapore • 2020 – Ext. Adj. in Brunei, Malaysia, New Zealand • 2020 – Singapore Australia / SE Asia • 2022 – Ext. Adj. in the Philippines; mBC in Singapore • 2021 – Malays
Slide 8: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 7, 2025