Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q1 2024 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, May 2, 2024
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 2, 2024
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 Sites of Care Specialty Distributor Network (SD) Academic Hospitals McKesson Community Hospitals ASD / Oncology Supply Physician Practices Cardin
Slide 4: $40.3 Million Net NERLYNX Revenue in Q1'24
$40.3 Million Net NERLYNX Revenue in Q1’24 ~14% decline in Q1’24 compared to Q1’23 ~24% decrease Q1’24 compared to Q4’23 Net Revenue (in $MM) Net Revenue (in $MM) 46.8 53.2 40.3 40.3 Q1'2023 Q1'2024 Q4'2023 Q1'2024 Inventory Change ($) Inventory Change ($) Q1’2023 Q1’2024 Q4’2023 Q1’2024 -$3.8 mil -
Slide 5: 2,410 Ex-Factory Bottles Were Sold in Q1'24
2,410 Ex-Factory Bottles Were Sold in Q1’24 ~15% decline in Q1’24 compared to Q1’23 ~16% decline in Q1’24 compared to Q4’23 Bottles Bottles 2,849 2,410 2,881 2,410 Q1'2023 Q1'2024 Q4'2023 Q1'2024 Inventory Change Bottles Inventory Change Bottles Q1’2023 Q1’2024 Q4’2023 Q1’2024 -236 -120 +127 -120 Co
Slide 6: ~67% of Patients in Q1'24 Started at a Reduced Dose
~67% of Patients in Q1’24 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76.4% 67.9% 69.5% 71.2% 65.4% 66.7% 64.0% 64.0% 61.5% 59.4% 54.9% 42.4% 37.7% 38.7% 32.8% 30.0% 31.0% 28.0% 19.0% 12.0% 11.0% 6.0% 7.0% 4.0% 2.0% 2.0% 3.0% *Reduced dose defined as fewer than 6 pills per day
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 May 2, 2024