Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q2 2020 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Aug 6, 2020
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 6, 2020 1
Slide 2: Forward-Looking Safe Harbor Statement
Forward-Looking Safe Harbor Statement This presentation contains forward-looking statements, including statements regarding the timing of expected launch and expected regulatory approvals for NERLYNX®. All statements other than historical facts are forward– looking statements and are based on the cu
Slide 3: PUMA's Pharmacy and Distributor Network
PUMA’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network (SP) Acaria health Accredo CVS ONCO 360 Patients Diplomat Biologics Sites of Care Specialty Distributor Network (SD) Academic hospitals McKesson Community hospitals ASD/Oncology supply Physician Practices Cardinal health
Slide 4: ~$48.8 Million Net NERLYNX Revenue in Q2'2020
~$48.8 Million Net NERLYNX Revenue in Q2’2020 Quarterly Net Revenue (in $MM) 61.1 58.7 52.6 53.8 53.5 50.8 48.6 48.8 45.6 36.0 20.1 6.1 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Q1 2019 Q2 2019 Q3 2019 Q4 2019 Q1 2020 Q2'2020 4 4
Slide 5: ~3,700 Commercial bottles were sold in Q2'20
~3,700 Commercial bottles were sold in Q2’20 Bottles Sold (SP + SD) by Quarter 5,538 4,936 4,935 4,799 4,791 4,696 4,452 4,035 3,728 3,517 2,137 675 Q3'2017 Q4'2017 Q1'2018 Q2'2018 Q3'2018 Q4'2018 Q1'2019 Q2'2019 Q3'2019 Q4'2019 Q1'2020 Q2'2020 Includes Commercial SP and SD 6 5
Slide 6: ~31% of Patients in Q2'20 Started NERLYNX at a Reduced Dose
~31% of Patients in Q2’20 Started NERLYNX at a Reduced Dose % of Patients starting at reduced dose 30.4% 30.8% 28.4% 19.0% 12.0% 10.7% 6.3% 6.8% 3.8% 2.5% 2.9% 1.8% Q3'2017 Q4'2017 Q1'2018 Q2'2018 Q3'2018 Q4'2018 Q1'2019 Q2'2019 Q3'2019 Q4'2019 Q1'2020 Q2'2020 Reduced Dose defined as fewer than 6 pi
Slide 7: Rest of World Partnerships – Timelines
Rest of World Partnerships – Timelines Region Partner Regulatory / Launch Milestones • March 2019 – Approved in Australia • December 2019 -- Approved in Singapore Australia / SE Asia • Q2/Q3 2020 - Approved in Brunei, Malaysia, New Zealand Israel • Q1 2020 - Launched Canada • July 2019 – Approved •
Slide 8: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 6, 2020 8 8