Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q1 2025 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, May 8, 2025
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 8, 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: $43.1 Million Net NERLYNX Revenue in Q1'25
$43.1 Million Net NERLYNX Revenue in Q1’25 ~7% increase in Q1’25 compared to Q1’24 ~21% decrease in Q1’25 compared to Q4’24 Net Revenue (in $MM) Net Revenue (in $MM) 54.4 43.1 43.1 40.3 Q1'24 Q1'25 Q4'24 Q1'25 Inventory Change ($) Inventory Change ($) Q1’24 Q1’25 Q4’24 Q1’25 -$2.0 mil -$4.7 mil $3.7
Slide 5: 2,338 Ex-Factory Bottles Were Sold in Q1'25
2,338 Ex-Factory Bottles Were Sold in Q1’25 ~3% decrease in Q1’25 compared to Q1’24 ~21% decrease in Q1’25 compared to Q4’24 Bottles Bottles 2,964 2,410 2,338 2,338 Q1'24 Q1'25 Q4'24 Q1'25 Inventory Change Bottles Inventory Change Bottles Q1’24 Q1’25 Q4’24 Q1’25 -120 -251 204 -251 Copyright 2025 Pum
Slide 6: ~72% of Patients in Q1'25 Started at a Reduced Dose
~72% of Patients in Q1’25 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76% 74% 72% 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 6
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 8, 2025