Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q1 2018 Earnings Presentation
12 slides from Puma Biotechnology's earnings presentation, May 9, 2018
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 9, 2018 Copyright 2018 Puma Biotechnology
Slide 2: Forward-Looking Safe Harbor Statement
Forward-Looking Safe Harbor Statement This presentation contains forward-looking statements, including statements regarding the benefits of NERLYNX® (neratinib) and neratinib, the commercialization of NERLYNX, the potential indications of our drug candidates and the development of our drug candidate
Slide 3: Puma's Pharmacy and Distributor Network
Puma’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network Acaria Health Patients Accredo CVS Onco360 Diplomat Sites of Care Biologics Academic Hospitals Community Hospitals Specialty Distributer / GPO Network Private Practice Other (VA, DoD) McKesson ASD / Oncology Supply Cardi
Slide 4: Net Product Sales grew 79% from Q4 to Q1
Net Product Sales grew 79% from Q4 to Q1 NERLYNX® Net Sales in $ M $36.0 + 79% $20.1 $6.1 Q3 2017 Q4 2017 Q1 2018 Copyright 2018 Puma Biotechnology 4
Slide 5: Net Sales since FDA approval is approximately $76.3 M
Net Sales since FDA approval is approximately $76.3 M MONTHLY & CUMULATIVE NET SALES IN $ M 76.3 Monthly Net Sales Cumulative Net Sales 62.2 49.6 37.9 26.2 18.3 14.1 12.6 11.8 11.7 11.7 7.9 6.5 6.1 5.7 3.5 2.6 2.1 2.1 1.4 JUL-17 AUG-17 SEP-17 OCT-17 NOV-17 DEC-17 JAN-18 FEB-18 MAR-18 APR-18 Copyrigh
Slide 6: Specialty Pharmacy Enrollments – Through April 30, 2018
Specialty Pharmacy Enrollments – Through April 30, 2018 2,413 SP Enrollments 138 (5.7%) Free Drug 2,116 (87.6%) 159 (6.6%) Commercial Patients In Process Dispensed 1,614 (76.3%) 502 (23.7%) Active Discontinued • Specialty Pharmacies account for approximately 88% of total business Copyright 2018 Puma
Slide 7: New Patient and Cumulative RX's in Specialty Pharmacies
New Patient and Cumulative RX’s in Specialty Pharmacies MONTHLY NEW & CUMULATIVE SP PATIENTS Monthly New SP Patients Cumulative SP Patients 2787 2507 2165 1843 1493 1167 850 542 350 342 326 322 317 308 280 273 269 240 33 33 JUL-2017 AUG-2017 SEP-2017 OCT-2017 NOV-2017 DEC-2017 JAN-2018 FEB-2018 MAR-
Slide 8: NERLYNX Dispenses in the Specialty Pharmacy Channel
NERLYNX® Dispenses in the Specialty Pharmacy (SP) Channel MONTHLY SP NRX, TRX, AND REFILLS 1400 TRx 1200 Refills 1000 800 Dispenses 600 400 NRx 200 0 Jul-2017 Aug-2017 Sep-2017 Oct-2017 Nov-2017 Dec-2017 Jan-2018 Feb-2018 Mar-2018 Apr-2018 NRx: New Rx Dispensed TRx: Total Rx Dispensed Copyright 2018
Slide 9: Time to First Fill (or shipment) by Specialty Pharmacy
Time to First Fill (or shipment) by Specialty Pharmacy TOTAL DAYS TO FIRST FILL BY TIME RANGE 32% 24% 16% 9% 8% 5% 2% 2% 1% 1% 5 OR LESS 5 THROUGH 10 THROUGH 15 THROUGH 20 THROUGH 30 THROUGH 45 THROUGH 60 THROUGH 90 THROUGH 120 AND 10 15 20 30 45 60 90 120 GREATER 72% of patients receive their first
Slide 10: New and Total NERLYNX Prescribers in SP Channel
New and Total NERLYNX® Prescribers in SP Channel QUARTERLY NEW AND CUMULATIVE NERLYNX SP WRITERS Quarterly New SP Writers Cumulative SP Writers 1416 914 529 502 385 385 Q3 - 2 0 1 7 Q4 - 2 0 1 7 Q1 - 2 0 1 8 * Prescriber numbers reported for historical months may be slightly different from previous
Slide 11: Increasing reach to more targeted prescribers
Increasing reach to more targeted prescribers QUARTERLY TARGET HCP REACH 57% 51% 25% Q3 - 2 0 1 7 Q4 - 2 0 1 7 Q1 - 2 0 1 8 * Call numbers reported for historical months may be slightly different from previous statements due to Veeva data updates Copyright 2018 Puma Biotechnology 11
Slide 12: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 9, 2018 Copyright 2018 Puma Biotechnology