Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q4 2023 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Feb 29, 2024
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update February 29, 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: $53.2 Million Net NERLYNX Revenue in Q4'23
$53.2 Million Net NERLYNX Revenue in Q4’23 ~1% decline compared to Q4’22 ~3% increase Q4’23 compared to Q3’23 Net Revenue (in $MM) Net Revenue (in $MM) 53.7 53.2 53.2 51.6 Q4'2022 Q4'2023 Q3'2023 Q4'2023 Inventory Change ($) Inventory Change ($) Q4’22 Q4’23 Q3’23 Q4’23 +$2.6 mil +$2.1 mil +$0.6 mil
Slide 5: 2,881 Ex-Factory Bottles Were Sold in Q4'23
2,881 Ex-Factory Bottles Were Sold in Q4’23 ~13% decline compared to Q4’22 ~0.2% growth compared to Q3’23 Bottles Bottles 3,323 2,881 2,874 2,881 Q4'2022 Q4'2023 Q3'2023 Q4'2023 Inventory Change Bottles Inventory Change Bottles Q4’22 Q4’23 Q3’23 Q4’23 +164 +127 +32 +127 Copyright 2024 Puma Biotechno
Slide 6: ~76% of Patients in Q4'23 Started at a Reduced Dose
~76% of Patients in Q4’23 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76.4% 67.9% 69.5% 71.2% 65.4% 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 Copyri
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 • Q2 2022 – Ext. Adj. in the Philippines • Q2 2021 – Malaysia • Q3 2022
Slide 8: Puma Biotechnology
Puma Biotechnology Earnings Call Commercial Update February 29, 2024