Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q1 2020 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, May 7, 2020
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 7, 2020 Copyright 2020 Puma Biotechnology
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 cur
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 Distributor Network Physician Practices Other (VA, DoD) McKesson ASD / Oncology Supply Cardinal
Slide 4: $48.6 Million Net NERLYNX Revenue in Q1 2020
$48.6 Million Net NERLYNX Revenue in Q1 2020 QUARTERLY NET REVENUE (IN $MM) 61.1 58.7 52.6 53.8 53.5 50.8 48.6 45.6 36 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 Copyright 2020 Puma Biotechnology 4
Slide 5: ~30% of Patients in Q1 Started NERLYNX at a Reduced Dose
~30% of Patients in Q1 Started NERLYNX at a Reduced Dose PERCENT OF PATIENT STARTS AT REDUCED DOSE 35.0% 30.4% 30.0% 28.7% 25.0% 20.0% 19.0% 15.0% 12.0% 10.7% 10.0% 6.3% 6.8% 5.0% 3.8% 2.5% 2.9% 1.8% 0.0% Q3-17 Q4-17 Q1-18 Q2-18 Q3-18 Q4-18 Q1-19 Q2-19 Q3-19 Q4-19 Q1-20 • Reduced Dose defined as few
Slide 6: Bottles Sold By Quarter
Bottles Sold By Quarter BOTTLES SOLD BY QUARTER (SP+SD) 5,538 4,936 4,935 4,799 4,791 4,696 4,452 4,035 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 • SP = Specialty Pharmacy Network, SD = Specialty Distributor Network; Bottles defined as 18
Slide 7: Rest of World Partnerships – Timelines
Rest of World Partnerships – Timelines Region Partner Expected Regulatory Approval • March 2019 – Approved in Australia Australia / SE Asia • December 2019 -- Approved in Singapore Israel • Q2 2020 Canada • July 2019 – Approved • November 2019 – Approved in Hong Kong Greater China • April 2020 – App
Slide 8: Puma Biotechnology
Puma Biotechnology Earnings Call Commercial Update May 7, 2020 Copyright 2020 Puma Biotechnology 8