Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q4 2025 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Feb 26, 2026
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update February 26, 2026
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: $59.9 Million Net NERLYNX Revenue in Q4'25
$59.9 Million Net NERLYNX Revenue in Q4’25 ~10% increase in Q4’25 compared to Q4’24 ~15% increase in Q4’25 compared to Q3’25 Net Revenue (in $MM) Net Revenue (in $MM) 59.9 59.9 54.4 51.9 Q4'24 Q4'25 Q3'25 Q4'25 Inventory Change ($) Inventory Change ($) Q4’24 Q4’25 Q3’25 Q4’25 $3.7 mil $5.7 mil $3.1
Slide 5: 3,298 Ex-Factory Bottles Were Sold in Q4'25
3,298 Ex-Factory Bottles Were Sold in Q4’25 ~11% increase in Q4’25 compared to Q4’24 ~12% increase in Q4’25 compared to Q3’25 Bottles Bottles 3,298 3,298 2,964 2,949 Q4'24 Q4'25 Q3'25 Q4'25 Inventory Change Bottles Inventory Change Bottles Q4’24 Q4’25 Q3’25 Q4’25 205 343 182 343 Copyright 2026 Puma
Slide 6: ~75% of Patients in Q4'25 Started at a Reduced Dose
~75% of Patients in Q4’25 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76% 77% 74% 75% 72% 71% 68% 70% 71% 65% 67% 66% 64% 64% 65% 62% 59% 55% 42% 38% 36% 33% 30% 31% 28% 19% 12% 11% *Reduced dose defined as fewer than 6 pills per day Copyright 2026 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 February 26, 2026