Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q4 2018 Earnings Presentation
10 slides from Puma Biotechnology's earnings presentation, Feb 28, 2019
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update February 28, 2019 Copyright 2019 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 reimbursement and coverage decisions and regulatory approvals for NERLYNX. All statements other than historical facts are forward–looking statements and
Slide 3: Puma's Pharmacy and Distributor Network
Puma’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network Acaria Health Accredo Patients 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: $200.5 M in Net Revenue in 2018
$200.5 M in Net Revenue in 2018 16% growth from Q3 to Q4 - 2018 Quarterly Net Revenue (in $ mm) Quarterly Net Revenue + 16% 61.1 50.8 52.6 36.0163 20.11 6.0768 Q3 2017 Q4 2017 Q1 2018 Q2 2018 Q3 2018 Q4 2018 Copyright 2019 Puma Biotechnology 4
Slide 5: Bottles Sold By Quarter
Bottles Sold By Quarter 12% growth from Q3 to Q4 - 2018 BOTTLES SOLD BY QUARTER – ALL CHANNELS (SP + SD) + 12% 5,538 4,799 4,936 3,517 2,137 675 Q3-17 Q4-17 Q1-18 Q2-18 Q3-18 Q4-18 • SP = Specialty Pharmacy Network, SD = Specialty Distributor Network Copyright 2019 Puma Biotechnology 5
Slide 6: Anti-Diarrheal Voucher Program
Anti-Diarrheal Voucher Program Launched in Q3 2018 Free for Eligible Patients Anti-Diarrheal Products • Loperamide • Colestipol • Budesonide Copyright 2019 Puma Biotechnology 6
Slide 7: Time to First Dispense in Specialty Pharmacy Network
Time to First Dispense in Specialty Pharmacy Network PERCENT OF PATIENTS BY TIME TO FIRST DISPENSE 33% 26% 15% 7% 8% 4% 2% 2% 1% 1% 5 OR LESS 10 THROUGH 15 20 THROUGH 30 45 THROUGH 60 90 THROUGH 120 74% of patients receive their first dispense within 15 days of a network SP receiving the RX Copyrigh
Slide 8: 68% of Targeted Prescribers Reached
68% of Targeted Prescribers Reached REVISED TARGET REACH BY QUARTER 68% 66% 63% 58% 51% 25% Q3-17 Q4-17 Q1-18 Q2-18 Q3-18 Q4-18 • Reach defined as physician detailed. • Numbers reported for historical quarters may be slightly different from previous statements due to data updates Copyright 2019 Puma
Slide 9: Rest of World Partnerships – Timelines
Rest of World Partnerships – Timelines Region Partner Expected Regulatory Approval Australia • 1H 2019 Israel • 1H 2019 Canada • 2H 2019 Greater China • 1H 2020 – China • 1H 2020 – Hong Kong • 1H 2020 – Taiwan Latin America • 2H 2019 – Mexico South America • 1H 2020 – Argentina • 1H 2020 – Chile • 1
Slide 10: Puma Biotechnology
Puma Biotechnology Earnings Call Commercial Update February 28, 2019 Copyright 2019 Puma Biotechnology