Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q2 2024 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Aug 1, 2024
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update August 1, 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: $44.4 Million Net NERLYNX Revenue in Q2'24
$44.4 Million Net NERLYNX Revenue in Q2’24 ~14% decline in Q2’24 compared to Q2’23 ~10% increase in Q2’24 compared to Q1’24 Net Revenue (in $MM) Net Revenue (in $MM) 51.6 44.4 40.3 44.4 Q2'2023 Q2'2024 Q1'2024 Q2'2024 Inventory Change ($) Inventory Change ($) Q2’23 Q2’24 Q1’24 Q2’24 -$1.5 mil -$2.3
Slide 5: 2,515 Ex-Factory Bottles Were Sold in Q2'24
2,515 Ex-Factory Bottles Were Sold in Q2’24 ~17% decline in Q2’24 compared to Q2’23 ~4% increase in Q2’24 compared to Q1’24 Bottles Bottles 3,022 2,515 2,410 2,515 Q2'2023 Q2'2024 Q1'2024 Q2'2024 Inventory Change Bottles Inventory Change Bottles Q2’2023 Q2’2024 Q1’2024 Q2’2024 -90 -132 -120 -132 Cop
Slide 6: ~66% of Patients in Q2'24 Started at a Reduced Dose
~66% of Patients in Q2’24 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76% 68% 70% 71% 65% 67% 66% 64% 64% 62% 59% 55% 42% 38% 39% 33% 30% 31% 28% 19% 12% 11% 6% 7% 3% 4% 2% 2% *Reduced dose defined as fewer than 6 pills per day Copyright 2024 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 August 1, 2024