Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q3 2023 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, Nov 2, 2023
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update November 2, 2023
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 ONCO 360 Patients Optum / Biologics Diplomat Sites of Care Specialty Distributor Network (SD) Academic Hospitals McKesson Community Hospitals ASD/Oncology Supply Physician Practices Cardina
Slide 4: $51.6 Million Net NERLYNX Revenue in Q3'23
$51.6 Million Net NERLYNX Revenue in Q3’23 ~5% decline compared to Q3’22 ~0% growth compared to Q2’23 Net Revenue (in $MM) Net Revenue (in $MM) 54.3 51.6 51.6 51.6 Q3'2022 Q3'2023 Q2'2023 Q3'2023 Inventory Change ($) Inventory Change ($) Q2’22 Q2’23 Q1’23 Q2’23 + $0.5 mil + $0.6 mil - $1.5 mil + $0.
Slide 5: 2,874 Ex-Factory Bottles Were Sold in Q3'23
2,874 Ex-Factory Bottles Were Sold in Q3’23 ~10% decline compared to Q3’22 ~5% decline compared to Q2’23 Bottles Bottles 3,197 3,022 2,874 2,874 Q3'2022 Q3'2023 Q2'2023 Q3'2023 Inventory Change Bottles Inventory Change Bottles Q3’22 Q3’23 Q2’23 Q3’23 +30 +32 -89 +32 Copyright 2023 Puma Biotechnology
Slide 6: ~71% of Patients in Q3'23 Started at a Reduced Dose
~71% of Patients in Q3’23 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 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% 7 7 8 8 8 8 9 9 9 9 0 0 0 0 1 1 1 1 2 2 2 2 3 3 3 3' 201 4'201 1
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 Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update November 2, 2023