Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q1 2026 Earnings Presentation
8 slides from Puma Biotechnology's earnings presentation, May 7, 2026
Slide 1: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update May 7, 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: $42.0 Million Net NERLYNX Revenue in Q1'26
$42.0 Million Net NERLYNX Revenue in Q1’26 ~3% decrease in Q1’26 compared to Q1’25 ~30% decrease in Q1’26 compared to Q4’25 Net Revenue (in $MM) Net Revenue (in $MM) 59.9 43.1 42.0 42.0 Q1'25 Q1'26 Q4'25 Q1'26 Inventory Change ($) Inventory Change ($) Q1’25 Q1’26 Q4’25 Q1’26 -$4.7 mil -$7.9 mil $5.7
Slide 5: 2,328 Ex-Factory Bottles Were Sold in Q1'26
2,328 Ex-Factory Bottles Were Sold in Q1’26 ~0.4% decrease in Q1’26 compared to Q1’25 ~29% decrease in Q1’26 compared to Q4’25 Bottles Bottles 3,298 2,338 2,328 2,328 Q1'25 Q1'26 Q4'25 Q1'26 Inventory Change Bottles Inventory Change Bottles Q1’25 Q1’26 Q4’25 Q1’26 -251 -439 343 -439 Copyright 2026 P
Slide 6: ~78% of Patients in Q1'26 Started at a Reduced Dose
~78% of Patients in Q1’26 Started at a Reduced Dose* % of Patients Starting at Reduced Dose 76% 77% 78% 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
Puma Biotechnology Earnings Call Commercial Update May 7, 2026