Puma Biotechnology Earnings Call Commercial Update - February 25, 2021
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Puma Biotechnology
Earnings Call
Commercial Update
February 25, 2021
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 cause our actual results to differ
materially from the anticipated results and expectations expressed in these forward-looking statements. These statements are based on our current
expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors,
which include, but are not limited to, any adverse impact on our business or the global economy and financial markets, generally, from the global
COVID-19 pandemic, and the risk factors disclosed in our periodic and current reports filed with the Securities and Exchange Commission from time to
time, including our Annual Report on Form 10-K for the year ended December 31, 2020, once filed, and subsequent reports. Readers are cautioned not
to place undue reliance on these forward-looking statements, which speak only as of the date hereof. We assume no obligation to update these forward-
looking statements except as required by law.
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
Cardinal health
Others (VA, DOD)
Copyright 2021 Puma Biotechnology 3~$50 Million Net NERLYNX Revenue in Q4’20
Quarterly Net Revenue (in $MM)
61.1
58.7
52.6 53.8 53.5
50.8 50.0
48.6 48.8 49.3
45.6
36.0
20.1
6.1
Copyright 2021 Puma Biotechnology 4~3,600 Ex-factory Bottles were Sold in Q4’20
Bottles Sold (SP + SD) by Quarter
5,538
4,936 4,935
4,799 4,791 4,696
4,452
4,035
3,728 3,611
3,517 3,585
2,137
675
Includes Commercial SP and SD
Copyright 2021 Puma Biotechnology 5~38% of Patients in Q4’20 Started at a Reduced Dose
% of patients starting at reduced dose
37.5%
32.8%
30.4% 30.8%
28.4%
19.0%
12.0%
10.7%
6.3% 6.8%
3.8%
2.5% 2.9%
1.8%
Reduced dose defined as fewer than 6 pills per day
Copyright 2021 Puma Biotechnology 6Rest of World Partnerships – Timelines
Region Partner Regulatory / Launch Milestones
• March 2019 – Approved in Australia
Australia / SE Asia • December 2019 – Approved in Singapore
• Q2/Q3 2020 – Approved in Brunei, Malaysia, New Zealand
• Q1 2020 – Launched
Israel
• Q3 2020 – Approved in metastatic breast cancer
• July 2019 – Approved
Canada
• September 2020 – metastatic sNDS accepted by HC
• Q1 2020 – Argentina Launched; mBC approved January 2021
• Q2 2020 – Approved in Chile
Latin America
• Q3 2020 – Approved in Ecuador
• 2021 – Expected approvals in Brazil, Colombia, Mexico, Peru
Europe • Q4 2019 – Germany, UK, Austria Launched
Greater China • Q1 2020 – Sweden Launched
Middle East • Q2 2020 – Hong Kong Launched
North and West Africa • Q2 2020 – Approved in China
South Africa • Q3 2020 – Approved in Taiwan
Turkey • Q4 2020 – Finland / Switzerland Launched
• October 2020 – NDA Filed
South Korea
Copyright 2021 Puma Biotechnology 7Puma Biotechnology
Earnings Call
Commercial Update
February 25, 2021You can also read
