Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Earnings Presentation (March 2018)
13 slides from Puma Biotechnology's earnings presentation, Mar 1, 2018
Slide 1: Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update March 1, 2018 Copyright 2018 Puma Biotechnology
Slide 2: Forward-Looking Safe Harbor Statement
Forward-Looking Safe Harbor Statement This presentation contains forward-looking statements, including statements regarding the benefits of NERLYNX® (neratinib) for the extended adjuvant treatment of HER2-positive early stage breast cancer, commercialization activities, the potential indications of
Slide 3: Puma's Pharmacy and Distributor Network
Puma’s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network Acaria Health Accredo Puma CVS Patients Onco360 Diplomat Sites of Care Biologics Academic Hospitals Community Hospitals Specialty Distributer / GPO Network Private Practice Other (VA, DoD) McKesson ASD / Oncology Supply
Slide 4: Net Sales since FDA approval is approximately $37.8 M
Net Sales since FDA approval is approximately $37.8 M MONTHLY AND CUMULATIVE NET SALES IN $M Net Sales Cumulative Net Sales $37.8 $26.2 $18.3 $11.8 $11.6 $7.9 $6.5 $6.1 $5.7 $3.5 $2.6 $2.1 $2.1 $1.4 J UL - 1 7 AUG - 1 7 SE P - 1 7 OCT - 1 7 N OV - 1 7 D EC- 1 7 JA N - 1 8 • January estimated Copyrig
Slide 5: Specialty Pharmacy Prescriptions – Through January 31, 2018
Specialty Pharmacy Prescriptions – Through January 31, 2018 1,657 Prescriptions 92 (5.6%) Free Drug 1,300 (78.5%) 265 (16%) Commercial Patients In Process Dispensed 1,062 (81.7%) 238 (18.3%) Active Discontinued • Specialty Pharmacies account for approximately 89% of total business Copyright 2018 Pum
Slide 6: New Patient and Cumulative RX's in Specialty Pharmacies
New Patient and Cumulative RX’s in Specialty Pharmacies MONTHLY NEW & CUMULATIVE SP PATIENTS* New SP Patients Cumulative SP Patients 1849 1497 1169 850 542 352 328 319 308 273 269 240 33 33 JUL-17 AUG-17 SEP-17 OCT-17 NOV-17 DEC-17 JAN-18 *Could include duplicate RXs sent to multiple specialty pharm
Slide 7: NERLYNX Dispenses in the Specialty Pharmacy Channel
NERLYNX® Dispenses in the Specialty Pharmacy (SP) Channel MONTHLY SP NRX, TRX AND REFILLS 1000 900 TRx, 800 700 600 Refills Dispenses 500 400 300 NRx 200 100 0 Jul-17 Aug-17 Sep-17 Oct-17 Nov-17 Dec-17 Jan-18 NRx: New Rx’s Dispensed TRx: Total Rx’s Dispensed Copyright 2018 Puma Biotechnology 7
Slide 8: Time to First Fill by Specialty Pharmacy
Time to First Fill (or shipment) by Specialty Pharmacy 400 DAYS TO FIRST FILL BY TIME RANGE 312 218 109 106 56 24 14 9 6 5 OR LESS 5 THROUGH 10 15 20 30 45 60 90 120 AND 10 THROUGH THROUGH THROUGH THROUGH THROUGH THROUGH THROUGH GREATER 15 20 30 45 60 90 120 Over 70% of patients receive their first
Slide 9: New and Total NERLYNX Prescribers in SP Channel
New and Total NERLYNX® Prescribers in SP Channel MONTHLY NEW & CUMULATIVE NERLYNX PRESCRIBERS 1092 914 758 580 385 201 195 184 178 178 174 156 27 27 JUL-2017 AUG-2017 SEP-2017 OCT-2017 NOV-2017 DEC-2017 JAN-2018 Total New SP Writers Cumulative SP Writers Copyright 2018 Puma Biotechnology 9
Slide 10: Increasing reach to more targeted prescribers
Increasing reach to more targeted prescribers CUMULATIVE PHYSICIAN PENETRATION 53% 33% 30% 22% 4% 0% AUG SEP OCT NOV DEC JAN Copyright 2018 Puma Biotechnology 10
Slide 11: NERLYNX has majority of HER2 salesforce details
NERLYNX® has majority of HER2 salesforce details Rolling 3 Months Ending January 2018 n=264 details Herceptin Tykerb 4% 2% Kadcyla 16% Nerlynx 56% Perjeta 22% * SOURCE: IQVIA (IMS) Salesforce Audit Copyright 2018 Puma Biotechnology 11
Slide 12: Three Recent Licensing Agreements
Three Recent Licensing Agreements Region Region Region • Australia • Israel • China • New Zealand • Taiwan • Southeast Asia • Hong Kong • Macau Copyright 2018 Puma Biotechnology 12
Slide 13: Puma Biotechnology Earnings Call Commercial Update
Puma Biotechnology Earnings Call Commercial Update March 1, 2018 Copyright 2018 Puma Biotechnology 13
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