Puma Biotechnology Inc · NASDAQ:PBYI
Puma Biotechnology — Q3 2017 Earnings Presentation
14 slides from Puma Biotechnology's earnings presentation, Nov 9, 2017
Slide 1: Puma Biotechnology 3Q 2017 Earnings Call Commercial Update
Puma Biotechnology 3Q -2017 Earnings Call Commercial Update November 9, 2017 Copyright 2017 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, the potential approval of neratinib for this indication in
Slide 3: U.S. Launch Strategy - executed as planned
U.S. Launch Strategy - executed as planned PHASE 1: Soft Launch PHASE 2: LAUNCH ‘Open for Business / Product Shipped’ ‘Active Promotion’ July 2017 August Sept 2017 • Commercial infrastructure in On-board • Fully trained salesforce begins place and calling on health care providers • Fully staffed hea
Slide 4: Key Events - Week of July 17 FDA Approval
Key Events - Week of July 17 FDA Approval • NERLYNX™ website live • Includes prescription form • Specialty Pharmacy network listed • Reimbursement Hub open same day • Medical Information open same day • Patient / Physician inquiries same day • First prescriptions received • Commercial drug labeled a
Slide 5: NERLYNX Launched to all Oncology Stakeholders
NERLYNX™ Launched to all Oncology Stakeholders Physicians Nurses Patients Patient Advocates Payers Copyright 2017 Puma Biotechnology 5
Slide 6: Specialty Pharmacy Network and additional sites of care
In addition to our Specialty Pharmacy Network, additional sites of care became available in September Specialty Pharmacy Network AcariaHealth Puma Accredo CVS Patients Biotechnology Onco360 Diplomat Biologics Sites of Care Academic Hospitals Community Hospitals Specialty Distributer / GPO Network Pr
Slide 7: Net Sales since FDA approval is nearly $11.6 Million
Net Sales since FDA approval is nearly $ 11.6 Million estimate • July 2017 includes initial stocking by specialty pharmacies Copyright 2017 Puma Biotechnology 7
Slide 8: Prescriptions into Specialty Pharmacy Network by Month since FDA Approval
Prescriptions into Specialty Pharmacy Network by Month since FDA Approval Monthly New & Cumulative Specialty Pharmacy Patients SP Patient Enrollments Cumulative SP Patient Enrollments 779 504 275 262 242 229 33 33 JUL - 2017 AUG - 2017 SEP - 2017 OCT - 2017 Copyright 2017 Puma Biotechnology 8
Slide 9: Average time from Rx received to patient shipment is approximately 10 days
Average time from Rx received to insurance approval and patient shipment is approximately 10 days Time to First Patient Dispense by Day Range • Most patient received NERLYNX™ in 10 days or less • 86% of patients received NERLYNX™ in 20 days or less Patients 5 or less 5 through 10 10 through 20 20 th
Slide 10: Specialty Pharmacy dispenses to patients by month
Specialty Pharmacy dispenses to patients by month Monthly Specialty Pharmacy TRx & NRx 500 450 443 400 350 300 274 250 233 200 143 150 195 100 134 50 5 0 5 Jul - 2017 Aug - 2017 Sep - 2017 Oct - 2017 NRx TRx • NRx = New Rx dispended • TRx = Total Rx dispensed Copyright 2017 Puma Biotechnology 10
Slide 11: NERLYNX Patients in Specialty Pharmacy Network October 31, 2017 Snapshot
NERLYNX™ Patients in Specialty Pharmacy Network October 31, 2017 Snapshot 779 Prescriptions 212 567 Patients In Process Dispensed 503 64 Active Discontinued Drug Copyright 2017 Puma Biotechnology 11
Slide 12: New prescribers and Total prescribers
New prescribers and Total prescribers Monthly New & Cumulative NERLYNX Prescribers (Writers) New Writers Cumulative Writers 582 387 202 195 185 175 27 27 Jul-17 Aug-17 Sep-17 Oct-17 Copyright 2017 Puma Biotechnology 12
Slide 13: Patient Advocacy support continues to be strong
Patient Advocacy support continues to be strong Cancer Care Breastcancer.org Living Beyond Breast Cancer Copyright 2017 Puma Biotechnology 13
Slide 14: Positive Payer Coverage of NERLYNX
Positive Payer Coverage of NERLYNX™ • Over 90% covered lives in U.S. have a positive NERLYNX coverage policy like the Humana example • The rest are approved case by case • NERLYNX coverage policies across all payers in the United States cite the label and do not have restrictions to any subgroups •