12
Puma Biotechnology Earnings Call Commercial Update May 9, 2018 Copyright 2018 Puma Biotechnology
Puma Biotechnology Earnings Call
Commercial Update
May 9, 2018
Copyright 2018 Puma Biotechnology
Forward-Looking Safe Harbor Statement
2
This presentation contains forward-looking statements, including statements regarding the benefits of NERLYNX® (neratinib) and neratinib, the commercialization of NERLYNX, the potential indications of our drug candidates and the development of our drug candidates, including, but not limited to, the anticipated timing for the commencement and completion of various clinical trials and announcement of data relative to these trials. All statements other than historical facts are forward–looking statements and are based on our current expectations, forecasts and assumptions. 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 risk and uncertainties are identified in our Annual Report on Form 10-K for the year ended December 31, 2017, our Quarterly Report on Form 10-Q for the quarter ended March 31, 2018 and any subsequent documents we file with the SEC. 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.
Copyright 2018 Puma Biotechnology
Puma’s Pharmacy and Distributor Network
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Specialty Distributer / GPO
Network
Patients
Hub Services
Specialty Pharmacy
Network
Acaria Health Accredo
CVS Onco360 Diplomat Biologics
Sites of Care
Academic Hospitals Community Hospitals
Other (VA, DoD) Private Practice
McKesson ASD / Oncology Supply
Cardinal Health
Copyright 2018 Puma Biotechnology
Net Product Sales grew 79% from Q4 to Q1
$6.1
$20.1
$36.0
Q3 2017 Q4 2017 Q1 2018
NERLYNX® Net Sales in $ M
4
+ 79%
Copyright 2018 Puma Biotechnology
Net Sales since FDA approval is approximately $76.3 M
5
2.1
1.4
2.6
5.7
6.5
7.9
11
.7
11
.7
12
.6
14
.1
2.1
3.5
6.1
11
.8 1
8.3
26
.2
37
.9
49
.6
62
.2
76
.3
J U L - 1 7 A U G - 1 7 S E P - 1 7 O C T - 1 7 N O V - 1 7 D E C - 1 7 J A N - 1 8 F E B - 1 8 M A R - 1 8 A P R - 1 8
MONTHLY & CUMULATIVE NET SALES IN $ M
Monthly Net Sales Cumulative Net Sales
Copyright 2018 Puma Biotechnology
Specialty Pharmacy Enrollments – Through April 30, 2018
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2,413 SP Enrollments
138 (5.7%)
Free Drug
159 (6.6%)
In Process
2,116 (87.6%)
Commercial Patients Dispensed
1,614 (76.3%)
Active 502 (23.7%)
Discontinued
• Specialty Pharmacies account for approximately 88% of total business
Copyright 2018 Puma Biotechnology
New Patient and Cumulative RX’s in Specialty Pharmacies
7
• Could include duplicate RX’s sent to multiple specialty pharmacies
• Enrollment numbers reported for historical months may be slightly different from previous statements due to SP data updates
33
24
0
26
9
30
8
31
7
32
6
35
0
32
2
34
2
28
0
33
27
3
54
2
85
0
11
67
14
93
18
43
21
65
25
07
27
87
J U L - 2 0 1 7 A U G - 2 0 1 7 S E P - 2 0 1 7 O C T - 2 0 1 7 N O V - 2 0 1 7 D E C - 2 0 1 7 J A N - 2 0 1 8 F E B - 2 0 1 8 M A R - 2 0 1 8 A P R - 2 0 1 8
MONTHLY NEW & CUMULATIVE SP PATIENTS
Monthly New SP Patients Cumulative SP Patients
Copyright 2018 Puma Biotechnology
NERLYNX® Dispenses in the Specialty Pharmacy (SP) Channel
8
NRx: New Rx Dispensed TRx: Total Rx Dispensed
NRx
Refills
TRx
0
200
400
600
800
1000
1200
1400
Jul-2017 Aug-2017 Sep-2017 Oct-2017 Nov-2017 Dec-2017 Jan-2018 Feb-2018 Mar-2018 Apr-2018
Dis
pen
ses
MONTHLY SP NRX, TRX, AND REFILLS
Copyright 2018 Puma Biotechnology
Time to First Fill (or shipment) by Specialty Pharmacy
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72% of patients receive their first shipment within 15 days of an SP in our network receiving their RX
Copyright 2018 Puma Biotechnology
32
%
24
%
16
%
8%
9%
5%
2%
2%
1%
1%
5 O R L E S S 5 T H R O U G H 1 0
1 0 T H R O U G H 1 5
1 5 T H R O U G H 2 0
2 0 T H R O U G H 3 0
3 0 T H R O U G H 4 5
4 5 T H R O U G H 6 0
6 0 T H R O U G H 9 0
9 0 T H R O U G H 1 2 0
1 2 0 A N D G R E A T E R
TOTAL DAYS TO FIRST FILL BY TIME RANGE
New and Total NERLYNX® Prescribers in SP Channel
10 Copyright 2018 Puma Biotechnology
* Prescriber numbers reported for historical months may be slightly different from previous statements due to SP data restatements
38
5 5
29
50
2
38
5
91
4
14
16
Q3-2017 Q4-2017 Q1-2018
QUARTERLY NEW AND CUMULATIVE NERLYNX SP WRITERS
Quarterly New SP Writers Cumulative SP Writers
11
Increasing reach to more targeted prescribers
25
%
51
% 5
7%
Q3-2017 Q4-2017 Q1-2018
QUARTERLY TARGET HCP REACH
Copyright 2018 Puma Biotechnology
* Call numbers reported for historical months may be slightly different from previous statements due to Veeva data updates
Puma Biotechnology Earnings Call
Commercial Update
May 9, 2018
Copyright 2018 Puma Biotechnology
