Puma Biotechnology Inc
NASDAQ:PBYI
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
Puma Biotechnology Inc
NASDAQ:PBYI
|
US |
Puma Biotechnology Inc
Puma Biotechnology, Inc. is a biopharmaceutical company. The company is headquartered in Los Angeles, California and currently employs 196 full-time employees. The company went IPO on 2012-03-21. The firm is focused on the development and commercialization of products to enhance cancer care. The firm's lead product is NERLYNX, an oral version of neratinib, which is a potent irreversible tyrosine kinase inhibitor (TKI) that blocks signal transduction through the human epidermal growth factor receptors, HER1, HER2 and HER4. The company is primarily focused on the development and commercialization of the oral version of neratinib, and its advanced drug candidates are directed at the treatment of HER2-positive breast cancer and HER2 mutated cancers. Its other products include PB272 (neratinib, intravenous), PB357, and certain related compounds. Its neratinib has clinical application in the treatment of several other cancers as well, including other tumor types that over-express or have a mutation in HER2 or epidermal growth factor receptor (EGFR), such as breast cancer, cervical cancer, lung cancer, or other solid tumors.
Puma Biotechnology, Inc. is a biopharmaceutical company. The company is headquartered in Los Angeles, California and currently employs 196 full-time employees. The company went IPO on 2012-03-21. The firm is focused on the development and commercialization of products to enhance cancer care. The firm's lead product is NERLYNX, an oral version of neratinib, which is a potent irreversible tyrosine kinase inhibitor (TKI) that blocks signal transduction through the human epidermal growth factor receptors, HER1, HER2 and HER4. The company is primarily focused on the development and commercialization of the oral version of neratinib, and its advanced drug candidates are directed at the treatment of HER2-positive breast cancer and HER2 mutated cancers. Its other products include PB272 (neratinib, intravenous), PB357, and certain related compounds. Its neratinib has clinical application in the treatment of several other cancers as well, including other tumor types that over-express or have a mutation in HER2 or epidermal growth factor receptor (EGFR), such as breast cancer, cervical cancer, lung cancer, or other solid tumors.
Revenue Growth: Q4 2025 total revenue was $75.5 million, up from both Q3 2025 and Q4 2024, driven by higher NERLYNX product and royalty revenues.
NERLYNX Performance: Net product revenue for NERLYNX reached $59.9 million, up from $51.9 million in Q3 2025, with higher ex-U.S. supply and bottle sales up 12% QoQ.
Profitability: Puma reported Q4 2025 net income of $13.4 million, up from $8.8 million in Q3, marking its third consecutive year of profitability.
Inventory Build: Q4 saw an inventory build of $5.7 million and 343 bottles, a recurring trend due to anticipated price increases; management expects inventory burn-off and lower revenue in Q1 2026.
Clinical Pipeline: Phase II trials for alisertib in breast and lung cancer are enrolling ahead of schedule, with key interim data readouts expected in Q2 2026.
2026 Guidance: Management guided for 2026 net NERLYNX product revenue of $194–198 million, full-year net income of $10–13 million, and higher R&D and SG&A expenses.