Puma Biotechnology Earnings Call Commercial Update May 9, 2018
Forward-Looking Safe Harbor Statement 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. 2
Puma s Pharmacy and Distributor Network Hub Services Specialty Pharmacy Network Acaria Health Accredo CVS Onco360 Diplomat Biologics Patients Sites of Care Academic Hospitals Community Hospitals Specialty Distributer / GPO Network McKesson ASD / Oncology Supply Cardinal Health Private Practice Other (VA, DoD) 3
Net Product Sales grew 79% from Q4 to Q1 NERLYNX Net Sales in $ M $36.0 + 79% $20.1 $6.1 Q3 2017 Q4 2017 Q1 2018 4
2.1 2.1 1.4 3.5 2.6 6.1 5.7 6.5 7.9 11.8 11.7 11.7 12.6 14.1 18.3 26.2 37.9 49.6 62.2 76.3 Net Sales since FDA approval is approximately $76.3 M MONTHLY & CUMULATIVE NET SALES IN $ M Monthly Net Sales Cumulative Net Sales J U L - 17 A U G - 17 SEP- 17 O C T - 17 NOV- 17 D E C - 17 J A N - 18 FEB- 18 M A R - 18 A P R - 18 5
Specialty Pharmacy Enrollments Through April 30, 2018 138 (5.7%) Free Drug 2,413 SP Enrollments 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 6
33 33 240 273 269 308 317 326 350 322 342 280 542 850 1167 1493 1843 2165 2507 2787 New Patient and Cumulative RX s in Specialty Pharmacies MONTHLY NEW & CUMULATIVE SP PATIENTS Monthly New SP Patients Cumulative SP Patients J U L - 2017 A U G - 2017 S E P - 2017 O C T - 2017 N O V - 2017 D E C - 2017 J A N - 2018 F E B - 2018 M A R - 2018 A P R - 2018 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 7
Dispenses NERLYNX Dispenses in the Specialty Pharmacy (SP) Channel MONTHLY SP NRX, TRX, AND REFILLS 1400 TRx 1200 1000 Refills 800 600 400 200 NRx 0 Jul-2017 Aug-2017 Sep-2017 Oct-2017 Nov-2017 Dec-2017 Jan-2018 Feb-2018 Mar-2018 Apr-2018 NRx: New Rx Dispensed TRx: Total Rx Dispensed 8
2% 2% 1% 1% 5% 8% 9% 16% 24% 32% Time to First Fill (or shipment) by Specialty Pharmacy TOTAL DAYS TO FIRST FILL BY TIME RANGE 5 O R L E S S 5 T H R O U G H 10 1 0 T H R O U G H 15 1 5 T H R O U G H 20 2 0 T H R O U G H 30 3 0 T H R O U G H 45 4 5 T H R O U G H 60 6 0 T H R O U G H 90 9 0 T H R O U G H 120 1 2 0 A N D G R E A T E R 72% of patients receive their first shipment within 15 days of an SP in our network receiving their RX 9
385 385 529 502 914 1416 New and Total NERLYNX Prescribers in SP Channel QUARTERLY NEW AND CUMULATIVE NERLYNX SP WRITERS Quarterly New SP Writers Cumulative SP Writers Q3-2017 Q4-2017 Q1-2018 * Prescriber numbers reported for historical months may be slightly different from previous statements due to SP data restatements 10
25% 51% 57% Increasing reach to more targeted prescribers QUARTERLY TARGET HCP REACH Q3-2017 Q4-2017 Q1-2018 * Call numbers reported for historical months may be slightly different from previous statements due to Veeva data updates 11
Puma Biotechnology Earnings Call Commercial Update May 9, 2018