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Puma Biotechnology Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.0400 |
| EPS Surprise | 69.23% |
| Revenue estimate | 42M |
| Revenue actual | 44.8M |
| Revenue Surprise | 6.67% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.240 |
| EPS actual | $0.290 |
| EPS Surprise | 20.83% |
| Revenue estimate | 68.625M |
| Revenue actual | 59.9M |
| Revenue Surprise | -12.71% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.0900 |
| EPS actual | $0.210 |
| EPS Surprise | 133.33% |
| Revenue estimate | 68.6M |
| Revenue actual | 54.475M |
| Revenue Surprise | -20.59% |
| Release date | Aug 07, 2025 |
| EPS estimate | $0.110 |
| EPS actual | $0.150 |
| EPS Surprise | 36.36% |
| Revenue estimate | 51M |
| Revenue actual | 52.436M |
| Revenue Surprise | 2.82% |
Last 4 Quarters for Puma Biotechnology
Below you can see how PBYI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $3.29 |
| EPS estimate | $0.110 |
| EPS actual | $0.150 |
| EPS surprise | 36.36% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $3.07 |
| Aug 04, 2025 | $3.18 |
| Aug 05, 2025 | $3.22 |
| Aug 06, 2025 | $3.25 |
| Aug 07, 2025 | $3.29 |
| Aug 08, 2025 | $3.69 |
| Aug 11, 2025 | $4.85 |
| Aug 12, 2025 | $4.87 |
| Aug 13, 2025 | $5.30 |
| 4 days before | 7.17% |
| 4 days after | 61.09% |
| On release day | 12.16% |
| Change in period | 72.64% |
| Release date | Nov 06, 2025 |
| Price on release | $4.90 |
| EPS estimate | $0.0900 |
| EPS actual | $0.210 |
| EPS surprise | 133.33% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $5.10 |
| Nov 03, 2025 | $5.04 |
| Nov 04, 2025 | $4.90 |
| Nov 05, 2025 | $4.95 |
| Nov 06, 2025 | $4.90 |
| Nov 07, 2025 | $5.99 |
| Nov 10, 2025 | $4.73 |
| Nov 11, 2025 | $5.19 |
| Nov 12, 2025 | $4.99 |
| 4 days before | -3.92% |
| 4 days after | 1.84% |
| On release day | 22.24% |
| Change in period | -2.16% |
| Release date | Feb 26, 2026 |
| Price on release | $7.60 |
| EPS estimate | $0.240 |
| EPS actual | $0.290 |
| EPS surprise | 20.83% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $6.83 |
| Feb 23, 2026 | $7.11 |
| Feb 24, 2026 | $7.49 |
| Feb 25, 2026 | $7.68 |
| Feb 26, 2026 | $7.60 |
| Feb 27, 2026 | $5.70 |
| Mar 02, 2026 | $6.42 |
| Mar 03, 2026 | $6.21 |
| Mar 04, 2026 | $6.40 |
| 4 days before | 11.27% |
| 4 days after | -15.79% |
| On release day | -25.00% |
| Change in period | -6.30% |
| Release date | May 07, 2026 |
| Price on release | $7.26 |
| EPS estimate | -$0.130 |
| EPS actual | -$0.0400 |
| EPS surprise | 69.23% |
| Date | Price |
|---|---|
| May 01, 2026 | $7.49 |
| May 04, 2026 | $7.53 |
| May 05, 2026 | $7.35 |
| May 06, 2026 | $7.45 |
| May 07, 2026 | $7.26 |
| May 08, 2026 | $7.49 |
| May 11, 2026 | $7.14 |
| May 12, 2026 | $7.08 |
| May 13, 2026 | $7.17 |
| 4 days before | -3.07% |
| 4 days after | -1.24% |
| On release day | 3.17% |
| Change in period | -4.27% |
Puma Biotechnology Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Q1 2026 revenue: Total revenue $44.8M; product revenue (primarily NERLYNX) $42.0M, down from $59.9M in Q4 2025. Q1 product revenue was impacted by an estimated $7.9M inventory drawdown at specialty pharmacies/distributors. Ex-factory bottle sales were 2,328 in Q1 (≈ -29% QoQ, ≈ flat YoY). New prescriptions rose ~25% QoQ while total prescriptions fell ~4% QoQ.
- Commercial highlights: Continued emphasis on dose escalation (≈78% start at reduced dose), increased HCP engagement (call activity +44% YoY), growth in specialty distributor channel (notably GPOs). NERLYNX launched in Thailand (extended adjuvant setting).
- Financial outlook and liquidity: Management raised 2026 net NERLYNX product revenue guidance to $202M–$206M (up from prior $194M–$198M). Full-year 2026 royalty guidance $20M–$23M. Gross-to-net expected ~26.5%–27.5% for 2026. Full-year net income guidance increased to $16M–$19M. Company ended March 31, 2026 with ~$101.5M cash and, after an April payment, is debt-free.
- R&D and trials: Puma presented interim Phase II (ALISCA) data for alisertib in small cell lung cancer (ALISCA-Lung1) and HER2-negative ER+ breast cancer (ALISCA-Breast1). Signals indicate greater activity in biomarker-defined (c-Myc–high) populations and apparent enrichment in ESR1-mutant / PIK3CA–wild-type subgroups in breast cancer. Safety appears manageable with mandated G-CSF prophylaxis in lung trial; neutropenia rates improved vs. historical comparators. Dose escalation to 70 mg BID (lung) planned in H2 2026; combination lung study with paclitaxel (ALISCA-Lung2) targeted to start H2 2026. Breast trial enrollment will be expanded to focus on biomarker-enriched cohorts in H2 2026 with updated data expected then.
- Investment implications: Early biomarker-driven efficacy signals could enable a more focused registrational strategy (particularly in ER+ breast where ESR1/PIK3CA testing is common). Management highlights disciplined cost control and intent to maintain positive net income; R&D spend is increasing to support ALISCA programs (R&D expected +34%–37% YoY in 2026). Key near-term catalysts: additional ALISCA interim updates (H2 2026/early 2027), enrollment/biomarker enrichment readouts, and execution against raised 2026 commercial guidance.
