NASDAQ$PBYI

Puma Biotechnology Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported positive net income and earnings per share.

Puma Biotechnology reported positive net income and earnings per share for the second quarter of 2022, driven by worldwide commercial revenues and royalties from NERLYNX, coupled with ongoing efforts to reduce operating expenses.

  • Product revenue, net in the second quarter of 2022 was $51.3 million, compared to $48.9 million in the second quarter of 2021.
  • Puma reported net income of $9.4 million, or $0.21 per basic and diluted share, for the second quarter of 2022, compared to a net loss of $5.1 million, or $0.13 per share, for the second quarter of 2021.
  • Non-GAAP adjusted net income was $12.6 million, or $0.28 per basic and diluted share, for the second quarter of 2022, compared to non-GAAP adjusted net income of $13.1 million, or $0.32 per basic and diluted share, for the second quarter of 2021.
  • Net cash used in operating activities for the second quarter of 2022 was $13.9 million, compared to net cash used in operating activities of $0.1 million in the second quarter of 2021.

Headline financials

Total Revenue

$59.5M

Previous: $53.4M+11.5%
EPS (adj)

$0.28

Previous: -$0.13+315.4%
Total Operating Expenses

$47.4M

No prior period
Free Cash Flow

$9.37M

Previous: -$5.11M+283.5%
Net Income

$9.37M

Previous: -$5.11M+283.5%
Operating Income

$12.1M

Previous: -$16.6M+172.5%
Gross Profit

$44.6M

Previous: $100K+44500.0%
Cash & Equivalents

$52.8M

Previous: $89.8M-41.3%
Total Assets

$194M

Previous: $260M-25.5%
Stock-Based Comp

$3.22M

Previous: $18.2M-82.3%

Revenue & EPS history

Puma Biotechnology · Revenue · Quarterly

$59.5M

Q2 2022+11.5%vs Q2 2021
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Puma Biotechnology · $59.5M total across 2 segments · Q2 2022

  • Product Revenue, Net
    $51.3M
  • Royalty Revenue
    $8.2M+90.7%

Forward guidance

Puma Biotechnology anticipates several key milestones over the next 12 months related to clinical trial data, FDA meetings, and registration pathways for neratinib in various cancer types.

Tailwinds

  • Reporting Phase II data from the cohort of patients in the SUMMIT basket trial of neratinib in non-small cell lung cancer patients with EGFR exon 18 mutations (H2 2022).
  • Conducting a meeting with the FDA to discuss the registration pathway of neratinib in HER2-mutated HR-positive breast cancer (H2 2022).
  • Conducting a meeting with the FDA to discuss the registration pathway for neratinib in non-small cell lung cancer patients with EGFR exon 18 mutations who have previously been treated with an EGFR tyrosine kinase inhibitor (2022).
  • Reporting Phase II TBCRC-022 trial data from Cohort 4B and 4C of the combination of Kadcyla® plus neratinib in patients with HER2-positive breast cancer with brain metastases who have previously been treated with Kadcyla (H2 2022).
  • Reporting Phase II data from the SUMMIT trial of neratinib in cervical cancer patients with HER2 mutations (H2 2022).

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-1.6%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+4.4%

Avg return

30 days after

47%

21 / 45 earnings

Positive

+36.4%

Q4 2018

Best reaction

-45.8%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.8%-6.0%-5.8%
Q4 2025-25.1%-15.8%-20.0%
Q3 2025+21.8%+1.8%+8.2%
Q1 2025-4.6%-5.5%+21.2%
Q4 2024+19.7%+18.4%+5.0%
Q3 2024-5.9%+4.9%+2.0%
Q2 2024+6.7%+12.3%-30.4%
Q1 2024-1.8%-4.0%-22.2%
Q4 2023-10.8%-21.5%-19.7%
Q3 2023+4.9%+9.4%+41.5%
Q2 2023+5.8%+13.3%+2.5%
Q1 2023+19.8%+19.4%+35.0%
Q4 2022-20.1%-26.6%-23.1%
Q3 2022+25.5%+50.9%+106.0%
Q2 2022+23.5%+17.4%-17.0%
Q1 2022-19.1%-26.0%-4.9%
Q4 2021+13.5%+25.7%+34.2%
Q3 2021-39.1%-42.2%-54.6%
Q2 2021+3.6%+3.6%+7.9%
Q1 2021+1.6%-0.8%+17.0%
Q4 2020-11.9%-11.9%-12.6%
Q3 2020-11.0%+1.3%+31.8%
Q2 2020-5.7%-7.9%-11.6%
Q1 2020+11.2%+23.1%+6.4%
Q4 2019-2.4%-18.8%-43.9%
Q3 2019+4.2%+18.0%+9.1%
Q2 2019+26.7%+25.8%+22.1%
Q1 2019-38.6%-41.5%-53.9%
Q4 2018+36.4%+35.3%+35.9%
Q3 2018-45.8%-39.5%-37.3%
Q2 2018-7.5%-7.1%-2.1%
Q1 2018-19.0%-18.9%-24.3%
Q4 2017+8.7%+16.7%+4.1%
Q3 2017-22.2%-24.3%-23.9%
Q2 2017-11.6%-1.7%+28.0%
Q1 2017+1.5%+4.3%+163.9%
Q4 2016-10.6%-8.3%+1.4%
Q3 2016+21.3%-0.5%-9.4%
Q3 2015-9.6%
Q1 2015+2.0%
Q4 2014-3.3%
Q1 2013+3.7%
Q3 2012-6.4%
Q2 2012+0.0%
Q1 2012+1.9%
Q3 2011
Q2 2011
Q1 2011
Q4 2010
Q3 2010
Q2 2010
Q1 2010

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro