NASDAQ$PBYI

Puma Biotechnology Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Puma Biotechnology's financial performance declined in Q2 2024, with revenue and net income decreasing compared to the same period last year.

Puma Biotechnology reported a decrease in total revenue to $47.1 million and a net loss of $4.5 million for the second quarter of 2024. The decline in revenue was primarily driven by lower product revenue from NERLYNX. The company is focusing on the development of alisertib and anticipates key milestones in the next 12 months.

  • Total revenue for Q2 2024 was $47.1 million, a decrease from $54.6 million in Q2 2023.
  • Net loss for Q2 2024 was $4.5 million, compared to net income of $2.1 million in Q2 2023.
  • Net product revenue from NERLYNX was $44.4 million in Q2 2024, down from $51.6 million in Q2 2023.
  • The company anticipates key milestones over the next 12 months, including the initiation of ALISCA™-Breast1 and interim data from ALISCA™-Lung1.

Headline financials

Total Revenue

$47.1M

Previous: $54.6M-13.7%
EPS

-$0.09

Previous: $0.10-190.0%
Capital Expenditures

-$20K

Previous: -$68K+70.6%
Free Cash Flow

-$4.55M

Previous: $2.06M-321.0%
Net Income

-$4.53M

Previous: $2.13M-313.0%
Operating Income

-$2.18M

Previous: $4.89M-144.5%
Gross Profit

$36.4M

Previous: $42.7M-14.7%
Cash & Equivalents

$67.1M

Previous: $60M+11.9%
Total Assets

$205M

Previous: $200M+2.2%
R&D Expense

$13.6M

No prior period
Stock-Based Comp

$2.06M

Previous: $2.43M-15.2%

Revenue & EPS history

Puma Biotechnology · Revenue · Quarterly

$47.1M

Q2 2024-13.7%vs Q2 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Revenue by segment

Puma Biotechnology · $56.1M total across 2 segments · Q3 2023

  • Product Revenue, Net
    $51.6M
  • Royalty Revenue
    $4.5M+60.7%

Forward guidance

Puma Biotechnology provided financial outlook for the third quarter and full year 2024.

Tailwinds

  • Net product revenue for Q3 2024 is expected to be $50 - $53 million.
  • Royalty revenue for Q3 2024 is expected to be $20 - $22 million.
  • Net income for Q3 2024 is expected to be $11 - $13 million.
  • Net product revenue for full year 2024 is expected to be $183 - $190 million.
  • Net income for full year 2024 is expected to be $12 - $15 million.

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 2024

Historical avgQ2 2024

-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

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