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Puma Biotechnology Earnings Call Commercial Update August1, 2024
This presentation contains forward -looking statements, including statements regarding commercialization of NERLYNX® and the pote ntial indications
and development of our drug candidates. All forward -looking statements involve risks and uncertainties that could cause our actu al results to differ
materially from the anticipated results and expectations expressed in these forward -looking statements. These statements are bas ed on our current
expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors,
which include, but are not limited to, any adverse impact on our business or the global economy and financial markets, genera lly, from the global
COVID -19 pandemic, and the risk factors disclosed in our periodic and current reports filed with the Securities and Exchange Com mission from time to
time, including our Annual Report on Form 10 -K for the year ended December 31, 2023 and subsequent filings. Readers are cautione d not to place
undue reliance on these forward -looking statements, which speak only as of the date hereof. We assume no obligation to update th ese forward -looking
statements except as required by law.Forward -Looking Safe -Harbor Statement3
Copyright 2024 Puma Biotechnology
Others (VA, DOD)Hub Services
Specialty Pharmacy Network (SP)
Specialty Distributor Network (SD)
ASD / Oncology Supply
DMS Pharmaceutical Group
Inc.Puma’s Pharmacy and Distributor Network4
Copyright 2024 Puma Biotechnology51.6
Q2'2023 Q2'2024Net Revenue (in $MM)
Q1'2024 Q2'2024Net Revenue (in $MM)~14% decline in Q2’24 compared to Q2’23 ~10% increase in Q2’24 compared to Q1’24
-$2.0 mil -$2.3 milInventory Change ($) Inventory Change ($)
-$1.5 mil -$2.3 mil$44.4 Million Net NERLYNX Revenue in Q2’245
Copyright 2024 Puma Biotechnology3,022
Q2'2023 Q2'2024Bottles
Q1'2024 Q2'2024Bottles~17% decline in Q2’24 compared to Q2’23 ~4% increase in Q2’24 compared to Q1’24
-90 -132Q1’2024 Q2’2024
-120 -132Inventory Change Bottles Inventory Change Bottles2,515 Ex -Factory Bottles Were Sold in Q2’246
Copyright 2024 Puma Biotechnology*Reduced dose defined as fewer than 6 pills per day2% 2% 3% 4%6% 7%12% 11%19%28%30% 31%33%42%
38% 39%55%59%62%65%68%
67% 66%% of Patients Starting at Reduced Dose~66% of Patients in Q2’24 Started at a Reduced Dose*7
Copyright 2024 Puma BiotechnologyRest of World Partnerships – Timelines
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