Core Insights - Puma Biotechnology (PBYI) reported fourth-quarter 2025 adjusted earnings of 29 cents per share, exceeding the Zacks Consensus Estimate of 24 cents, but down from 43 cents in the same quarter last year [1] - Total revenues for the fourth quarter reached $75.5 million, surpassing the Zacks Consensus Estimate of $68 million, and reflecting a 28% year-over-year increase [2] Financial Performance - Product revenues from Nerlynx totaled $59.9 million in Q4, up nearly 10% year over year, beating estimates of $54 million [4] - Royalty revenues surged 232% year over year to $15.6 million [4] - Total operating costs for the quarter were $58.4 million, an increase of 28% year over year [4] - For the full year 2025, total revenues were $228.4 million, slightly down from $230.5 million in the previous year [6] Guidance and Projections - For 2026, net product revenues are projected to be between $194 million and $198 million, with total revenues expected to range from $214 million to $221 million, which is below the Zacks Consensus Estimate of $235.7 million [7][8] - The company anticipates a net loss of approximately $8 million to $10 million for Q1 2026 [12] Pipeline Developments - Puma Biotechnology is developing alisertib, an aurora kinase A inhibitor, for hormone receptor-positive breast cancer and small-cell lung cancer [13] - The company is conducting a phase II study (ALISCA-Lung1) for alisertib as a monotherapy for extensive-stage SCLC, with interim data expected in Q2 2026 [14] - Another phase II study (ALISCA-Breast1) is underway for alisertib in combination with endocrine treatment for HER2-negative, hormone receptor-positive metastatic breast cancer, with initial data also expected in Q2 2026 [15] Market Performance - PBYI's shares have increased by 154.2% over the past year, compared to the industry's rise of 19.9% [9]

Puma Biotechnology (NasdaqGS:PBYI) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlan Auerbach - Executive Chairman, President, and CEOHeather Blaber - Senior Vice President of MarketingMariann Ohanesian - Senior Director of Investor RelationsMaximo Nougues - CFORoger Storms - Senior Vice President of SalesSalvatore Caruso - Biotech Equity Research AssociateOperatorGood morning. Oh, good afternoon, ladies and gentlemen. My name is Sherry, and I will be your conference call operator ...

Puma Biotechnology (NasdaqGS:PBYI) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsAlan Auerbach - Executive Chairman, President, and CEOHeather Blaber - Senior Vice President of MarketingMariann Ohanesian - Senior Director of Investor RelationsMaximo Nougues - CFORoger Storms - Senior Vice President of SalesSalvatore Caruso - Biotech Equity Research AssociateOperatorGood morning. Oh, good afternoon, ladies and gentlemen. My name is Sherry, and I will be your conference call operator ...

Puma Biotechnology (NasdaqGS:PBYI) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker4Good morning. Oh, good afternoon, ladies and gentlemen. My name is Sherry, and I will be your conference call operator today. At this time, all participants are in a listen-only mode. After the speaker's formal remarks, there will be a question-and-answer session. If you would like to ask a question during that time, simply press the star key, then the number one on your telephone keypad. If you would like to with ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35703 PUMA BIOTECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 77-0683487 (State o ...

Puma Biotechnology Earnings Call Commercial Update February 26, 2026 Forward-Looking Safe-Harbor Statement This presentation contains forward-looking statements, including statements regarding commercialization of NERLYNX® and the potential indications and development of our drug candidates. All 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 ...

Exhibit 99.1 Product revenue, net consists entirely of revenue from sales of NERLYNX®, Puma's first commercial product. Product revenue, net in the fourth quarter of 2025 was $59.9 million, compared to $54.4 million in the fourth quarter of 2024. Product revenue, net for the full year 2025 was $204.1 million, compared to $195.2 million in 2024. Based on accounting principles generally accepted in the United States (GAAP), Puma reported net income of $13.4 million, or $0.27 per basic share and $0.26 per dilu ...

Core Viewpoint - Puma Biotechnology will host a conference call on February 26, 2026, to discuss its fourth quarter and full year 2025 financial results, following the release of these results [1]. Company Overview - Puma Biotechnology, Inc. is a biopharmaceutical company focused on developing and commercializing innovative products to enhance cancer care [1]. - The company in-licensed the global development and commercialization rights to PB272 (neratinib) in 2011, which was approved by the FDA in 2017 for treating early stage HER2-overexpressed/amplified breast cancer [1]. - Neratinib is marketed in the U.S. as NERLYNX® and has received additional FDA approvals for various cancer treatments [1]. Recent Developments - In September 2022, Puma entered into an exclusive license agreement for the anti-cancer drug alisertib, focusing on small cell lung cancer and breast cancer [1]. - The company initiated a Phase II clinical trial for alisertib monotherapy in February 2024 and another trial in November 2024 for its combination with endocrine therapy [1]. - Puma Biotechnology was added to the Nasdaq Biotechnology Index effective after the close of trading on December 19, 2025 [1].

Core Insights - Puma Biotechnology has been added to the Nasdaq Biotechnology Index, effective after the close of trading on December 19, 2025 [1] Company Summary - The inclusion of Puma Biotechnology in the Nasdaq Biotechnology Index signifies a recognition of the company's position within the biotechnology sector [1] - This addition may enhance the visibility and credibility of Puma Biotechnology among investors and stakeholders [1] Industry Summary - The Nasdaq Biotechnology Index is a key benchmark for the biotechnology sector, reflecting the performance of biotechnology companies [1] - Inclusion in this index may lead to increased investment interest in the biotechnology industry as a whole, particularly in companies that are recognized for their innovation and growth potential [1]

Core Viewpoint - The investment thesis for Puma Biotechnology (PBYI) remains optimistic despite potential concerns, with a focus on the scientific aspects of the business and the importance of due diligence in biotech investments [1]. Group 1 - The author has a PhD in biochemistry and extensive experience analyzing clinical trials and biotech companies, which informs the positive outlook on Puma Biotechnology [1]. - There is a commitment to educating investors about the science behind biotech businesses to help them avoid investment pitfalls [1].