Puma Biotechnology

Puma reports Q2 2026 US NERLYNX sales of $53.6 million and raises its 2026 guidance to $205–209 million. The company is debt‑free after debt repayment and holds $93.9 million in cash. Phase II candidate Alisertib showed initial response rates in biomarker‑defined cohorts in breast and small‑cell lung cancer, prompting Puma to expand patient recruitment and pursue a biomarker‑guided development strategy. Further interim data from the ALISCA studies and the neratinib combination study are expected in late 2026/2027. » More on de.investing.com

Puma Biotechnology reported total revenue of $75.5 million for Q4 2025 (+15.4% vs. Q3) and a GAAP net income of $13.4 million. Net sales of NERLYNX in the U.S. rose to $55.2 million, but declining new prescriptions and patient enrollments weighed on market sentiment. The stock closed down 3.03% at $6.27. The company provided EPS guidance of $0.07 for Q2 2026 and $0.22 for Q3 2026, issued revenue forecasts for the coming quarters, and plans to expand its sales force and clinical pipeline. » More on de.investing.com

At the TD Cowen conference, Puma Biotechnology highlighted NERLYNX revenue growth: Q4/2025 revenue of $59.9 million and a 2026 guidance for NERLYNX of $194–198 million. The company expects 2026 total revenue of $214–221 million (including license revenue of $20–23 million) and is targeting annual net income of $10–13 million, although a slight net loss is forecast for Q1. Operationally, Puma is pursuing dose escalation to reduce diarrhea, advancing Phase 2 studies with alisertib and expects interim results from the ALISCA‑Breast1 study in Q2 2026. With only two remaining debt repayments, the company is aiming for debt-free status and positive cash flows to fund its research. » More on de.investing.com