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Puma Biotechnology (PBYI)
NASDAQ:PBYI
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.17Last Year’s EPS
0.06Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented meaningful commercial momentum (QoQ and YoY revenue and volume growth), a large one-time royalty uplift, continued GAAP profitability in Q4 and faster-than-expected enrollment in a key Phase II breast cancer trial with interim data expected in Q2 2026. Offsetting this are soft new prescription trends, elevated gross-to-net deductions and higher near-term operating and R&D spend (with an anticipated Q1 2026 loss), plus inventory-related seasonality and modest cash depletion. On balance the company shows strong operational and clinical progress with manageable financial headwinds and near-term volatility.Company Guidance
Revenue Growth — Q4 2025
Total revenue of $75.5M in Q4 2025; net product revenue (NERLYNX) of $59.9M, up from $51.9M in Q3 2025 (+15.4% QoQ) and up from $54.4M in Q4 2024 (+10.2% YoY). Gross NERLYNX revenue was $82.9M in Q4 versus $70.0M in Q3.
Royalty Revenue Spike
Royalty revenue of $15.6M in Q4 2025 versus $2.6M in Q3 2025 and $4.7M in Q4 2024 — driven by shipments to partner in China (large QoQ increase).
Volume and Demand Momentum
Ex-factory bottle sales of 3,298 in Q4 2025, up ~12% QoQ and ~11% YoY. Demand increased ~7% QoQ and ~7% YoY; specialty distributor (SD) channel grew ~17% QoQ and ~46% YoY.
Profitability Maintained
GAAP net income of $13.4M in Q4 2025 (vs. $8.8M in Q3 2025). Non-GAAP net income was $15.1M for Q4. Company reported full-year 2025 positive net income (third consecutive profitable year).
Clinical Development Progress — ALISCA-Breast1
ALISCA-Breast1 enrolled faster than expected: trial originally planned for 150 patients and anticipated to finish enrollment Dec 2026, but reached 150 in Feb 2026 and currently has 164 enrolled; interim data expected in Q2 2026 (safety/efficacy analysis after ~75 randomized with 2 tumor assessments).
Clinical Progress — ALISCA-Lung1
ALISCA-Lung1 has 79 patients enrolled, with protocol amended to increase dose from 50 mg BID to 60 mg BID to address lower PK; 27 patients enrolled at 60 mg with acceptable safety so far and company planning to seek FDA amendment to increase to 70 mg; interim data expected in Q2 2026 (~60 patients).
Forward Financial Guidance
FY2026 net NERLYNX product revenue guidance $194M–$198M; FY2026 gross-to-net expected 27.5%–28.5%; royalties guidance $20M–$23M for the referenced fiscal period; Q1 2026 product revenue guidance $36M–$39M.
PBYI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PBYI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $7.60 | $5.70 | -25.00% |
Nov 06, 2025 | $4.90 | $5.99 | +22.24% |
Aug 07, 2025 | $3.29 | $3.69 | +12.16% |
May 08, 2025 | $3.07 | $2.91 | -5.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Puma Biotechnology (PBYI) report earnings?
Puma Biotechnology (PBYI) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Puma Biotechnology (PBYI) earnings time?
Puma Biotechnology (PBYI) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is PBYI EPS forecast?
PBYI EPS forecast for the fiscal quarter 2026 (Q1) is -0.17.