Puma Biotechnology (PBYI)
NASDAQ:PBYI
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
0.12Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic view: despite a notable sequential decline in Q1 revenue and a substantial drop in royalties driven by timing and inventory effects, management strengthened full-year revenue and net income guidance, retired debt and maintained a solid cash position. Commercial execution showed improvement in new starts, enrollments and salesforce activity, and the alisertib Phase II interim data revealed promising biomarker-driven signals (c-Myc enrichment, ESR1-mutant/PIK3CA–wild-type subsets) and manageable safety with prophylactic G-CSF in lung trials. Key near-term risks include elevated gross-to-net rates, higher R&D spending, inventory variability affecting quarterly results, and neutropenia at higher doses in breast cohorts. On balance, positives around raised guidance, strong balance-sheet actions, improving commercial metrics, and encouraging clinical signals outweigh the quarter-specific revenue headwinds.Company Guidance
Q1 2026 Revenue & Guidance
Reported total revenue of $44.8M and net product revenue of $42.0M for Q1 2026. Company raised FY2026 net NERLYNX product revenue guidance to $202M–$206M (up from prior $194M–$198M) and raised FY net income guidance to $16M–$19M (prior $10M–$13M). Q2 2026 product revenue guidance is $50M–$52M with Q2 net income expected $2M–$4M.
Commercial Demand & Engagement Improvements
New prescriptions (NRx) increased ~25% quarter-over-quarter and ~11% year-over-year; enrollments rose ~10% Q/Q and ~1% Y/Y. Commercial call activity increased 44% year-over-year and 14% quarter-over-quarter, and overall demand increased ~7% year-over-year.
Strong Global Execution & Market Expansion
Continued geographic expansion with recent launch of NERLYNX in Thailand (extended adjuvant). Specialty distributor channel showing strong year-over-year growth (~28% Y/Y) supporting broader adoption.
Improved Balance Sheet / Debt Retirement
Company is debt-free after final loan payment; cash, cash equivalents and marketable securities totaled approximately $101.5M at March 31, 2026 (up from $97.5M at year-end 2025). Q1 cash burn ~ $4M; accounts receivable $26.3M and ~3 weeks distribution inventory.
Promising Alisertib Biomarker-Driven Signals — ALISCA-Lung1
Interim data show dose-dependent efficacy and biomarker signal: 50 mg arm (n=52) PR 11.5% and median PFS 1.7 months; early 60 mg arm (initial 15 pts) PR 6.7% with median PFS 4.2 months. Patients with higher c-Myc H-score (101–300) showed median PFS 4.17 vs 1.68 months for H-score 0–100, suggesting higher activity in c-Myc–driven tumors.
Promising Alisertib Biomarker-Driven Signals — ALISCA-Breast1
Interim breast combo data (n=164) indicate activity in biomarker-defined subgroups: median PFS by dose — 30 mg 2.04 months, 40 mg 5.45 months, 50 mg 5.59 months. c-Myc copy number >2 median PFS 7.29 vs 2.0 for =2. ESR1-mutated and PIK3CA wild-type subgroups show encouraging PFS (some cohorts not yet reached). Company plans to expand enrollment in PIK3CA wild-type/ESR1-mutant cohorts in H2 2026.
Safety Improvements & Trial Design Adjustments
ALISCA-Lung1 mandated prophylactic G-CSF and shows lower Grade ≥3 neutropenia versus historical controls (e.g., 13.5% at 50 mg and 11.1% at 60 mg). Company is escalating dose to 70 mg and planning ALISCA-Lung2 (alisertib + paclitaxel with mandatory G-CSF) in H2 2026.
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 |
|---|---|---|---|
May 07, 2026 | $7.26 | $7.49 | +3.17% |
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% |
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 Jul 30, 2026, After Close (Confirmed).
What is Puma Biotechnology (PBYI) earnings time?
Puma Biotechnology (PBYI) earnings time is at Jul 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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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 (Q2) is 0.04.