Overview
Biopharmaceutical company's Q4 product revenue rises to $59.9 mln from NERLYNX sales
Adjusted EPS for Q4 was $0.30
Company anticipates key milestones for alisertib trials in 2026
Outlook
Puma forecasts 2026 revenue between $214 mln and $221 mln
Company expects 2026 net income between $10 mln and $13 mln
Puma anticipates interim data from ALISCA-Breast1 trial in Q2 2026
Result Drivers
NERLYNX SALES - Product revenue from NERLYNX increased to $59.9 mln in Q4 2025, up from $54.4 mln in Q4 2024
ROYALTY REVENUE - Royalty revenue rose significantly to $15.6 mln in Q4 2025 from $4.7 mln in Q4 2024
COST OF SALES - Decrease in cost of sales due to reduced product unit sales to sub-licensees, offset by higher domestic sales
Company press release: ID:nBwbhQRqka
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Product Revenue
$59.90 mln
Q4 Adjusted EPS
Beat
$0.30
$0.23 (1 Analyst)
Q4 EPS
$0.27
Q4 Adjusted Net Income
Beat
$15.10 mln
$11.60 mln (1 Analyst)
Q4 Net Income
$13.40 mln
Analyst Coverage
The one available analyst rating on the shares is "hold"
The average consensus recommendation for the pharmaceuticals peer group is "buy."
Wall Street's median 12-month price target for Puma Biotechnology Inc is $5.00, about 34.9% below its February 25 closing price of $7.68
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 15 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)