
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.