May. 7 at 9:57 PM
$PBYI
The Pros (The Bull Case)
-- Puma raised its FY 2026 net product revenue guidance to a range of
$202M to
$206M (up from prior guidance of
$194M–
$198M). They also raised their net income guidance from
$10M–
$13M up to
$16M–
$19M.
-- Zero Debt: The company is now completely debt-free
-- Q1 2026 spiked to
$15.4 million, up from just
$3.6 million in Q1 2025.
-- Breast cancer drug, NERLYNX Demand is Growing year-over-year.
-- positive interim data from their ALISCA™-Breast1 and ALISCA™-Lung1 trials.
The Cons (The Bear Case)
-- Q1 Revenue Dropped Slightly - Q1 2026 came in at
$42.0 million vs
$43.1 million.
--- GAAP net loss of
$3.8 million vs
$3.0 million .
Balance sheet is clean and NERLYNX sales projections are trending upward....That matters...
