Puma Biotechnology, Inc. (PBYI) Stock

Puma Biotechnology, Inc. (PBYI) is a Healthcare stock trading at $9.24 (as of 2026-08-21), with a market capitalization of $476.97M and a trailing P/E of 17.9. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Puma Biotechnology, Inc., a biopharmaceutical company, focuses on the development and commercialization of products to enhance cancer care in the United States and internationally. The company's drug candidates include PB272 neratinib (oral) for the patients with early stage HER2-overexpressed/amplified breast cancer; PB272 (neratinib, oral) for the use of neratinib in combination with capecitabine for the treatment of adult patients with advanced or metastatic HER2-positive breast cancer; PB272 (neratinib, oral) for HER2 mutation-positive solid tumors. It has a license agreement with Pfizer, Inc.; and sub-license agreement with Specialised Therapeutics Asia Pte Ltd., CANbridge BIOMED Limited, Pint Pharma International SA, Knight Therapeutics, Inc., Pierre Fabre Medicament SAS, and Bixink Therapeutics Co., Ltd. The company was founded in 2010 and is headquartered in Los Angeles, California.

Understand Puma Biotechnology, Inc.: how it makes money

Puma Biotechnology develops and commercializes oral biopharmaceutical treatments for cancer (including PB272 neratinib across HER2-positive breast cancer and HER2 mutation-positive solid tumors), and it makes money primarily from Net Product Revenue and Royalty Revenue tied to its commercialization and licensing arrangements.

Earnings are driven by (1) Net Product Revenue from Near-Links sales, (2) Royalty Revenue under licensing (including a Pfizer license), and (3) quarterly timing effects from changes in inventory held by specialty pharmacies and specialty distributors (inventory drawdown impact to product revenue).

Revenue by segment (latest quarter)
NearLinks$0.0B
Royalties$0.0B
Other$0.0B

Business quality (Weak): The latest quarter shows high gross margin (76.7%) but a negative operating margin (-8.5%), implying profitability depends on scaling product and royalty contributions while controlling operating costs and managing inventory-related timing effects.

Valuation: At 17× earnings, PBYI trades in line with the Pharmaceutical Products average (17×). Note: one-time items can distort reported P/E.

Bull case

  • High gross margin (76.7%): Suggests strong economics on the portion of revenue that comes through product sales (and related commercial activity).
  • Dose Escalation Adoption at 78.0%: Indicates a level of treatment progression behavior that can support sustained use of an oral therapy regimen (as reflected in the provided operating metrics).

Bear case

  • Negative operating margin (-8.5%): Operating profitability is currently negative, so scaling and mix from product sales and royalties may be required to offset operating expenses.
  • Inventory and timing sensitivity (Inventory Drawdown at Specialty Pharmacies and Specialty Distributors, and inventory billed to distributors included in net product sales): Reported product revenue can be affected by inventory build or drawdown patterns, which can make quarter-to-quarter results less straightforward.
Valuation — source: SEC EDGAR (first-party)
Price$9.24
Market Cap$476.97M
P/E Ratio17.9
EV / EBITDA10.1
Price / Book3.44
Price / Sales2.06
FCF Yield8.6%
DCF Value (model)$14.39
DCF Upside vs Price55.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$228.37M
Net Margin13.6%
Revenue Growth (YoY)7.8%
EPS Growth (YoY)33.3%
FCF Growth (YoY)-88.5%
Financial Health — source: SEC EDGAR
Altman Z-Score-2.95 (distress)
Piotroski F-Score7/9 (strong)
Valuation vs Sector & Industry
Stock P/E17.9
Sector P/E (Healthcare)21.7
Industry P/E (Pharmaceutical Products)17.2
vs Sector-17.9%
vs Industry3.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderACORN CAPITAL ADVISORS, LLC ($26.40M)
Institutional Holders Tracked10
Company
SectorHealthcare
IndustryPharmaceutical Products
CEOAlan H. Auerbach
Employees172
CountryUS
IPO Date2012-04-24

Related Companies (Business model: Biotech (Clinical / Commercial-Stage); 8 closest by market cap; US-domiciled)

  • MapLight Therapeutics, Inc. (MPLT)
  • Evommune, Inc. (EVMN)
  • XOMA Royalty Corp. (XOMA)
  • Rezolute, Inc. (RZLT)
  • Relmada Therapeutics, Inc. (RLMD)
  • Benitec Biopharma Inc. (BNTC)
  • BioAge Labs, Inc. (BIOA)
  • Atea Pharmaceuticals, Inc. (AVIR)
PBYI earnings history · PBYI institutional & insider holders · PBYI KPIs & operating metrics · PBYI financials · PBYI investor presentations & press releases · PBYI SEC filings · PBYI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.