Puma Biotechnology: NERLYNX Funds Their Potential Next Oncology Franchise

Myriam Alvarez 3.6K Followers Follow Summary NERLYNX gives PBYI an established revenue stream that can support alisertib’s development into a potential second oncology franchise. Currently, PBYI already has positive cash flows and a healthy balance sheet, which I believe should give them flexibility as their R&D progresses. Alisertib’s biomarker strategy could identify responsive patients, but bear in mind that it’s still a speculative asset in Phase 2 trials. The main risk is that PBYI needs a new franchise before NERLYNX’s generic competition in 2030 starts making a dent in their revenue base. However, for now, I believe PBYI’s valuation and prospects warrant a speculative “Buy” for long-term investors seeking exposure to oncology assets. PerlaStudio/iStock via Getty Images Puma Biotechnology, Inc. ( PBYI ) is a biopharmaceutical company focused on oncology treatments. PBYI has a commercial breast cancer franchise with NERLYNX. However, they’re also working on a pipeline that could help extend their business beyond NERLYNX, which is This article was written by Myriam Alvarez 3.6K Followers Follow My name is Myriam Hernandez Alvarez. I received the Electronics and Telecommunication Engineering degree from the Escuela Politecnica Nacional, Quito, Ecuador, the M.Sc. degree in computer science from Ohio University, Athens, OH, USA, a graduate degree in Business Management from Universidad Andina Simon Bolivar, Quito, Ecuador, and the Ph.D. degree in computer applications from the University of Alicante, Spain.Disclosure: I collaborate professionally with Edgar Torres H, who is also an author on Seeking Alpha. Our analyses are conducted independently, and we adhere to Seeking Alpha's Shared Association Guidelines. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.