Financial Data and Key Metrics Changes - Total revenue for Q3 2025 was reported at $54.5 million, with product revenue net at $51.9 million, an increase from $49.2 million in Q2 2025 but a decrease from $56.1 million in Q3 2024 [5][27] - Net income based on GAAP for Q3 2025 was $8.8 million, or $0.18 per basic share, compared to $5.9 million, or $0.12 per share in Q2 2025 [26] - Non-GAAP net income for Q3 2025 was $10.5 million, or $0.21 per share, reflecting an increase from the previous quarter [27] Business Line Data and Key Metrics Changes - Product revenue was impacted by approximately $3.1 million of inventory billed at specialty pharmacies and distributors [6] - Royalty revenue decreased to $2.6 million in Q3 2025 from $3.2 million in Q2 2025 and $24.4 million in Q3 2024 [6][29] - Nerlynx sales included U.S. net sales of $51.8 million in Q3 2025, up from $48.8 million in Q3 2024 [21][28] Market Data and Key Metrics Changes - New prescriptions for Nerlynx were down approximately 3% compared to Q2 2025, while total prescriptions decreased by about 1% [6] - Demand for Nerlynx increased by about 3% quarter-over-quarter and year-over-year, with stronger growth in the specialty distributor channel [23] Company Strategy and Development Direction - The company is focused on expanding its market presence for Nerlynx, particularly among patients at higher risk of recurrence [18] - Puma is evaluating several drugs for potential licensing or acquisition to diversify its portfolio [14] - The company aims to maintain positive net income while managing expenses effectively [37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving year-over-year demand growth for Nerlynx in the U.S. for the first time since 2018 [37] - The company anticipates net income for the full year 2025 to be in the range of $27 million to $29 million, reflecting ongoing financial discipline [31] Other Important Information - The company reported cash burn of approximately $1.6 million in Q3 2025, with total outstanding principal debt reduced to approximately $33 million [34] - Anticipated net product revenue for Q4 2025 is projected to be between $54 million and $56 million [32] Q&A Session Summary Question: What is the evaluation bar for the breast cancer interim? - Management indicated that the previous trial, TBCRC41, will serve as a comparison for evaluating alisertib in combination with endocrine therapy [40][41] Question: Would the company consider going negative with data if it supports a pivotal program? - Management noted that while they aim to remain profitable, they are open to staggering indications to control expenses while pursuing pivotal trials [42][45]

RB Global (NYSE:RBA) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Company ParticipantsKrista Friesen - Director of Equity ResearchSabahat Khan - Managing DirectorJim Kessler - CEOSameer Rathod - Head of Investor RelationsGary Prestopino - Managing DirectorSteven Hansen - Managing DirectorEric Guerin - CFOConference Call ParticipantsCraig Kennison - Senior AnalystOperatorGood day and welcome, everyone, to the RB Global third quarter 2025 earnings conference call. Today's conference is being recorded. ...

Applied Optoelectronics (NasdaqGM:AAOI) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Company ParticipantsLindsay Savarese - Director of Investor RelationsStefan Murray - CFO and Chief Strategy OfficerThompson Lin - Founder, Chairman, and CEOConference Call ParticipantsTim Savageaux - Senior Research AnalystGeorge Notter - Managing Director and Senior Research AnalystMichael Genovese - Senior Research AnalystRyan Koontz - Managing Director and Senior Research AnalystSimon Leopold - Equity Research Ana ...

RB Global (NYSE:RBA) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Company ParticipantsKrista Friesen - Director of Equity ResearchSabahat Khan - Managing DirectorJim Kessler - CEOSameer Rathod - Head of Investor RelationsGary Prestopino - Managing DirectorSteven Hansen - Managing DirectorEric Guerin - CFOConference Call ParticipantsCraig Kennison - Senior AnalystOperatorGood day and welcome, everyone, to the RB Global Third Quarter 2025 Earnings Conference call. Today's conference is being recorded. ...

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Turtle Beach (NasdaqGM:HEAR) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Okay, ladies and gentlemen, thank you for standing by. Welcome to the Turtle Beach Corporation Third Quarter 2025 Conference Call. At this time, all participants are in listen-only mode. A question-and-answer session will follow the prepared remarks. As a reminder, the conference call is being recorded. I will now turn the conference over to Jacques Gournet from the Investor Relations Team. Jacques, you may begin.Speake ...

Westrock Coffee Company (NasdaqGM:WEST) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good day, and thank you for standing by. Welcome to the Westrock Coffee Company Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press Star 11 on your telephone. You will then hear an automated message advising that your han ...

Seer (NasdaqGS:SEER) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Good day, and welcome to the Seer Q3 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's remarks, there will be an opportunity to ask questions. To ask a question, you may press star then one on your touchtone phone. To withdraw your question, please press star then two. Please note ...

Codexis (NasdaqGS:CDXS) Q3 2025 Earnings Call November 06, 2025 04:30 PM ET Speaker1Greetings and welcome to the Codexis third quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow a formal presentation. If anyone should require operator assistance during this conference, please press star zero on your telephone keypad. Please note that this conference is being recorded. I will now turn the conference over to your host, Geo ...

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