Nuvation Bio Management
Management Kriterienprüfungen 3/4
Nuvation Bio CEO ist David Hung , ernannt in Apr 2018, hat eine Amtszeit von 8.42 Jahren. Die jährliche Gesamtvergütung beträgt $3.88M , bestehend aus 16.8% Gehalt und 83.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 17.17% der Aktien des Unternehmens, im Wert von $365.91M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.2 Jahre bzw. 3.3 Jahre.
Wichtige Informationen
David Hung
Geschäftsführender
US$3.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 16.77% |
| Amtszeit als Geschäftsführer | 8.4yrs |
| Eigentum des Geschäftsführers | 17.2% |
| Durchschnittliche Amtszeit des Managements | 4.2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 3.3yrs |
Jüngste Management Updates
Recent updates
Narrative-Update • Aug 27
NUVB: Fast Track Glioma Program Will Drive Future Oncology Portfolio Upside
Analysts lifted their average price target on Nuvation Bio to $21.00, supported by fresh coverage that highlights perceived undervaluation, growing confidence in Ibtrozi and safusidenib, and updated assumptions around margins and future P/E. Analyst Commentary Recent research coverage on Nuvation Bio points to a cluster of positive views around the commercial ramp of Ibtrozi and the potential of safusidenib.Seeking Alpha • Aug 26
Nuvation: Why I'm Downgrading To Hold Despite Progress On NSCLC And Glioma Fronts
Summary Nuvation Bio Inc. is downgraded to Hold after a >200% share price run, reflecting cautious optimism amid early Ibtrozi launch dynamics. Ibtrozi, now the leading ROS1 TKI in new patient starts, posted $23.2m Q2 revenues with strong first-line uptake, but overall patient starts declined sequentially. NUVB management projects a $3.8bn Ibtrozi peak revenue opportunity, but current sales and analyst estimates suggest a more modest trajectory near $650m. Safusidenib offers promising pipeline potential in IDH1-mutant glioma yet faces entrenched competition and a lengthy path to approval. Read the full article on Seeking Alpha
Narrative-Update • Aug 13
NUVB: Safusidenib Glioma Data Will Drive Future Upside Potential
Analysts have nudged their average price target for Nuvation Bio higher from about $12.33 to roughly $13.11, citing recent safusidenib trial updates, upward revisions to individual targets as high as $21, and an expanded view of the long term glioma treatment opportunity. Analyst Commentary Recent Street research on Nuvation Bio focuses heavily on safusidenib data and how that might translate into future revenue potential and stock valuation.
Narrative-Update • Jul 24
NUVB: Glioma Data And Lung Cancer Progress Will Shape Future Upside And Risks
Analysts have trimmed their fair value estimate for Nuvation Bio from $8.00 to $7.00 as they factor in a slightly higher discount rate, more moderate projected revenue growth, and updated views on long term profitability and future P/E, while also citing supportive safusidenib data and a revised $19 price target. Analyst Commentary on Nuvation Bio Recent research commentary on Nuvation Bio centers on updated safusidenib data and how that could influence long term valuation, especially in relation to the company’s revised fair value estimate and price target.Narrative-Update • Jul 10
NUVB: UK Regulatory Progress For Lead Oncology Asset Will Drive Future Upside
Analysts have adjusted their fair value estimate for Nuvation Bio to $12.33 from $10.25, citing updated assumptions on discount rates, future profitability and P/E expectations, alongside recent sector commentary around biotech earnings and capital flows. What’s in the News for Nuvation Bio Nuvation Bio reported that partner Eisai’s Marketing Authorisation Application for taletrectinib in advanced ROS1-positive non small cell lung cancer was validated by the UK Medicines and Healthcare products Regulatory Agency, moving the therapy into formal UK regulatory review (source: company announcement and partner Eisai).Narrative-Update • Jun 26
NUVB: Convertible Notes Raise Will Support Advancing Lead Oncology Portfolio
Analysts have lifted their price target on Nuvation Bio from about $16.80 to roughly $19.70, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that they see as better aligned with the company’s current outlook. What’s in the News for Nuvation Bio Nuvation Bio plans to raise up to US$230 million through a convertible senior notes offering maturing in 2032.Analyseartikel • May 08
Results: Nuvation Bio Inc. Confounded Analyst Expectations With A Surprise Profit
Investors in Nuvation Bio Inc. ( NYSE:NUVB ) had a good week, as its shares rose 8.1% to close at US$4.81 following the...Analyseartikel • May 17
Is Nuvation Bio (NYSE:NUVB) Using Debt In A Risky Way?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Feb 13
Nuvation Bio: Pending Approval Shot In ROSL+ NSCLS Looks A Major Upside Catalyst
Summary Nuvation Bio, listed via SPAC in 2021, and acquired AnHeart Therapeutics last year, gaining taletrectinib, a promising ROS1 inhibitor indicated for NSCLC. The FDA has accepted Nuvation's New Drug Application for the drug, assigning it priority review and a PDUFA date of June 23, 2025. Taletrectinib shows clearly superior clinical data compared to rivals, with a potential market opportunity of ~$3.8bn by its fourth year, despite current market skepticism. Concerns include reliance on Chinese study data and competition from established pharma giants, but Nuvation's cash reserves suggest readiness for a wide-scale launch. Ahead of the PDUFA date, Nuvation presents a speculative investment opportunity, given it is potentially undervalued with a "blockbuster-in-waiting" drug candidate so close to approval, and further promising pipeline assets. Read the full article on Seeking AlphaAnalyseartikel • Nov 20
Is Nuvation Bio (NYSE:NUVB) Using Debt In A Risky Way?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Oct 21
Nuvation Bio: Competitive Data In ROS1+ NSCLC, Strong Cash, Smallish Market
Summary Nuvation Bio's Taletrectinib shows promising data in phase 2 trials for ROS1-positive NSCLC, outperforming current market leaders in key metrics like DOR and PFS. Despite a small target market, Taletrectinib's potential $1bn market opportunity and strong financials make NUVB a compelling investment ahead of its PDUFA. Risks include a competitive landscape with established drugs and emerging rivals like NVL-520, which could impact market share. With solid leadership and a strong cash position, NUVB is well-positioned for growth, making it a stock to watch closely. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Nuvation Bio: Continuing To Justify A Buy Thesis With Catalysts In 2024
Summary Nuvation Bio transitioned from early-stage to late-stage biotech with a near-approval, sitting at a $700 million market cap. The main project is taletrectinib, a novel ROS1 inhibitor with high response rates observed in studies, aiming for NDA filing. Financially stable with cash runway of 12-13 quarters, potential for accelerated approval of taletrectinib, but uncertainty in market adoption. Read the full article on Seeking AlphaAnalyseartikel • Aug 07
Is Nuvation Bio (NYSE:NUVB) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jun 20
Nuvation Bio: A Potentially Transformative Acquisition
Summary Nuvation Bio stock has been on a roll since late October, as the shares have roughly tripled since then. The main driver of this rally is the potentially transformative acquisition of AnHeart Therapeutics. This greatly enhanced Nuvation's pipeline and prospects. Analyst firms have a universally positive outlook on the company and its equity as well. In addition, Nuvation is well-funded, with the majority of the stock's market cap represented in cash and marketable securities on the company's balance sheet. An analysis around Nuvation Bio follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Nuvation Bio: Strong Buy Off The Acquisition Of A Late-Stage Lung Cancer Candidate
Summary Nuvation Bio has acquired an advanced pipeline candidate, taletrectinib, leading to a surge in market cap approaching $1 billion. Taletrectinib has shown promising clinical activity in treating ROS1-positive non-small cell lung cancer and has Breakthrough Therapy Designation. Nuvation Bio also now has other pipeline candidates, including safusidenib and NUV-868, and has sufficient liquid assets to fund operations for years without help. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$150m |
| Mar 31 2026 | n/a | n/a | -US$146m |
| Dec 31 2025 | US$4m | US$650k | -US$205m |
| Sep 30 2025 | n/a | n/a | -US$217m |
| Jun 30 2025 | n/a | n/a | -US$203m |
| Mar 31 2025 | n/a | n/a | -US$606m |
| Dec 31 2024 | US$4m | US$610k | -US$568m |
| Sep 30 2024 | n/a | n/a | -US$532m |
| Jun 30 2024 | n/a | n/a | -US$511m |
| Mar 31 2024 | n/a | n/a | -US$69m |
| Dec 31 2023 | US$4m | US$593k | -US$76m |
| Sep 30 2023 | n/a | n/a | -US$83m |
| Jun 30 2023 | n/a | n/a | -US$90m |
| Mar 31 2023 | n/a | n/a | -US$105m |
| Dec 31 2022 | US$8m | US$570k | -US$104m |
| Sep 30 2022 | n/a | n/a | -US$108m |
| Jun 30 2022 | n/a | n/a | -US$103m |
| Mar 31 2022 | n/a | n/a | -US$88m |
| Dec 31 2021 | US$5m | US$550k | -US$87m |
| Sep 30 2021 | n/a | n/a | -US$75m |
| Jun 30 2021 | n/a | n/a | -US$64m |
| Mar 31 2021 | n/a | n/a | -US$53m |
| Dec 31 2020 | US$1m | US$475k | -US$42m |
| Sep 30 2020 | n/a | n/a | -US$38m |
| Jun 30 2020 | n/a | n/a | -US$32m |
| Mar 31 2020 | n/a | n/a | -US$33m |
| Dec 31 2019 | US$364k | US$218k | -US$34m |
Vergütung im Vergleich zum Markt: DavidDie Gesamtvergütung ($USD3.88M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD5.22M).
Entschädigung vs. Einkommen: DavidDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
David Hung (68 yo)
8.4yrs
Amtszeit
US$3,876,736
Vergütung
Dr. David T. Hung, M.D., serves as Founder, President, Chief Executive Officer and Director at Nuvation Bio Inc since April 2018 and has been it's Chairman of the Board since September 03, 2024. He founded...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 8.4yrs | US$3.88m | 17.17% $ 365.9m | |
| CFO & Principal Financial Officer | 1.9yrs | US$1.48m | 0.015% $ 328.6k | |
| Chief Scientific Officer | 7.3yrs | US$1.47m | keine Daten | |
| VP of Finance and Principal Accounting & Financial Officer | 2.8yrs | keine Daten | 0.0050% $ 105.5k | |
| Chief Technical Operations Officer | no data | US$3.31m | 0.0068% $ 145.8k | |
| Vice President of Corporate Development & Investor Relations | no data | keine Daten | keine Daten | |
| Chief Legal Officer & Corporate Secretary | no data | keine Daten | keine Daten | |
| Chief People Officer | 6.9yrs | keine Daten | 0.0093% $ 197.8k | |
| Chief Regulatory Officer | 4.2yrs | keine Daten | 0.015% $ 321.6k | |
| Chief Commercial Officer | 2.4yrs | US$2.28m | 0.024% $ 509.8k |
4.2yrs
Durchschnittliche Betriebszugehörigkeit
55.5yo
Durchschnittliches Alter
Erfahrenes Management: NUVBDas Führungsteam des Unternehmens gilt als erfahren (4.2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Founder | 8.4yrs | US$3.88m | 17.17% $ 365.9m | |
| Independent Director | 5.9yrs | US$445.00k | 0.071% $ 1.5m | |
| Independent Director | 7.1yrs | US$436.25k | 0.049% $ 1.0m | |
| Lead Independent Director | 6.2yrs | US$483.00k | 0.0014% $ 30.3k | |
| Independent Director | 2.7yrs | US$422.50k | 0.064% $ 1.4m | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten | |
| Independent Director | 7.3yrs | US$446.00k | 0.087% $ 1.8m | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten | |
| Member of Scientific Advisory Board | 3.3yrs | keine Daten | keine Daten |
3.3yrs
Durchschnittliche Betriebszugehörigkeit
65.5yo
Durchschnittliches Alter
Erfahrener Vorstand: NUVBDie Vorstandsmitglieder gelten als erfahren (3.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/14 07:21 |
| Aktienkurs zum Tagesende | 2026/09/11 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Nuvation Bio Inc. wird von 16 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Mayank Mamtani | B. Riley Securities, Inc. |
| Li Wang Watsek | Cantor Fitzgerald & Co. |