Nuvalent, Inc.

Informe acción NasdaqGS:NUVL

Capitalización de mercado: US$7.2b

Nuvalent Dirección

Dirección controles de criterios 3/4

El CEO de Nuvalent es Jim Porter , nombrado en Feb 2020, tiene una permanencia de 6.33 años. compensación anual total es $11.39M, compuesta por 5.7% salario y 94.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.26% de las acciones de la empresa, por valor de $18.51M. La antigüedad media del equipo directivo y de la junta directiva es de 3.9 años y 4.6 años, respectivamente.

Información clave

Jim Porter

Chief Executive Officer (CEO)

US$11.4m

Compensación total

Porcentaje del salario del CEO5.72%
Permanencia del CEO6.3yrs
Participación del CEO0.3%
Permanencia media de la dirección3.9yrs
Promedio de permanencia en la Junta Directiva4.6yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Nov 05

Nuvalent: Interesting Product, But Aggressive Valuation

Summary NUVL is approaching the precipice of a first targeted therapy approval in lung cancer. They also have an increasingly deep pipeline of therapies, with an audacious phase 3 trial spinning up in ALK-positive NSCLC. Cash position remains strong as well, but the market is pricing in too much success for me to be comfortable at this time. Read the full article on Seeking Alpha
Artículo de análisis • Jun 16

We're Hopeful That Nuvalent (NASDAQ:NUVL) Will Use Its Cash Wisely

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha • Jan 22

Nuvalent: A First Look

Summary Nuvalent, Inc. shares have fallen approximately 30% after promising updates on its two lead NSCLC candidates rallied the stock to all-time highs. Nuvalent focuses on next-gen TKIs for NSCLC, with lead candidates zidesamtinib and NVL-665 showing promising clinical trial results and key FDA designations. With pivotal data expected in 2025 and a strong cash position, Nuvalent merited further investigation. A first look at this clinical stage biotech concern follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Nuvalent: A Logical Acquisition Target

Summary Nuvalent's NVL-655 and Zidesamtinib show strong potential as first-line therapies for NSCLC, with impressive Phase I/II trial results and FDA designations. Nuvalent's robust financial position and pipeline make it a prime M&A target, with potential suitors like Pfizer, AstraZeneca, and Novartis. Downside risks include regulatory setbacks, commercialization challenges, strong competition, and financial management, but Nuvalent's cash runway is healthy until 2028. I plan to establish a NUVL position soon, anticipating significant catalysts in 2025 and beyond, with a strategy to capitalize on M&A speculation. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Nuvalent: Steps Toward That Favorable Entry Point

Summary Nuvalent, Inc. has promising drugs, zidesamtinib and NVL-655, targeting NSCLC with encouraging data, particularly in addressing brain metastases and resistance. Despite strong clinical prospects, the current valuation above $6 billion is too high, given no commercial launches or approvals yet. Financially, NUVL has a cash runway of 13-14 quarters, but accelerating drug development costs could shorten this period. I remain cautious, giving it a "sell" due to potential share price declines before approvals, despite optimism for clinical outcomes. Read the full article on Seeking Alpha
Seeking Alpha • Sep 23

Nuvalent: Promising Data Keeps Validating Pipeline And Platform

Summary Nuvalent's lead candidates, NVL-520 and NVL-655, show promising efficacy and safety in Phase 1/2 trials. Both drugs have received FDA Breakthrough Therapy and orphan drug designations, with pivotal Phase 2 data expected in 2025 and potential approvals by 2026. The company completed a $500 million secondary offering, reflecting strong investor interest and providing the cash runway through Phase 3. Nuvalent's stock is poised for a gradual uptrend and relative outperformance, supported by its robust data and potential multi billion-dollar revenue opportunities for its wholly owned lead candidates. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Nuvalent: Likely Approvals Coming Up Do Not Justify This Valuation

Summary Nuvalent shows promise with strong clinical data for zidesamtinib and NVL-655 in treating ROS1- and ALK-positive NSCLC, addressing acquired resistance issues. The company boasts significant cash reserves, potentially sufficient to reach commercial stage without further fundraising, enhancing its financial stability. Despite promising science, Nuvalent targets niche markets with limited patient subsets, impacting potential sales and market penetration. At a $7.3 billion valuation, Nuvalent's near-term growth seems unlikely; I would look for a much better entry point. Read the full article on Seeking Alpha
Seeking Alpha • Jun 24

Nuvalent: Making Precise Progress In Its Oncology Pipeline

Summary Nuvalent, Inc. is a biotechnology company with precision-targeted treatments using kinase inhibitors for non-small cell lung cancer. NVL-520 targets ROS1-positive cancer and addresses treatment resistance, kinase mutations, and CNS-related adverse events, which limit existing treatments for NSCLC. NVL-655 is an ALK-selective inhibitor to overcome treatment resistance and CNS-related adverse events in ALK-driven NSCLC. Phase 1/2 updated data to be released in the second half of 2024 and Phase 2 data on its two novel candidates in 2025. Nuvalent's promising pipeline, innovative approach, and market needs present an attractive speculative opportunity with the potential for a significant valuation boost over the next 6 to 12 months. Read the full article on Seeking Alpha
Seeking Alpha • Jun 14

Nuvalent: NVL-655 Could Bring Blockbuster Potential

Summary Nuvalent's NVL-655 received FDA Breakthrough Therapy Designation for ALK+ NSCLC, showing potential as a vital therapy. Nuvalent's pipeline includes innovative kinase therapies for NSCLC, with NVL-655 and Zidesamtinib showing promise in clinical trials. NVL-655 has the potential to become a blockbuster drug, with peak sales estimates supporting a higher share price for Nuvalent in the future. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

Nuvalent: Pivotal NSCLC Programs Progressing With Additional Data In 2024

Summary Nuvalent, Inc. expects final results from the phase 1 ARROS-1 study, using NVL-520 for the treatment of patients with ROS-1 positive non-small cell lung cancer, in 2024 at a medical meeting. Final results from the phase 1 ALKOVE-1, using NVL-655 for the treatment of patients with ALK-positive non-small cell lung cancer, expected in 2024 at a medical meeting. The global non-small cell lung cancer market size is projected to reach $36.9 billion by 2031; About 1% to 3% have ROS-1 mutation and 3% to 5% have ALK mutation. NVL-330 is another candidate which could help company expand its presence in the NSCLC market even further, targeting patients with HER2 expression. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Jim Porter en comparación con los beneficios de Nuvalent?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

-US$450m

Dec 31 2025US$11mUS$652k

-US$425m

Sep 30 2025n/an/a

-US$381m

Jun 30 2025n/an/a

-US$343m

Mar 31 2025n/an/a

-US$301m

Dec 31 2024US$17mUS$627k

-US$261m

Sep 30 2024n/an/a

-US$224m

Jun 30 2024n/an/a

-US$174m

Mar 31 2024n/an/a

-US$146m

Dec 31 2023US$9mUS$603k

-US$126m

Sep 30 2023n/an/a

-US$114m

Jun 30 2023n/an/a

-US$100m

Mar 31 2023n/an/a

-US$89m

Dec 31 2022US$5mUS$580k

-US$82m

Sep 30 2022n/an/a

-US$73m

Jun 30 2022n/an/a

-US$66m

Mar 31 2022n/an/a

-US$57m

Dec 31 2021US$5mUS$424k

-US$46m

Sep 30 2021n/an/a

-US$36m

Jun 30 2021n/an/a

-US$28m

Mar 31 2021n/an/a

-US$27m

Dec 31 2020US$759kUS$335k

-US$15m

Compensación vs. Mercado: La compensación total de Jim($USD11.39M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: La compensación de Jim ha sido consistente con los resultados de la empresa en el último año.

CEO

Jim Porter (50 yo)

6.3yrs
Permanencia
US$11,393,602
Compensación

Dr. James R. Porter, also known as Jim, Ph.D. has been Chief Executive Officer and President of Nuvalent, Inc. since February 1, 2020 and has been Director since February 2020. He joined Nuvalent during co...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 18.5m
Alexandra Balcom
CFO & Treasurer5.4yrsUS$4.17m0.11%
$ 7.8m
Deborah Miller
Chief Legal Officer & Secretary5yrsUS$4.16m0.023%
$ 1.7m
Darlene Noci
Chief Development Officer5.4yrsUS$4.16m0.022%
$ 1.5m
Christopher Turner
Chief Medical Officer5.3yrsUS$4.24m0.040%
$ 2.9m
Benjamin Lane
Chief Technical Operations Officer3.9yrssin datos0.034%
$ 2.5m
Henry Pelish
Chief Scientific Officer1.9yrssin datos0.025%
$ 1.8m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno datasin datossin datos
John Soglia
Senior Vice President of Translational Development3.3yrssin datossin datos
Joshua Horan
Senior Vice President of Chemistry1.1yrssin datossin datos
Ruth Adams
Senior Vice President of Clinical Operations1.1yrssin datossin datos
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1.1yrssin datossin datos
3.9yrs
Permanencia media
50yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de NUVL se considera experimentado (3.9 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 18.5m
Sapna Srivastava
Independent Non-Executive Director4.9yrsUS$461.93k0.0032%
$ 227.0k
Grant Bogle
Independent Director1.5yrsUS$449.93k0.0014%
$ 97.0k
Anna Protopapas
Independent Chairman4.3yrsUS$485.43k0.0032%
$ 227.0k
Pasi Antero Janne
Member of Scientific Advisory Boardno datasin datossin datos
D. Gilliland
Member of Scientific Advisory Board1yrUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.7yrsUS$451.93k0.0032%
$ 227.0k
Cameron Wheeler
Independent Non-Executive Director9.3yrsUS$454.76k0.0032%
$ 227.0k
Joseph Pearlberg
Independent Non-Executive Director5.4yrsUS$446.93k0.0032%
$ 227.0k
David Ross Camidge
Member of Scientific Advisory Boardno datasin datossin datos
Aaron Hata
Member of Scientific Advisory Boardno datasin datossin datos
Nancy Kohl
Member of Scientific Advisory Boardno datasin datossin datos
4.6yrs
Permanencia media
61.5yo
Promedio de edad

Junta con experiencia: La junta directiva de NUVL se considera experimentada (4.6 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/08 16:36
Precio de las acciones al final del día2026/06/08 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Nuvalent, Inc. está cubierta por 26 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Colleen KusyBaird
Etzer DaroutBarclays
Jeffrey WalchBernstein