Nuvation Bio Croissance future
Future contrôle des critères 2/6
Nuvation Bio devrait augmenter ses bénéfices et son chiffre d'affaires de 63.6% et de 33.3% par an respectivement. Le BPA devrait croître de de 62% par an. Le rendement des capitaux propres devrait être -16.3% dans 3 ans.
Informations clés
63.6%
Taux de croissance des bénéfices
61.96%
Taux de croissance du BPA
| Pharmaceuticals croissance des bénéfices | 14.4% |
| Taux de croissance des recettes | 33.3% |
| Rendement futur des capitaux propres | -16.34% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 20 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Article d’analyse • 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...
Nouveau récit • Mar 04
Nuvation Bio Inc. (NUVB): Transitioning from Biotech Pipeline to Commercial Contender in 2026.
Nuvation Bio (NUVB) is navigating a high-stakes transition into a commercial-stage oncology firm, with its stock trading at $4.74 as of the March 4, 2026, afternoon session. The shares saw a notable 8.60% recovery today, partially reclaiming ground after a staggering 25.34% drop on March 3rd following its latest financial disclosures.Seeking Alpha • Feb 20
Nuvation Bio: Why Ibtrozi's 6x Adoption Rate Changes The Thesis (Rating Upgrade)
Summary Nuvation Bio is upgraded from Sell to Hold, reflecting improved IBTROZI adoption but growing competitive risks. IBTROZI's rapid uptake in ROS1+ NSCLC establishes a valuation floor, but Nuvalent's zidesamtinib could erode its market share by 2027. Safusidenib's shift to high-grade gliomas avoids direct competition but limits total addressable market and near-term valuation impact. Current valuation appears modestly overvalued at $4–$5/share, with pipeline attrition and competitive threats tempering long-term enthusiasm. Read the full article on Seeking AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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 AlphaArticle d’analyse • 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 AlphaSeeking Alpha • Oct 03
Nuvation: Cash Is King, Science Is An Afterthought
Summary Nuvation Bio is developing BET inhibitors for solid tumors, with lead asset NUV-868 in phase 1/1b trials. BET proteins play a role in gene regulation and chromatin remodeling, and inhibiting them may be therapeutic for cancer. NUV-868 is highly selective for BD2, potentially reducing toxicity compared to other BET inhibitors. Read the full article on Seeking AlphaArticle d’analyse • Sep 14
We Think Nuvation Bio (NYSE:NUVB) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Feb 14
Seth Klarman's Baupost adds Herbalife, Altice USA, exits Dropbox, Enhabit
Baupost Group took new stakes in Altice USA (NYSE:ATUS), with a 3.88M shares, and in Herbalife Nutrition (NYSE:HLF), with 2.00M shares, during the quarter ended Dec. 31, 2022, according to its latest 13F filing. Overall, the firm run by Seth Klarman increased its bets on tech companies and reduced its exposure to health-related stocks. The hedge fund run by Seth Klarman exited stakes in Dropbox (NASDAQ:DBX), Encompass Health (NYSE:EHC), and Enhabit (NYSE:EHAB). The firm increased stakes in Fidelity National Information Services (NYSE:FIS) to 2.16M shares from 615K in the prior quarter; in Meta Platforms (NASDAQ:META) to 1.73M shares from ~689K shares; Google parent Alphabet (NASDAQ:GOOG) to 3.99M shares from ~1.38M shares; and Amazon (NASDAQ:AMZN) to 990K shares from 248K. Reduced its stakes in Nuvation Bio (NYSE:NUVB) to ~4.81M shares from 10.4M shares, (NASDAQ:FISV), in Qorvo (NASDAQ:QRVO) to 5.73M shares from ~6.78M, and in Theravance Biopharma (NASDAQ:TBPH) to 11.4M shares from 13.4M, according to the filing. Earlier in February, Klarman blamed the Fed's response to the 2008 financial crisis for the markets' volatility in 2022Article d’analyse • Feb 10
We're Hopeful That Nuvation Bio (NYSE:NUVB) 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...Article d’analyse • Nov 09
We Think Nuvation Bio (NYSE:NUVB) Can Afford To Drive Business Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Nov 03
Nuvation Bio GAAP EPS of -$0.12 beats by $0.02
Nuvation Bio press release (NYSE:NUVB): Q3 GAAP EPS of -$0.12 beats by $0.02. Strong financial position provides cash runway through 2028; cash, cash equivalents and marketable securities of $673.9M as of September 30, 2022.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 403 | -28 | 104 | -187 | 6 |
| 12/31/2027 | 290 | -81 | 7 | -197 | 9 |
| 12/31/2026 | 203 | -117 | -88 | -91 | 10 |
| 3/31/2026 | 143 | -146 | -134 | -126 | N/A |
| 12/31/2025 | 63 | -205 | -182 | -173 | N/A |
| 9/30/2025 | 27 | -217 | -198 | -190 | N/A |
| 6/30/2025 | 14 | -203 | -169 | -168 | N/A |
| 3/31/2025 | 11 | -606 | -158 | -157 | N/A |
| 12/31/2024 | 8 | -568 | -131 | -130 | N/A |
| 9/30/2024 | 2 | -532 | -99 | -99 | N/A |
| 6/30/2024 | 1 | -511 | -84 | -84 | N/A |
| 3/31/2024 | N/A | -69 | -64 | -64 | N/A |
| 12/31/2023 | N/A | -76 | -68 | -68 | N/A |
| 9/30/2023 | N/A | -83 | -69 | -69 | N/A |
| 6/30/2023 | N/A | -90 | -81 | -81 | N/A |
| 3/31/2023 | N/A | -105 | -91 | -91 | N/A |
| 12/31/2022 | N/A | -104 | -96 | -96 | N/A |
| 9/30/2022 | N/A | -108 | -104 | -103 | N/A |
| 6/30/2022 | N/A | -103 | -89 | -88 | N/A |
| 3/31/2022 | N/A | -88 | -79 | -78 | N/A |
| 12/31/2021 | N/A | -87 | -68 | -68 | N/A |
| 9/30/2021 | N/A | -75 | -58 | -58 | N/A |
| 6/30/2021 | N/A | -64 | -53 | -53 | N/A |
| 3/31/2021 | N/A | -53 | -43 | -43 | N/A |
| 12/31/2020 | N/A | -42 | -37 | -37 | N/A |
| 9/30/2020 | N/A | -38 | -33 | -33 | N/A |
| 6/30/2020 | N/A | -32 | -33 | -32 | N/A |
| 3/31/2020 | N/A | -33 | -30 | -29 | N/A |
| 12/31/2019 | N/A | -34 | N/A | -24 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: NUVB devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: NUVB devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: NUVB devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de NUVB ( 33.3% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de NUVB ( 33.3% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: NUVB devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 23:32 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Nuvation Bio Inc. est couverte par 14 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Mayank Mamtani | B. Riley Securities, Inc. |
| Silvan Tuerkcan | Citizens JMP Securities, LLC |