Nuvation Bio Inc.

NYSE:NUVB Rapport sur les actions

Capitalisation boursière : US$2.0b

Nuvation Bio Gestion

Gestion contrôle des critères 3/4

Le PDG Nuvation Bio est David Hung, nommé en Apr2018, a un mandat de 8.25 ans. La rémunération annuelle totale est $ 3.88M, composée du salaire de 16.8% et des bonus 83.2%, y compris les actions et options de la société. détient directement 17.31% des actions de la société, d'une valeur de $ 349.63M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4 ans et 3.1 ans.

Informations clés

David Hung

Directeur général

US$3.9m

Rémunération totale

Pourcentage du salaire du PDG16.77%
Durée du mandat du directeur général8.3yrs
Propriété du PDG17.3%
Durée moyenne d'occupation des postes de direction4yrs
Durée moyenne du mandat des membres du conseil d'administration3.1yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit • 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).
Mise à jour du récit • 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.
Seeking Alpha • Jun 15

Nuvation Bio: David Hung's Latest Venture Looks Undervalued At Current Level

Summary I initiate coverage of Nuvation Bio with a Moderate Buy, citing undervaluation based on two value-driving oncology assets. NUVB's fundamentals hinge on Ibtrozi (taletrectinib), a next-gen ROS1 inhibitor now commercial, and safusidenib, a late-stage mutant IDH1 inhibitor. My sum-of-the-parts analysis yields a $5.6/share fair value, with further upside from M&A potential, re-rating anchored on recent M&A activity, and milestone payments. Risks include Ibtrozi's revenue ramp, patent runway, and clinical uncertainty for safusidenib, but a strong balance sheet limits near-term dilution. Read the full article on Seeking Alpha
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...
Article 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 Alpha
Article 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 Alpha
Seeking 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 Alpha
Article 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Article 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...

Analyse de la rémunération des PDG

Comment la rémunération de David Hung a-t-elle évolué par rapport aux bénéfices de Nuvation Bio?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$146m

Dec 31 2025US$4mUS$650k

-US$205m

Sep 30 2025n/an/a

-US$217m

Jun 30 2025n/an/a

-US$203m

Mar 31 2025n/an/a

-US$606m

Dec 31 2024US$4mUS$610k

-US$568m

Sep 30 2024n/an/a

-US$532m

Jun 30 2024n/an/a

-US$511m

Mar 31 2024n/an/a

-US$69m

Dec 31 2023US$4mUS$593k

-US$76m

Sep 30 2023n/an/a

-US$83m

Jun 30 2023n/an/a

-US$90m

Mar 31 2023n/an/a

-US$105m

Dec 31 2022US$8mUS$570k

-US$104m

Sep 30 2022n/an/a

-US$108m

Jun 30 2022n/an/a

-US$103m

Mar 31 2022n/an/a

-US$88m

Dec 31 2021US$5mUS$550k

-US$87m

Sep 30 2021n/an/a

-US$75m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$53m

Dec 31 2020US$1mUS$475k

-US$42m

Sep 30 2020n/an/a

-US$38m

Jun 30 2020n/an/a

-US$32m

Mar 31 2020n/an/a

-US$33m

Dec 31 2019US$364kUS$218k

-US$34m

Rémunération vs marché: La rémunération totale de David ($USD 3.88M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 5.16M ).

Rémunération et revenus: La rémunération de David a augmenté alors que l'entreprise n'est pas rentable.

PDG

David Hung (68 yo)

8.3yrs
Titularisation
US$3,876,736
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
David Hung
Founder8.3yrsUS$3.88m17.31%
$ 349.6m
Philippe Sauvage
CFO & Principal Financial Officer1.8yrsUS$1.48m0.0036%
$ 73.5k
Gary Hattersley
Chief Scientific Officer7.1yrsUS$1.47mpas de données
Moses Makunje
VP of Finance and Principal Accounting & Financial Officer2.7yrspas de données0.0050%
$ 100.8k
David Hanley
Chief Technical Operations Officerno dataUS$3.31m0.0069%
$ 139.1k
Robert DeVita
Vice President of Corporate Development & Investor Relationsno datapas de donnéespas de données
Stephen Dang
Chief Legal Officer & Corporate Secretaryno datapas de donnéespas de données
Stacy Markel
Chief People Officer6.8yrspas de données0.0094%
$ 189.0k
Kerry Wentworth
Chief Regulatory Officer4yrspas de données0.015%
$ 307.4k
Colleen Sjogren
Chief Commercial Officer2.3yrsUS$2.28m0.024%
$ 487.1k
4.0yrs
Durée moyenne de l'emploi
55.5yo
Âge moyen

Gestion expérimentée: L'équipe de direction de NUVB est considérée comme expérimentée (ancienneté moyenne 4 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
David Hung
Founder8.3yrsUS$3.88m17.31%
$ 349.6m
Kathryn Falberg
Independent Director5.8yrsUS$445.00k0.072%
$ 1.5m
Kim Blickenstaff
Independent Director6.9yrsUS$436.25k0.049%
$ 998.7k
Robert Bazemore
Lead Independent Director6yrsUS$483.00k0.0014%
$ 29.1k
Robert Mashal
Independent Director2.5yrsUS$422.50k0.065%
$ 1.3m
Gordon Mills
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
William Vernon
Independent Director7.1yrsUS$446.00k0.087%
$ 1.8m
Joyce O'Shaughnessy
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Mansoor Mirza
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Allyson Ocean
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Johann de Bono
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
Wassim Abida
Member of Scientific Advisory Board3.1yrspas de donnéespas de données
3.1yrs
Durée moyenne de l'emploi
65.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de NUVB sont considérés comme expérimentés (ancienneté moyenne 3.1 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/19 03:09
Cours de l'action en fin de journée2026/07/17 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 sur la façon d’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.

AnalysteInstitution
Clarence PowellBMO Capital Markets Equity Research
Mayank MamtaniB. Riley Securities, Inc.
Silvan TuerkcanCitizens JMP Securities, LLC