Nuvalent, Inc.

Report azionario NasdaqGS:NUVL

Capitalizzazione di mercato: US$8.1b

Nuvalent Gestione

Criteri Gestione verificati 3/4

Nuvalent Il CEO è Jim Porter, nominato in Feb2020, e ha un mandato di 6.25 anni. la retribuzione annua totale è $ 11.39M, composta da 5.7% di stipendio e 94.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.26% delle azioni della società, per un valore di $ 20.78M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.8 anni e 4.5 anni.

Informazioni chiave

Jim Porter

Amministratore delegato

US$11.4m

Compenso totale

Percentuale dello stipendio del CEO5.72%
Mandato del CEO6.3yrs
Proprietà del CEO0.3%
Durata media del management3.8yrs
Durata media del Consiglio di amministrazione4.5yrs

Aggiornamenti recenti sulla gestione

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
Articolo di analisi • 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jim Porter rispetto agli utili di Nuvalent?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Jim ($USD 11.39M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: La retribuzione di Jim è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Jim Porter (49 yo)

6.3yrs
Mandato
US$11,393,602
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 20.8m
Alexandra Balcom
CFO & Treasurer5.3yrsUS$4.17m0.11%
$ 8.7m
Deborah Miller
Chief Legal Officer & Secretary4.9yrsUS$4.16m0.023%
$ 1.9m
Darlene Noci
Chief Development Officer5.3yrsUS$4.16m0.022%
$ 1.7m
Christopher Turner
Chief Medical Officer5.2yrsUS$4.24m0.040%
$ 3.2m
Benjamin Lane
Chief Technical Operations Officer3.8yrsNessun dato0.034%
$ 2.8m
Henry Pelish
Chief Scientific Officer1.8yrsNessun dato0.025%
$ 2.1m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno dataNessun datoNessun dato
John Soglia
Senior Vice President of Translational Development3.3yrsNessun datoNessun dato
Joshua Horan
Senior Vice President of Chemistry1yrNessun datoNessun dato
Ruth Adams
Senior Vice President of Clinical Operations1yrNessun datoNessun dato
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1yrNessun datoNessun dato
3.8yrs
Durata media
49yo
Età media

Gestione esperta: Il team dirigenziale di NUVL è considerato esperto (durata media dell'incarico 3.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 20.8m
Sapna Srivastava
Independent Non-Executive Director4.8yrsUS$461.93k0.0032%
$ 254.9k
Grant Bogle
Independent Director1.4yrsUS$449.93k0.0014%
$ 108.9k
Anna Protopapas
Independent Chairman4.2yrsUS$485.43k0.0032%
$ 254.9k
Pasi Antero Janne
Member of Scientific Advisory Boardno dataNessun datoNessun dato
D. Gilliland
Member of Scientific Advisory Boardless than a yearUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.6yrsUS$451.93k0.0032%
$ 254.9k
Cameron Wheeler
Independent Non-Executive Director9.3yrsUS$454.76k0.0032%
$ 254.9k
Joseph Pearlberg
Independent Non-Executive Director5.3yrsUS$446.93k0.0032%
$ 254.9k
David Ross Camidge
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Aaron Hata
Member of Scientific Advisory Boardno dataNessun datoNessun dato
Nancy Kohl
Member of Scientific Advisory Boardno dataNessun datoNessun dato
4.5yrs
Durata media
60.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NUVL sono considerati esperti (durata media dell'incarico 4.5 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 06:14
Prezzo dell'azione a fine giornata2026/05/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nuvalent, Inc. è coperta da 26 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Colleen KusyBaird
Etzer DaroutBarclays
Jeffrey WalchBernstein