Nuvation Bio Inc.

Report azionario NYSE:NUVB

Capitalizzazione di mercato: US$2.0b

Nuvation Bio Gestione

Criteri Gestione verificati 3/4

Nuvation Bio Il CEO è David Hung, nominato in Apr2018, e ha un mandato di 8.25 anni. la retribuzione annua totale è $ 3.88M, composta da 16.8% di stipendio e 83.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 17.31% delle azioni della società, per un valore di $ 350.23M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4 anni e 3.1 anni.

Informazioni chiave

David Hung

Amministratore delegato

US$3.9m

Compenso totale

Percentuale dello stipendio del CEO16.77%
Mandato del CEO8.3yrs
Proprietà del CEO17.3%
Durata media del management4yrs
Durata media del Consiglio di amministrazione3.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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
Articolo di analisi • 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...
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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
Articolo di analisi • 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di David Hung rispetto agli utili di Nuvation Bio?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di David ($USD 3.88M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.19M ).

Compensazione vs guadagni: La retribuzione di David è aumentata nonostante l'azienda non sia redditizia.

AMMINISTRATORE DELEGATO

David Hung (68 yo)

8.3yrs
Mandato
US$3,876,736
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
David Hung
Founder8.3yrsUS$3.88m17.31%
$ 350.2m
Philippe Sauvage
CFO & Principal Financial Officer1.8yrsUS$1.48m0.0036%
$ 73.6k
Gary Hattersley
Chief Scientific Officer7.1yrsUS$1.47mNessun dato
Moses Makunje
VP of Finance and Principal Accounting & Financial Officer2.7yrsNessun dato0.0050%
$ 101.0k
David Hanley
Chief Technical Operations Officerno dataUS$3.31m0.0069%
$ 139.4k
Robert DeVita
Vice President of Corporate Development & Investor Relationsno dataNessun datoNessun dato
Stephen Dang
Chief Legal Officer & Corporate Secretaryno dataNessun datoNessun dato
Stacy Markel
Chief People Officer6.8yrsNessun dato0.0094%
$ 189.4k
Kerry Wentworth
Chief Regulatory Officer4yrsNessun dato0.015%
$ 307.9k
David Liu
Chief Medical Officer4yrsUS$1.34mNessun dato
Colleen Sjogren
Chief Commercial Officer2.3yrsUS$2.28m0.024%
$ 488.0k
4.0yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di NUVB è considerato esperto (durata media dell'incarico 4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
David Hung
Founder8.3yrsUS$3.88m17.31%
$ 350.2m
Kathryn Falberg
Independent Director5.8yrsUS$445.00k0.072%
$ 1.5m
Kim Blickenstaff
Independent Director6.9yrsUS$436.25k0.049%
$ 1.0m
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 Board3.1yrsNessun datoNessun dato
William Vernon
Independent Director7.1yrsUS$446.00k0.087%
$ 1.8m
Joyce O'Shaughnessy
Member of Scientific Advisory Board3.1yrsNessun datoNessun dato
Mansoor Mirza
Member of Scientific Advisory Board3.1yrsNessun datoNessun dato
Allyson Ocean
Member of Scientific Advisory Board3.1yrsNessun datoNessun dato
Johann de Bono
Member of Scientific Advisory Board3.1yrsNessun datoNessun dato
Wassim Abida
Member of Scientific Advisory Board3.1yrsNessun datoNessun dato
3.1yrs
Durata media
65.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NUVB sono considerati esperti (durata media dell'incarico 3.1 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/12 02:48
Prezzo dell'azione a fine giornata2026/07/10 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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

Nuvation Bio Inc. è coperta da 14 analisti. 10 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
Clarence PowellBMO Capital Markets Equity Research
Mayank MamtaniB. Riley Securities, Inc.
Silvan TuerkcanCitizens JMP Securities, LLC