Nuvation Bio 将来の成長
Future 基準チェック /26
Nuvation Bio利益と収益がそれぞれ年間63.9%と33.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-16.3% 62%なると予測されています。
主要情報
63.9%
収益成長率
62.02%
EPS成長率
| Pharmaceuticals 収益成長 | 14.6% |
| 収益成長率 | 33.2% |
| 将来の株主資本利益率 | -16.34% |
| アナリストカバレッジ | Good |
| 最終更新日 | 07 Jul 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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).
ナラティブの更新 • 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分析記事 • 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...分析記事 • 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分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 401 | -26 | 104 | -169 | 6 |
| 12/31/2027 | 290 | -79 | -26 | -165 | 9 |
| 12/31/2026 | 203 | -115 | -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 |
アナリストによる今後の成長予測
収入対貯蓄率: NUVB今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NUVB今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: NUVB今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: NUVBの収益 ( 33.2% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。
高い収益成長: NUVBの収益 ( 33.2% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: NUVB 3 年以内に赤字になると予測されています。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 05:25 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Nuvation Bio Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14
| アナリスト | 機関 |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Mayank Mamtani | B. Riley Securities, Inc. |
| Silvan Tuerkcan | Citizens JMP Securities, LLC |