View ValuationArriVent BioPharma 향후 성장Future 기준 점검 2/6ArriVent BioPharma (는) 각각 연간 51.7% 및 58.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 51.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -37.9% 로 예상됩니다.핵심 정보51.7%이익 성장률51.80%EPS 성장률Biotechs 이익 성장24.8%매출 성장률58.6%향후 자기자본이익률-37.91%애널리스트 커버리지Good마지막 업데이트04 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates속보 • Jun 05ArriVent BioPharma Gains Strong Analyst Support and Launches US$250 Million Equity ProgramGuggenheim kept its Buy rating on ArriVent BioPharma with a US$45 price target, citing an improved quarterly GAAP net loss of US$43.32 million versus US$64.39 million a year earlier. ArriVent filed for a US$250 million at-the-market equity offering program to sell common stock. Cantor Fitzgerald reiterated an Overweight rating and BTIG initiated coverage with a Buy rating and a US$42 price target, both focused on the potential of lead NSCLC drug candidate firmonertinib. Stronger analyst support, together with a narrower quarterly loss and fresh access to equity capital, highlights a company that is focused on funding its pipeline and clinical work around firmonertinib. Investors may wish to weigh the dilution risk from the US$250 million equity program against the potential benefits of a better-capitalized balance sheet and continued investment in firmonertinib.공시 • May 12ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million.ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering공시 • May 09Arrivent Biopharma, Inc. Announces IND Clearance for ARR-002 Targeting Ovarian and Endometrial CancersArriVent BioPharma, Inc. announced clearance of an investigational new drug (IND) application by the United States Food and Drug Administration (FDA) for ARR-002, a potential first-in-class MUC16/NaPi2b targeting tetravalent antibody-drug conjugate (ADC) with an initial focus in ovarian and endometrial cancers and broader therapeutic potential across solid tumors. Phase 1 initiation is expected in the second half of 2026. At AACR, compelling preclinical data was presented demonstrating ARR-002’s potential to improve safety and efficacy over conventional single-target and bivalent bispecific ADCs in ovarian and endometrial cancers. ARR-002’s dual-target approach is designed to improve delivery and reduce off-tumor toxicity to overcome key limitations of single-target ADCs, including limited internalization, suboptimal payload delivery, and heterogeneous target expression. MUC16 and NaPi2b are highly expressed on ovarian and endometrial cancers with limited expression in normal tissues, making them strong co-targets. Select preclinical data included in the IND submission of ARR-002 was presented at the 2026 American Association for Cancer Research (AACR) Annual Meeting in a joint presentation with Aarvik Therapeutics demonstrating: Effective binding to individual targets, simultaneous engagement of both targets, and enhanced internalization vs. single-target antibody controls; Superior in vivo efficacy vs. single-target ADCs in the OVCAR-3 xenograft model; The potential for a wider therapeutic window based on a favorable tolerability profile in cynomolgus monkeys, consisting of reversible hematologic findings at a higher maximum tolerated single dose vs. other approaches in development. ARR-002 (also known as AV-P138-ADC) is a first-in-class, Mucin-16 (MUC16) and sodium-dependent phosphate transport protein 2b (NaPi2b) dual-target, tetravalent (2+2 format) ADC, with site-specific conjugation to vcMMAE at a drug-to-antibody ratio (DAR) of 4. Both these cell surface antigens are expressed in ovarian and endometrial cancers with limited expression in normal tissues, making them strong co-targets.공시 • Apr 30ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2026ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2026.Seeking Alpha • Apr 29ArriVent BioPharma: A First AssessmentSummary ArriVent BioPharma (AVBP) is advancing firmonertinib for EGFR mutant NSCLC, targeting underserved Exon 20 and PACC mutations. AVBP awaits pivotal FURVENT trial data in mid-2026; positive results are critical, with market opportunity estimated just under $1 billion for Exon 20 globally. Competitive risk has increased following Dizal’s Zegfrovy Phase 3 success in the same indication, though detailed efficacy data remain undisclosed. A first assessment around ArriVent BioPharma follows in the paragraphs below. Read the full article on Seeking Alpha분석 기사 • Nov 13Here's Why We're Watching ArriVent BioPharma's (NASDAQ:AVBP) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...공시 • Sep 23ArriVent BioPharma, Inc. Appoints Brent S. Rice as Chief Commercial OfficerArriVent BioPharma, Inc. announced the appointment of Brent S. Rice as Chief Commercial Officer (CCO). Mr. Rice joins ArriVent with over 25 years of U.S. and global commercial experience in the biotechnology and pharmaceutical industry. Before joining ArriVent, Brent most recently served as the Senior Vice President and global Chief Commercial Officer, and Managing Director U.S. at Autolus Therapeutics Ltd. where he led global commercialization, commercial strategy and business portfolio management of their early and late-stage pipeline of next generation therapies. Under Brent's leadership, the company transitioned from a clinical stage development company to a commercial organization where he built the U.S. organization and led the successful introduction and launch of Autolus' first commercial product. An experienced executive leader, Brent brings cross-functional expertise in marketing, operations, and reimbursement, and building scalable commercial organizations, leading product launches, and negotiating high-value agreements that improve patient access. Prior to Autolus, Brent led Managed Markets at Juno Therapeutics, where he developed payer and reimbursement strategy capabilities. He spent 18 years at Amgen in roles of increasing responsibility, earning recognition as a strong cross-functional leader driving innovative partnerships and portfolio success.공시 • Sep 09Arrivent BioPharma, Inc. Presents the Final Analysis of Firmonertinib Monotherapy Data from Global Phase 1b Study in EGFR PACC Mutant Non-Small Cell Lung Cancer at the 2025 World Conference on Lung CancerArrivent BioPharma, Inc. presented positive final proof-of-concept data from the randomized global Phase 1b FURTHER trial for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations at the IASCLC 2025 annual World Conference on Lung Cancer (WCLC), in Barcelona, Spain. Firmonertinib was granted U.S. Food and Drug Administration (FDA) Breakthrough Therapy Designation for the treatment of patients with previously untreated locally advanced or metastatic non-squamous NSCLC with EGFR exon 20 insertion mutations.irmonertinib was also granted U.S. FDA Orphan Drug Designation for the treatment of NSCLC with EGFR mutations or human epidermal growth factor receptor 2 (HER2) mutations or HER4 mutations.공시 • Jul 22Arrivent Biopharma, Inc.'S Topline Pivotal Phase 3 Furvent Data for Firmonertinib in First-Line Nsclc Egfr Exon20 Insertion Mutations Is Projected to Be Early 2026ArriVent BioPharma, Inc. announced that topline firmonertinib monotherapy data from the global pivotal FURVENT Phase 3 (NCT05607550) study in first-line EGFR exon20 insertion mutant non-small cell lung cancer (NSCLC) is projected to be in early 2026. The primary endpoint will assess progression free survival (PFS) by blinded independent central review (BICR) per Response Evaluation Criteria in Solid Tumors (RECIST) 1.1. In the first quarter of 2025, the study completed enrollment across global sites. The FURVENT is a global, pivotal 3 arm Phase 3 clinical trial of firmonertinib in first-line non-squamous locally advanced or metastatic NSCLC patients with exon 20 insertion mutations being conducted jointly with partner Allist. The FURVENT clinical trial is designed to assess the safety and efficacy of firmonertinib administered at either 160 mg or 240 mg, once-daily with each dose being compared to platinum-based chemotherapy withemetrexed, the current first-line standard of care. The primary endpoint of this study is PFS by BICR per RECIST 1.1. Secondary endpoints in patients with brain metastases at baseline include brain-specific CNS overall response rate (CNS-ORR) and CNS-PFS by modified RECIST (mRECIST). The study enrolled 398 patients globally, including from sites in the United States, Europe and certain Asian countries including Japan and China. Firmonertinib is an oral, highly brain-penetrant, and broadly active mutation-selective epidermal growth factor receptor 2 (HER2) mutations or HER4 mutations. Firmonertinib was currently being studied in a global Phase 3 trial for first-line NSCLC patients with EGFR exon 20 insertion mutations (FURVENT; NCT05607550) and in a global Phase 3 study in first line NSCLC patients withEGFR PACC mutations (ALPACCA).공시 • Jul 02+ 1 more updateArriVent BioPharma, Inc. has completed a Follow-on Equity Offering in the amount of $75.000003 million.ArriVent BioPharma, Inc. has completed a Follow-on Equity Offering in the amount of $75.000003 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,482,692 Price\Range: $19.5 Discount Per Security: $1.17 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 1,363,469 Price\Range: $19.4999 Discount Per Security: $1.17공시 • Jun 30+ 5 more updatesArriVent BioPharma, Inc.(NasdaqGM:AVBP) dropped from Russell 2000 Value IndexArriVent BioPharma, Inc.(NasdaqGM:AVBP) dropped from Russell 2000 Value Index공시 • Jun 24ArriVent Announces Positive Interim Firmonertinib Monotherapy Data from Global Phase 1B Study in EGFR PACC Mutant Non-Small Cell Lung Cancer and Plans to Advance into A Global Pivotal StudyArriVent BioPharma, Inc. announced encouraging additional follow up proof-of-concept data from the randomized global Phase 1b FURTHER trial for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations and a clinical development update for the firmonertinib program for the treatment of EGFR PACC mutant NSCLC.분석 기사 • May 21Is ArriVent BioPharma (NASDAQ:AVBP) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...공시 • Apr 29+ 1 more updateArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2025ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2025.공시 • Feb 04ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million.ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market Offering분석 기사 • Jan 11We're Not Very Worried About ArriVent BioPharma's (NASDAQ:AVBP) Cash Burn RateEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • Sep 24We Think ArriVent BioPharma (NASDAQ:AVBP) Can Afford To Drive Business GrowthThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Seeking Alpha • Sep 17ArriVent BioPharma: Bringing A Novel Cancer Drug From ChinaSummary ArriVent BioPharma's lead molecule, firmonertinib, targets NSCLC with EGFR Exon 20 insertion mutations and shows potential in both classical and nonstandard EGFR mutations. Firmonertinib has demonstrated superior efficacy over first-generation TKIs and can cross the blood-brain barrier, showing promise for patients with brain metastases. With a market cap of $798mn and a cash balance sufficient for over 10 quarters, ArriVent is financially stable to continue its development. Upcoming catalysts include topline data from the phase 3 FURVENT trial in 2025, making firmonertinib a molecule worth watching in the nonstandard EGFRm space. Read the full article on Seeking Alpha공시 • Sep 10ArriVent BioPharma, Inc. Announces Positive Proof-Of-Concept Global Phase 1B Interim Data for Firmonertinib Monotherapy in First-Line EGFR PACC Mutant Non-Small Cell Lung Cancer At the 2024 World Conference on Lung CancerArriVent BioPharma, Inc. announced positive proof-of-concept randomized global Phase 1b FURTHER interim data for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations at a Presidential Symposium Presentation at the IASCLC 2024 annual World Conference on Lung Cancer (WCLC), in San Diego, California. ArriVent plans to host a virtual webinar on September 9, 2024 at 4:30 pm ET. Presidential Symposium Presentation Highlights Current standards of care have improved outcomes for classical EGFR mutations but have been less effective against uncommon EGFR mutation types including PACC and exon 20 insertion mutations which represent approximately 12% and 9% of NSCLC EGFR mutations, respectively. Firmonertinib, an oral, once-daily, highly brain-penetrant EGFR inhibitor with broad activity across EGFR mutations, was evaluated for interim clinical proof-of-concept data in first-line EGFR PACC mutant NSCLC as part of the Phase 1b FURTHER trial. Select clinical activity and safety results from FURTHER interim data analysis include: First clinical dataset from an EGFR inhibitor being tested in a randomized defined population of EGFR PACC mutant NSCLC Robust systemic and central nervous system (CNS) responses across patients observed as of June 20, 2024 (data cut): 81.8% at 240mg and 47.8% at 160mg overall response rate (ORR) by blinded independent central review (BICR) 63.6% and 34.8% confirmed ORR by BICR at 240mg and 160mg dose levels, respectively. One unconfirmed partial response pending confirmation at each of the 160mg and 240mg dose levels. Median duration of response had not yet been reached; 90.9% (n = 20/22) patients with confirmed responses remain on study 46.2% (n = 6/13) CNS confirmed ORR by modified Response Evaluation Criteria in Solid Tumors (RECIST) 1.1 by BICR in first-line patients with brain metastases at baseline Generally well-tolerated with a profile consistent with prior firmonertinib data Most frequent treatment-related adverse events (TRAEs) were diarrhea, rash, dry skin, stomatitis, and hepatic enzyme elevation No treatment discontinuation due to TRAEs was observed Firmonertinib showed promising dose-dependent activity in NSCLC patients across a broad range of EGFR PACC mutations in the first-line metastatic setting and includes CNS antitumor activity consistent with its high brain penetrance.공시 • May 18ArriVent BioPharma, Inc. Appoints John Hohneker as Board of DirectorsArriVent BioPharma, Inc. announced the appointment of John Hohneker, M.D. to its board of directors. Dr. Hohneker brings over 30 years of experience in biopharmaceutical leadership and drug development, and currently serves on the Boards of public companies Carisma Therapeutics, Inc. and Curis, Inc., and private companies Sonata Therapeutics and Trishula Therapeutics. Most recently, Dr. Hohneker served as President and Chief Executive Officer of Anokion SA. Prior to this role, Dr. Hohneker was President of Research and Development at Forma Therapeutics, Inc., where he guided the company’s transition from a discovery-stage biotech to a clinical-stage company. Previously, Dr. Hohneker held various leadership roles during his 14 years at Novartis AG, including Senior Vice President and Global Head of Development, Immunology and Dermatology. During his tenure at Novartis, he played a key role in the development, approval and commercialization of several products. Dr. Hohneker earned his B.A. in chemistry from Gettysburg College and his M.D. from the University of Medicine and Dentistry of New Jersey at Rutgers Medical School.공시 • Apr 24ArriVent BioPharma, Inc. Appoints Kristine Peterson to Its Board of DirectorsArriVent BioPharma, Inc. announced the appointment of Kristine Peterson to its Board of Directors. Ms. Peterson brings over 30 years of biopharmaceutical leadership experience, and currently serves on the Boards of public companies Immunocore, Inc. and Enanta Pharmaceuticals. Ms. Peterson has served as a Board Member for multiple companies, including ImmunoGen, Inc., Immunocore, Inc., Enanta Pharmaceuticals, Paratek Pharmaceuticals, Amarin Corporation and EyePoint Pharma. Most recently, she served as Chief Executive Officer for Valeritas, Inc., where she led the company’s development from early-stage R&D through to commercialization. Prior to Valeritas, Ms. Peterson held executive leadership roles at Johnson & Johnson, including Company Group Chair for their worldwide biotech and oncology groups, where she grew those businesses to more than $6 billion in sales, launched several new products, licensed new therapeutics, and rebuilt oncology R&D. Previously, she was also President and Senior Vice President, Commercial Operations for Biovail Corporation, where she oversaw the U.S. and Canadian business units. Earlier in her career, Ms. Peterson spent 20 years at Bristol-Myers Squibb in a variety of senior roles, including running their cardiovascular and metabolics business unit. She earned her B.S. and M.B. A from the University of Illinois at Urbana-Champaign.Seeking Alpha • Jan 29ArriVent Wows Investors With Promising China-Developed Lung Cancer TreatmentSummary ArriVent raised $150 million in an upsized IPO, marking one of the strongest performances for a China-linked IPO in New York over the last two years. The company has licensed global rights, excluding Greater China, to furmonertinib, a highly targeted drug used to treat non-small-cell lung cancer. In addition to furmonertinib, the company also has another cancer drug in its pipeline that it is co-developing with Aarvik, though that one is at a far earlier stage in its development. In terms of valuation, ArriVent should probably be ultimately valued at similar levels to Allist, which currently trades at a strong P/S multiple of 5 and an equally strong P/E ratio of 38. Read the full article on Seeking AlphaBoard Change • Jan 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Co-Founder, President of Research & Development and Director Stuart Lutzker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.이익 및 매출 성장 예측NasdaqGM:AVBP - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028149-90-99-108812/31/202742-176-140-136912/31/2026N/A-194-169-170103/31/2026N/A-145-134-134N/A12/31/2025N/A-166-161-161N/A9/30/2025N/A-151-146-146N/A6/30/2025N/A-137-127-127N/A3/31/2025N/A-127-120-120N/A12/31/2024N/A-80-70-70N/A9/30/2024N/A-81-69-69N/A6/30/2024N/A-75-68-68N/A3/31/2024N/A-75-58-58N/A12/31/2023N/A-69-56-56N/A9/30/2023N/A-59-57-57N/A6/30/2023N/A-56-51-51N/A3/31/2023N/A-42-52-52N/A12/31/2022N/A-37-44-44N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: AVBP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: AVBP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: AVBP 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: AVBP 의 수익(연간 58.6%)이 US 시장(연간 11.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: AVBP 의 수익(연간 58.6%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: AVBP는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/07 16:16종가2026/06/05 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ArriVent BioPharma, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kalpit PatelB. Riley Securities, Inc.Mayank MamtaniB. Riley Securities, Inc.Suranjit MukherjeeBTIG13명의 분석가 더 보기
속보 • Jun 05ArriVent BioPharma Gains Strong Analyst Support and Launches US$250 Million Equity ProgramGuggenheim kept its Buy rating on ArriVent BioPharma with a US$45 price target, citing an improved quarterly GAAP net loss of US$43.32 million versus US$64.39 million a year earlier. ArriVent filed for a US$250 million at-the-market equity offering program to sell common stock. Cantor Fitzgerald reiterated an Overweight rating and BTIG initiated coverage with a Buy rating and a US$42 price target, both focused on the potential of lead NSCLC drug candidate firmonertinib. Stronger analyst support, together with a narrower quarterly loss and fresh access to equity capital, highlights a company that is focused on funding its pipeline and clinical work around firmonertinib. Investors may wish to weigh the dilution risk from the US$250 million equity program against the potential benefits of a better-capitalized balance sheet and continued investment in firmonertinib.
공시 • May 12ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million.ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
공시 • May 09Arrivent Biopharma, Inc. Announces IND Clearance for ARR-002 Targeting Ovarian and Endometrial CancersArriVent BioPharma, Inc. announced clearance of an investigational new drug (IND) application by the United States Food and Drug Administration (FDA) for ARR-002, a potential first-in-class MUC16/NaPi2b targeting tetravalent antibody-drug conjugate (ADC) with an initial focus in ovarian and endometrial cancers and broader therapeutic potential across solid tumors. Phase 1 initiation is expected in the second half of 2026. At AACR, compelling preclinical data was presented demonstrating ARR-002’s potential to improve safety and efficacy over conventional single-target and bivalent bispecific ADCs in ovarian and endometrial cancers. ARR-002’s dual-target approach is designed to improve delivery and reduce off-tumor toxicity to overcome key limitations of single-target ADCs, including limited internalization, suboptimal payload delivery, and heterogeneous target expression. MUC16 and NaPi2b are highly expressed on ovarian and endometrial cancers with limited expression in normal tissues, making them strong co-targets. Select preclinical data included in the IND submission of ARR-002 was presented at the 2026 American Association for Cancer Research (AACR) Annual Meeting in a joint presentation with Aarvik Therapeutics demonstrating: Effective binding to individual targets, simultaneous engagement of both targets, and enhanced internalization vs. single-target antibody controls; Superior in vivo efficacy vs. single-target ADCs in the OVCAR-3 xenograft model; The potential for a wider therapeutic window based on a favorable tolerability profile in cynomolgus monkeys, consisting of reversible hematologic findings at a higher maximum tolerated single dose vs. other approaches in development. ARR-002 (also known as AV-P138-ADC) is a first-in-class, Mucin-16 (MUC16) and sodium-dependent phosphate transport protein 2b (NaPi2b) dual-target, tetravalent (2+2 format) ADC, with site-specific conjugation to vcMMAE at a drug-to-antibody ratio (DAR) of 4. Both these cell surface antigens are expressed in ovarian and endometrial cancers with limited expression in normal tissues, making them strong co-targets.
공시 • Apr 30ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2026ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2026.
Seeking Alpha • Apr 29ArriVent BioPharma: A First AssessmentSummary ArriVent BioPharma (AVBP) is advancing firmonertinib for EGFR mutant NSCLC, targeting underserved Exon 20 and PACC mutations. AVBP awaits pivotal FURVENT trial data in mid-2026; positive results are critical, with market opportunity estimated just under $1 billion for Exon 20 globally. Competitive risk has increased following Dizal’s Zegfrovy Phase 3 success in the same indication, though detailed efficacy data remain undisclosed. A first assessment around ArriVent BioPharma follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 • Nov 13Here's Why We're Watching ArriVent BioPharma's (NASDAQ:AVBP) Cash Burn SituationJust because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
공시 • Sep 23ArriVent BioPharma, Inc. Appoints Brent S. Rice as Chief Commercial OfficerArriVent BioPharma, Inc. announced the appointment of Brent S. Rice as Chief Commercial Officer (CCO). Mr. Rice joins ArriVent with over 25 years of U.S. and global commercial experience in the biotechnology and pharmaceutical industry. Before joining ArriVent, Brent most recently served as the Senior Vice President and global Chief Commercial Officer, and Managing Director U.S. at Autolus Therapeutics Ltd. where he led global commercialization, commercial strategy and business portfolio management of their early and late-stage pipeline of next generation therapies. Under Brent's leadership, the company transitioned from a clinical stage development company to a commercial organization where he built the U.S. organization and led the successful introduction and launch of Autolus' first commercial product. An experienced executive leader, Brent brings cross-functional expertise in marketing, operations, and reimbursement, and building scalable commercial organizations, leading product launches, and negotiating high-value agreements that improve patient access. Prior to Autolus, Brent led Managed Markets at Juno Therapeutics, where he developed payer and reimbursement strategy capabilities. He spent 18 years at Amgen in roles of increasing responsibility, earning recognition as a strong cross-functional leader driving innovative partnerships and portfolio success.
공시 • Sep 09Arrivent BioPharma, Inc. Presents the Final Analysis of Firmonertinib Monotherapy Data from Global Phase 1b Study in EGFR PACC Mutant Non-Small Cell Lung Cancer at the 2025 World Conference on Lung CancerArrivent BioPharma, Inc. presented positive final proof-of-concept data from the randomized global Phase 1b FURTHER trial for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations at the IASCLC 2025 annual World Conference on Lung Cancer (WCLC), in Barcelona, Spain. Firmonertinib was granted U.S. Food and Drug Administration (FDA) Breakthrough Therapy Designation for the treatment of patients with previously untreated locally advanced or metastatic non-squamous NSCLC with EGFR exon 20 insertion mutations.irmonertinib was also granted U.S. FDA Orphan Drug Designation for the treatment of NSCLC with EGFR mutations or human epidermal growth factor receptor 2 (HER2) mutations or HER4 mutations.
공시 • Jul 22Arrivent Biopharma, Inc.'S Topline Pivotal Phase 3 Furvent Data for Firmonertinib in First-Line Nsclc Egfr Exon20 Insertion Mutations Is Projected to Be Early 2026ArriVent BioPharma, Inc. announced that topline firmonertinib monotherapy data from the global pivotal FURVENT Phase 3 (NCT05607550) study in first-line EGFR exon20 insertion mutant non-small cell lung cancer (NSCLC) is projected to be in early 2026. The primary endpoint will assess progression free survival (PFS) by blinded independent central review (BICR) per Response Evaluation Criteria in Solid Tumors (RECIST) 1.1. In the first quarter of 2025, the study completed enrollment across global sites. The FURVENT is a global, pivotal 3 arm Phase 3 clinical trial of firmonertinib in first-line non-squamous locally advanced or metastatic NSCLC patients with exon 20 insertion mutations being conducted jointly with partner Allist. The FURVENT clinical trial is designed to assess the safety and efficacy of firmonertinib administered at either 160 mg or 240 mg, once-daily with each dose being compared to platinum-based chemotherapy withemetrexed, the current first-line standard of care. The primary endpoint of this study is PFS by BICR per RECIST 1.1. Secondary endpoints in patients with brain metastases at baseline include brain-specific CNS overall response rate (CNS-ORR) and CNS-PFS by modified RECIST (mRECIST). The study enrolled 398 patients globally, including from sites in the United States, Europe and certain Asian countries including Japan and China. Firmonertinib is an oral, highly brain-penetrant, and broadly active mutation-selective epidermal growth factor receptor 2 (HER2) mutations or HER4 mutations. Firmonertinib was currently being studied in a global Phase 3 trial for first-line NSCLC patients with EGFR exon 20 insertion mutations (FURVENT; NCT05607550) and in a global Phase 3 study in first line NSCLC patients withEGFR PACC mutations (ALPACCA).
공시 • Jul 02+ 1 more updateArriVent BioPharma, Inc. has completed a Follow-on Equity Offering in the amount of $75.000003 million.ArriVent BioPharma, Inc. has completed a Follow-on Equity Offering in the amount of $75.000003 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,482,692 Price\Range: $19.5 Discount Per Security: $1.17 Security Name: Pre-Funded Warrants Security Type: Equity Warrant Securities Offered: 1,363,469 Price\Range: $19.4999 Discount Per Security: $1.17
공시 • Jun 30+ 5 more updatesArriVent BioPharma, Inc.(NasdaqGM:AVBP) dropped from Russell 2000 Value IndexArriVent BioPharma, Inc.(NasdaqGM:AVBP) dropped from Russell 2000 Value Index
공시 • Jun 24ArriVent Announces Positive Interim Firmonertinib Monotherapy Data from Global Phase 1B Study in EGFR PACC Mutant Non-Small Cell Lung Cancer and Plans to Advance into A Global Pivotal StudyArriVent BioPharma, Inc. announced encouraging additional follow up proof-of-concept data from the randomized global Phase 1b FURTHER trial for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations and a clinical development update for the firmonertinib program for the treatment of EGFR PACC mutant NSCLC.
분석 기사 • May 21Is ArriVent BioPharma (NASDAQ:AVBP) In A Good Position To Invest In Growth?There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
공시 • Apr 29+ 1 more updateArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2025ArriVent BioPharma, Inc., Annual General Meeting, Jun 18, 2025.
공시 • Feb 04ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million.ArriVent BioPharma, Inc. has filed a Follow-on Equity Offering in the amount of $250 million. Security Name: Common Shares Security Type: Common Stock Transaction Features: At the Market Offering
분석 기사 • Jan 11We're Not Very Worried About ArriVent BioPharma's (NASDAQ:AVBP) Cash Burn RateEven when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
분석 기사 • Sep 24We Think ArriVent BioPharma (NASDAQ:AVBP) Can Afford To Drive Business GrowthThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Seeking Alpha • Sep 17ArriVent BioPharma: Bringing A Novel Cancer Drug From ChinaSummary ArriVent BioPharma's lead molecule, firmonertinib, targets NSCLC with EGFR Exon 20 insertion mutations and shows potential in both classical and nonstandard EGFR mutations. Firmonertinib has demonstrated superior efficacy over first-generation TKIs and can cross the blood-brain barrier, showing promise for patients with brain metastases. With a market cap of $798mn and a cash balance sufficient for over 10 quarters, ArriVent is financially stable to continue its development. Upcoming catalysts include topline data from the phase 3 FURVENT trial in 2025, making firmonertinib a molecule worth watching in the nonstandard EGFRm space. Read the full article on Seeking Alpha
공시 • Sep 10ArriVent BioPharma, Inc. Announces Positive Proof-Of-Concept Global Phase 1B Interim Data for Firmonertinib Monotherapy in First-Line EGFR PACC Mutant Non-Small Cell Lung Cancer At the 2024 World Conference on Lung CancerArriVent BioPharma, Inc. announced positive proof-of-concept randomized global Phase 1b FURTHER interim data for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations at a Presidential Symposium Presentation at the IASCLC 2024 annual World Conference on Lung Cancer (WCLC), in San Diego, California. ArriVent plans to host a virtual webinar on September 9, 2024 at 4:30 pm ET. Presidential Symposium Presentation Highlights Current standards of care have improved outcomes for classical EGFR mutations but have been less effective against uncommon EGFR mutation types including PACC and exon 20 insertion mutations which represent approximately 12% and 9% of NSCLC EGFR mutations, respectively. Firmonertinib, an oral, once-daily, highly brain-penetrant EGFR inhibitor with broad activity across EGFR mutations, was evaluated for interim clinical proof-of-concept data in first-line EGFR PACC mutant NSCLC as part of the Phase 1b FURTHER trial. Select clinical activity and safety results from FURTHER interim data analysis include: First clinical dataset from an EGFR inhibitor being tested in a randomized defined population of EGFR PACC mutant NSCLC Robust systemic and central nervous system (CNS) responses across patients observed as of June 20, 2024 (data cut): 81.8% at 240mg and 47.8% at 160mg overall response rate (ORR) by blinded independent central review (BICR) 63.6% and 34.8% confirmed ORR by BICR at 240mg and 160mg dose levels, respectively. One unconfirmed partial response pending confirmation at each of the 160mg and 240mg dose levels. Median duration of response had not yet been reached; 90.9% (n = 20/22) patients with confirmed responses remain on study 46.2% (n = 6/13) CNS confirmed ORR by modified Response Evaluation Criteria in Solid Tumors (RECIST) 1.1 by BICR in first-line patients with brain metastases at baseline Generally well-tolerated with a profile consistent with prior firmonertinib data Most frequent treatment-related adverse events (TRAEs) were diarrhea, rash, dry skin, stomatitis, and hepatic enzyme elevation No treatment discontinuation due to TRAEs was observed Firmonertinib showed promising dose-dependent activity in NSCLC patients across a broad range of EGFR PACC mutations in the first-line metastatic setting and includes CNS antitumor activity consistent with its high brain penetrance.
공시 • May 18ArriVent BioPharma, Inc. Appoints John Hohneker as Board of DirectorsArriVent BioPharma, Inc. announced the appointment of John Hohneker, M.D. to its board of directors. Dr. Hohneker brings over 30 years of experience in biopharmaceutical leadership and drug development, and currently serves on the Boards of public companies Carisma Therapeutics, Inc. and Curis, Inc., and private companies Sonata Therapeutics and Trishula Therapeutics. Most recently, Dr. Hohneker served as President and Chief Executive Officer of Anokion SA. Prior to this role, Dr. Hohneker was President of Research and Development at Forma Therapeutics, Inc., where he guided the company’s transition from a discovery-stage biotech to a clinical-stage company. Previously, Dr. Hohneker held various leadership roles during his 14 years at Novartis AG, including Senior Vice President and Global Head of Development, Immunology and Dermatology. During his tenure at Novartis, he played a key role in the development, approval and commercialization of several products. Dr. Hohneker earned his B.A. in chemistry from Gettysburg College and his M.D. from the University of Medicine and Dentistry of New Jersey at Rutgers Medical School.
공시 • Apr 24ArriVent BioPharma, Inc. Appoints Kristine Peterson to Its Board of DirectorsArriVent BioPharma, Inc. announced the appointment of Kristine Peterson to its Board of Directors. Ms. Peterson brings over 30 years of biopharmaceutical leadership experience, and currently serves on the Boards of public companies Immunocore, Inc. and Enanta Pharmaceuticals. Ms. Peterson has served as a Board Member for multiple companies, including ImmunoGen, Inc., Immunocore, Inc., Enanta Pharmaceuticals, Paratek Pharmaceuticals, Amarin Corporation and EyePoint Pharma. Most recently, she served as Chief Executive Officer for Valeritas, Inc., where she led the company’s development from early-stage R&D through to commercialization. Prior to Valeritas, Ms. Peterson held executive leadership roles at Johnson & Johnson, including Company Group Chair for their worldwide biotech and oncology groups, where she grew those businesses to more than $6 billion in sales, launched several new products, licensed new therapeutics, and rebuilt oncology R&D. Previously, she was also President and Senior Vice President, Commercial Operations for Biovail Corporation, where she oversaw the U.S. and Canadian business units. Earlier in her career, Ms. Peterson spent 20 years at Bristol-Myers Squibb in a variety of senior roles, including running their cardiovascular and metabolics business unit. She earned her B.S. and M.B. A from the University of Illinois at Urbana-Champaign.
Seeking Alpha • Jan 29ArriVent Wows Investors With Promising China-Developed Lung Cancer TreatmentSummary ArriVent raised $150 million in an upsized IPO, marking one of the strongest performances for a China-linked IPO in New York over the last two years. The company has licensed global rights, excluding Greater China, to furmonertinib, a highly targeted drug used to treat non-small-cell lung cancer. In addition to furmonertinib, the company also has another cancer drug in its pipeline that it is co-developing with Aarvik, though that one is at a far earlier stage in its development. In terms of valuation, ArriVent should probably be ultimately valued at similar levels to Allist, which currently trades at a strong P/S multiple of 5 and an equally strong P/E ratio of 38. Read the full article on Seeking Alpha
Board Change • Jan 27High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. No highly experienced directors. Co-Founder, President of Research & Development and Director Stuart Lutzker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.