Nuvalent, Inc.

NasdaqGS:NUVL Voorraadrapport

Marktkapitalisatie: US$7.2b

Nuvalent Beheer

Beheer criteriumcontroles 3/4

De CEO Nuvalent is Jim Porter, benoemd in Feb2020, heeft een ambtstermijn van 6.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 11.39M, bestaande uit 5.7% salaris en 94.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.26% van de aandelen van het bedrijf, ter waarde $ 18.51M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.9 jaar en 4.6 jaar.

Belangrijke informatie

Jim Porter

Algemeen directeur

US$11.4m

Totale compensatie

Percentage CEO-salaris5.72%
Dienstverband CEO6.3yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn3.9yrs
Gemiddelde ambtstermijn bestuur4.6yrs

Recente managementupdates

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
Analyseartikel • 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

Analyse CEO-vergoeding

Hoe is Jim Porter's beloning veranderd ten opzichte van Nuvalent's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 11.39M ) Jim } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.38M ).

Compensatie versus inkomsten: De vergoeding van Jim is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Jim Porter (50 yo)

6.3yrs
Tenure
US$11,393,602
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 18.5m
Alexandra Balcom
CFO & Treasurer5.4yrsUS$4.17m0.11%
$ 7.8m
Deborah Miller
Chief Legal Officer & Secretary5yrsUS$4.16m0.023%
$ 1.7m
Darlene Noci
Chief Development Officer5.4yrsUS$4.16m0.022%
$ 1.5m
Christopher Turner
Chief Medical Officer5.3yrsUS$4.24m0.040%
$ 2.9m
Benjamin Lane
Chief Technical Operations Officer3.9yrsgeen gegevens0.034%
$ 2.5m
Henry Pelish
Chief Scientific Officer1.9yrsgeen gegevens0.025%
$ 1.8m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno datageen gegevensgeen gegevens
John Soglia
Senior Vice President of Translational Development3.3yrsgeen gegevensgeen gegevens
Joshua Horan
Senior Vice President of Chemistry1.1yrsgeen gegevensgeen gegevens
Ruth Adams
Senior Vice President of Clinical Operations1.1yrsgeen gegevensgeen gegevens
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1.1yrsgeen gegevensgeen gegevens
3.9yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van NUVL wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.9 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 18.5m
Sapna Srivastava
Independent Non-Executive Director4.9yrsUS$461.93k0.0032%
$ 227.0k
Grant Bogle
Independent Director1.5yrsUS$449.93k0.0014%
$ 97.0k
Anna Protopapas
Independent Chairman4.3yrsUS$485.43k0.0032%
$ 227.0k
Pasi Antero Janne
Member of Scientific Advisory Boardno datageen gegevensgeen gegevens
D. Gilliland
Member of Scientific Advisory Board1yrUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.7yrsUS$451.93k0.0032%
$ 227.0k
Cameron Wheeler
Independent Non-Executive Director9.3yrsUS$454.76k0.0032%
$ 227.0k
Joseph Pearlberg
Independent Non-Executive Director5.4yrsUS$446.93k0.0032%
$ 227.0k
David Ross Camidge
Member of Scientific Advisory Boardno datageen gegevensgeen gegevens
Aaron Hata
Member of Scientific Advisory Boardno datageen gegevensgeen gegevens
Nancy Kohl
Member of Scientific Advisory Boardno datageen gegevensgeen gegevens
4.6yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van NUVL wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.6 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/08 19:12
Aandelenkoers aan het einde van de dag2026/06/08 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Nuvalent, Inc. wordt gevolgd door 26 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Colleen KusyBaird
Etzer DaroutBarclays
Jeffrey WalchBernstein