Nuvalent, Inc.

NasdaqGS:NUVL Stock Report

Market Cap: US$9.8b

Nuvalent Management

Management criteria checks 4/4

Nuvalent's CEO is Jim Porter, appointed in Feb 2020, has a tenure of 6.42 years. total yearly compensation is $11.39M, comprised of 5.7% salary and 94.3% bonuses, including company stock and options. directly owns 0.26% of the company’s shares, worth $25.23M. The average tenure of the management team and the board of directors is 4 years and 4.3 years respectively.

Key information

Jim Porter

Chief executive officer

US$11.4m

Total compensation

CEO salary percentage5.72%
CEO tenure6.4yrs
CEO ownership0.3%
Management average tenure4yrs
Board average tenure4.3yrs

Recent management updates

Recent updates

Seeking Alpha • Jun 11

Nuvalent: 'Hold' On GlaxoSmithKline Acquisition For Selective Tyrosine Kinase Inhibitors

Summary Nuvalent (NUVL) is being acquired by GlaxoSmithKline for $10.6 billion [$124/share], capping further upside and justifying a 'Hold' rating. Both neladalkib and zidesamtinib achieved positive pivotal trial results in ALK-positive and ROS1-positive NSCLC, with NDAs submitted and 2026 PDUFA dates set. NUVL’s selective TKIs offer potential best-in-class profiles, targeting key limitations of current therapies and aiming for label expansion into TKI-naive populations. Financially, NUVL had ample cash runway into 2029, but post-acquisition, operational funding risk is eliminated; deal closure and regulatory approvals remain key risks. Read the full article on Seeking Alpha
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

CEO Compensation Analysis

How has Jim Porter's remuneration changed compared to Nuvalent's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Jim's total compensation ($USD11.39M) is about average for companies of similar size in the US market ($USD14.46M).

Compensation vs Earnings: Jim's compensation has been consistent with company performance over the past year.

CEO

Jim Porter (50 yo)

6.4yrs
Tenure
US$11,393,602
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
James Porter
CEO, President & Director6.4yrsUS$11.39m0.26%
$ 25.2m
Alexandra Balcom
CFO & Treasurer5.5yrsUS$4.17m0.11%
$ 10.6m
Deborah Miller
Chief Legal Officer & Secretary5.1yrsUS$4.16m0.023%
$ 2.3m
Darlene Noci
Chief Development Officer5.5yrsUS$4.16m0.022%
$ 2.1m
Christopher Turner
Chief Medical Officer5.3yrsUS$4.24m0.040%
$ 3.9m
Benjamin Lane
Chief Technical Operations Officer4yrsno data0.034%
$ 3.4m
Henry Pelish
Chief Scientific Officer2yrsno data0.025%
$ 2.5m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno datano datano data
John Soglia
Senior Vice President of Translational Development3.4yrsno datano data
Joshua Horan
Senior Vice President of Chemistry1.2yrsno datano data
Ruth Adams
Senior Vice President of Clinical Operations1.2yrsno datano data
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1.2yrsno datano data
4.0yrs
Average Tenure
50yo
Average Age

Experienced Management: NUVL's management team is considered experienced (4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
James Porter
CEO, President & Director6.4yrsUS$11.39m0.26%
$ 25.2m
Sapna Srivastava
Independent Non-Executive Director5yrsUS$461.93k0.0065%
$ 637.6k
Grant Bogle
Independent Director1.6yrsUS$449.93k0.0047%
$ 460.3k
Anna Protopapas
Independent Chairman4.3yrsUS$485.43k0.0065%
$ 637.6k
D. Gilliland
Member of Scientific Advisory Board1.1yrsUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.8yrsUS$451.93k0.0065%
$ 637.6k
Cameron Wheeler
Independent Non-Executive Director9.4yrsUS$454.76k0.0065%
$ 637.6k
Alice Shaw
Member of Scientific Advisory Board1.7yrsno datano data
David Ross Camidge
Member of Scientific Advisory Boardno datano datano data
Aaron Hata
Member of Scientific Advisory Boardno datano datano data
Nancy Kohl
Member of Scientific Advisory Boardno datano datano data
Alexander Drilon
Member of Scientific Advisory Board5.3yrsno datano data
4.3yrs
Average Tenure
62yo
Average Age

Experienced Board: NUVL's board of directors are considered experienced (4.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/08 01:42
End of Day Share Price 2026/07/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nuvalent, Inc. is covered by 26 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Colleen KusyBaird
Etzer DaroutBarclays
Jeffrey WalchBernstein