Nuvalent, Inc.

NasdaqGS:NUVL Aktierapport

Börsvärde: US$8.1b

Nuvalent Förvaltning

Förvaltning kriterier kontrolleras 3/4

Nuvalent VD är Jim Porter, utsedd i Feb 2020, har en mandatperiod på 6.25 år. totala årliga ersättningen är $ 11.39M, bestående av 5.7% lön 94.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.26% av företagets aktier, värda $ 20.78M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 3.8 år respektive 4.5 år.

Viktig information

Jim Porter

Verkställande direktör

US$11.4m

Total ersättning

VD-lön i procent5.72%
Anställning som VD6.3yrs
Ägande av VD0.3%
Ledningens genomsnittliga anställningstid3.8yrs
Styrelsens genomsnittliga mandatperiod4.5yrs

Senaste uppdateringar av ledningen

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
Analysartikel • 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

Analys av ersättningar till VD

Hur har Jim Porter:s ersättning förändrats jämfört med Nuvalent:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Jim s total kompensation ($USD 11.39M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.38M ).

Ersättning vs inkomst: Ersättningen från Jim har varit i linje med företagets resultat under det senaste året.

VD OCH KONCERNCHEF

Jim Porter (49 yo)

6.3yrs
Anställning
US$11,393,602
Kompensation

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...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 20.8m
Alexandra Balcom
CFO & Treasurer5.3yrsUS$4.17m0.11%
$ 8.7m
Deborah Miller
Chief Legal Officer & Secretary4.9yrsUS$4.16m0.023%
$ 1.9m
Darlene Noci
Chief Development Officer5.3yrsUS$4.16m0.022%
$ 1.7m
Christopher Turner
Chief Medical Officer5.2yrsUS$4.24m0.040%
$ 3.2m
Benjamin Lane
Chief Technical Operations Officer3.8yrsinga uppgifter0.034%
$ 2.8m
Henry Pelish
Chief Scientific Officer1.8yrsinga uppgifter0.025%
$ 2.1m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno datainga uppgifteringa uppgifter
John Soglia
Senior Vice President of Translational Development3.3yrsinga uppgifteringa uppgifter
Joshua Horan
Senior Vice President of Chemistry1yringa uppgifteringa uppgifter
Ruth Adams
Senior Vice President of Clinical Operations1yringa uppgifteringa uppgifter
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1yringa uppgifteringa uppgifter
3.8yrs
Genomsnittlig anställningstid
49yo
Genomsnittlig ålder

Erfaren ledning: NUVL s ledningsgrupp anses vara erfaren ( 3.8 års genomsnittlig anställningstid).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 20.8m
Sapna Srivastava
Independent Non-Executive Director4.8yrsUS$461.93k0.0032%
$ 254.9k
Grant Bogle
Independent Director1.4yrsUS$449.93k0.0014%
$ 108.9k
Anna Protopapas
Independent Chairman4.2yrsUS$485.43k0.0032%
$ 254.9k
Pasi Antero Janne
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
D. Gilliland
Member of Scientific Advisory Boardless than a yearUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.6yrsUS$451.93k0.0032%
$ 254.9k
Cameron Wheeler
Independent Non-Executive Director9.3yrsUS$454.76k0.0032%
$ 254.9k
Joseph Pearlberg
Independent Non-Executive Director5.3yrsUS$446.93k0.0032%
$ 254.9k
David Ross Camidge
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Aaron Hata
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
Nancy Kohl
Member of Scientific Advisory Boardno datainga uppgifteringa uppgifter
4.5yrs
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder

Erfaren styrelse: NUVL s styrelse anses vara erfaren ( 4.5 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 13:12
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Nuvalent, Inc. bevakas av 25 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Colleen KusyBaird
Etzer DaroutBarclays
John NewmanCanaccord Genuity