Nuvalent, Inc.

NasdaqGS:NUVL Stok Raporu

Piyasa değeri: US$8.3b

Nuvalent Yönetim

Yönetim kriter kontrolleri 3/4

Nuvalent CEO'su Jim Porter, Feb2020 tarihinde atandı, in görev süresi 6.25 yıldır. in toplam yıllık tazminatı $ 11.39M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.7% maaş ve 94.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.26% ine doğrudan sahiptir ve bu hisseler $ 21.36M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.8 yıl ve 4.5 yıldır.

Anahtar bilgiler

Jim Porter

İcra Kurulu Başkanı

US$11.4m

Toplam tazminat

CEO maaş yüzdesi5.72%
CEO görev süresi6.3yrs
CEO sahipliği0.3%
Yönetim ortalama görev süresi3.8yrs
Yönetim Kurulu ortalama görev süresi4.5yrs

Son yönetim güncellemeleri

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
Analiz Makalesi • 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

CEO Tazminat Analizi

Jim Porter'un ücretlendirmesi Nuvalent'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Jim 'nin toplam tazminatı ($USD 11.39M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 8.29M ).

Tazminat ve Kazançlar: Jim 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Jim Porter (49 yo)

6.3yrs
Görev süresi
US$11,393,602
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 21.4m
Alexandra Balcom
CFO & Treasurer5.3yrsUS$4.17m0.11%
$ 9.0m
Deborah Miller
Chief Legal Officer & Secretary4.9yrsUS$4.16m0.023%
$ 1.9m
Darlene Noci
Chief Development Officer5.3yrsUS$4.16m0.022%
$ 1.8m
Christopher Turner
Chief Medical Officer5.2yrsUS$4.24m0.040%
$ 3.3m
Benjamin Lane
Chief Technical Operations Officer3.8yrsVeri yok0.034%
$ 2.9m
Henry Pelish
Chief Scientific Officer1.8yrsVeri yok0.025%
$ 2.1m
Chelcie Lister
Senior Director of Investor Relations & Corporate Communicationsno dataVeri yokVeri yok
John Soglia
Senior Vice President of Translational Development3.3yrsVeri yokVeri yok
Joshua Horan
Senior Vice President of Chemistry1yrVeri yokVeri yok
Ruth Adams
Senior Vice President of Clinical Operations1yrVeri yokVeri yok
Jessie Lin
Senior Vice President of Corporate Strategy & Portfolio Management1yrVeri yokVeri yok
3.8yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim: NUVL 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.8 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
James Porter
CEO, President & Director6.3yrsUS$11.39m0.26%
$ 21.4m
Sapna Srivastava
Independent Non-Executive Director4.8yrsUS$461.93k0.0032%
$ 262.0k
Grant Bogle
Independent Director1.4yrsUS$449.93k0.0014%
$ 111.9k
Anna Protopapas
Independent Chairman4.2yrsUS$485.43k0.0032%
$ 262.0k
Pasi Antero Janne
Member of Scientific Advisory Boardno dataVeri yokVeri yok
D. Gilliland
Member of Scientific Advisory Boardless than a yearUS$322.22k0%
$ 0
Michael Meyers
Independent Director3.6yrsUS$451.93k0.0032%
$ 262.0k
Cameron Wheeler
Independent Non-Executive Director9.3yrsUS$454.76k0.0032%
$ 262.0k
Joseph Pearlberg
Independent Non-Executive Director5.3yrsUS$446.93k0.0032%
$ 262.0k
David Ross Camidge
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Aaron Hata
Member of Scientific Advisory Boardno dataVeri yokVeri yok
Nancy Kohl
Member of Scientific Advisory Boardno dataVeri yokVeri yok
4.5yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NUVL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.5 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/27 05:58
Gün Sonu Hisse Fiyatı2026/05/27 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nuvalent, Inc. 26 Bu analistlerden 19, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Colleen KusyBaird
Etzer DaroutBarclays
Jeffrey WalchBernstein