Nuvation Bio Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Nuvation Bio kazanç ve gelirin sırasıyla yıllık 63.6% ve 33.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 62% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -16.3% olacağı tahmin edilmektedir.
Anahtar bilgiler
63.6%
Kazanç büyüme oranı
61.96%
EPS büyüme oranı
| Pharmaceuticals kazanç büyümesi | 14.4% |
| Gelir büyüme oranı | 33.3% |
| Gelecekteki özkaynak getirisi | -16.34% |
| Analist kapsamı | Good |
| Son güncelleme | 20 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Makalesi • May 08
Results: Nuvation Bio Inc. Confounded Analyst Expectations With A Surprise Profit
Investors in Nuvation Bio Inc. ( NYSE:NUVB ) had a good week, as its shares rose 8.1% to close at US$4.81 following the...
Yeni Anlatı • Mar 04
Nuvation Bio Inc. (NUVB): Transitioning from Biotech Pipeline to Commercial Contender in 2026.
Nuvation Bio (NUVB) is navigating a high-stakes transition into a commercial-stage oncology firm, with its stock trading at $4.74 as of the March 4, 2026, afternoon session. The shares saw a notable 8.60% recovery today, partially reclaiming ground after a staggering 25.34% drop on March 3rd following its latest financial disclosures.Seeking Alpha • Feb 20
Nuvation Bio: Why Ibtrozi's 6x Adoption Rate Changes The Thesis (Rating Upgrade)
Summary Nuvation Bio is upgraded from Sell to Hold, reflecting improved IBTROZI adoption but growing competitive risks. IBTROZI's rapid uptake in ROS1+ NSCLC establishes a valuation floor, but Nuvalent's zidesamtinib could erode its market share by 2027. Safusidenib's shift to high-grade gliomas avoids direct competition but limits total addressable market and near-term valuation impact. Current valuation appears modestly overvalued at $4–$5/share, with pipeline attrition and competitive threats tempering long-term enthusiasm. Read the full article on Seeking AlphaAnaliz Makalesi • May 17
Is Nuvation Bio (NYSE:NUVB) Using Debt In A Risky Way?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Feb 13
Nuvation Bio: Pending Approval Shot In ROSL+ NSCLS Looks A Major Upside Catalyst
Summary Nuvation Bio, listed via SPAC in 2021, and acquired AnHeart Therapeutics last year, gaining taletrectinib, a promising ROS1 inhibitor indicated for NSCLC. The FDA has accepted Nuvation's New Drug Application for the drug, assigning it priority review and a PDUFA date of June 23, 2025. Taletrectinib shows clearly superior clinical data compared to rivals, with a potential market opportunity of ~$3.8bn by its fourth year, despite current market skepticism. Concerns include reliance on Chinese study data and competition from established pharma giants, but Nuvation's cash reserves suggest readiness for a wide-scale launch. Ahead of the PDUFA date, Nuvation presents a speculative investment opportunity, given it is potentially undervalued with a "blockbuster-in-waiting" drug candidate so close to approval, and further promising pipeline assets. Read the full article on Seeking AlphaAnaliz Makalesi • Nov 20
Is Nuvation Bio (NYSE:NUVB) Using Debt In A Risky Way?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Oct 21
Nuvation Bio: Competitive Data In ROS1+ NSCLC, Strong Cash, Smallish Market
Summary Nuvation Bio's Taletrectinib shows promising data in phase 2 trials for ROS1-positive NSCLC, outperforming current market leaders in key metrics like DOR and PFS. Despite a small target market, Taletrectinib's potential $1bn market opportunity and strong financials make NUVB a compelling investment ahead of its PDUFA. Risks include a competitive landscape with established drugs and emerging rivals like NVL-520, which could impact market share. With solid leadership and a strong cash position, NUVB is well-positioned for growth, making it a stock to watch closely. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Nuvation Bio: Continuing To Justify A Buy Thesis With Catalysts In 2024
Summary Nuvation Bio transitioned from early-stage to late-stage biotech with a near-approval, sitting at a $700 million market cap. The main project is taletrectinib, a novel ROS1 inhibitor with high response rates observed in studies, aiming for NDA filing. Financially stable with cash runway of 12-13 quarters, potential for accelerated approval of taletrectinib, but uncertainty in market adoption. Read the full article on Seeking AlphaAnaliz Makalesi • Aug 07
Is Nuvation Bio (NYSE:NUVB) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jun 20
Nuvation Bio: A Potentially Transformative Acquisition
Summary Nuvation Bio stock has been on a roll since late October, as the shares have roughly tripled since then. The main driver of this rally is the potentially transformative acquisition of AnHeart Therapeutics. This greatly enhanced Nuvation's pipeline and prospects. Analyst firms have a universally positive outlook on the company and its equity as well. In addition, Nuvation is well-funded, with the majority of the stock's market cap represented in cash and marketable securities on the company's balance sheet. An analysis around Nuvation Bio follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Nuvation Bio: Strong Buy Off The Acquisition Of A Late-Stage Lung Cancer Candidate
Summary Nuvation Bio has acquired an advanced pipeline candidate, taletrectinib, leading to a surge in market cap approaching $1 billion. Taletrectinib has shown promising clinical activity in treating ROS1-positive non-small cell lung cancer and has Breakthrough Therapy Designation. Nuvation Bio also now has other pipeline candidates, including safusidenib and NUV-868, and has sufficient liquid assets to fund operations for years without help. Read the full article on Seeking AlphaSeeking Alpha • Oct 03
Nuvation: Cash Is King, Science Is An Afterthought
Summary Nuvation Bio is developing BET inhibitors for solid tumors, with lead asset NUV-868 in phase 1/1b trials. BET proteins play a role in gene regulation and chromatin remodeling, and inhibiting them may be therapeutic for cancer. NUV-868 is highly selective for BD2, potentially reducing toxicity compared to other BET inhibitors. Read the full article on Seeking AlphaAnaliz Makalesi • Sep 14
We Think Nuvation Bio (NYSE:NUVB) Can Afford To Drive Business Growth
We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...Seeking Alpha • Feb 14
Seth Klarman's Baupost adds Herbalife, Altice USA, exits Dropbox, Enhabit
Baupost Group took new stakes in Altice USA (NYSE:ATUS), with a 3.88M shares, and in Herbalife Nutrition (NYSE:HLF), with 2.00M shares, during the quarter ended Dec. 31, 2022, according to its latest 13F filing. Overall, the firm run by Seth Klarman increased its bets on tech companies and reduced its exposure to health-related stocks. The hedge fund run by Seth Klarman exited stakes in Dropbox (NASDAQ:DBX), Encompass Health (NYSE:EHC), and Enhabit (NYSE:EHAB). The firm increased stakes in Fidelity National Information Services (NYSE:FIS) to 2.16M shares from 615K in the prior quarter; in Meta Platforms (NASDAQ:META) to 1.73M shares from ~689K shares; Google parent Alphabet (NASDAQ:GOOG) to 3.99M shares from ~1.38M shares; and Amazon (NASDAQ:AMZN) to 990K shares from 248K. Reduced its stakes in Nuvation Bio (NYSE:NUVB) to ~4.81M shares from 10.4M shares, (NASDAQ:FISV), in Qorvo (NASDAQ:QRVO) to 5.73M shares from ~6.78M, and in Theravance Biopharma (NASDAQ:TBPH) to 11.4M shares from 13.4M, according to the filing. Earlier in February, Klarman blamed the Fed's response to the 2008 financial crisis for the markets' volatility in 2022Analiz Makalesi • Feb 10
We're Hopeful That Nuvation Bio (NYSE:NUVB) 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...Analiz Makalesi • Nov 09
We Think Nuvation Bio (NYSE:NUVB) Can Afford To Drive Business Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Nov 03
Nuvation Bio GAAP EPS of -$0.12 beats by $0.02
Nuvation Bio press release (NYSE:NUVB): Q3 GAAP EPS of -$0.12 beats by $0.02. Strong financial position provides cash runway through 2028; cash, cash equivalents and marketable securities of $673.9M as of September 30, 2022.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 403 | -28 | 104 | -187 | 6 |
| 12/31/2027 | 290 | -81 | 7 | -197 | 9 |
| 12/31/2026 | 203 | -117 | -88 | -91 | 10 |
| 3/31/2026 | 143 | -146 | -134 | -126 | N/A |
| 12/31/2025 | 63 | -205 | -182 | -173 | N/A |
| 9/30/2025 | 27 | -217 | -198 | -190 | N/A |
| 6/30/2025 | 14 | -203 | -169 | -168 | N/A |
| 3/31/2025 | 11 | -606 | -158 | -157 | N/A |
| 12/31/2024 | 8 | -568 | -131 | -130 | N/A |
| 9/30/2024 | 2 | -532 | -99 | -99 | N/A |
| 6/30/2024 | 1 | -511 | -84 | -84 | N/A |
| 3/31/2024 | N/A | -69 | -64 | -64 | N/A |
| 12/31/2023 | N/A | -76 | -68 | -68 | N/A |
| 9/30/2023 | N/A | -83 | -69 | -69 | N/A |
| 6/30/2023 | N/A | -90 | -81 | -81 | N/A |
| 3/31/2023 | N/A | -105 | -91 | -91 | N/A |
| 12/31/2022 | N/A | -104 | -96 | -96 | N/A |
| 9/30/2022 | N/A | -108 | -104 | -103 | N/A |
| 6/30/2022 | N/A | -103 | -89 | -88 | N/A |
| 3/31/2022 | N/A | -88 | -79 | -78 | N/A |
| 12/31/2021 | N/A | -87 | -68 | -68 | N/A |
| 9/30/2021 | N/A | -75 | -58 | -58 | N/A |
| 6/30/2021 | N/A | -64 | -53 | -53 | N/A |
| 3/31/2021 | N/A | -53 | -43 | -43 | N/A |
| 12/31/2020 | N/A | -42 | -37 | -37 | N/A |
| 9/30/2020 | N/A | -38 | -33 | -33 | N/A |
| 6/30/2020 | N/A | -32 | -33 | -32 | N/A |
| 3/31/2020 | N/A | -33 | -30 | -29 | N/A |
| 12/31/2019 | N/A | -34 | N/A | -24 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: NUVB önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: NUVB önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: NUVB önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: NUVB şirketinin gelirinin (yıllık 33.3% ) US pazarından (yıllık 11.6% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: NUVB şirketinin gelirinin (yıllık 33.3% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: NUVB 3 yıl içinde kârsız olması bekleniyor.
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/20 10:19 |
| Gün Sonu Hisse Fiyatı | 2026/05/20 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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
Nuvation Bio Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Mayank Mamtani | B. Riley Securities, Inc. |
| Silvan Tuerkcan | Citizens JMP Securities, LLC |