Nuvation Bio Inc.

NYSE:NUVB Stok Raporu

Piyasa değeri: US$1.7b

Nuvation Bio Yönetim

Yönetim kriter kontrolleri 2/4

Nuvation Bio CEO'su David Hung, Apr2018 tarihinde atandı, in görev süresi 8.08 yıldır. in toplam yıllık tazminatı $ 3.88M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.8% maaş ve 83.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 17.31% ine doğrudan sahiptir ve bu hisseler $ 288.75M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.8 yıl ve 2.9 yıldır.

Anahtar bilgiler

David Hung

İcra Kurulu Başkanı

US$3.9m

Toplam tazminat

CEO maaş yüzdesi16.77%
CEO görev süresi8.1yrs
CEO sahipliği17.3%
Yönetim ortalama görev süresi3.8yrs
Yönetim Kurulu ortalama görev süresi2.9yrs

Son yönetim 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 Alpha
Analiz 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 Alpha
Analiz 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 Alpha
Seeking 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 Alpha
Analiz 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Analiz 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 2022
Analiz 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.

CEO Tazminat Analizi

David Hung'un ücretlendirmesi Nuvation Bio'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

-US$146m

Dec 31 2025US$4mUS$650k

-US$205m

Sep 30 2025n/an/a

-US$217m

Jun 30 2025n/an/a

-US$203m

Mar 31 2025n/an/a

-US$606m

Dec 31 2024US$4mUS$610k

-US$568m

Sep 30 2024n/an/a

-US$532m

Jun 30 2024n/an/a

-US$511m

Mar 31 2024n/an/a

-US$69m

Dec 31 2023US$4mUS$593k

-US$76m

Sep 30 2023n/an/a

-US$83m

Jun 30 2023n/an/a

-US$90m

Mar 31 2023n/an/a

-US$105m

Dec 31 2022US$8mUS$570k

-US$104m

Sep 30 2022n/an/a

-US$108m

Jun 30 2022n/an/a

-US$103m

Mar 31 2022n/an/a

-US$88m

Dec 31 2021US$5mUS$550k

-US$87m

Sep 30 2021n/an/a

-US$75m

Jun 30 2021n/an/a

-US$64m

Mar 31 2021n/an/a

-US$53m

Dec 31 2020US$1mUS$475k

-US$42m

Sep 30 2020n/an/a

-US$38m

Jun 30 2020n/an/a

-US$32m

Mar 31 2020n/an/a

-US$33m

Dec 31 2019US$364kUS$218k

-US$34m

Tazminat ve Piyasa: David 'ın toplam tazminatı ($USD 3.88M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.48M ).

Tazminat ve Kazançlar: David şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

David Hung (67 yo)

8.1yrs
Görev süresi
US$3,876,736
Tazminat

Dr. David T. Hung, M.D., serves as Founder, President, Chief Executive Officer and Director at Nuvation Bio Inc since April 2018 and has been it's Chairman of the Board since September 03, 2024. He founded...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
David Hung
Founder8.1yrsUS$3.88m17.31%
$ 288.7m
Philippe Sauvage
CFO & Principal Financial Officer1.6yrsUS$1.48m0.0036%
$ 60.7k
Gary Hattersley
Chief Scientific Officer6.9yrsUS$1.47mVeri yok
Moses Makunje
VP of Finance and Principal Accounting & Financial Officer2.5yrsVeri yok0.0050%
$ 83.2k
David Hanley
Chief Technical Operations Officerno dataUS$3.31m0.0069%
$ 114.9k
Robert DeVita
Vice President of Corporate Development & Investor Relationsno dataVeri yokVeri yok
Stephen Dang
Chief Legal Officer & Corporate Secretaryno dataVeri yokVeri yok
Stacy Markel
Chief People Officer6.6yrsVeri yok0.0094%
$ 156.1k
Kerry Wentworth
Chief Regulatory Officer3.8yrsVeri yok0.015%
$ 253.9k
David Liu
Chief Medical Officer3.8yrsUS$1.34mVeri yok
Colleen Sjogren
Chief Commercial Officer2.1yrsUS$2.28m0.024%
$ 402.3k
3.8yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

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


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
David Hung
Founder8.1yrsUS$3.88m17.31%
$ 288.7m
Kathryn Falberg
Independent Director5.6yrsUS$445.00k0.072%
$ 1.2m
Kim Blickenstaff
Independent Director6.8yrsUS$436.25k0.049%
$ 824.8k
Robert Bazemore
Lead Independent Director5.8yrsUS$483.00k0.0014%
$ 24.0k
Robert Mashal
Independent Director2.3yrsUS$422.50k0.057%
$ 958.0k
Gordon Mills
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
William Vernon
Independent Director6.9yrsUS$446.00k0.087%
$ 1.5m
Joyce O'Shaughnessy
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
Mansoor Mirza
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
Allyson Ocean
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
Johann de Bono
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
Wassim Abida
Member of Scientific Advisory Board2.9yrsVeri yokVeri yok
2.9yrs
Ortalama Görev Süresi
64.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: NUVB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.9 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 03:30
Gün Sonu Hisse Fiyatı2026/05/22 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

Nuvation Bio Inc. 14 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Clarence PowellBMO Capital Markets Equity Research
Mayank MamtaniB. Riley Securities, Inc.
Silvan TuerkcanCitizens JMP Securities, LLC