Nuvation Bio Inc. (NUVB) Presents at Citi Annual Global Healthcare Conference 2025 Transcript
Nuvation Bio (NUVB) is downgraded from Buy to Hold as its stock price now reflects improved Ibtrozi rollout visibility and strong fundamentals. Ibtrozi's commercial launch is robust, with early patient uptake and revenue run-rate supporting a $300–$600 million forward revenue estimate for NUVB. Despite a solid balance sheet and pipeline potential, NUVB's current valuation no longer offers the deep discount that justified aggressive buying at lower prices.
Nuvation Bio Inc. ( NUVB ) Jefferies London Healthcare Conference 2025 November 19, 2025 10:00 AM EST Company Participants David Hung - Founder, President, CEO & Chairman Philippe Sauvage - CFO & Principal Financial Officer Conference Call Participants Farzin Haque - Jefferies LLC, Research Division Presentation Farzin Haque Jefferies LLC, Research Division Hi, everyone. My name is Farzin Haque.
Nuvation Bio is demonstrating strong early commercial success with Ibtrozi, its newly FDA-approved therapy for ROS1-positive non-small cell lung cancer. NUVB reported 204 new patients for Ibtrozi in the latest quarter, supporting a robust revenue trajectory and validating the product's market potential. A conservative revenue projection supports NUVB's current market cap. The value of ex-US market rights of Ibtrozi, together with the rest of its product pipelines, provides further hedges.
Nuvation Bio Inc. (NUVB) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.15 per share a year ago.
Nuvation Bio Inc. ( NUVB ) Q3 2025 Earnings Call November 3, 2025 4:30 PM EST Company Participants Robert DeVita David Hung - Founder, President, CEO & Chairman Colleen Sjogren - Chief Commercial Officer Philippe Sauvage - CFO & Principal Financial Officer Conference Call Participants Kaveri Pohlman - Clear Street LLC Farzin Haque - Jefferies LLC, Research Division Soumit Roy - JonesTrading Institutional Services, LLC, Research Division Leonid Timashev - RBC Capital Markets, Research Division Yaron Werber - TD Cowen, Research Division David Nierengarten - Wedbush Securities Inc., Research Division Silvan Tuerkcan - Citizens JMP Securities, LLC, Research Division Presentation Operator Hello, and welcome to Nuvation Bio's Third Quarter 2025 Financial Results and Corporate Update Call. Today's call is being recorded, and a replay will be available.
Nuvation Bio is a Buy after FDA approval of Ibtrozi, a highly selective ROS1+ NSCLC treatment with strong clinical results and brain metastasis efficacy. Ibtrozi demonstrated superior response rates and progression-free survival compared to established TKIs, positioning it as a leading contender in a growing market. Financials are solid with $247M cash, low price-to-book, and a conservative $700M peak sales projection, suggesting the stock is undervalued entering commercialization.
After reaching an important support level, Nuvation Bio Inc. (NUVB) could be a good stock pick from a technical perspective. NUVB recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Nuvation Bio Inc. (NUVB) came out with a quarterly loss of $0.17 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.15 per share a year ago.
Nuvation Bio (NUVB) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Nuvation Bio Inc. (NYSE:NUVB ) Q1 2025 Earnings Call May 7, 2025 4:30 PM ET Company Participants J.R. DeVita - Investor Relations David Hung - Founder, President and Chief Executive Officer Colleen Sjogren - Chief Commercial Officer Philippe Sauvage - Chief Financial Officer Conference Call Participants Gregory Renza - RBC Capital Markets Kaveri Pohlman - Clear Street Soumit Roy - Jones Research Michael Yee - Jefferies Yaron Werber - TD Cowen Operator Good afternoon and welcome to the Nuvation Bio First Quarter 2025 Financial Results and Business Update Conference Call.
Nuvation Bio Inc. (NUVB) came out with a quarterly loss of $0.16 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.07 per share a year ago.