Nuvation Bio Inc. (NUVB)
NYSE NYSE Primary Summary
Nuvation Bio: David Hung's Latest Venture Looks Undervalued At Current Level
I initiate coverage of Nuvation Bio with a Moderate Buy, citing undervaluation based on two value-driving oncology assets. NUVB's fundamentals hinge on Ibtrozi (taletrectinib), a next-gen ROS1 inhibitor now commercial, and safusidenib, a late-stage mutant IDH1 inhibitor. My sum-of-the-parts analysis yields a $5.6/share fair value, with further upside from M&A potential, re-rating anchored on recent M&A activity, and milestone payments.
Nuvation Bio: Buy The Ibtrozi Launch (Rating Upgrade)
Nuvation Bio is upgraded to Buy, driven by Ibtrozi's growing adoption in ROS1+ NSCLC and improved modeling assumptions. Ibtrozi's median response duration approaches 50 months, with first-line patient share now exceeding 50%, supporting significant revenue stacking. Revised SOTP analysis values NUVB equity at $2.1 billion ($6.03/share), about 25% above current prices.
Nuvation Bio Inc. (NUVB) Presents at RBC Capital Markets Global Healthcare Conference 2026 Transcript
Nuvation Bio Inc. (NUVB) Presents at RBC Capital Markets Global Healthcare Conference 2026 Transcript
Nuvation Bio Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 288 | $960.56 | $1,683.36 | $722.8 | 75.25% |
 Farallon Capital Farallon Capital Management LLC | 29,000 | $259,840 | $169,505 | -$90,335 | -34.77% |
 David Einhorn Greenlight Capital Re Ltd. | 34,995 | $365,814.4 | $204,545.77 | -$161,268.63 | -44.08% |
| BG Bart Gancher Intech Investment Management LLC | 58,879 | $113,147.22 | $341,203.8 | $228,056.58 | 201.56% |
 Anthony Scaramucci SkyBridge Capital II LLC | 1.74M | $6.7M | $10.07M | $3.37M | 50.24% |
Nuvation Bio Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GR Gregory Renza Truist Securities | 3,700.96 | $20,984.46 | $21,835.68 | $851.22 | 4.06% |
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Nuvation Bio Inc. Profile
| Biotechnology Industry | Healthcare Sector | David T. Hung CEO | NYSE Exchange | 67080N101 CUSIP |
| US Country | 273 Employees | - Last Dividend | - Last Split | 24 Aug 2020 IPO Date |
Overview
Nuvation Bio Inc. operates as a clinical-stage biopharmaceutical entity, dedicating its efforts toward the development of novel therapeutic candidates primarily in the field of oncology. Founded in 2018, the company is based in New York, New York, positioning itself as a pioneer in advancing cancer treatment options. Through its focus on cutting-edge research and development, Nuvation Bio Inc. aims to address the unmet medical needs in cancer care by leveraging its expertise in biopharmaceutical innovation to create a significant impact on patients' lives.
Products and Services
- NUV-868
As the lead product candidate of Nuvation Bio Inc., NUV-868 is a BD2 selective oral small molecule BET inhibitor. This innovative therapy works through epigenetic regulation of proteins pivotal in tumor growth and differentiation, including key oncogenes like c-myc. By targeting BET proteins, NUV-868 aims to disrupt the cancer cell cycle, providing a novel avenue for cancer treatment.
- NUV-1156
NUV-1156 represents another cornerstone of Nuvation Bio's portfolio. It is an AR binder Xtandi designed to tackle advanced-stage prostate cancers. This product has the unique potential to be used in earlier lines of treatment that typically involve surgical prostatectomy, offering a less invasive option for patients. By focusing on advanced prostate cancer, NUV-1156 could fill a significant treatment gap in current cancer care practices.
- Drug-Drug Conjugate (DDC) Platform
The Drug-Drug Conjugate platform developed by Nuvation Bio brings a novel approach to the drug-conjugate class of anti-cancer therapies. This technology aims to deliver anti-cancer therapeutics directly to cancer cells, ensuring more targeted treatment modalities with potentially reduced side effects. The DDC platform exemplifies Nuvation Bio's commitment to innovation in drug delivery systems for oncology.
- NUV-1176
A part of the company's diverse oncology pipeline, NUV-1176 is a PARP inhibitor focused on addressing ER+ breast and ovarian cancer. By leveraging the mechanism of PARP inhibition, NUV-1176 seeks to exploit the innate vulnerabilities of cancer cells, thereby offering a potentially effective treatment option for patients suffering from these types of cancer.
