Nuvation Bio Inc. (NUVB)
NYSE NYSE Primary 
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. (NUVB) Presents at H.C. Wainwright 4th Annual BioConnect Investor Conference Transcript
Nuvation Bio Inc. (NUVB) Presents at H.C. Wainwright 4th Annual BioConnect Investor Conference Transcript
Nuvation Bio Inc. (NUVB) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Nuvation Bio Inc. (NUVB) Presents at Bank of America Global Healthcare Conference 2026 Transcript
Nuvation Bio Inc. (NUVB) Q1 2026 Earnings Call Transcript
Nuvation Bio Inc. (NUVB) Q1 2026 Earnings Call Transcript
Nuvation Bio Inc. (NUVB) Lags Q1 Earnings Estimates
Nuvation Bio Inc. (NUVB) came out with quarterly earnings of $0.01 per share, missing the Zacks Consensus Estimate of $0.12 per share. This compares to a loss of $0.16 per share a year ago.
Nuvation Bio Inc. (NUVB) Reports Next Week: Wall Street Expects Earnings Growth
Nuvation Bio (NUVB) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Nuvation Bio Inc. (NUVB) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Nuvation Bio Inc. (NUVB) Presents at TD Cowen 46th Annual Health Care Conference Transcript
Nuvation Bio Inc. (NUVB) Q4 2025 Earnings Call Transcript
Nuvation Bio Inc. (NUVB) Q4 2025 Earnings Call Transcript
Nuvation Bio Inc. (NUVB) Reports Q4 Loss, Beats Revenue Estimates
Nuvation Bio Inc. (NUVB) came out with a quarterly loss of $0.11 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.15 per share a year ago.
Nuvation Bio: Rollout Data Of Ibtrozi Support A Modest Buy
Nuvation Bio earns a modest Buy at ~$5, supported by the steady adoption of IBTROZI, its lead asset, by patients and prescribers alike during the last 7 months. IBTROZI's patient starts stabilized at 3.3/day in late 2025, with revenue projections reaching ~$1B by 2030 based upon conservative assumptions. NUVB holds ~$620M in cash, sufficient to reach profitability, minimizing near-term dilution risk as rollout continues.
