Nuvation Bio, Inc. Class A (NUVB)

Nuvation Bio's stock has been influenced by several events over the past six months. The company received FDA approval for IBTROZI™ in June 2025, and the NCCN added it as a preferred agent for ROS1-positive NSCLC. In September 2025, the first patient was enrolled in the TRUST-IV Phase 3 study of IBTROZI™, and Japan approved IBTROZI™ for advanced ROS1-positive NSCLC. In October 2025, the first patient was enrolled in a global study of safusidenib for high-grade IDH1-mutant glioma. Analyst ratings have been mixed, with some firms raising price objectives and issuing 'buy' ratings, while others have given 'sell' ratings. The stock reached a new 52-week high of $5.12 in October 2025. Nuvation Bio reported its Q2 2025 earnings on August 7, 2025, reporting ($0.17) EPS, meeting consensus estimates, and revenue of $4.83 million, exceeding expectations.

As a clinical-stage biopharmaceutical company, Nuvation Bio's current revenue generation is primarily from interest earned on its cash, cash equivalents, and marketable securities. Future revenue streams are dependent on the successful development and commercialization of its oncology drug candidates or potential collaboration agreements. Therefore, there is no indication of demand seasonality for Nuvation Bio's products or services at this stage of its business.

Nuvation Bio, Inc. is a global biopharmaceutical company focused on developing novel therapeutic candidates for oncology. It operates in the Healthcare sector, specifically in Pharmaceuticals and Biotechnology, with a focus on Drug Discovery. The company's portfolio includes taletrectinib (IBTROZI™), safusidenib, NUV-1511, NUV-868, and NUV-1156. The company was founded in 2018 by David Hung, M.D.

Nuvation Bio has a global presence with offices in New York, San Francisco, Boston, and Shanghai, with its headquarters in New York, United States. The company generates revenue through out-licensing collaborative agreements, particularly with customers in China and Japan.

Nuvation Bio's brand reputation is influenced by its progress in drug development and analyst sentiment. The FDA approval of IBTROZI™ and its inclusion as a preferred agent by NCCN are positive indicators. The approval of IBTROZI™ in Japan and the advancement of other pipeline candidates into Phase 3 trials contribute positively to its scientific and commercial standing. The consensus analyst rating of 'Moderate Buy' with a target price of $7.86 suggests a generally favorable view from the investment community.

Several institutional investors and hedge funds, including Highline Wealth Partners LLC, Rangeley Capital LLC, Cetera Investment Advisers, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Meridian Wealth Management LLC, Cresset Asset Management LLC, and Vanguard Personalized Indexing Management LLC, have recently adjusted their holdings in Nuvation Bio, Inc., acquiring or boosting their positions in the first and second quarters of 2025.