ACR-368 in Serous Endometrial Cancer: Strong Phase 2b Efficacy, Manageable Safety, and a Clear Accelerated Approval Path Support Buy Rating on Acrivon

Analyst Emily Bodnar of H.C. Wainwright maintained a Buy rating on Acrivon Therapeutics, Inc., retaining the price target of $19.00.

Emily Bodnar has given his Buy rating due to a combination of factors tied to ACR-368’s emerging clinical profile in serous endometrial cancer and the program’s registrational trajectory. She highlights that updated Phase 2b data show notably higher response rates in biomarker-selected and broader serous EC patients with limited prior therapy, alongside a safety profile largely confined to manageable, on-target hematologic effects without the gastrointestinal or neurologic toxicities often seen with other treatments.

She also points to strong enthusiasm from key opinion leaders, who view ACR-368 as a precision therapy with response rates that substantially exceed typical outcomes with current chemotherapy or post-immunotherapy options in this high‑mortality subset. In her view, the simplified, biopsy‑free Arm 3 design, ongoing U.S. and European enrollment, clear FDA alignment on the single‑arm registrational path, and the mechanistic rationale in HR‑deficient, p53‑mutated serous EC collectively support the potential for accelerated approval and meaningful upside for ACRV shares.

Based on the recent corporate insider activity of 35 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of ACRV in relation to earlier this year.