Focused Clinical Strategy and Accelerated Approval Path for ACR-368 in High-Need Serous Endometrial Cancer Underpin ACRV Buy Rating

H.C. Wainwright analyst Emily Bodnar maintained a Buy rating on Acrivon Therapeutics, Inc. today and set a price target of $19.00.

Emily Bodnar has given his Buy rating due to a combination of factors tied to the strength and focus of Acrivon’s clinical strategy. He highlights that ACR-368 has shown notably higher response rates in serous endometrial cancer, especially in patients with fewer prior lines of therapy, suggesting a particularly responsive and high‑need subgroup. The mechanistic rationale—targeting CHK1/2 in tumors that are likely more dependent on DNA damage repair—supports the observed clinical benefit and underpins confidence that these results are not incidental. In addition, serous endometrial cancer, while a smaller portion of total cases, accounts for a disproportionate share of mortality, which increases the therapeutic and commercial relevance of a drug that performs well in this segment.
He also notes that Arm 3 of the Phase 2b trial, which enrolls serous endometrial cancer patients regardless of biomarker status, is already under way and is positioned as the potential backbone for an accelerated approval path if response rates around 50% are confirmed prospectively. The plan to perform an interim analysis around 40 patients, with the option to stop early for strong efficacy, offers a potentially faster route to registration and de‑risking of the development timeline. Furthermore, the design of Arm 3 without mandatory pre‑treatment biopsies is viewed as more practical for global commercialization compared with a strictly biomarker‑selected strategy. Taken together—robust early efficacy signals, a clear regulatory strategy, and a focused approach on a high‑unmet‑need population—these elements underpin Bodnar’s conviction in maintaining a Buy rating on ACRV.

According to TipRanks, Bodnar is a 4-star analyst with an average return of 14.3% and a 35.70% success rate. Bodnar covers the Healthcare sector, focusing on stocks such as Agios Pharma, AnaptysBio, and Olema Pharmaceuticals.