Nuvation Bio Inc (NUVB)
NYSE:NUVB
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.15Last Year’s EPS
-0.17Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial and clinical momentum for Iptrozy: robust physician awareness (97%), growing first‑line mix (>50% of new starts), meaningful sequential product revenue growth (18% QoQ to $18.5M), and differentiated durability and CNS efficacy (50‑month PFS/DOR in TKI‑naive; 66% intracranial RR). Financially, the quarter was bolstered by a near‑term collaboration upfront (~$60M) and a healthy cash position ($533.7M) with $50M credit available. Key challenges include a steady absolute level of new patient starts (~200/quarter), testing shortfalls in the community (<50% in some centers) that limit incidence capture, upward pressure on gross‑to‑net (targeting stabilization in the high‑20s to ~30%), and sizeable operating expenses ($73.5M). Overall, positive clinical differentiation, market access progress, partnerships, and balance sheet strength outweigh the operational and market access headwinds.Company Guidance
Consistent New Patient Starts and Growing Launch Momentum
Approximately 200 new patient starts with Iptrozy in Q1 (third consecutive quarter of ~200), totaling over 600 since launch; first-line (TKI‑naive) proportion of new starts increased from ~30% to ~40% to now >50%.
Net U.S. Product Revenue Growth
Iptrozy net U.S. product revenue of $18.5M in Q1, representing an 18% sequential increase from the prior quarter and growth from $7.7M to $15.7M to $18.5M over the prior three quarters.
Strong Total Revenue and Collaboration Financing
Total revenue of $83.2M in Q1, including $64.7M in collaboration and license revenue driven by an upfront payment of nearly $60M from Eisai; $1.7M in royalties from Japan and China partnerships (both exceeding expectations).
Robust Clinical Efficacy and Durability
Pooled TRUST data: median duration of response and median progression-free survival ~50 months in TKI‑naive patients; nearly 20 months DOR in TKI‑pretreated (TRUST‑2); pooled OS in TKI‑pretreated nearly 30 months — unprecedented durability in ROS1 NSCLC.
Strong CNS Activity and Guideline Recognition
Intracranial response rate of 66% in second‑line without exclusions; Iptrozy added to NCCN CNS guidelines as a systemic therapy option for ROS1-positive NSCLC with brain metastases, reinforcing differentiated CNS profile.
Favorable Safety and Low AE-Related Discontinuations
In pivotal TRUST studies, 6.5% (of 337) discontinued due to any adverse reaction and only 0.3% discontinued for one of the six most common AEs; real‑world tolerability aligns with clinical trials and supports long on‑therapy durations.
Commercial Awareness and Market Access Progress
Aided awareness among target physicians reached 97%; 100% of the top 50 historical TKI accounts have prescribed Iptrozy; talotrectinib listed on China NRDL supporting rapid uptake in China.
Strong Balance Sheet and Financial Flexibility
Cash, cash equivalents, and marketable securities of $533.7M at quarter end; $50M available under term loan; anticipated ~ $30M milestone from Eisai on EU approval (2027); management expects no additional external financing needed on current plan.
Pipeline and Business Development Progress
Safusitinib advancing (Phase 3 SIGMA), acquisition of Japan rights from Daiichi Sankyo to secure global safusitinib rights and expand SIGMA into Japan; preclinical data support talotrectinib's mechanistic advantages; DDC platform update expected by year end.
NUVB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NUVB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $4.41 | $4.83 | +9.52% |
Mar 02, 2026 | $5.84 | $4.36 | -25.34% |
Nov 03, 2025 | $5.17 | $4.83 | -6.58% |
Aug 07, 2025 | $2.35 | $2.34 | -0.43% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Nuvation Bio Inc (NUVB) report earnings?
Nuvation Bio Inc (NUVB) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Nuvation Bio Inc (NUVB) earnings time?
Nuvation Bio Inc (NUVB) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What is NUVB EPS forecast?
NUVB EPS forecast for the fiscal quarter 2026 (Q2) is -0.15.