Nuvation Bio (NUVB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 19, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

-0.1

Last Year’s EPS

-0.16

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Mar 02, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlights a number of strong clinical and commercial progress points — U.S. approval of IBTROZI, rapid new patient starts (~6x faster vs. prior launches), compelling durability data (median DOR 50 months in TKI‑naive), broad payer access, strong cash position ($529.2M), and advancing pipeline programs (safusidenib Phase III initiation and a non‑pivotal cohort with potential accelerated pathway). Offsetting these positives are near‑term commercial headwinds: a mismatch between new patient starts and net product revenue due to an early mix skewed toward later‑line patients who discontinue quickly, rising gross‑to‑net (~25%), high operating costs (R&D $115.1M; SG&A $151.6M), a discontinued DDC candidate, and long timelines for pivotal readouts (safusidenib SIGMA readout expected 2029). Overall, the call projects long‑term upside driven by clinical differentiation and international partnerships while acknowledging short‑term revenue and execution uncertainties.

Company Guidance

The company provided no formal 2026 revenue guide but gave clear operational and development milestones: commercial metrics include 432 new IBTROZI patient starts by year‑end 2025 (216 in Q4, 204 in Q3), an observed >200 new patient starts/quarter run rate to date, IQVIA showing prescription uptake ~6x faster than the two prior ROS1 TKI launches over their first two quarters, 70% of new starts from academic/IDN centers vs 30% community, specialty inventory of ~2–4 weeks, and Innovation Connect data showing ~75% of discontinuations coming from later‑line patients; clinical metrics include a pooled median DOR of 50 months and 89% confirmed ORR in TKI‑naive IBTROZI patients (clinical database of 337 with only 1 discontinuation for common AEs), ROS1 disease CNS burden (36% present with brain mets, brain is first site of progression in ~50% of cases), safusidenib Phase II (n=27) with median PFS not reached, ~12% progression at 24 months and 44% ORR, Phase I safusidenib ORR 17% (n=35) in high‑grade, ~8% drug‑related discontinuation at 250 mg BID, SIGMA Phase III sized at ~300 patients with a 2029 readout (no interim planned), and a non‑pivotal grade‑3 oligodendroglioma cohort ~40 patients (31 U.S. sites activated) targeting a 2027 readout; financial metrics/guidance include Q4 revenue $41.9M and FY2025 revenue $62.9M (IBTROZI net U.S. product revenue $15.7M Q4 / $24.7M FY), gross‑to‑net ≈25% (expected to tick up then stabilize), year‑end cash ~$529.2M with an additional $50M term loan available through June 30, 2026, Eisai upfront ~$60M (+ ~$30M on EU approval and up to ~$140M in sales milestones, plus double‑digit to high‑teens royalties) and a combined ex‑U.S. deal value of ~ $520M (ex‑LatAm), and the company expects no need for additional external financing to reach profitability under its current plan.

U.S. Approval and Strong Launch Momentum for IBTROZI

Received full U.S. FDA approval on June 11, 2025 for IBTROZI in advanced ROS1-positive NSCLC; 432 new patients started IBTROZI in 2025 (216 in Q4) and IQVIA shows prescriptions ~6x faster than the two prior ROS1 TKI launches over their first two full quarters.

Clinical Efficacy and Durability

Pooled analysis in TKI‑naive patients reported a median duration of response (DOR) of 50 months and previously demonstrated an 89% confirmed overall response rate (ORR); strong intracranial activity noted (example: 66% intracranial response in a second-line setting referenced).

Favorable Tolerability Enabling Broader Development

Clinical database of 337 advanced ROS1 patients showed only 1 discontinuation due to the six most common adverse events (≈0.3%); tolerability supported dosing first patient in TRUST‑IV adjuvant Phase III study and enabled global regulatory filings/approvals.

Global Regulatory and Commercial Partnerships

Approvals obtained in China and Japan; partnership with Eisai for Europe and select ex‑U.S. territories (upfront ≈$60M, $30M upon European approval, up to $140M in sales milestones, double‑digit to high‑teens royalties); combined out‑licensing and partner deal values (excluding Latin America) approach ~$520M.

Q4 and Full‑Year 2025 Revenue Highlights

Total revenue in Q4 2025 was $41.9M and total revenue for 2025 was $62.9M, which includes milestone and collaboration revenue; IBTROZI net U.S. product revenue was $15.7M in Q4 and $24.7M for full year 2025.

Strong Cash Position and Path to Profitability

Ended 2025 with $529.2M in cash, cash equivalents and marketable securities (increased by ≈$60M following Eisai upfront); management does not anticipate the need for additional external financing to reach profitability under current operating plans.

Progress on Safusidenib Clinical Program

Safusidenib Phase II in low‑grade IDH1‑mutant glioma: median PFS not reached, 12% progression at 24 months, confirmed ORR 44% (n=27); Phase I in high‑grade showed 17% ORR with durable complete responses in some patients; initiated pivotal SIGMA Phase III (300 patients, PFS primary endpoint, readout expected 2029) and a non‑pivotal grade 3 oligodendroglioma cohort (~40 patients) with a potential 2027 readout for ORR.

Operational Launch Execution and Market Access

Engaged all top‑tier target accounts; IBTROZI prescriptions written across 100% of 47 sales territories with multiple repeat prescribers; achieved broad payer coverage to label across the U.S.; specialty partners holding ~2–4 weeks of inventory, consistent with demand.

Nuvation Bio (NUVB) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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NUVB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 19, 2026	2026 (Q1)	-0.10 / -	-0.16	―	―	―
Mar 02, 2026	2025 (Q4)	-0.09 / -0.11	-0.15	26.67% (+0.04)	―
Nov 03, 2025	2025 (Q3)	-0.17 / -0.16	-0.15	-6.67% (-0.01)	―
Aug 07, 2025	2025 (Q2)	-0.17 / -0.17	-1.89	91.01% (+1.72)	―
May 07, 2025	2025 (Q1)	-0.15 / -0.16	-0.07	-128.57% (-0.09)	―
Mar 06, 2025	2024 (Q4)	-0.13 / -0.15	-0.06	-150.00% (-0.09)	―	―
Nov 06, 2024	2024 (Q3)	-0.13 / -0.15	-0.09	-66.67% (-0.06)	―	―
Aug 05, 2024	2024 (Q2)	-0.06 / -1.89	-0.09	-2000.00% (-1.80)	―	―
May 14, 2024	2024 (Q1)	-0.09 / -0.07	-0.1	30.00% (+0.03)	―	―
Feb 29, 2024	2023 (Q4)	-0.10 / -0.06	-0.1	40.00% (+0.04)	―	―

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
Mar 02, 2026	$5.84	―	―
Nov 03, 2025	$5.17	$4.83	-6.58%
Aug 07, 2025	$2.35	$2.34	-0.43%
May 07, 2025	$2.04	$2.10	+2.94%

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 (NUVB) report earnings?

Nuvation Bio (NUVB) is schdueled to report earning on May 19, 2026, After Close (Confirmed).

What is Nuvation Bio (NUVB) earnings time?

Nuvation Bio (NUVB) earnings time is at May 19, 2026, After Close (Confirmed).

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What is NUVB EPS forecast?

NUVB EPS forecast for the fiscal quarter 2026 (Q1) is -0.1.