Nuvation Bio Inc
NYSE:NUVB
Nuvation Bio Inc
Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. The company is headquartered in San Francisco, California and currently employs 64 full-time employees. The company went IPO on 2020-07-01. The firm is engaged in developing differentiated and novel therapeutic candidates focused on treating patients with cancer. The firm is advancing six wholly owned compounds that have resulted from drug discovery and development programs, which include NUV-422 a cyclin-dependent kinase (CDK) inhibitor, NUV-868 a bromodomain and extra terminal (BET) inhibitor, NUV-569 a Wee1 inhibitor, an A2A adenosine receptor inhibitor program, and a drug-drug conjugate (DDC) platform. Its lead product candidate, NUV-422, is a selective small molecule inhibitor of CDK 2, 4 and 6. Its second product candidate is NUV-868, a BD2-selective oral small molecule BET inhibitor. The company is developing, including NUV-569, NUV-569 is a differentiated oral small molecule selective inhibitor of Wee1 kinase, an important regulator of deoxyribonucleic acid (DNA) damage repair. Its subsidiaries include Nuvation Holdings, LLC and RePharmation Ltd.
Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. The company is headquartered in San Francisco, California and currently employs 64 full-time employees. The company went IPO on 2020-07-01. The firm is engaged in developing differentiated and novel therapeutic candidates focused on treating patients with cancer. The firm is advancing six wholly owned compounds that have resulted from drug discovery and development programs, which include NUV-422 a cyclin-dependent kinase (CDK) inhibitor, NUV-868 a bromodomain and extra terminal (BET) inhibitor, NUV-569 a Wee1 inhibitor, an A2A adenosine receptor inhibitor program, and a drug-drug conjugate (DDC) platform. Its lead product candidate, NUV-422, is a selective small molecule inhibitor of CDK 2, 4 and 6. Its second product candidate is NUV-868, a BD2-selective oral small molecule BET inhibitor. The company is developing, including NUV-569, NUV-569 is a differentiated oral small molecule selective inhibitor of Wee1 kinase, an important regulator of deoxyribonucleic acid (DNA) damage repair. Its subsidiaries include Nuvation Holdings, LLC and RePharmation Ltd.
Strong IBTROZI Launch: Q3 was Nuvation Bio's first full commercial quarter post-FDA approval of IBTROZI, with 204 new patients starting therapy, outpacing previous benchmarks in the ROS1-positive NSCLC space.
Revenue Growth: Generated $13.1 million in total revenue for Q3 2025, including $7.7 million in net product revenue from IBTROZI.
Durable Efficacy: IBTROZI showed a median duration of response of 50 months in TKI-naive patients, an improvement from previous data and a key upcoming label update.
Market Access: IBTROZI achieved payer coverage across 80% of covered lives by Q3 end, up from 58% just two months prior.
Pipeline Progress: Advanced the safusidenib program in high-grade IDH1-mutant glioma into a pivotal Phase III study, and reported strong early efficacy signals.
Cash Position: Ended the quarter with $549 million in cash, with additional financial flexibility from lower anticipated R&D expenses and milestone payments ahead.
Guidance & Expectations: Management is not providing formal sales guidance but is comfortable with current consensus estimates and expects continued growth driven by both new and recurring patients on IBTROZI.
Upcoming Milestones: Anticipates a $25 million milestone from Nippon Kayaku in Q4 following Japanese reimbursement approval, and expects further international royalty revenue growth.
