Nuvation Bio Inc.
In the published model solve dated 2026-Q2, anchored at $6.36, Nuvation Bio Inc. (NUVB) is priced for today's economics sustained for ~31.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Nuvation Bio just became a commercial company: its lead drug IBTROZI (taletrectinib) for ROS1-positive lung cancer generated $18.5 million in U.S. net product sales in Q1 2026, with more than 600 patients started since launch. [Source: Nuvation Bio Q1 2026 results, May 2026] • The defining risk is the size of the prize: ROS1-positive non-small-cell lung cancer is a rare niche with several approved competitors, so even a clinically strong drug faces a small addressable market and an established
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222 institutional managers reported holding NUVB in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 41%. 37 opened new positions that quarter. Held by FMR (Fidelity), BlackRock, Vanguard Group, among others. On the short side, 48.9M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (9.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
NUVB's share count grew 70.2% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at NUVB over the trailing three years: 2024: 7 buys totaling $3.04M; 2025: 11 buys totaling $2.09M; 2026: 1 buy totaling $118k. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
NUVB's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-11-04 | -3.9% | -4.6% |
| 2023-03-16 | +1.2% | -4.8% |
| 2023-05-05 | +6.0% | +1.2% |
| 2024-03-01 | +12.9% | +44.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NUVB's latest 8-K filings: 2026-08-06 (items 2.02, 9.01); 2026-07-06 (items 2.03, 8.01, 9.01); 2026-06-30 (items 1.01, 1.02, 2.03, 8.01, 9.01); 2026-05-27 (items 5.07); 2026-05-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.