Key events, in time order
Cantor sees Street undervaluing two best-in-class targeted therapies; initiates at Overweight
Fast track for Safusidenib may expedite approval in IDH1-mutant glioma
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Cantor initiated coverage of Nuvation Bio ($NUVB) with an Overweight rating, citing its low-risk, high-reward oncology profile and potential market undervaluation.
Main discussion
$NUVB Cantor initiate coverage of Nuvation Bio (NUVB) at Overweight. Nuvation is a low-risk, high-reward commercial-stage oncology story built on two best-in-class targeted therapies. believe the Street materially undervalues the size of both markets, driven in part by multi-year
+Initiations 8/21: $ADI $AMD $AVGO $BCAL $BMO $BNS $ECG $EGO $ETN $EVEX $FIX $FTH $HUBB $IMA $IMCR $KMB $MBX $MCHP $MDB $MRVL $MU $NUVB $NVDA $PI $QBTS $SLDB $SMTC $STOK $STRL $TNDM $VMRK $WTTR . -Initiations 8/21: $AMRN $EBS $SPCX
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Facts and opinions separated · All items sourced · Not investment advice
Nuvation Bio is a clinical-stage biotech developing small-molecule cancer drugs, including a CDK inhibitor and a BET inhibitor, with no approved products yet.
The company has minimal revenue (USD 0.06B in 2025) and is deeply unprofitable, with net losses of USD -0.20B in 2025 and -0.57B in 2024, relying on funding for operations.
No durable competitive advantage exists as its pipeline is early-stage and faces intense competition from larger biotech firms like Pfizer and Merck, which have more resources and approved oncology drugs.
Buy (sector percentile 79) — value C-, growth A, profitability C, momentum A-, revisions B-. Updated daily, sector-relative, identical for every user.
