Nuvation Bio Q4 collaboration and license agreements revenue rises

Nuvation Bio

02/03/2026 21:34

Overview

Oncology company's Q4 net product revenue from IBTROZI sales reached $15.7 mln

Collaboration and license revenue rose due to $25 mln milestone payment from Nippon Kayaku

Company entered licensing agreement with Eisai for taletrectinib outside U.S., China, Japan

Outlook

Nuvation Bio plans to expand IBTROZI's reach globally through Eisai partnership

Company aims to advance safusidenib in Phase 3 SIGMA trial for IDH1-mutant gliomas

Nuvation Bio evaluates additional preclinical candidates and business opportunities

Result Drivers

IBTROZI ADOPTION - 216 new patients started treatment with IBTROZI for advanced ROS1+ NSCLC in Q4, indicating rapid adoption

LICENSING AGREEMENT - Entered exclusive license and collaboration agreement with Eisai for taletrectinib in Europe and other regions

Company press release: ID:nPn2qs8w0a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
-$0.11
Q4 Net Income
-$36.59 mln
Q4 Income from Operations
-$34.04 mln
Q4 Pretax Profit
-$36.59 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the biotechnology & medical research peer group is "buy"

Wall Street's median 12-month price target for Nuvation Bio Inc is $12.00, about 103% above its February 27 closing price of $5.91

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)