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Stock impact report

ArriVent BioPharma: Its Leading Asset Furmonertinib Supports A Cautious Buy [Seeking Alpha]

Nuvation Bio Inc. Class A (NUVB) 
Company Research Source: Seeking Alpha
AVBP's strategy targets niche EGFR mutations—exon 20 insertions, PACC, and others—where competition is less entrenched and regulatory pathways are more navigable. Furmonertinib demonstrates robust efficacy, CNS penetration, and tolerability in early trials, supporting risk-adjusted U.S. revenue estimates of $600M–$900M annually. Current $875M market cap offers margin of safety; cash runway extends through 2026, with pivotal trial results as the main binary risk. Munole/iStock via Getty Images Why I Wrote This Article Encouraged by my recent successful pick of Nuvation Bio (NUVB) , I went back to the non-small cell lung cancer (NSCLC) space to hunt for additional small-cap stock opportunities. I am acutely aware of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVBP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compen Show less Read more
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