earnings
confidence high
sentiment positive
materiality 0.75
Nuvation Bio Q1 2026 net product revenue $18.5M; net income $5.4M vs loss year ago
Nuvation Bio Inc.
2026-Q1 EPS reported
$0.01
revenue$83,228,000
- Net product revenue $18.5M from IBTROZI; net income $5.4M ($0.02 basic EPS) vs net loss $53.2M year ago.
- Collaboration revenue $64.7M including $58.7M upfront from Eisai; cash and securities $533.7M.
- Over 600 patients started IBTROZI since launch; majority of ~200 new Q1 patients were TKI-naïve.
- Acquired Japan rights to safusidenib from Daiichi Sankyo, gaining full global development and commercialization rights.
- Updated pooled TRUST data at AACR: mPFS 46.1 months, mDOR 49.7 months in TKI-naïve ROS1+ NSCLC.