secwatch.observer — SEC 8-K summary
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Issuer:     Nuvation Bio Inc. (NUVB)
CIK:        0001811063
Form:       8-K
Filed at:   2026-08-06T11:30:08+00:00
Accession:  0001193125-26-336751
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Nuvation Bio Q2 2026 revenue $31.7M, IBTROZI net product revenue $23.2M; net loss $62.8M
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- Total revenue $31.7M, including $23.2M net product revenue from IBTROZI (ROS1 TKI) and $8.5M collaboration/license revenue.
- Net loss $62.8M ($0.18/share) vs $59.0M ($0.17/share) in Q2 2025; R&D spend $30.7M, SG&A $42.6M.
- Cash, equivalents, and marketable securities $661.0M as of June 30, 2026; additional $36.5M from July convertible notes overallotment.
- IBTROZI most prescribed ROS1 TKI in 2026; ~85% of ~160 new patient starts were TKI-naïve (30% QoQ growth).
- Safusidenib Phase 2 shows 51.9% ORR, median PFS not reached at 38.8 months; pivotal Phase 3 and Phase 2 studies initiated.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1811063/000119312526336751/0001193125-26-336751-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1811063/000119312526336751/d261840d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-336751

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer