SecBot SecBot
8-K ·Filed Aug 31, 2026

PMVP

PMV Pharmaceuticals, Inc.
BULLISH
Impact 7/10
Horizonmonths Processed1mo ago SEC0001193125-26-376723
8-K context-dependent: Items 8.01
Actionable Insight ▲ Bullish

Traders should watch for the full primary analysis data from the PYNNACLE trial at a medical conference in Q4 2026 and the NDA submission in Q1 2027. Positive data could drive significant upside given the $65M market cap, but binary regulatory risk remains.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
PMVP ▲ +29.46% at T+20d
LONG call ✓ call won +29.46% · α vs SPY +29.14% · entry $1.29 → $1.67
Next anchor: T+60d in 29d
Latest observation: T+37 -1.06% FF3 residual α
Entry = T+0 close
Aug 31, 2026
via day close
T+1d
-2.33%
call -2.33% · α -2.77%
$1.26
settled 8w ago
T+5d
+6.59%
call +6.59% · α +6.51%
$1.38
settled 7w ago
T+20d
+29.46%
call +29.46% · α +29.14%
$1.67
settled 27d ago
T+60d
Pending
in 29d

Price Chart

Loading chart...

Executive Summary

PMV Pharmaceuticals announced updated interim Phase 2 data for rezatapopt in platinum-resistant/refractory ovarian cancer, showing a 46% ORR (35/76 evaluable patients) with a median duration of response of 10.0 months. The FDA has provided feedback supporting an NDA submission for accelerated approval, planned for Q1 2027. This is a significant positive catalyst for the company's lead asset.

Key Facts

  • 46% overall response rate (ORR) among 76 evaluable patients in the ovarian cancer cohort
  • Median duration of response of 10.0 months based on confirmed responses
  • FDA feedback supports NDA submission strategy for accelerated approval
  • NDA submission planned for first quarter of 2027
  • Enrollment for primary analysis in ovarian cancer cohort completed
  • Full PYNNACLE Phase 2 cohort data update expected at a medical conference in Q4 2026

Financial Impact

Potential for accelerated approval in platinum-resistant/refractory ovarian cancer with TP53 Y220C mutation; no financial figures disclosed in filing

Risk Factors

  • FDA may require additional data or deny accelerated approval
  • Competition from other p53-targeting therapies or standard-of-care treatments
  • Clinical trial results may not replicate in larger populations
  • Company has limited cash runway and may need to raise capital

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
92% bullish (12 analysts)

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-376723
Document: d441751dex991.htm0001193125-26-376723
Document: 0001193125-26-376723-index-headers.html0001193125-26-376723
Document: 0001193125-26-376723-index.html0001193125-26-376723
Document: 0001193125-26-376723.txt0001193125-26-376723
11 reports for PMVP
Performance horizon
40% Hit rate @ T+20 2 of 5 directional calls Went positive at some point 4 of 6 best @ T+20▲ +29.46%Aug 31, 2026
Filters
Rows
Reports for PMVP — sortable, filterable
TypeNow
Oct 5, 2026
21d ago
8-K
BULLISH ★ 6/10
$1.78awaiting T+20—$1.13 (−36.52%)
Aug 31, 2026
7w ago
Press Release
BEARISH ★ 8/10
$1.29 $1.67▼ −29.46%▼ −29.14%$1.13 (+12.40%)
Aug 31, 2026
8w ago
8-K
BULLISH ★ 7/10
$1.29 $1.67▲ +29.46%▲ +29.14%$1.13 (−12.40%)
Aug 31, 2026
8w ago
Press Release
BEARISH ★ 6/10
$1.29 $1.67▼ −29.46%▼ −29.14%$1.13 (+12.40%)
Aug 31, 2026
8w ago
Press Release
BULLISH ★ 8/10
$1.29 $1.67▲ +29.46%▲ +29.14%$1.13 (−12.40%)
Aug 14, 2026
10w ago
8-K
NEUTRAL ★ 5/10
$1.26 $1.46▲ +15.87%▲ +17.86%$1.13 (−10.32%)
Aug 14, 2026
10w ago
Press Release
BULLISH ★ 6/10
$1.26 $1.46▲ +15.87%▲ +17.86%$1.13 (−10.32%)
May 12, 2026
23w ago
8-K
NEUTRAL ★ 3/10
$1.42 $1.06▼ −25.35%▼ −23.62%$1.13 (−20.42%)
May 12, 2026
23w ago
Press Release
BULLISH ★ 5/10
$1.42 $1.06▼ −25.35%▼ −23.62%$1.13 (−20.42%)
Apr 22, 2026
26w ago
DEFA14A
NEUTRAL ★ 3/10
$1.48 $1.31▼ −11.49%▼ −14.65%$1.13 (−23.65%)
Showing 10 of 11

US Market Status

Market Closed — Opens Tue (< 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Aug 31, 2026