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8-K ·Filed May 12, 2026

PMVP

PMV Pharmaceuticals, Inc.
NEUTRAL
Impact 3/10
Horizonmonths Processed5mo ago SEC0001193125-26-218225
8-K Item 2.02: Earnings release
Actionable Insight • Neutral

Monitor for the NDA submission in Q1 2027 and potential partnership or licensing deals that could extend cash runway. The stock is likely to trade on clinical catalysts rather than quarterly financial results.

DirectionNeutral
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d ⚠ clustered
PMVP ▼ -16.90% at T+60d
NEUTRAL call -16.90% · α vs SPY -21.29% · entry $1.42 → $1.18
Entry = T+0 close
May 12, 2026
via day close
T+1d
-9.15%
call -9.15% · α -9.73%
$1.29
settled 6mo ago
T+5d
-11.97%
call -11.97% · α -12.05%
$1.25
settled 5mo ago
T+20d
-25.35%
call -25.35% · α -23.62%
$1.06
settled 5mo ago
T+60d
-16.90%
call -16.90% · α -21.29%
$1.18
settled 3mo ago

Price Chart

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Executive Summary

PMV Pharma reported Q1 2026 net loss per share of -$0.34, in line with the year-ago period and beating consensus estimates of -$0.39, though the company remains pre-revenue. Clinical progress continued with rezatapopt NDA submission on track for Q1 2027 and cash runway to end of Q2 2027. The filing is routine with no material change in financial trajectory.

Key Financial Metrics

EPS
−$0.34
est −$0.39 · +12.8%
Rating
in line

Key Facts

  • Net loss per share of -$0.34 (unchanged YoY) on net loss of $18.0M
  • Cash, cash equivalents, and marketable securities of $93.5M as of March 31, 2026
  • Net cash used in operations was $19.7M in Q1 2026 vs $18.3M in Q1 2025
  • NDA submission for rezatapopt in platinum-resistant/refractory ovarian cancer on track for Q1 2027
  • Orphan Drug Designation granted by FDA for rezatapopt in TP53 Y220C positive ovarian cancer

Financial Impact

No revenue; net loss $18.0M vs $17.4M YoY; cash burn increase of ~$1.4M

net losscash burn

Risk Factors

  • Clinical trial failure or regulatory delay for rezatapopt
  • Cash runway only to end of Q2 2027, requiring financing before NDA approval
  • No approved products and no revenue

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
91% bullish (11 analysts)

Investment Themes

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-218225
Document: pmvp-20260512.htm0001193125-26-218225
Document: 0001193125-26-218225-index-headers.html0001193125-26-218225
Document: 0001193125-26-218225-index.html0001193125-26-218225
Document: 0001193125-26-218225.txt0001193125-26-218225
8-K Data (Synthetic)0001193125-26-218225
11 reports for PMVP
Performance horizon
50% Hit rate @ T+20 3 of 6 directional calls Went positive at some point 5 of 7 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
8w 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

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Report published May 12, 2026