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8-K ·Filed Oct 5, 2026

PMVP

PMV Pharmaceuticals, Inc.
BULLISH
Impact 6/10
Horizondays Processed21d 21h ago SEC0001193125-26-413254
8-K context-dependent: Items 5.02, 7.01
Actionable Insight ▲ Bullish

The NDA submission timeline for rezatapopt in Q1 2027 is the primary catalyst. Monitor for any data readouts or regulatory updates from the PYNNACLE trial that could derail or accelerate the filing.

DirectionBullish
Confidencemedium
Horizondays
Latest settled — T+5d
PMVP ▼ -20.79% at T+5d
LONG call ✗ call lost -20.79% · α vs SPY -21.21% · entry $1.78 → $1.41
Next anchor: T+20d in 6d
Latest observation: T+14 -29.82% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-9.55%
call -9.55% · α -10.10%
$1.61
settled 21d ago
T+5d
-20.79%
call -20.79% · α -21.21%
$1.41
settled 15d ago
T+20d
Pending
in 6d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

PMV Pharmaceuticals appointed Dr. Matthew Eckler to its Board of Directors, with the press release also announcing the company plans to submit an NDA for accelerated approval of rezatapopt in platinum-resistant/refractory ovarian cancer in Q1 2027. The appointment of a healthcare investor with public/private market experience is a routine board addition, but the NDA timeline provides a concrete near-term catalyst for the stock.

Key Facts

  • Dr. Matthew Eckler appointed to the Board of Directors on October 1, 2026.
  • Eckler is a Principal at Samsara BioCapital, with prior healthcare investing roles at ArrowMark Partners and GMT Capital.
  • Company plans to submit a New Drug Application (NDA) for accelerated approval of rezatapopt in Q1 2027.
  • Rezatapopt targets TP53 Y220C mutations in platinum-resistant/refractory ovarian cancer.
  • FDA granted Fast Track designation and Orphan Drug Designation for rezatapopt.
  • Enrollment in the Phase 2 monotherapy portion of the PYNNACLE trial has been completed.
  • Eckler received an initial stock option award for 84,000 shares and $40,000 annual cash compensation.

Financial Impact

No financial figures disclosed; the NDA submission timeline is the key catalyst.

Risk Factors

  • NDA submission and subsequent FDA approval are not guaranteed; clinical data may not support accelerated approval.
  • Rezatapopt is a single-product pipeline company; any regulatory setback would be material.
  • The company's ability to fund operations through potential commercialization is not addressed in this filing.

Investment Themes

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001193125-26-413254
Document: d174662dex991.htm0001193125-26-413254
Document: 0001193125-26-413254-index-headers.html0001193125-26-413254
Document: 0001193125-26-413254-index.html0001193125-26-413254
Document: 0001193125-26-413254.txt0001193125-26-413254
11 reports for PMVP
Performance horizon
50% Hit rate @ T+20 3 of 6 directional calls Went positive at some point 5 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
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

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Report published Oct 5, 2026