Monitor for Phase 2 data updates and NDA filing progress in Q4 2026 / Q1 2027; the beat and regulatory milestones provide short-term bullish catalyst but pre-revenue status limits upside duration.
Price Chart
Executive Summary
PMV Pharma reported Q1 2026 EPS of -$0.34, beating consensus -$0.39 by 12.8%. The company also announced FDA Orphan Drug Designation for rezatapopt in TP53 Y220C ovarian cancer and a NEJM publication of Phase 1 data. Net loss of $18M with $93.5M cash provides runway to Q2 2027; rezatapopt NDA submission for platinum-resistant/refractory ovarian cancer remains on track for Q1 2027.
Key Financial Metrics
Key Facts
- EPS -$0.34 beat consensus -$0.39 (12.8% beat)
- FDA Orphan Drug Designation for rezatapopt in TP53 Y220C ovarian cancer
- Phase 2 PYNNACLE study ORR 44% (32/72) at data cutoff
- Cash $93.5M as of March 31, 2026; cash runway to Q2 2027
- NDA submission planned Q1 2027 for platinum-resistant/refractory ovarian cancer
Financial Impact
EPS beat by ~13% vs consensus
Risk Factors
- Clinical trial risk
- Regulatory approval uncertainty
- Cash burn - $19.7M operating cash flow in Q1 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3292786 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 21d ago | 8-K | $1.78 | awaiting T+20 | — | $1.13 (−36.52%) |
Aug 31, 2026 8w ago | Press Release | $1.29 $1.67 | ▼ −29.46% | ▼ −29.14% | $1.13 (+12.40%) |
Aug 31, 2026 8w ago | 8-K | $1.29 $1.67 | ▲ +29.46% | ▲ +29.14% | $1.13 (−12.40%) |
Aug 31, 2026 8w ago | Press Release | $1.29 $1.67 | ▼ −29.46% | ▼ −29.14% | $1.13 (+12.40%) |
Aug 31, 2026 8w ago | Press Release | $1.29 $1.67 | ▲ +29.46% | ▲ +29.14% | $1.13 (−12.40%) |
Aug 14, 2026 10w ago | 8-K | $1.26 $1.46 | ▲ +15.87% | ▲ +17.86% | $1.13 (−10.32%) |
Aug 14, 2026 10w ago | Press Release | $1.26 $1.46 | ▲ +15.87% | ▲ +17.86% | $1.13 (−10.32%) |
May 12, 2026 23w ago | 8-K | $1.42 $1.06 | ▼ −25.35% | ▼ −23.62% | $1.13 (−20.42%) |
May 12, 2026 23w ago | Press Release | $1.42 $1.06 | ▼ −25.35% | ▼ −23.62% | $1.13 (−20.42%) |
Apr 22, 2026 26w ago | DEFA14A | $1.48 $1.31 | ▼ −11.49% | ▼ −14.65% | $1.13 (−23.65%) |
US Market Status
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