Nuvation Bio Receives Bullish Rating from TD Cowen Analyst Yaron Werber Due to Positive Market Trajectory and Promising Developments.

TD Cowen analyst Yaron Werber has reiterated a Buy rating for Nuvation Bio (NUVB) stock due to promising developments for its key products, Ibtrozi and Safusidenib. The strong uptake of Ibtrozi and ongoing head-to-head study in China, combined with the development of Safusidenib for high-risk glioma, contribute to Werber's optimistic outlook. He also expects a significant increase in patient numbers by the end of 2025.

Nuvation Bio Inc. (NUVB) has received a positive analyst rating from TD Cowen's Yaron Werber, who reiterated a Buy rating for the company's stock. This positive outlook is driven by several promising developments in the company's key products, including Ibtrozi and Safusidenib.

Ibtrozi, an oral, potent, central nervous system-active, selective, next-generation ROS1 inhibitor therapy, has shown strong uptake and continues to demonstrate efficacy and safety in clinical trials. The upcoming presentation of new data from the pivotal Phase 2 TRUST-I and TRUST-II studies at the IASLC 2025 World Conference on Lung Cancer and the European Society of Medical Oncology Congress Meeting is expected to further reinforce the established efficacy and safety profiles of Ibtrozi [2].

Additionally, the ongoing head-to-head study of Ibtrozi in China is another factor contributing to Werber's optimism. The development of Safusidenib for high-risk glioma is also anticipated to drive growth, with the analyst expecting a significant increase in patient numbers by the end of 2025.

Nuvation Bio has not been able to surpass consensus EPS estimates over the last four quarters but has topped consensus revenue estimates two times over the same period. The company reported a quarterly loss of $0.17 per share for the quarter ended June 2025, which was in line with the Zacks Consensus Estimate. This compares to a loss of $0.15 per share a year ago [1].

The sustainability of Nuvation Bio's stock price will depend on management's commentary on the earnings call and future earnings expectations. The company's shares have lost about 11.7% since the beginning of the year versus the S&P 500's gain of 7.9%. Despite this underperformance, the Zacks Rank #2 (Buy) for the stock suggests that it is expected to outperform the market in the near future [1].

Investors should keep an eye on the earnings outlook and estimate revisions for Nuvation Bio. The current consensus EPS estimate is -$0.18 for the coming quarter and -$0.68 for the current fiscal year. The Zacks Industry Rank for Medical - Biomedical and Genetics is currently in the top 41% of the 250 plus Zacks industries, indicating a positive outlook for the sector [1].

In conclusion, the positive analyst rating from TD Cowen's Yaron Werber reflects the promising developments in Nuvation Bio's key products and the company's strong revenue growth. Investors should closely monitor the upcoming earnings release and the company's future earnings expectations to gauge the stock's potential for growth.

References:
[1] https://www.nasdaq.com/articles/nuvation-bio-inc-nuvb-reports-q2-loss-beats-revenue-estimates
[2] https://www.marketscreener.com/news/nuvation-bio-to-present-new-data-on-ibtrozi-in-advanced-ros1-positive-non-small-cell-lung-cancer-at-ce7c5ed9d188f222