PMVP PMV Pharmaceuticals, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon months Filed May 12, 2026 Processed 28d 14h ago SEC 0001193125-26-218225
8-K Item 2.02: Earnings release
Latest settled — T+5d ⚠ clustered
PMVP ▼ -11.97% at T+5d
NEUTRAL call ✗ call lost -11.97% · α vs SPY -12.05% · entry $1.42 → $1.25
Next anchor: T+20d in 10h
Currently $1.05 · -26.06% from $1.42 entry
Entry anchored
May 11, 03:59 PM ET
via Databento tick
T+1d
-9.15%
call -9.15% · α -9.73%
$1.29
settled 28d ago
T+5d
-11.97%
call -11.97% · α -12.05%
$1.25
settled 22d ago
T+20d
call — · α —
in 10h
T+60d
call — · α —
in 8w

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.

Actionable Insight

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.

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)

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
4 reports for PMVP
Performance horizon

Track record builds as more directional reports settle.

Filters
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Reports for PMVP — sortable, filterable
Type Now
May 12, 2026
28d ago
8-K
NEUTRAL ★ 3/10
$1.42 $1.25▼ −11.97%▼ −12.05%$1.05 (−26.06%)
May 12, 2026
28d ago
Press Release
BULLISH ★ 5/10
$1.42 $1.25▼ −11.97%▼ −12.05%$1.05 (−26.06%)
Apr 22, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$1.48 $1.41▼ −5.07%▼ −5.12%$1.05 (−29.05%)
Mar 6, 2026
13w ago
Press Release
MIXED ★ 6/10
$1.64 $1.56▼ −4.88%▼ −3.35%$1.05 (−35.98%)
Showing 4 of 4

US Market Status

Market Closed — Opens Thu (11h 17m)

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