PMVP PRESS-RELEASE SEC Filing Analysis

Latest settled — T+5d ⚠ clustered

PMVP ▼ -11.97% at T+5d

LONG call ✗ call lost -11.97% · α vs SPY -12.05% · entry $1.42 → $1.25

Next anchor: T+20d in 9h

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

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call — · α —

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in 9h

T+60d

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call — · α —

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in 8w

Price Chart

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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.

Actionable Insight

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.

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

epscash

Risk Factors

Clinical trial risk
Regulatory approval uncertainty
Cash burn - $19.7M operating cash flow in Q1 2026

Market Snapshot

Exchange

Nasdaq

Sector

Pharmaceutical Preparations

Analyst Consensus

91% bullish (11 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3292786

4 reports for PMVP

T+1T+5T+20T+60

Filters

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%)

US Market Status

Market Closed — Opens Thu (10h 33m)

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