Updated
Updated · CNBC · Aug 18
JPMorgan Starts Nuvation Bio at Overweight With $13 Target as 101% Upside Beckons
Updated
Updated · CNBC · Aug 18

JPMorgan Starts Nuvation Bio at Overweight With $13 Target as 101% Upside Beckons

2 articles · Updated · CNBC · Aug 18

Summary

  • $13 is JPMorgan's new price target for Nuvation Bio, after it initiated coverage with an overweight rating and said the stock could more than double from Monday's close.
  • IBTROZI's early launch in advanced ROS1-positive non-small cell lung cancer underpins the call, with JPMorgan citing durable, growing first-line adoption and scope to accelerate revenue through Nuvation's existing customer base.
  • 2029 is the expected timing for China Phase 3 data comparing taletrectinib with crizotinib, a readout JPMorgan sees as important if the drug proves effective for longer first-line use.
  • 10 of 10 analysts tracked by LSEG already rate the stock buy or strong buy, and shares have climbed 56% over three months, adding another 1% Tuesday after the note.

Insights

Can a staggering 50-month tumor response rate truly justify JPMorgan's massive $13 price target for this rising biotech star?
With all analysts screaming buy, could Nuvation Bio's projected 101% upside mask a hidden risk before its 2029 trial results?