ArriVent BioPharma
Develops licensed oncology assets led by firmonertinib and antibody-drug conjugates.
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Profile
Licenses and develops cancer drug candidates rather than selling approved products, with firmonertinib in global late-stage NSCLC trials and ADC programs broadening the pipeline. Operations depend on clinical execution, regulatory approval, partner rights, financing, and commercialization capability.
Identifies, licenses, and develops oncology medicines sourced from partners, with a single life-science segment and no product-sales revenue. The lead program, firmonertinib, is an oral EGFR inhibitor being studied globally for selected first-line NSCLC populations.
Pipeline breadth comes from ADC assets added through collaborations and licenses. ARR-217 targets CDH17 in gastrointestinal malignancies, ARR-002 targets MUC16 and NaPi2b in solid tumors, and ARR-421 and ARR-173 remain discovery-stage ADC programs.
Execution rests on global development outside Greater China, oncology regulatory work, and partner/license management rather than marketed product operations. Future scale depends on clinical results, regulatory approval, financing access, partner rights, and commercial capability if any candidate is approved.
Company facts
Key statistics
Year to date +45.3% · Average volume (30d) 465.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | H.C. Wainwright | Reiterate | Buy | $36 | $47 |
| May 29, 2026 | Truist Financial | Target | $43 | $45 | |
| Dec 10, 2025 | BTIG | Target | $45 | ||
| Nov 25, 2025 | Truist Financial | Target | $43 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | −$0.99 | −$1.05 | −6.3% | — | — | — | −4.64% |
| May 11, 2026Q1 FY26 | −$0.88 | −$0.96 | −9.1% | — | — | — | −0.17% |
| Mar 5, 2026Q4 FY25 | −$0.87 | −$0.78 | +10.3% | — | — | — | −7.21% |
| Nov 10, 2025Q3 FY25 | −$0.78 | −$0.83 | −6.4% | — | — | — | +4.19% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | $0 | $0 | $0 | $0 | $0 | $0 | |
| Operating income | −$66.8M | −$33.6M | −$38.3M | −$38.8M | −$46.1M | −$52.7M | |
| Net income | −$64.4M | −$31.4M | −$35.0M | −$35.5M | −$43.3M | −$49.9M | |
| Diluted EPS | −$1.90 | −$0.90 | −$0.83 | −$0.84 | −$0.96 | −$1.05 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $373.1M · Total debt $351.0K · Total assets $394.7M · Shareholders' equity $366.8M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 46.57M · Float 29.78M · 63.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Suvretta Capital Management, LLC | 4.52M | 9.70% | 13F | Aug 14, 2026 |
| Infinitum Asset Management, LLC | 4.44M | 9.53% | 13F | Aug 14, 2026 |
| HHLR Advisors, Ltd. | 3.93M | 8.44% | 13F | Aug 14, 2026 |
| Hillhouse Investment Management, Ltd. | 3.93M | 9.50% | 13G | Feb 17, 2026 |
| BlackRock, Inc. | 3.25M | 6.98% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Hillhouse Investment Management, Ltd. | 10 percent owner | −555,555 | $23.37 |
Peers
- Johnson & Johnson
Sets the approved EGFR exon 20 antibody benchmark
- AstraZeneca (ADR)
Dominates classical EGFR and adds GI ADC pressure
- Cullinan Therapeutics
Late-stage oral EGFR exon 20 TKI challenger
- AbbVie
Approved FRalpha ADC benchmark in ovarian cancer
- Takeda (ADR)
Ex-Greater-China CLDN18.2 ADC rival in GI tumors
- Genmab (ADR)
Late-stage FRalpha ADC threat in ovarian and endometrial cancer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ArriVent BioPharma | $30.17 | −0.17% | $1.41B | — | — | — | — |
| Johnson & Johnson | $268.40 | +0.13% | $645.95B | 31.1 | 22.4 | 6.6 | +6.6% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| Cullinan Therapeutics | $21.70 | +0.09% | $1.33B | — | — | — | — |
| AbbVie | $255.80 | +0.13% | $451.38B | 72.0 | 16.8 | 7.0 | +10.2% |
| Takeda (ADR) | $18.49 | +2.53% | $57.37B | 51.0 | 53.7 | 2.0 | +5.8% |
| Genmab (ADR) | $33.25 | +0.09% | $20.40B | 26.2 | 25.9 | 2.1 | +24.9% |
| Median | 31.1 | 22.4 | 4.1 | +6.6% |