PMVP PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d

PMVP ▼ -25.00% at T+60d

NEUTRAL call ✗ call lost -25.00% · α vs SPY -37.78% · entry $1.64 → $1.23

Last close $1.09 (close Jun 8) · -33.54% from $1.64 entry

Entry anchored
Mar 5, 03:59 PM ET
via Databento tick

T+1d

-0.61%

call -0.61% · α -1.46%

$1.63

settled 3mo ago

T+5d

-4.88%

call -4.88% · α -3.35%

$1.56

settled 3mo ago

T+20d

-20.73%

call -20.73% · α -18.69%

$1.30

settled 2mo ago

T+60d

-25.00%

call -25.00% · α -37.78%

$1.23

settled 8d ago

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Executive Summary

PMV Pharmaceuticals reported financial results for 2025, highlighted by advancing its lead drug rezatapopt in the Phase 2 PYNNACLE trial for ovarian cancer, achieving a 50% ORR in the ovarian cohort, securing Orphan Drug Designation from the FDA, and maintaining a cash runway into Q2 2027. The company's net loss widened to $77.7 million as R&D spending increased, while G&A costs declined due to restructuring.

Key Financial Metrics

EPS

$-1.48

Actionable Insight

The strong ORR data and ODD status support rezatapopt's regulatory and commercial potential, but the widening loss and lack of revenue underscore ongoing dilution risk. Traders should monitor enrollment progress toward NDA submission in 2027 and any future partnership or funding announcements.

Key Facts

Rezatapopt showed a 50% overall response rate (ORR) in 48 evaluable platinum-resistant/refractory ovarian cancer patients with TP53 Y220C mutation as of post-September 2025 data cut-off.
FDA granted Orphan Drug Designation (ODD) for rezatapopt for TP53 Y220C-positive ovarian, fallopian tube, and primary peritoneal cancers.
NDA submission for rezatapopt in ovarian cancer planned for Q1 2027.
Cash, cash equivalents, and marketable securities totaled $112.9 million as of December 31, 2025, providing cash runway into Q2 2027.
Net loss for 2025 was $77.7 million, up from $58.7 million in 2024, driven by higher R&D expenses ($69.9M vs $58.5M).
G&A expenses decreased to $16.3M from $26.9M due to facility relocation and staff reductions.

Financial Impact

Increased R&D spend by $11.4M YoY; net loss expanded by $19M; cash burn from operations was $73.6M in 2025.

net lossR&D expensesoperating cash flowcash runway

Risk Factors

Clinical development risk: Phase 2 data is interim and may not hold in larger trials or lead to approval.
Regulatory risk: NDA acceptance and approval are not guaranteed despite ODD and Fast Track status.
Cash runway ends mid-2027; likely need for equity financing before approval, leading to potential dilution.

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3250995

4 reports for PMVP

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

Track record builds as more directional reports settle.

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%	$1.09 (−23.24%)
May 12, 2026 28d ago	Press Release BULLISH ★ 5/10	$1.42 $1.25	▼ −11.97%	▼ −12.05%	$1.09 (−23.24%)
Apr 22, 2026 6w ago	DEFA14A NEUTRAL ★ 3/10	$1.48 $1.41	▼ −5.07%	▼ −5.12%	$1.09 (−26.35%)
Mar 6, 2026 13w ago	Press Release MIXED ★ 6/10	$1.64 $1.56	▼ −4.88%	▼ −3.35%	$1.09 (−33.54%)

US Market Status

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