Acrivon Therapeutics Inc (ACRV)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
QuarterlyIQ Insights · ACRV
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
A comparable price-assumption read is not available for this company.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and operates in a high-miss-rate industry. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 66 industry peers
ACRV — officer change
Dated 2026-06-17
The filing is about the approval of an equity incentive plan, not a management change.
Why it matters: This readout tests ACR-368 in both serous endometrial cancer arms. Results may guide Arm 3 or Arm 4 enrollment.
Watch forThe planned readout shows confirmed responses in either arm. The company keeps its Q4 2026 enrollment target.
Also watch forThe readout shows weak response in both arms, or the company delays the readout or Q4 enrollment target.
Why it matters: An FDA filing would move the CDK11 program from lab work toward human testing. The company is still in IND-enabling studies.
Supportive ifThe company files an IND for its CDK11 inhibitor candidate with the FDA by June 30, 2027.
Worry ifThe filing slips past June 30, 2027, or the company names a delay or a change in candidate.
Why it matters: The trial will test safety and activity in four AP3-selected cancer groups. Results can show if early activity holds in more patients.
Watch forDose expansion shows tumor responses or lasting disease control at 120 mg or 160 mg. Safety stays close to the profile reported so far.
Also watch forExpansion shows little tumor control, or serious side effects limit dosing at both dose levels.
Why it matters: The company reported $90.0 million in cash and investments at June 30. Clinical trials and losses use cash.
Worry ifA later cash update still shows funds lasting into Q4 2027, with no new financing needed to support that timeline.
Less concerning ifThe company cuts its runway estimate to before Q4 2027 or raises new funds sooner than planned.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$283 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $727 loss on $10,000 · 7.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,714 loss on $10,000 · 57.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.