Acrivon Therapeutics Inc (ACRV)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$2.13+3.40%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
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 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
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.
Model as of 2026-09-04 · Compared with 398 industry peers · Company calendar date is not available
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: Finishing enrollment is key for getting ACR-368 approved.
Supportive ifAnnouncement that enrollment for Arm 3 or Arm 4 is completed by Q4 2026.
Worry ifEnrollment remains incomplete past Q4 2026.
Why it matters: Fewer operating losses mean better cost control. This shows more efficiency.
Supportive ifOperating losses decrease to below -$19 million in the next quarter.
Worry ifOperating losses remain at or worsen beyond -$25 million.
Why it matters: Updates on the ACR-368 trial will show if the drug is progressing well. Positive results could boost investor confidence.
Supportive ifMore good news came from the ACR-368 trial. They announced more positive interim results.
Worry ifNegative interim results or delays in the ACR-368 trial.
Why it matters: Cash burn trends show how well Acrivon is managing its expenses. Investors want to see improvement.
Supportive ifQ2 2026 cash burn improves to less than -$12 million.
Worry ifQ2 2026 cash burn remains worse than -$20 million.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$274 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $729 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.
Why it matters: Good trial results could improve the company's development plans and investor trust.
Supportive ifManagement announces an increase in overall response rate (ORR) above 39% in the Phase 2b trial.
Worry ifTrial results show an ORR below 39%. This means weaker clinical performance.
Why it matters: The results will show how effective ACR-368 is for treating endometrial cancer. Positive data could support future trials and partnerships.
Supportive ifThe interim analysis shows a response rate over 50% in serous EC subjects.
Worry ifThe interim analysis shows a response rate under 30% in serous EC subjects.
Why it matters: Updates on ACR-2316 may show how well it treats certain tumors. Good results could help its development.
Watch forA press release will share good news about clinical activity and safety in AP3 tumors.
Also watch forData shows little clinical activity or serious side effects in ACR-2316 trials.
Why it matters: Updates on cash reserves will indicate if the company can fund operations as planned. This is crucial for ongoing projects.
Worry ifCash reserves are above $119 million. This means funding is secure through Q2 2027.
Less concerning ifCash reserves are under $100 million. This raises concerns about paying for operations.
Why it matters: Completing enrollment on time is crucial for timely data readouts. Delays could push back key milestones.
Supportive ifEnrollment for both all-comer serous EC arms of ACR-368 is completed by Q4 2026.
Worry ifEnrollment is not done by Q4 2026, which may delay the study.
Why it matters: The interim analysis will show how well ACR-368 works for serous endometrial cancer. Positive results could boost confidence in the drug's potential.
Supportive ifA press release shows that more than 50% of serious endometrial cancer patients responded.
Worry ifResults show a confirmed overall response rate below 30% in the same patient group.
Why it matters: Updates on cash reserves will show if Acrivon can fund operations through key milestones. A strong cash position supports ongoing trials.
Watch forCash and investments are over $80 million. This ensures funding until late 2027.
Also watch forCash and investments fall below $70 million. This raises worries about funding.