Enliven Therapeutics, Inc. (ELVN)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$44.79-5.21%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · ELVN
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 well 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.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -38.6% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Worth watching into the next print: this name operates in a high-miss-rate industry and has been missing across recent quarters. A fundamental tilt, not a price call.
Model as of 2026-11-05 · Compared with 117 industry peers
ELVN — director transition
Dated 2026-10-14
Director — Kristine Ball: The filing discloses the appointment of a new outside director to an expanded board, which is a routine governance action rather than an executive departure.
Why it matters: The FDA-aligned design sets the test for ELVN-001. A clear, final plan can help the trial move ahead.
Supportive ifThe company shares the final trial design and study plan. It also reports that enrollment has begun.
Worry ifThe company reports that FDA talks changed key trial plans or delayed the study start.
Why it matters: R&D spending rose from $21.5 million to $29.0 million year over year in Q2. More sharp increases could shorten the cash runway.
Worry ifQuarterly R&D spending rises above $29.0 million again. The company also reports that its cash will last for less time.
Less concerning ifR&D spending stays near or below $29.0 million and the company keeps its runway into 2030.
Why it matters: The company says its cash can fund work into 2030. Rising costs or a shorter runway could pressure that plan.
Watch forA financial update shows cash will last into 2030. Cash and marketable securities are near or above $895 million.
Also watch forA financial update cuts the stated runway to before 2030 or shows a sharp cash decline alongside rising costs.
Why it matters: The Phase 1 results are early. Later data can show whether responses last and safety remains favorable.
Watch forA later data update shows MMR responses stay near the reported 61% overall rate in the 80 mg group. The safety profile remains favorable.
Also watch forA later data update shows lower response rates or new safety problems. These could include serious side effects or more treatment stops.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$158 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $535 loss on $10,000 · 5.3% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,897 loss on $10,000 · 39.0% | 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: Starting the Phase 3 trial on time would mark progress toward testing ELVN-001 in a larger study.
Supportive ifThe company says ENABLE-2 has started by December 31, 2026.
Worry ifThe company says ENABLE-2 has not started by December 31, 2026, or gives a later start date.