Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
PMV Pharmaceuticals Inc (PMVP)
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
$1.27-4.14%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for PMVP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Submit NDA for rezatapopt in ovarian cancer in Q1 2027 | PMV Pharma aims to submit an NDA for rezatapopt in ovarian cancer in Q1 2027. | Intact | NDA submission delayed beyond 2027-Q1 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “• PMV Pharma anticipates submitting a New Drug Application (NDA) for rezatapopt in platinum-resistant/refractory ovarian cancer patients with a TP53 Y220C mutation in the first quarter of 2027.” “Dr. Eckler joins the Board following completion of enrollment in the Phase 2 monotherapy portion of the ongoing PYNNACLE Phase 2 pivotal clinical trial and as the Company prepares to submit a New Drug Application (NDA) for accelerated approval for rezatapopt in patients with platinum-resistant/refractory ovarian cancer with a TP53 Y220C mutation in the first quarter of 2027.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a high-risk clinical-stage biotechnology business, not a proven earnings compounder. The thesis is in a watch state, with low evidence confidence and recent financial performance below its industry cohort.
The evidence does not provide a valuation comparison or clear account of market expectations, so whether PMVP is cheap or expensive versus peers is unclear. Investors appear to be weighing clinical progress and a stronger sector backdrop against ongoing losses and execution risk, but the expectations gap is not established here.
Over the next year, management’s key milestone is submitting an NDA, a regulatory application for approval, for rezatapopt in ovarian cancer in Q1 2027. PYNNACLE trial enrollment is reported on track, while quarterly operating losses remain around $18 million and cash runway is expected through the end of 2027 Q2. Near-term risk is elevated, with a 45% estimated chance of a miss; the evidence also flags possible guidance cuts and weakening employment data as risks.
The multi-year view hinges on meeting the planned NDA timeline and producing further clinical progress from PYNNACLE. A guidance cut or weaker economic conditions would add pressure, while continued strength among healthcare bellwethers could support the sector backdrop. The evidence on these scenarios is limited and overall confidence is low.
For the next 1 to 3 years, PMVP remains a high-risk clinical and regulatory execution story with steady cash burn, a stated filing milestone, and mixed progress on management priorities. The sector backdrop has improved, but it does not resolve the company-specific risks. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Reduce net losses toward negative $18 million or better | The company has improved operating income from negative $25.2 million to negative $19.0 million recently. | Intact | Net income worse than -$18 million beyond 2026-Q1 | Net income: $-18.086M FY2026-Q2; GAAP. Published target: Net income >= -$18 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 14, 2026-18,086,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “Net cash used in operations was $19.7 million for the three months ended March 31, 2026, compared to $18.3 million for the three months ended March 31, 2025.” “• R&D expenses were $15.3 million for the quarter ended March 31, 2026, compared to $17.4 million for the quarter ended March 31, 2025.” Delivery assessment Nov 4, 2026 |
Reduce operating losses toward negative $19 million or better | The company has improved operating income from negative $25.2 million to negative $19.0 million recently. | Intact | Operating income worse than -$19 million beyond 2026-Q1 | Operating income: $-18.881M FY2026-Q2; GAAP. Published target: Operating income >= -$19 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 14, 2026-18,881,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 1 supplied quarters. Management reported: “Net cash used in operations was $19.7 million for the three months ended March 31, 2026, compared to $18.3 million for the three months ended March 31, 2025.” “• R&D expenses were $15.3 million for the quarter ended March 31, 2026, compared to $17.4 million for the quarter ended March 31, 2025.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.09 → $-0.81 · observed estimates
$0.00B → $0.01B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-07-25 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-07-26 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-07-27 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-07-28 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-07-29 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-07-30 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-07-31 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-01 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-02 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-03 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-04 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-05 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-06 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-07 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-08 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-09 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-10 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-12 | $-1.09 | $3,153,750 | 3 / 4 |
| 2026-08-13 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-14 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-15 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-16 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-17 | $-1.02 | $4,200,000 | 3 / 3 |
| 2026-08-18 | $-1.02 | $4,200,000 | 3 / 2 |
| 2026-08-19 | $-1.02 | $4,200,000 | 3 / 2 |
| 2026-08-20 | $-0.99 | $4,200,000 | 3 / 2 |
| 2026-08-21 | $-0.99 | $4,200,000 | 2 / 3 |
| 2026-08-22 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-23 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-24 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-25 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-26 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-27 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-28 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-29 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-30 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-08-31 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-09-01 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-09-02 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-09-03 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-09-04 | $-0.99 | $3,050,000 | 2 / 3 |
| 2026-09-05 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-06 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-07 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-08 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-09 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-10 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-11 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-12 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-13 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-14 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-15 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-16 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-17 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-18 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-19 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-20 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-21 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-22 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-23 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-24 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-25 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-26 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-27 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-28 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-29 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-09-30 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-01 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-02 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-03 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-04 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-05 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-06 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-07 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-08 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-09 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-10 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-11 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-12 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-13 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-14 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-15 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-16 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-17 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-18 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-19 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-20 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-21 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-22 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-23 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-24 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-25 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-26 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-27 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-28 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-29 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-30 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-10-31 | $-0.90 | $6,215,000 | 3 / 3 |
| 2026-11-01 | $-0.81 | $6,215,000 | 3 / 3 |
| 2026-11-02 | $-0.81 | $6,215,000 | 3 / 3 |
| 2026-11-03 | $-0.81 | $6,215,000 | 3 / 3 |
| 2026-11-04 | $-0.81 | $6,215,000 | 2 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.