Pharmaceutical Preparations · SIC 2834

Acrivon Therapeutics, Inc.

ACRV

Watch

Latest revenue

as of 2025-12-31

Latest net income

$-77.9M

as of 2025-12-31

Net margin

as of 2025-12-31

6.3
of 10

ActaClear Score

Above avg
#305 of 528 in Pharmaceutical Preparations
+0.1 · 2d
Profitability·25%
6.4
Growth·15%
Value·20%
6.9
Quality·20%
Momentum·20%
5.6

Computed from 5 years of SEC fundamentals + latest market data, ranked within Pharmaceutical Preparations (528 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

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Price · 5Y

-49.2% / yr 68.9 pts / yr vs S&P 500 90.9% total
Compare:

Live market

delayed ≤15 min
$1.42
Market cap
$60.8M
Enterprise value
$26.7M
P/E (trailing)
Forward P/E
P/B
0.64×
Dividend yield
0.0%
52-wk high
$3.56
52-wk low
$1.15
Beta
Shares out
42.8M

5-year trend

What this company does

AI

Acrivon Therapeutics is a clinical-stage biotech developing cancer drugs matched to patients using its proprietary proteomics platform, AP3, which measures drug effects on tumor proteins rather than relying on genetic mutations. The company generates no product revenue and funds operations through capital raises while advancing its pipeline, led by ACR-368 (prexasertib), licensed from Eli Lilly. The pivotal development is ACR-368's Phase 2b trial in endometrial cancer, where interim data showed a 52% confirmed response rate in serous EC patients, prompting expansion into biomarker-unselected cohorts.

Generated from ACRV's filing dated 2026-03-19

Key risks

AI
  • Pipeline concentration: lead asset ACR-368 is in-licensed from Lilly and was previously deprioritized; success hinges on unapproved OncoSignature companion diagnostic.
  • Small interim data set: 39% confirmed ORR in EC Arm 1 may not replicate; new 'serous all-comer' arms 3/4 lack biomarker stratification, raising readout risk.
  • Clinical-stage with no approved products; OncoSignature CDx unapproved and ACR-6840 IND not planned until Q4 2026, implying continued cash burn and dilution risk.

Generated from ACRV's filing dated 2026-03-19

Profitability

Return on equity

-44.1%

33.7%

Return on assets

-60.1%

46.6%

Leverage

Debt / equity

-0.27×

142.8%

Debt / assets

-36.3%

194.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$-19.0M+3.2%

Q4 2025

2025-12-31

$-19.0M+16.8%

Q3 2025

2025-09-30

$-18.2M+18.7%

Q2 2025

2025-06-30

$-21.0M-11.7%

Q1 2025

2025-03-31

$-19.7M-19.4%

Q4 2024

2024-12-31

$-22.8M

Q3 2024

2024-09-30

$-22.4M-55.1%

Q2 2024

2024-06-30

$-18.8M-35.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Pharmaceutical Preparations · SIC 2834

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Insider activity

Insider buying

$114.3K

Insider selling

$0

Net activity

+$114.3K

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-01-14

Peter Blume-Jensen / Kristina Masson

President and CEO

Purchase49,000$1.68$82.1K
2026-01-14

Adam D. Levy

Chief Financial Officer

Purchase8,832$1.70$15.0K
2026-01-13

Eric Devroe

Chief Operating Officer

Purchase10,000$1.72$17.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ACRV

Institutional value

$4.9M

Total shares held

4.5M

Distinct holders

22

-26 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Sands Capital Ventures, LLC2.1M$3.0M+0 (+0.0%)No change
2VANGUARD CAPITAL MANAGEMENT LLC722.0K$1.0MNew
3JANE STREET GROUP, LLC239.7K$333.2K-102.4K (-29.9%)Trimmed
4BlackRock, Inc.208.9K$290.4K+3.8K (+1.9%)Added
5VANGUARD FIDUCIARY TRUST CO107.5K$149.5KNew
6UBS Group AG34.6K$48.1K-313.9K (-90.1%)Trimmed
7DIMENSIONAL FUND ADVISORS LP18.4K$25.4K+0 (+0.0%)No change
8AAF Wealth Management, LLC10.7K$14.8K+0 (+0.0%)No change
9Marex Group plc10.0K$13.9K+0 (+0.0%)No change
10FEDERATED HERMES, INC.7.9K$11.0K+2.3K (+41.2%)Added
11Vanguard Global Advisers, LLC4.5K$6.2KNew
12WELLS FARGO & COMPANY/MN3.0K$4.2KNew
13ACADIAN ASSET MANAGEMENT LLC846.0K$1.2K+264.8K (+45.6%)Added
14BNP PARIBAS FINANCIAL MARKETS634$881+0 (+0.0%)No change
15JPMORGAN CHASE & CO638$823-16.2K (-96.2%)Trimmed
16NISA INVESTMENT ADVISORS, LLC584$812+0 (+0.0%)No change
17Redwood Park Advisors LLC500$695+0 (+0.0%)No change
18Russell Investments Group, Ltd.481$669+0 (+0.0%)No change
19Steward Partners Investment Advisory, LLC326$453New
20GSA CAPITAL PARTNERS LLP186.7K$260New

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Arm 1 endometrial ORR was 39% but serous all-comer pooled hit 52%—does this undermine OncoSignature's value as a companion diagnostic?

  2. 2

    With ACR-6840 IND slipping to Q4 2026 and two ongoing Phase 2b arms, what's current cash runway and when do you raise?

  3. 3

    Lilly dosed prexasertib in 400+ patients without advancing it—what specifically did their internal data miss that justifies your registrational bet?

Refreshed when ACRV files a new report · last from 2026-03-19

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