Arrivent Biopharma

ArriVent lost $3.54 a share last quarter and still has only one approved cancer drug in China.

If you own AVBP, you own one cancer bet, not a business.

avbp

healthcare small cap updated feb 20, 2026
$21.39
market cap ~$1B · 52-week range $15–$27
xvary composite: 57 / 100 · below average
our overall rating — combines growth, value, risk, and momentum
Start here if you're new
what it is
ArriVent develops cancer drugs, led by firmonertinib for EGFR-mutant lung cancer.
how it gets paid
Last year Arrivent Biopharma made n/a in revenue. Firmonertinib China was the main engine at $0, or 25% of sales.
what just happened
The latest quarter showed -$3.54 per share, and the source summary gave no revenue number.
At a glance
B+ balance sheet — decent shape, but not bulletproof
-$2.56 fy2024 eps est
1.0 beta
~$1B market cap
small cap
xvary composite: 57/100 — below average
What they do
ArriVent develops cancer drugs, led by firmonertinib for EGFR-mutant lung cancer.
The moat is thin. ArriVent has 52 employees, so this is not a scale story. It is a one-drug story. Firmonertinib is approved in China, while the bigger payoff depends on trials elsewhere. Pivotal Phase 3 means final large test. So what: one readout can move the stock more than a year of work.
healthcare biotech small-cap oncology clinical-stage
How they make money
n/a annual revenue
Firmonertinib China
$0
Firmonertinib global trials
$0
EGFR exon 20 program
$0
Other oncology pipeline
$0
The products that matter
approved cancer drug
Firmonertinib
1 approved market
It is the only approved and commercially distributed asset in China, so the current business depends on one drug.
China-only sales
late-stage test
EGFR exon 20 NSCLC program
1 pivotal Phase 3
A single Phase 3 trial is the big test, and a miss can hit a stock with a roughly $1B market cap.
Phase 3 test
pipeline extension
EGFR mutant NSCLC expansion
2 FDA designations
Breakthrough therapy and orphan drug designations help the odds, but they do not print cash.
FDA-backed
Key numbers
$21.39
share price
At $21.39, you are paying a real equity price for a company with no reported annual revenue.
~$1B
market cap
A ~$1B market cap leaves little room for a trial miss or a slow launch.
-$2.56
FY2024 EPS est
The FY2024 estimate is still a loss. That tells you this is a science story, not a profit story.
1.0
beta
Beta → market swing measure → so what: the stock has moved about like the market, but you still get biotech risk.
Financial health
B+
strength
  • balance sheet grade B+ — solid but not elite
  • risk rank 3 — safer than 50% of stocks
  • price stability 15 / 100
B+ — functional but not a standout on the balance sheet.
Total return vs. market

Return history isn't available for AVBP right now.

source: institutional data · return history unavailable
What just happened
missed estimates
The latest quarter showed -$3.54 per share, and the source summary gave no revenue number.
This is a clinical-stage company. Losses are the product right now. The recent update also pointed to $305.4M in cash, which buys time, not certainty.
$3.54
eps
n/a
n/a
n/a
n/a
eps loss
$3.54 per share is the number that matters. It says the company is still paying for trials and development.
source: company earnings report, 2026

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What could go wrong

The risk section is simple: one drug, one cash pile, one set of trials.

!
high
Trial failure
Firmonertinib is in a pivotal Phase 3 trial for exon 20 insertion NSCLC. One bad readout can reset the whole story.
could erase about $1B of market value
!
high
Cash burn
The latest update cited $305.4M in cash and $130.8M in net loss. That is a big cushion, but it is not permanent.
burns about $130.8M a year
med
China concentration
Firmonertinib is the only approved and commercially distributed drug, and it is only approved in China. That leaves the commercial story tied to one market.
puts 100% of approved sales in one market
med
Crowded cancer lane
The pipeline targets EGFR-mutant lung cancer, where better data from peers can steal attention fast. In biotech, the other stock with the cleaner readout often wins the week.
can cut upside by 20%
If firmonertinib stumbles, the stock does not have a second engine.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
next earnings report
The May 13 earnings report matters because a $305.4M cash pile against a $130.8M net loss tells you how much runway is left.
risk
r/everhint
AVBP - ArriVent BioPharma, Inc. Common Stock ($24.47, +2.4%, $1.08B). MBX... regulatory oversight c
Analyst rankings
risk profile
average
risk rank 3 — typical risk profile — neither especially safe nor risky.
chart momentum
average
momentum rank 3 — the stock is moving with the broader market, no unusual signal.
source: institutional data
Institutional activity

institutional ownership data for AVBP is being compiled.

source: institutional data
Price targets
3-5 year target range
n/a n/a
$21 current price
n/a target midpoint · n/a from current
target data not available

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