Start here if you're new
what it is
PMV is trying to turn one p53 mutation into a cancer drug business.
how it gets paid
Last year Pmv Pharmaceuticals made $6M in revenue.
why growth slowed
Revenue fell 40.5% last year. Revenue was up 245% vs. prior year. The loss stayed wide.
what just happened
Revenue hit $5M, but EPS stayed at -$1.14.
At a glance
C++ balance sheet — some cracks in the foundation
60/100 earnings predictability — reasonably predictable
-$1.14 fy2024 eps est
n/a operating margin
1.3 beta
xvary composite: 43/100 — below average
What they do
PMV is trying to turn one p53 mutation into a cancer drug business.
PMV's edge is p53, the genome's guardian. Its lead drug targets Y220C, a mutation in the p53 protein, and the platform reaches the top ten hotspot mutations tied to 10-15% of cancers. You are not buying scale. You are buying a narrow shot at a common cancer flaw.
How they make money
$6M
annual revenue · revenue declined -40.5% last year
total revenue
$6M
40.5%
The products that matter
Phase 1 oncology program
Rezatapopt
one lead asset · no product revenue
this is what the $83M market cap is really pricing. with one Phase 1 program carrying the story, each efficacy or safety update matters more than any conventional valuation metric.
single-asset thesis
partner-linked revenue stream
Collaboration Revenue
$6M · down 40.5%
it is the only revenue line shown in the current snapshot, and it fell to $6M. that's too small and too inconsistent to support the valuation on its own.
not product demand
Key numbers
-$1.14
fy2024 eps est
$6M
fy rev est
SEC filings point to roughly $6M in annual sales.
n/a
trailing p/e
n/a
dividend yield
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $0M (1% of capital)
C++ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for PMVP right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Revenue hit $5M, but EPS stayed at -$1.14.
Revenue was up 245% vs. prior year. The loss stayed wide, so the business still looks like a trial program, not a franchise.
$5M
revenue
-$1.14
eps
$6M
annual revenue
quarterly revenue
Revenue reached $5M, but the company still lost $1.14 a share. That is a tiny sales base under a deep loss.
source: EDGAR and company earnings report, 2026
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What could go wrong
the real risk here is not abstract biotech risk. it is that rezatapopt disappoints before PMVP builds anything else that matters. with one lead asset and no product sales, a bad update hits the whole thesis at once.
med
single-asset clinical failure
Rezatapopt is the story. If the Phase 1 program shows weak efficacy, safety issues, or both, there is no second operating engine to catch the fall.
Impact: most of the current investment case is exposed to one readout path.
med
future dilution
No long-term debt does not mean no financing risk. Pre-commercial biotech usually funds itself with new capital, and an $83M market cap leaves little room for a painless raise.
Impact: your ownership stake can shrink before the science proves itself.
med
thin revenue base
The only revenue line shown is $6M of collaboration revenue, and it fell 40.5% from last year. That offers very little operating support if sentiment turns cold.
Impact: between catalysts, the stock has almost nothing fundamental to lean on.
If the lead program stumbles, the valuation can compress fast. If funding arrives on weak terms before better data, existing shareholders pay twice — first through dilution, then through lower confidence.
source: institutional data · regulatory filings · risk analysis
Pay attention to
clinical
the next rezatapopt Phase 1 update
This is the stock. If new efficacy or safety data lands, the market will care more about that than any quarter with $6M of collaboration revenue.
trading
price stability score: 5 / 100
That number tells you calm trading is not part of the package. Position sizing matters because the tape will not protect you from event-driven swings.
revenue
whether the $6M collaboration line keeps shrinking
It fell 40.5% from last year. If it keeps sliding, there is even less operating support between clinical catalysts.
financing
any capital raise or runway disclosure
No long-term debt is good. It does not mean you are safe from dilution. In pre-commercial biotech, financing terms often move the stock almost as much as the science.
Analyst rankings
earnings predictability
60 / 100
in human-speak, analysts have a somewhat workable model for the losses, but one clinical headline can still rewrite the script.
risk rank
3
This sits around the middle of the ranking scale. That sounds calmer than the business actually is because clinical event risk rarely fits neatly inside one number.
price stability
5 / 100
That is the market telling you this name trades on bursts of conviction, not on smooth operating progress.
source: institutional data
Institutional activity
institutional ownership data for PMVP is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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