Nuvation Bio Inc. (NUVB) Presents at TD Cowen 46th Annual Health Care Conference Transcript
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SA Transcripts158.86K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of -$0.09 misses by $0.04 | Revenue of $41.87M (633.06% Y/Y) beats by $4.37M Nuvation Bio Inc. (NUVB) TD Cowen 46th Annual Health Care Conference March 4, 2026 10:30 AM EST Company Participants David Hung - Founder, President, CEO & ChairmanPhilippe Sauvage - CFO & Principal Financial Officer Conference Call Participants Yaron Werber - TD Cowen, Research Division Presentation Yaron WerberTD Cowen, Research Division Good morning, once again, and welcome to the 46th Annual TD Cowen Healthcare Conference. I'm Yaron Werber from the biotech team. And it's a great pleasure to moderate the next fireside chat with Nuvation Bio. With us today really needs an introduction, David Hung, Co-Founder, President and CEO; and Philippe Sauvage as well, Chief Financial Officer. Gentlemen, thanks for joining us. David HungFounder, President, CEO & Chairman Thanks, Yaron. Question-and-Answer Session Yaron WerberTD Cowen, Research Division So maybe, David and Philippe for both of you, give us a little bit of a sense, first of all, the market reaction, I mean, this week has been kind of bananas with everything that's going on. We've seen a lot of volatility in stocks. You printed a decent Q4. It was preannounced at JPMorgan. Any sense sort of what happened with the stock? What's your best sense? And what was your main takeaway from your conference call? David HungFounder, President, CEO & Chairman Yes. So there -- we think the stock reaction after the call was a little bit unusual. There's really no new news. As you said, we preannounced our results at JPMorgan, and we're just trying to give some more color on the preannounced news from JPMorgan. One of the questions that we received at JPMorgan was if you look at our new patient starts, which have been very robust, 6x the BMS launch going from 204 in Q3 to 216 in Q4, why did there appear to be some gap between the new patient starts and the