ArriVent BioPharma (AVBP)
Develops licensed oncology assets led by firmonertinib and antibody-drug conjugates.
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Licenses and develops cancer drug candidates rather than selling approved products, with firmonertinib in global late-stage NSCLC trials and ADC programs broadening the pipeline. Operations depend on clinical execution, regulatory approval, partner rights, financing, and commercialization capability.
Identifies, licenses, and develops oncology medicines sourced from partners, with a single life-science segment and no product-sales revenue. The lead program, firmonertinib, is an oral EGFR inhibitor being studied globally for selected first-line NSCLC populations.
Pipeline breadth comes from ADC assets added through collaborations and licenses. ARR-217 targets CDH17 in gastrointestinal malignancies, ARR-002 targets MUC16 and NaPi2b in solid tumors, and ARR-421 and ARR-173 remain discovery-stage ADC programs.
Execution rests on global development outside Greater China, oncology regulatory work, and partner/license management rather than marketed product operations. Future scale depends on clinical results, regulatory approval, financing access, partner rights, and commercial capability if any candidate is approved.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $36 | Target: $47 |
| May 29, 2026 | Truist Financial | Target | Target: $43 | Target: $45 |
| Dec 10, 2025 | BTIG | Target | Target: — | Target: $45 |
| Nov 25, 2025 | Truist Financial | Target | Target: — | Target: $43 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $373.1M · Total debt $351.0K · Total assets $394.7M · Shareholders' equity $366.8M
- Revenue
- $0
- Operating income
- −$52.7M
- Net income
- −$49.9M
No dividends on record.
| Institutions | ≈ 93.61% | 46.16M shares | |
|---|---|---|---|
| 166 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.08% | 530.2K shares | |
| 1 holder · as of Jul 15, 2025 | |||
| Strategic holders | 12.42% | 6.12M shares | |
| 2 holders · as of Feb 17, 2026 | |||
| Adds to | 107.11% | ||
49.31M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 107.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Suvretta Capital Management, LLCInstitution | 9.16% | 4.52M | as of Jun 30, 2026 |
Infinitum Asset Management, LLCInstitution | 9.00% | 4.44M | as of Jun 30, 2026 |
HHLR Advisors, Ltd.Institution | 7.97% | 3.93M | as of Jun 30, 2026 |
Hillhouse Investment Management, Ltd.1,2Strategic10 percent owner | 7.97% | 3.93M | filed Feb 17, 2026 |
BlackRock, Inc.Institution | 6.59% | 3.25M | as of Jun 30, 2026 |
- Hillhouse Investment Management, Ltd.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (3.93M) is used instead.
- Hillhouse Investment Management, Ltd. reports a block also reported by HHLR Advisors, Ltd.; it is counted once, under HHLR Advisors, Ltd.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Hillhouse Investment Management, Ltd. | 10 percent owner | −555,555 | $23.37 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ArriVent BioPharma | $30.27 | +1.79% | $1.39B | — | — | — | — |
| Johnson & Johnson | $269.32 | −0.06% | $649.40B | 31.2 | 22.7 | 6.6 | +6.6% |
| AstraZeneca (ADR) | $168.66 | +0.34% | $260.70B | 25.2 | 15.9 | 4.2 | +6.4% |
| Cullinan Therapeutics | $21.64 | +1.35% | $1.31B | — | — | — | — |
| AbbVie | $265.85 | +0.52% | $467.37B | 74.5 | 17.5 | 7.3 | +10.2% |
| Takeda (ADR) | $19.02 | +0.68% | $60.11B | 52.5 | 60.1 | 2.0 | +4.2% |
| Genmab (ADR) | $35.27 | +1.67% | $21.30B | 27.3 | 26.9 | 5.2 | +24.9% |
| Median | 31.2 | 22.7 | 5.2 | +6.6% |