Enliven Therapeutics (ELVN)
Develops small-molecule therapies centered on ELVN-001 for chronic myeloid leukemia.
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Develops small-molecule precision medicines, centered on ELVN-001, a BCR-ABL inhibitor in global clinical development for chronic myeloid leukemia. With ELVN-002 no longer advanced internally, it has no approved products or revenue and depends on clinical execution, regulatory approval, and external financing.
Designs precision-medicine small molecules by combining validated biological targets, differentiated chemistry, and disciplined trial design. ELVN-001, a selective BCR-ABL kinase inhibitor for chronic myeloid leukemia, is the central program. It remains in a global Phase 1 trial while preparations continue for the ENABLE-2 pivotal study following FDA alignment on key design components.
ELVN-002, a CNS-penetrant HER2 inhibitor studied in solid tumors, is under strategic-alternatives review and is no longer being developed internally. The shift concentrates resources on ELVN-001 while additional small-molecule programs remain at the research stage.
Operates as one reportable segment, with no approved products or revenue. Clinical progress depends on patient enrollment, regulatory approval, capital, and outsourced research, trial, and manufacturing partners.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 18, 2026 | Mizuho Securities | Target | Target: $62 | Target: $73 |
| Aug 18, 2026 | William Blair | Initiate | Rating: — | |
| Aug 18, 2026 | Barclays | Initiate | Rating: —Target: — | Target: $78 |
| Aug 6, 2026 | Stifel Nicolaus | Target | Target: $80 | Target: $82 |
| Aug 6, 2026 | Guggenheim | Reiterate | Rating: —Target: $80 | Target: $78 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $895.2M · Total debt $1.5M · Total assets $910.2M · Shareholders' equity $895.1M
- Revenue
- $0
- Operating income
- −$37.2M
- Net income
- −$32.5M
No dividends on record.
| Institutions | ≈ 108.18% | 79.26M shares | |
|---|---|---|---|
| 222 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.95% | 2.16M shares | |
| 8 holders · as of Sep 21, 2026 | |||
| Adds to | 111.13% | ||
73.27M company shares as of Sep 23, 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 111.13%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 13.68% | 10.03M | as of Jun 30, 2026 |
Orbimed Advisors LLCInstitution | 9.25% | 6.78M | as of Jun 30, 2026 |
Polar Capital Holdings PLCInstitution | 8.78% | 6.43M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.95% | 4.36M | as of Jun 30, 2026 |
Vestal Point Capital, LPInstitution | 5.46% | 4.00M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 17, 2026 | Helen Louise Collins | officer: CHIEF MEDICAL OFFICER | −5,000 | $50.35 |
| Sep 17, 2026 | Benjamin Hohl | officer: CHIEF FINANCIAL OFFICER | −6,018 | $50.35 |
| Aug 17, 2026 | Helen Louise Collins | officer: CHIEF MEDICAL OFFICER | −5,000 | $58.59 |
| Aug 17, 2026 | Benjamin Hohl | officer: CHIEF FINANCIAL OFFICER | −6,018 | $58.58 |
| Aug 4, 2026 | Mika K. Derynck | director | −158,795 | $60.21 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Enliven Therapeutics | $45.90 | −4.75% | $3.44B | — | — | — | — |
| Novartis (ADR) | $142.51 | +0.87% | $268.53B | 21.3 | 15.2 | 4.8 | +0.9% |
| Takeda (ADR) | $18.88 | −0.40% | $60.30B | 52.9 | 60.0 | 2.0 | +4.2% |
| Bristol-Myers Squibb | $61.66 | −0.95% | $127.16B | 13.7 | 9.6 | 2.6 | +5.7% |
| Pfizer | $27.97 | +0.14% | $159.19B | 36.9 | 10.0 | 2.5 | +2.6% |
| Ascentage Pharma (ADR) | $15.58 | −1.83% | $1.48B | — | — | 15.6 | +35.3% |
| Merck | $148.01 | −1.92% | $372.73B | 120.7 | 17.1 | 5.6 | +5.1% |
| Median | 36.9 | 15.2 | 3.7 | +4.6% |