ArriVent BioPharma

AVBP

Market cap $861M

ArriVent BioPharma (AVBP) is a cautious BUY, driven by furmonertinib's late-stage potential in uncommon EGFR-mutant NSCLC and a conservative valuation approach. AVBP's strategy targets niche EGFR mutations—exon 20 insertions, PACC, and others—where competition is less entrenched and regulatory pathways are more navigable. Furmonertinib demonstrates robust efficacy, CNS penetration, and tolerability in early trials, supporting risk-adjusted U.S. revenue estimates of $600M–$900M annually.

ArriVent BioPharma is rated a Strong Buy, driven by Firmonertinib's near-term clinical catalysts and significant de-risking from Shanghai Allist Pharmaceuticals commercialization. Firmonertinib has continued to deliver encouraging efficacy with a tolerable safety profile across treated patients. Under conservative assumptions, there is an asymmetric valuation setup.

NEWTOWN SQUARE, Pa., Dec. 22, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today announced that the first patient has been dosed in the global pivotal Phase 3 ALPACCA study evaluating firmonertinib monotherapy for first-line treatment of EGFR PACC mutant non-small cell lung cancer (NSCLC). Firmonertinib is an oral, once daily, highly brain-penetrant and broadly active mutation-selective EGFR inhibitor.

Final Phase 1b results presented at World Lung Conference highlight the potential of firmonertinib to address unmet needs in EGFR PACC mutant NSCLC Received FDA IND clearance for ARR-217, a CDH-17 targeted ADC, with ongoing Phase 1 study in China Establised commercial leadership within excutive team with appointment of Brent S. Rice as Chief Commercial Officer Cash and investments of $305.4 million as of September 30, 2025 expected to fund operations into mid-2027 NEWTOWN SQUARE, Pa.

NEWTOWN SQUARE, Pa., Sept. 22, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today announced the appointment of Brent S. Rice as Chief Commercial Officer (CCO). Mr. Rice joins ArriVent with over 25 years of U.S. and global commercial experience in the biotechnology and pharmaceutical industry.

16.0 months median progression free survival (mPFS) with firmonertinib 240 mg by blinded independent central review (BICR) in first-line patients Confirmed overall response rate (cORR) 68.2% and duration of response (DOR) 14.6 months by BICR in first-line patients Confirmed CNS (central nervous system) responses with firmonertinib including complete responses (CRs) by BICR Firmonertinib rapidly decreased or cleared PACC circulating tumor DNA (ctDNA) in frontline patients across PACC mutation types (frequent, less frequent and compound PACC) consistent with broad PACC activity Enrollment of the first patient in the global pivotal Phase 3 ALPACCA study in first-line EGFR PACC mutant non-small cell lung (NSCLC) cancer expected in the second half of 2025 NEWTOWN SQUARE, Pa., Sept. 09, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today presented positive final proof-of-concept data from the randomized global Phase 1b FURTHER trial for first-line firmonertinib monotherapy in patients with non-small cell lung cancer (NSCLC) harboring EGFR PACC mutations at the IASCLC 2025 annual World Conference on Lung Cancer (WCLC), in Barcelona, Spain.

NEWTOWN SQUARE, Pa., Aug. 11, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today reported financial results for the second quarter ended June 30, 2025, and highlighted recent Company progress.

Enrollment in FURVENT was completed in Q1 2025 Firmonertinib received FDA Breakthrough Therapy Designation in this patient population NEWTOWN SQUARE, Pa., July 21, 2025 (GLOBE NEWSWIRE) -- ArriVent BioPharma, Inc. (Company or ArriVent) (Nasdaq: AVBP), a clinical-stage company dedicated to accelerating the global development of innovative biopharmaceutical therapeutics, today announced that topline firmonertinib monotherapy data from the global pivotal FURVENT Phase 3 (NCT05607550) study in first-line EGFR exon20 insertion mutant non-small cell lung cancer (NSCLC) is projected to be in early 2026.

CDZI, AVBP and ACCO have been added to the Zacks Rank #5 (Strong Sell) List on July 21, 2025.

U.S. stock futures were higher this morning, with the Dow futures gaining around 0.2% on Wednesday.