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ELELVN

Enliven Therapeutics, Inc.

$ELVN·$2.8B·Biotechnology·Healthcare
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Mentions · last 7 days
2026-06-07: 5 posts2026-06-08: 21 posts2026-06-09: 20 posts2026-06-10: 22 posts2026-06-11: 88 posts2026-06-12: 71 posts2026-06-13: 4 posts233+1%
X counts updated 13h ago
ELELVN
Enliven Therapeutics, Inc.$ELVN
——233 posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ELVN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventStalledAI verdict · as of 2026-06-14

The move has stalled — likely just drifts unless something new shows up.

Enliven Therapeutics is the clinical biotech near 52-week highs — no X chatter, but officers sold $544K on June 5.

Enliven Therapeutics is a clinical-stage biotech focused on oncology — kinase inhibitors targeting tumor-resistance mechanisms. The 2026 picture from the data: last quarter revenue was zero (pre-commercial), the stock sits at 93% of its 52-week range and 66% above the 200-day moving average. Vol multiple 6.6x suggests a recent catalyst-driven move. The insider tape is meaningful: director Lori Kunkel sold $345K on June 5 plus officer Helen Collins sold $199K on May 18 (~$544K combined) — small but coordinated cluster heading into the highs. At trailing P/E -29x the multiple is signal-less; the equity is priced on the next clinical-readout calendar. No X chatter is in the bundle, no scheduled earnings date until August. The bull case is a positive Phase 1/2 readout on the lead asset; the bear case is the chart at 93% of the range with insider distribution. What flips the call: any clinical-readout color disclosed at the August earnings update.

What to watch: August 12 Q2 update — needs clinical-readout color and any color on operating runway. A negative readout, or another Kunkel cluster sale, is the call-changer; a strategic partnership disclosure extends the move.

On the calendar: 2026-08-12 — Q2 2026 update

no sentiment data

Read the AI verdict + X sentiment for $ELVN

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What it does

Plain-English summary of the business — what they sell and how they make money.

Enliven Therapeutics, Inc. is a biopharmaceutical enterprise, currently in the clinical development phase, dedicated to discovering and advancing small molecule therapeutic agents aimed at combating cancer. Its pipeline includes ELVN-001, a small molecule kinase inhibitor currently in a Phase 1 clinical trial for adult patients with chronic myeloid leukemia. Another key candidate, ELVN-002, also a small molecule kinase inhibitor, has begun a Phase 1 clinical assessment for individuals with cancers exhibiting an abnormal HER2 gene. The company's base of operations is located in Boulder, Colorado.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $ELVN.

Biotechnology · Healthcare

GLP-1 obesity pipeline competition and clinical binary events are the twin forces bifurcating biotech — ALT and VKTX carry high risk/reward ratios in the obesity race while IBRX's bladder/pancreatic immunotherapy catalysts define the oncology binary calendar. Gene editing (CRSP, BEAM, NTLA) is entering commercial maturation with Casgevy revenue scaling.

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  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $ELVN's next move
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Top industry ETF

$IBBiShares Biotechnology ETF
+0.6%YTD
+32.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-29.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-25.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-21.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.38$-0.44+13.6%
Q4 2025Mar 3, 2026$-0.48$-0.42-14.3%
Q3 2025Nov 12, 2025$-0.32$-0.43+25.6%
Q2 2025Aug 13, 2025$-0.49$-0.53+7.5%
Next earningsWed, Aug 12·consensus EPS $-0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.38$-19.3M
Q4 FY25$0———$-0.45$-15.8M
Q3 FY25$0———$-0.32$-13.3M
Q2 FY25$0———$-0.49$-17.2M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$10K$10K – $10K-$1.77-$2.05 – -$1.424
FY27$7K$7K – $7K-$2.40-$2.88 – -$1.937
FY28$17K$17K – $17K-$2.98-$3.60 – -$1.957
FY29$71.5M$71.5M – $71.5M-$2.81-$2.81 – -$2.813
FY30$339.8M$339.8M – $339.8M-$1.29-$1.29 – -$1.296

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.6.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.93%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+11.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+66.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today17.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.405-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $ELVN is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 5Kunkel Lori AnneDirector10.0K sh$345KSellMay 18Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$199KSellApr 17Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$238KSellMar 25Collins Helen LouiseCHIEF MEDICAL OFFICER40.0K sh$1.4MSellMar 17Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$139KSellMar 10Collins Helen LouiseCHIEF MEDICAL OFFICER10.1K sh$306KSellMar 9Collins Helen LouiseCHIEF MEDICAL OFFICER29.9K sh$897KSellMar 6Benjamin HohlCFO10.0K sh$296KSellFeb 17Richard A. HeymanDirector1.2K sh$32KSellFeb 17Collins Helen LouiseCHIEF MEDICAL OFFICER45.0K sh$1.2M
1–10 of 13
+ 18 other (11 awards · 7 exempts) in window

See when $ELVN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 128-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Enliven Therapeutics entered an underwriting agreement on June 11, 2026 with Jefferies, Goldman Sachs, Morgan Stanley, and Barclays for 8,933,334 shares at $37.50 per share plus 1,733,333 pre-funded warrants at $37.499 each, with an overallotment option for 1.6 million additional shares. Net proceeds are estimated at approximately $376 million (or approximately $432 million if the overallotment is fully exercised); expected closing was June 15, 2026. This capital raise directly funds the ELVN-001 BCR-ABL1 inhibitor CML clinical development program following positive Phase 1 ENABLE trial data.

424B5Prospectus supplement (offering)Jun 12424B5
AI summary

Enliven Therapeutics' final prospectus supplement for its June 2026 equity offering: 8,933,334 shares at $37.50 per share plus 1,733,333 pre-funded warrants at $37.499 per warrant, for total gross proceeds of approximately $400 million (approximately $376 million net after underwriting discounts of $2.25 per share). Joint bookrunners: Jefferies, Goldman Sachs, Morgan Stanley, and Barclays; expected closing approximately June 15, 2026. This material dilutive raise for a clinical-stage company reflects capital requirements following positive ELVN-001 CML Phase 1 data and upcoming registrational studies.

424B5Prospectus supplement (offering)Jun 11424B5
AI summary

Enliven Therapeutics filed a preliminary (Subject to Completion) prospectus supplement on June 11, 2026 for a common stock and pre-funded warrants offering with a target size of approximately $250 million (exact share count and price to be determined by bookbuild). Joint bookrunners include Jefferies, Goldman Sachs, Morgan Stanley, Barclays, and Mizuho. This preliminary filing initiated the active book-build process; final terms were set the following day at $37.50 per share for approximately $400 million in gross proceeds.

8-KPress release / Reg FDJun 118-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Enliven Therapeutics disclosed updated positive Phase 1 ENABLE trial data for ELVN-001 (a next-generation BCR-ABL1 inhibitor) in chronic myeloid leukemia (CML): as of the March 10, 2026 data cutoff, 161 patients were enrolled at doses of 10-240 mg, 76% remain on study with median treatment duration of 35 weeks, 70% had 3 or more prior TKI therapies, and 62% had prior asciminib (the most recently approved TKI). The company also disclosed key outcomes from its End-of-Phase 1 FDA meeting, which are expected to define the regulatory development path and supported the concurrent $400 million equity raise.

8-KCharter amendmentJun 108-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Enliven Therapeutics held its Annual Meeting on June 9, 2026. Stockholders approved an increase in authorized common shares from 100 million to 200 million shares (Certificate of Amendment filed and effective June 9, 2026), directly enabling the concurrent approximately $400 million equity offering. Shareholders also elected directors Richard Fair and Lori Kunkel as Class III directors through 2029. The company additionally disclosed it updated its principal executive address from Boulder, Colorado to Burlingame, California.

3New insider — initial holdingsJan 93
8-KOfficer or director changeJan 78-K — Item 5.02: Officer or director change
+ 17 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Enliven Therapeutics Announces Pricing of Upsized Public Offering of Common Stock and Pre-Funded Warrantsgurufocus.com·3d agoEnliven Therapeutics Announces Pricing of Upsized Public Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·3d agoEnliven Therapeutics Announces Proposed Public Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·3d agoEnliven Therapeutics, Inc. (ELVN) Discusses Updated Phase 1 ENABLE Trial Data for ELVN-001 in Previously Treated Chronic Myeloid Leukemia Transcriptseekingalpha.com·3d agoEnliven Therapeutics Announces Updated Positive Phase 1 Clinical Data and Alignment with FDA on Key Phase 3 Trial Design Componentsprnewswire.com·3d ago

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