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ELELVN

Enliven Therapeutics, Inc.

$ELVN·$3.8B·Biotechnology·Healthcare
$53.76+1.9%YTD+246.8%1Y+160.1%
Mentions · last 7 days
2026-07-22: 5 posts2026-07-23: 5 posts2026-07-24: 5 posts2026-07-25: 2 posts2026-07-26: 50 posts2026-07-27: 5 posts2026-07-28: 3 posts76+240%
Price updated 13h ago·X counts updated 13h ago
ELELVN
$ELVNEnliven Therapeutics, Inc.
$53.76+1.94%76 posts+240%
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 eventAcceleratingAI verdict · as of 2026-07-28

The move is getting stronger, with heavier trading behind it.

Enliven up 240% YTD after positive Phase 1 data and $400M raise — bulls compare to TERN as buyout gamble.

Enliven Therapeutics is a mid-cap biotech developing small-molecule kinase inhibitors for oncology (lead asset ELVN-002 targeting BCR-ABL in chronic myeloid leukemia). The stock is up 240% YTD as positive Phase 1 data landed and the $400M capital raise removed the near-term dilution overhang.

  • The Phase 1 data plus FDA alignment on Phase 3 design is the specific catalyst: updated positive Phase 1 clinical data combined with FDA alignment on key Phase 3 trial design components means Enliven now has a clean pivotal-trial path — the sort of regulatory de-risking that reprices small-cap oncology names.
  • The $400M upsized capital raise is transformative: closing a $400M public offering of common stock and pre-funded warrants at these prices means Enliven has multi-year runway to Phase 3 completion — this changes the equity from cash-burn-focused to catalyst-focused.
  • The TERN comparison as buyout-gamble is aggressive but has directional logic: bulls positioning ELVN as a 70% starter comparable to Terns Pharmaceuticals (which was acquired by Novo Nordisk) reflects the sort of MOA-plus-data profile that attracts big-pharma acquirers — legitimate but speculative.
  • The insider selling by Collins on July 21 is worth naming: $263K sale is meaningful for an insider — sizable enough to note but not massive relative to the recent equity move, worth watching for whether more selling follows.

The August 12 Q2 print is the near-term catalyst — cash runway confirmation post-raise, Phase 3 trial timing, and any partnership discussion matter more than the loss number. What would break the setup: a Phase 3 trial-start delay, since the +240% YTD move assumes the pivotal-trial path proceeds on the currently-implied cadence and the M&A optionality remains open.

Agrees with X sentimentThe bullish framing around Enliven pricing and closing an upsized $400M public offering, updated positive Phase 1 clinical data with FDA alignment on key Phase 3 trial design, and the TERN-comp buyout-gamble framing at a 70% starter position is grounded in the actual regulatory and capital-markets disclosures — this is a case where the sentiment tracks the specific catalyst plus M&A optionality thesis.

What to watch: The Aug 12 Q2 print — cash runway confirmation post-raise, Phase 3 trial timing, and any partnership discussion matter more than the loss. What would break the setup: a Phase 3 trial-start delay, since the +240% YTD move assumes the pivotal-trial path proceeds on the currently-implied cadence.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-06-20

Enliven Therapeutics priced and closed an upsized $400M public offering of common stock and pre-funded warrants following updated positive Phase 1 clinical data and FDA alignment on key Phase 3 trial design components. Bulls add ELVN as a 70% starter position framing it as a TERN-comp buyout-gamble. The biotech week-in-review groups ELVN with TNGX, NUVL, HUMA, CNTX as the outperforming cohort. The bear voice asks about poking holes in the data via Apex Onco at EHA2026. Sentiment leans long on the catalyst-and-cash-raise execution.

Read the AI verdict + X sentiment for $ELVN

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Clinical-stage oncology biotech developing next-generation BCR-ABL inhibitors targeting chronic myeloid leukemia and resistant CML.

Industry overviewAI analysisGenerated by AI from underlying data

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

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $ELVN

Partial — Clinical-stage oncology biotech developing next-generation BCR-ABL inhibitors targeting chronic myeloid leukemia and resistant CML; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.3%YTD
+42.1%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 $-0.38

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-$1.71-$1.92 – -$1.494
FY27$7K$7K – $7K-$2.31-$2.57 – -$2.067
FY28$17K$17K – $17K-$2.92-$3.62 – -$1.847
FY29$73.0M$73.0M – $73.0M-$2.85-$2.85 – -$2.853
FY30$290.2M$290.2M – $290.2M-$1.50-$1.50 – -$1.506

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.0.4×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.95%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.+17.6%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.+66.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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.β0.265-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.

Insider activity

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

Recent transactions

SellJul 17Benjamin HohlCFO6.0K sh$317KSellJul 17Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$263KSellJul 6Kunkel Lori AnneDirector10.0K sh$505KSellJun 22Orbimed Advisors Llc10% owner860.1K sh$39.0MSellJun 17Benjamin HohlCFO6.0K sh$264KSellJun 17Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$219KSellJun 15Orbimed Advisors Llc10% owner281.4K sh$12.7MSellJun 5Kunkel Lori AnneDirector10.0K sh$345KSellMay 18Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$199KSellApr 17Collins Helen LouiseCHIEF MEDICAL OFFICER5.0K sh$238K
1–10 of 18
+ 22 other (11 exempts · 11 awards) 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

SC 13D/AActivist amendmentJun 24SC 13D/A
AI summary

OrbiMed Advisors LLC and affiliated entities filed an SC 13D/A (Amendment No. 5) on June 24, 2026 disclosing their updated stake in Enliven Therapeutics (ELVN). OrbiMed Advisors LLC beneficially owns 6,774,507 shares (9.5% of the class); OrbiMed Capital GP VII LLC holds 6,555,102 shares (9.2%) and OrbiMed Genesis GP LLC holds 219,405 shares (0.3%), all with shared voting and dispositive power. The amendment was triggered by a June 22, 2026 event. Material — OrbiMed is a leading healthcare investor and any intent shift warrants monitoring; no explicit buy/sell statement in the excerpt.

SC 13D/AActivist amendmentJun 17SC 13D/A
AI summary

OrbiMed Advisors LLC and related entities (OrbiMed Capital GP VII LLC, OrbiMed Genesis GP LLC, OrbiMed Capital LLC) filed SC 13D/A Amendment No. 4 on Enliven Therapeutics, Inc. (Nasdaq: ELVN) as of June 15, 2026. OrbiMed is a large healthcare-focused investment manager; specific share count, percentage stake, and any change in intent are in the narrative not reproduced in the excerpt. The 13D classification signals OrbiMed's active/engaged stance on Enliven — Amendment No. 4 suggests evolving position management at a clinical-stage oncology biotech.

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.

+ 17 other (8 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

What to Know About This $345,000 Enliven Insider Sale as the Stock Soars 130%fool.com·32d agoWhat to Know About OrbiMed's $39 Million Enliven Therapeutics Stock Sale Amid a 130% Rallyfool.com·32d agoEnliven Therapeutics Announces Closing of Upsized Public Offering of Common Stock and Pre-Funded Warrants and Full Exercise of the Underwriters' Option to Purchase Additional Sharesprnewswire.com·44d agoEnliven Therapeutics Announces Pricing of Upsized Public Offering of Common Stock and Pre-Funded Warrantsgurufocus.com·48d agoEnliven Therapeutics Announces Pricing of Upsized Public Offering of Common Stock and Pre-Funded Warrantsprnewswire.com·48d ago

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Voices on X · last 7 days

No standout posts about $ELVN on X in the last 7 days.

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