TickerTalks
Browse all tickers →
TickerTalks›$NVCT
NVNVCT

Nuvectis Pharma, Inc.

$NVCT·$503M·Biotechnology·Healthcare
$18.96-1.4%YTD+161.7%1Y+194.9%
Mentions · last 7 days
2026-08-07: 0 posts2026-08-08: 0 posts2026-08-09: 0 posts2026-08-10: 1 posts2026-08-11: 2 posts2026-08-12: 0 posts2026-08-13: 1 posts4-67%
Price updated 1d ago·X counts updated 2d ago
NVNVCT
$NVCTNuvectis Pharma, Inc.
$18.96-1.40%4 posts-67%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $NVCT, 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 eventEvent coming upAI verdict · as of 2026-08-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Nuvectis up 202% in twelve months — Ciprocopan (NXP100) approved in China for PNH plus $1.17M insider cluster buying plus Roth PT lifted to $33 from $20.

Nuvectis is pre-revenue with EPS -$0.26 to -$0.44 across four quarters — the operating profile is late-stage clinical biotech; the major catalyst just delivered is Ciprocopan (NXP100) receiving marketing approval in China for PNH.

  • Consensus FY26 revenue $3M / EPS -$1.01 walking to $26M / -$1.01 FY27 and $11M / -$1.33 FY28 (4–5 analysts) — the FY27 revenue jump reflects modeled Ciprocopan China royalty / milestone recognition; the FY28 revenue dip suggests one-time-item timing.
  • Insider signal: CEO and Chairman purchased ~$250K of stock plus another director following for ~$1.17M cumulative, plus a $916K open-market purchase from a large holder above 3.3M shares — decisive cluster buying at a mid-recovery price.
  • +202% over 12 months, +162% YTD, position 58% of 52-week range, +8% above 50-day and +81% above 200-day MA, beta -0.26 (idiosyncratic), float 17M — extended over 12 months but not at the 52-week peak; the tape has re-rated on China approval.

Next print 2026-11-03 is where Chinese royalty economics, US NDA timing / commercial-partner selection, and cash runway either extend the catalyst chain or expose the tape got ahead of the numbers.

Agrees with X sentimentX frames NVCT on the insider cluster buying (~$1.17M), separate $916K large-holder purchase, Roth $33 PT, and $9.8B PNH oral market — the insider and PT data are fact-anchored; the $9.8B market-size framing is directional but sourced to StreetWatch commentary.

What to watch: November 3 Q3 print — Ciprocopan China royalty terms and timing, US NDA submission plan and any commercial-partner selection, cash-runway commentary, and any further insider filings.

On the calendar: 2026-11-03 — Q3 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 2026-07-08

Nuvectis Pharma is drawing attention almost entirely because of insider buying and a fresh price-target hike. Roth raised its target to $33 from $20, and the CEO and Chairman purchased roughly $250K of stock, with another director following on for a total of about $1.17M across two buys. One tracker also flagged a separate $916K open-market purchase from a large holder taking a position above 3.3M shares. Commentary reads as uniformly constructive, with no meaningful bearish counter-voice in the sample.

Read the AI verdict + X sentiment for $NVCT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

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

Oncology biotech developing NXP800, an HSF1 pathway inhibitor, and NXP900, a kinase inhibitor, for hard-to-treat solid tumors.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $NVCT

Partial — Oncology biotech developing NXP800, an HSF1 pathway inhibitor, and NXP900, a kinase inhibitor, for hard-to-treat solid tumors; partial earnings exposure to biotechnology demand dynamics through its product portfolio.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+44.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-18.7How 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
-199%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
-2.8%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
-148%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
Q2 2026Aug 4, 2026$-0.30$-0.26-14.5%
Q1 2026May 5, 2026$-0.26$-0.30+13.3%
Q4 2025Feb 11, 2026$-0.31$-0.26-19.2%
Q3 2025Nov 4, 2025$-0.44$-0.24-83.3%
Next earningsTue, Nov 3·consensus EPS $-0.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.26$-6.5M
Q4 FY25$0———$-0.31$-4.0M
Q3 FY25$0———$-0.44$-4.5M
Q2 FY25$0———$-0.30$-3.4M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.0M$3.0M – $3.0M-$1.01-$1.09 – -$0.915
FY27$26.0M$26.0M – $26.0M-$1.01-$1.17 – -$0.865
FY28$11.5M$11.5M – $11.5M-$1.32-$1.59 – -$0.855
FY29$89.9M$89.9M – $89.9M-$0.04-$0.04 – -$0.042
FY30$198.1M$198.1M – $198.1M$2.54$2.54 – $2.542

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.57%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.+5.0%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.+77.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 17.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β-0.265-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

BuyJun 30Mosseri Marlio Charles10% owner50.0K sh$916KBuyJun 30Ron BentsurCEO12.5K sh$250K
+ 5 other (5 awards) in window

See when $NVCT 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
Free, forever. No credit card.

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 308-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Nuvectis Pharma entered an underwriting agreement with Cantor Fitzgerald for 5,000,000 shares at $20.00/share ($100M gross) plus a 30-day option for 750,000 additional shares; the prior close was $28.53. Material equity raise at approximately 30% discount to prior close.

424B5Prospectus supplement (offering)Jun 30424B5
AI summary

Nuvectis filed the prospectus supplement for the $20.00/share underwritten offering with a prior close of $28.53 on Nasdaq. Confirms the approximately 30% discount pricing for the NVCT equity offering.

424B5Prospectus supplement (offering)Jun 29424B5
AI summary

Nuvectis preliminary prospectus (dated June 29) for common stock at a price TBD, with a prior close of $27.19. Preliminary filing preceding the final $20.00 pricing.

8-KMaterial agreementJun 238-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Nuvectis Pharma (NVCT) entered a material license agreement with Haisco Pharmaceutical Group on June 22, 2026, acquiring exclusive rights to develop, manufacture, and commercialize two drug candidates — NXP100 (Complement Factor B inhibitor HSK39297) and NXP200 (BRAF inhibitor HSK42360) — in all countries outside China/Asia-Pacific. Nuvectis will pay Haisco a $20M upfront payment plus up to $20M in early clinical milestones; Haisco is eligible for up to $1.4 billion in development, regulatory, and commercial milestone payments, plus high-single-digit to mid-teen royalties. Highly material — expands NVCT's pipeline into late-stage complement and BRAF oncology programs via a transformative licensing deal.

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Nuvectis Pharma (NVCT) held its 2026 Annual Meeting on June 11, 2026 with 60.8% of outstanding shares (16,193,686 of 26,614,628) represented. Class I director Ron Bentsur was re-elected (8,354,838 for / 391,265 against / 7,447,367 broker non-votes) and auditor Kesselman & Kesselman CPAs (PwC Israel) was ratified. A proxy statement correction reduced the reported outstanding shares from 27,668,036 to 26,614,628, but did not affect vote validity. Routine annual meeting governance disclosure.

+ 11 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 13G) in window

Recent news

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

Nuvectis Pharma Reports Second Quarter 2026 Financial Results and Business Highlightsglobenewswire.com·12d agoWall Street Analysts Predict a 56.41% Upside in Nuvectis Pharma (NVCT): Here's What You Should Knowzacks.com·18d agoCorrection: (Title Correction) Nuvectis Announces Marketing Approval of Ciprocopan (NXP100) in China for the Treatment of Patients with PNH Previously Untreated with Complement Inhibitorsglobenewswire.com·24d agoCiprocopan (NXP100) Receives Marketing Approval in China for the Treatment of Patients with PNH Previously Untreated with Complement Inhibitorsglobenewswire.com·24d agoStreetWatch: Nuvectis Pharma Eyes $9.8 Billion Oral PNH Market With Late-Stage NXP100 Backed by Strong Positive Phase 3 Datanewsfilecorp.com·33d ago

More in Biotechnology

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ABCL$CAPR$ALLO$NWBO$TENX$AURA$SION$IBRX
Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport