B+
Bull case
25%
Probability
Target price
$2.40
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
ACRV
Acrivon TherapeuticsFNasdaq / Pharmaceuticals, Biotechnology & Life Sciences
Last Price
Quote time unavailable
Current thesis
The bull case is that ACR-368's serous endometrial cancer signal holds up in the H2 2026 simultaneous interim analysis and that ACR-2316 continues to show differentiated activity outside typical WEE1-sensitive settings, allowing the market to revalue the platform from a deeply discounted base [#SEC-8K-2026-05-13].
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite.
What can break
ACR-2316 remains early-stage, so promising tolerability and activity commentary may not translate into broader efficacy or durable expansion-phase data.
Momentum
88
Value
41
Sentiment
29
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $1.30 · Bull $2.40 · Bear $0.80Analysis 2026-06-11; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-09 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-11 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-09
Investment thesis
As of 2026-09-09
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-09. Definitions
Supporting evidence
What
Grade F · Defensive
Confidence Medium · Net Neutral
Target $11.50
Why
Momentum88 · Δ7d -
Value41 · Δ7d 0.0
Sentiment29 · Δ7d -
So what
Weak posture (Net Neutral). Prioritize risk control and patience.
Confirming evidence
- • Sentiment remains the lead driver in the composite.
Contradictions & invalidation
- • ACR-2316 remains early-stage, so promising tolerability and activity commentary may not translate into broader efficacy or durable expansion-phase data.
- • Binary clinical-readout risk around the H2 2026 ACR-368 simultaneous interim analysis.
- • The bear case is that this remains a low-coverage, single-name biotech setup with value concentrated in a limited number of upcoming oncology readouts; if the H2 2026 ACR-368 update is weaker than hoped, delayed, or less registrationally persuasive, downside could be severe despite the current cash runway.
Catalyst clock
2026-08-31
ACR-2316 expansion-phase progression could add incremental clinical signal
Lead driver: Sentiment · See AI snapshot
Momentum
88
9% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Value
41
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-17.5
Sentiment
29
62% active weight
Current posture
7d trendTrend unavailable
Trend unavailable
Δ7d
-
Δ21d
-
Why this grade
Composite grade F. Momentum 87.8 / Value 41.2 / Sentiment 28.5
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-06-11. Scenario method
Most likely
B
Base case
45%
Probability
Target price
$1.30
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
B-
Bear case
30%
Probability
Target price
$0.80
Analysis reference price unavailable
Analysis 2026-06-11 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$87.85M
Beta
-
Shares Out
42.85M
P/E (TTM) · Derived
-1.0
P/S (TTM)
-
P/FCF (TTM) · Derived
-1.26
Rev YoY
-
EPS YoY
-21.4%
Gross Margin
-
Op Margin
-
Net Debt
-$115.87M
Current Ratio
7.99
As of 2026-09-09 • Updated nightlySource: Internal modelMethods & Data