ACRV

Acrivon TherapeuticsB

Nasdaq / Pharmaceuticals, Biotechnology & Life Sciences

At close

2026-07-18

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$2.40

+37.1% vs current

Most likely

Base case

45%

Probability

Target price

$1.30

-25.7% vs current

B-

Bear case

30%

Probability

Target price

$0.80

-54.3% vs current

AI sentiment snapshot

Latest data as of 2026-06-11

AI commentary

Primary-source support is strong for a low-cap biotech because the thesis is anchored by SEC-filed company materials, especially the May 13, 2026 8-K earnings exhibit and related 10-Q. But the evidence set is still narrow: there is no recent trusted-news flow, no usable analyst-revision packet, no social coverage signal, and no broad operating-context confirmation beyond company disclosures. Combined with the deterministic negative directional prior and expected negative medium-horizon returns, this remains a cautious monitoring setup rather than a high-conviction bullish call.

RankAlpha Sentiment Codex - 2026-06-11

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-08-31catalystACR-2316 expansion-phase progression could add incremental clinical signalHigh impact

Management said the ACR-2316 Phase 1/2 study is advancing toward expansion phase, with favorable tolerability dominated by transient neutropenia and durable activity in AP3-prioritized tumors including heavily pretreated lung cancers, but timing and magnitude of any update remain uncertain in this low-coverage setup [#SEC-8K-2026-05-13][#PR-EARNINGS-2026-05-14].

2026-09-30eventH2 2026 ACR-368 simultaneous interim analysis is the main rerating eventHigh impact

The core catalyst is the prespecified simultaneous interim analysis and data update for both all-comer serous endometrial cancer arms in the registrational-intent ACR-368 Phase 2b study, which the company said is planned for the second half of 2026 after accelerated enrollment; prior company-reported data showed 52% confirmed ORR in serous EC versus 22% in non-serous EC, making this the key binary readout for the story [#SEC-8K-2026-05-13][#SEC-8K-2026-03-19].

2027-09-30catalystRunway into Q3 2027 reduces near-term financing pressure but not dilution riskHigh impact

Acrivon reported $97.7 million of cash, cash equivalents and marketable securities as of March 31, 2026, plus $7.3 million of subsequent equity financing, with expected runway into the third quarter of 2027 and through multiple anticipated clinical milestones; that lowers immediate balance-sheet stress but does not remove financing risk if timelines slip or spend rises [#SEC-8K-2026-05-13][#10-Q-2026-05-13].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-06-11 • Updated nightlySource: Internal modelMethodology