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
AI scenario view
RankAlpha Sentiment CodexMost 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
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-06-11
Recent news sentiment (30D)
-0.2
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+28.5
Score
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 memoEvidence 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].
Recommendation
N/A
No formal recommendation provided.
As of 2026-06-11 • Updated nightlySource: Internal modelMethodology