PMV Pharmaceuticals, Inc.
PMVP · Pharmaceutical Preparations · 53.3M shares · +50%/yr ↑ dilution · EDGAR filings ↗
Reference price $1.52 · est. market cap ~$81M — last insider sale, 2025-10-23 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D44Clinical/early-stage biotech — p53-targeted oncology clinical, funded.
Strengths
- Liquidity — current ratio 10.1 (79th)
Risks
- Pre-revenue, deep losses — per metrics
- Pre-revenue/clinical-stage — history of losses & need for capital per risk factors
- Binary clinical & funding risk — per 10-K
Notable findings
- Cash burnNegative free cash flow (-73.6M)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Chronic dilutionShare count +50%/yr over 3y (dilution, book value/share -87%)
- Notable holderHeld by 3 notable fund(s): STATE STREET CORP, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC (as of 2026-03-31)
- Trial readout soonUpcoming trial readout ~2026-08-15 — PHASE1/PHASE2 · Advanced Solid Tumor
Key metrics
Return on equity
-74.2%
Return on assets
-66.7%
Current ratio
10.1×
Free cash flow
-$74M
Tangible book value
$105M
Cash & investments
$113M
Cash runway
6q
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2025-10-27 | Mack David Henry | Option exercise | 221K | $1.37 |
| 2025-10-23 | ORBIMED ADVISORS LLC | Sell | 1.0M | $1.52 |
| 2025-09-10 | ORBIMED ADVISORS LLC | Sell | 500K | $1.80 |
| 2025-07-01 | Ticktin Robert | Sell | 23K | $1.06 |
| 2025-07-01 | Jalota Deepika | Sell | 33K | $1.06 |
| 2025-07-01 | Carulli Michael | Sell | 28K | $1.06 |
| 2025-07-01 | Mack David Henry | Sell | 58K | $1.06 |
| 2025-01-03 | Mack David Henry | Option exercise | 18K | $0.53 |
All non-derivative Form 4 activity (SEC), newest first.
Clinical trials
| Trial | Title | Phase | Status | Primary completion |
|---|---|---|---|---|
| NCT07372625 ↗ | A Study to Investigate the Effects of Multiple Doses of Rezatapopt on the Pharmacokinetics of Metformin, Rosuvastatin, Repaglinide, and Midazolam in Patients With Advanced Solid Tumors Harboring a TP53 Y220C Mutation. TP53 Y220C Mutation, Advanced Solid Tumors | PHASE1 | Recruiting | 2027-03-01 |
| NCT04585750 ↗ | The Evaluation of PC14586 in Patients With Advanced Solid Tumors Harboring a TP53 Y220C Mutation (PYNNACLE) Advanced Solid Tumor, Advanced Malignant Neoplasm | PHASE1/PHASE2 | Recruiting | 2026-08-15 |
| NCT06362642 ↗ | A Study to Investigate the Effects of Itraconazole on the Pharmacokinetics of PC14586 in Healthy Participants Healthy Volunteers | PHASE1 | Completed | 2024-10-22 |
| NCT06054464 ↗ | A Study to Investigate the Effects of Acid Reducing Agents on Pharmacokinetics of PC14586 in Healthy Participants Healthy Volunteers | PHASE1 | Completed | 2023-11-03 |
| NCT05523687 ↗ | AME Study of [14C]-PC14586 in Healthy Male Participants Healthy Male Volunteers | PHASE1 | Completed | 2022-11-30 |
| NCT05249348 ↗ | Effect of Food on PC14586 in Healthy Volunteers and the PK of PC14586 in Healthy Japanese Volunteers Healthy Volunteers | PHASE1 | Completed | 2022-06-09 |
Source: ClinicalTrials.gov (U.S. NIH) · active studies first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-05 | 2026-06-04 | 0001193125-26-258466 ↗ |
| 8-K | 2026-05-12 | 2026-05-12 | 0001193125-26-218225 ↗ |
| 10-Q | 2026-05-12 | 2026-03-31 | 0001193125-26-218227 ↗ |
| 10-K | 2026-03-06 | 2025-12-31 | 0001193125-26-095014 ↗ |
| 8-K | 2026-03-06 | 2026-03-06 | 0001193125-26-095094 ↗ |
| 8-K | 2025-11-12 | 2025-11-12 | 0001193125-25-276000 ↗ |
| 10-Q | 2025-11-12 | 2025-09-30 | 0001193125-25-276003 ↗ |
| 8-K | 2025-09-10 | 2025-09-10 | 0001193125-25-199857 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0000950170-25-104587 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0000950170-25-104588 ↗ |
| 8-K | 2025-06-09 | 2025-06-05 | 0001193125-25-137497 ↗ |
| 8-K | 2025-05-09 | 2025-05-09 | 0000950170-25-067511 ↗ |