ArriVent CEO Reveals Firmonertinib Clinical Progress
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 11 2026
0mins
"Our two ongoing pivotal firmonertinib trials in uncommon EGFR-mutant non-small cell lung cancer continue to advance, with topline monotherapy data for frontline EGFR exon 20 insertion mutations expected in mid-2026 and our global Phase 3 pivotal ALPACCA study continuing to enroll patients globally," said Bing Yao, CEO of ArriVent. "At American Association for Cancer Research, we presented preclinical data highlighting the unique structural features of firmonertinib that improve binding and enhance activity against EGFR mutant proteins, further strengthening confidence in the broad activity of firmonertinib in EGFR-mutant NSCLC."
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Analyst Views on AVBP
Wall Street analysts forecast AVBP stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 26.970
Low
31.00
Averages
41.33
High
47.00
Current: 26.970
Low
31.00
Averages
41.33
High
47.00
About AVBP
ArriVent BioPharma, Inc. is a clinical-stage biopharmaceutical company dedicated to the identification, development, and commercialization of differentiated medicines to address the unmet medical needs of patients with cancers. It is focused on maximizing the potential of its lead development candidate, firmonertinib, and advancing a pipeline of novel therapeutics, such as antibody drug conjugates (ADCs), through approval and commercialization. Firmonertinib is an oral, highly brain-penetrant, and broadly active mutation-selective epidermal growth factor receptor (EGFR) inhibitor active against both classical and uncommon EGFR mutations, including PACC and exon 20 insertion mutations. It is developing ARR-217, an ADC for the treatment of gastrointestinal cancers. Its ARR-002 is a Mucin-16 (MUC16) and sodium-dependent phosphate transport protein 2b (NaPi2b) dual-target, tetravalent (2+2 format) ADC, with site-specific conjugation to vcMMAE at a drug-to-antibody ratio (DAR) of 4.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- MUTTA™ Platform Application: Aarvik's oral presentation will detail the in vitro and in vivo validation of multi-target ADCs using the MUTTA™ platform, demonstrating an improved therapeutic window compared to single-target ADCs, emphasizing the platform's broad applicability across various tumor antigens.
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See More
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- Financial Performance Comparison: The company's total loss nearly doubled compared to last year, suggesting significant issues in operational efficiency and cost control, necessitating a reassessment of its business strategy to improve financial health.
- Market Reaction Expectations: Due to the expanded losses, the market is likely to adopt a cautious stance towards ArriVent's future performance, potentially putting pressure on its stock price and affecting its competitive position in the biopharma industry.
See More
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- R&D Spending Surge: Research and development expenses rose to $153.4 million in 2025 from $79.0 million in 2024, reflecting the company's ongoing commitment to drug development, including a one-time payment to Lepu Biopharma.
- Increased Operating Costs: General and administrative expenses increased to $24.2 million in 2025 from $15.3 million in 2024, indicating rising operational pressures that may impact future profitability.
See More
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- Active Drug Development: Several new drugs, including Zipalertinib and Firmonertinib, are in clinical trials and are anticipated to introduce new treatment options, which not only diversify the therapeutic landscape but also have the potential to redefine existing treatment standards and improve patient survival rates.
- Evolving Competitive Landscape: The convergence of TKIs, ADCs, and gene therapies is intensifying competition in the EGFR-NSCLC market, where future winners will depend on efficacy, resistance coverage, and combination therapy potential, driving innovation and growth in the industry.
See More
