NUVLHIGH SIGNALFINANCIAL10-K

Net losses exploded 63% to $425M while total liabilities surged 128% to $164M, signaling accelerating cash burn despite strong fundraising.

Despite raising significant capital (cash increased 80% to $262M), the company's financial trajectory is deteriorating rapidly with operating losses widening 48% and R&D spending up 41%. The massive liability increase alongside mounting losses suggests either substantial new debt obligations or contingent liabilities that weren't present in the prior period.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

NUVL shows a classic biotech cash burn acceleration pattern - while they successfully raised capital (cash up 80% to $262M), operating losses widened dramatically with net losses increasing 63% to $425M and R&D expenses climbing 41% to $307M. The most concerning development is the 128% surge in total liabilities to $164M, which combined with deteriorating operating cash flow (-48% to -$275M) suggests the company is burning through funds faster than anticipated while taking on significant new obligations.

FINANCIAL STATEMENT CHANGES
Total Liabilities
Balance Sheet
+128.4%
$72.0M$164.4M

Liabilities grew 128.4% — significant increase in debt or obligations, assess impact on financial flexibility.

Cash & Equivalents
Balance Sheet
+79.7%
$145.7M$261.7M

Cash position surged 79.7% — strong cash generation or capital raise providing significant financial cushion.

Current Liabilities
Balance Sheet
+68.8%
$54.0M$91.2M

Current liabilities surged 68.8% — significant near-term obligations; verify ability to meet short-term debt.

Net Income
P&L
-63.1%
-$260.8M-$425.4M

Net income declined 63.1% — review whether driven by operations, interest costs, or non-recurring items.

Operating Cash Flow
Cash Flow
-48.7%
-$185.1M-$275.2M

Operating cash flow fell 48.7% — earnings quality concerns; investigate working capital changes and non-cash items.

Operating Income
P&L
-47.8%
-$280.4M-$414.3M

Operating income deteriorated sharply — investigate whether driven by one-time charges or structural cost issues.

R&D Expense
P&L
+41%
$217.8M$307.0M

R&D investment increased 41% — signals commitment to future product development, though near-term margin impact.

Total Assets
Balance Sheet
+23.7%
$1.1B$1.4B

Asset base grew 23.7% — expansion through organic growth, acquisitions, or capital deployment.

Current Assets
Balance Sheet
+23%
$1.1B$1.4B

Current assets grew 23% — improving short-term liquidity or inventory/receivables build.

Stockholders Equity
Balance Sheet
+16.7%
$1.1B$1.2B

Equity base grew 16.7% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
As of February 19, 2026, the registrant had 73,181,747 shares of Class A common stock, $0.0001 par value per share, outstanding and 5,435,254 shares of Class B common stock, $0.0001 par value per share, outstanding.
Solely for convenience, the trademarks and trade names in this Annual Report may be referred to without the symbols and .
Other brands, names and trademarks contained in this Annual Report are the property of their respective owners.
If we are unable to advance these product candidates through development, obtain regulatory approval and ultimately commercialize such product candidates, or experience significant delays in doing so, our business will be materially harmed.
Between September 2023 and June 16, 2025, 435 patients were enrolled in the Phase 2 portion of the ARROS-1 clinical trial.
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REMOVED
As of February 20, 2025, there were 66,162,666 shares of the registrant s Class A Common Stock, $0.0001 par value per share, outstanding and 5,435,254 shares of the registrant s Class B Common Stock, $0.0001 par value per share, outstanding.
In January 2024, we announced our OnTarget 2026 operating plan to guide efforts towards having our first potential approved product in 2026.
In September 2024, we announced achievement of all of the 2024 milestones originally laid out in the OnTarget 2026 operating plan.
At the European Society for Medical Oncology (ESMO) Congress in September 2024, we presented updated data from the Phase 1 dose-escalation portion of the ARROS-1 clinical trial based on a data cut-off date on July 1, 2024.
Data presented showed that treatment with zidesamtinib resulted in durable clinical responses in heavily pre-treated patients with ROS1-positive NSCLC, including in subgroups of patients who had likely exhausted all available therapies, including lorlatinib and/or repotrectinib, had a history of brain metastases, or had the G2032R resistance mutation.
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