Nuvalent, Inc. research snapshot
NUVL AI stock analysis now covers a completed transaction rather than a live quote. GSK acquired Nuvalent for $124.00 per share in cash, the tender offer expired on July 14, 2026 with about 91.3% of shares tendered, and the merger was completed on July 15, 2026. NUVL was delisted from Nasdaq on the same day, so there is no longer a public market price. The final trade was $123.96 on July 14, 2026, and the implied market capitalization at that price was about $9.83 billion. Nuvalent remained pre-commercial, reported a $109.3 million net loss in Q1 2026 with no product revenue, and its pipeline of zidesamtinib, neladalkib, and NVL-330 now belongs to GSK. This page is for informational use only and is not investment advice.
Current price
$123.96 last trade on July 14, 2026
Market cap
$9.83 billion at last trade; about $10.6 billion aggregate equity value
AI score
74 / 100
Rating
Completed GSK acquisition at $124.00 cash; NUVL delisted on July 15, 2026
Trend status
No longer publicly traded after the cash tender offer closed
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Nuvalent designed selective kinase inhibitors for ROS1-, ALK-, and HER2-altered NSCLC. The model was pre-commercial: payment comes only after approval and launch, which is now GSK task. | Medium |
| Moat | The potential moat is molecule design, selectivity, clinical evidence, patents, and know-how around validated oncology targets. It is not a proven commercial moat, and any moat now accrues to GSK rather than to public shareholders. | Medium |
| Management | James Porter and the team advanced zidesamtinib and neladalkib toward FDA review and completed a $124.00 cash sale to GSK. After closing, the Nuvalent board and officers were replaced by GSK appointees. | High |
| Financial trend | Pre-commercial and loss-making. Q1 2026 operating expenses were $119.4 million and net loss $109.3 million; FY2025 net loss was $425.4 million. There was no product revenue in either period. | High |
| Valuation | The transaction delivered $124.00 cash per share, about a 40% premium to the pre-announcement close. NUVL no longer trades, so market valuation no longer applies; the relevant value question now sits with GSK. | High |
| Technical trend | Technical analysis is historical because NUVL was delisted on July 15, 2026. The final price was $123.96 on July 14, and post-announcement trading stayed in a narrow band near $124. | High |
| Risk level | The event risk from the pending tender is resolved. Remaining risk moved to GSK: FDA decisions on zidesamtinib and neladalkib, launch execution, competition, and integration. | High |
| AI confidence | High for disclosed transaction and financial facts through Q1 2026. Lower for long-term clinical and commercial outcomes because the assets are now inside a larger company. | High for facts, medium for inference |
| Investment certainty | The $124.00 cash outcome is realized, but the security is gone. This is certainty about a completed event, not about a future return in NUVL. | Low to medium for forward value |
NUVL AI stock forecast
The NUVL AI stock forecast has resolved into a completed transaction. GSK paid $124.00 per share in cash, the tender closed on July 14, 2026 with about 91.3% of shares tendered, and the merger completed on July 15, 2026. NUVL no longer trades, so the scenarios below describe the realized outcome and the counterfactual paths that were priced before closing, not a live price prediction.
$124.00 per share in cash
The tender offer expired on July 14, 2026 without extension, with 72,518,967 shares tendered, equal to about 91.3% of shares outstanding, and the merger completed on July 15, 2026. Former holders received $124.00 cash per share, less any applicable withholding.
$123.15 to $123.99
Between the June 9 announcement and the July 14 close, NUVL traded in a narrow band just below the offer price. The final session closed at $123.96, reflecting a small spread rather than an earnings forecast.
Below the $88.49 pre-announcement close if the offer had broken
If the tender had failed or the merger had been terminated, the market would have repriced a loss-making clinical-stage biotech without the offer. That path did not materialize, and no public NUVL security remains to trade it.
NUVL AI technical analysis
NUVL technical analysis is now historical because the stock was delisted on July 15, 2026 after GSK completed the acquisition. Moving averages, momentum, volume, and volatility describe a merger-arbitrage period that has ended, not a live tradable chart. The figures below use price history through July 14, 2026.
| Level | Value | Why it matters |
|---|---|---|
| Support | $123.15 to $123.40 | Post-offer lows held this band through July 14. The range no longer matters for trading because the security is delisted. |
| Resistance | $124.00 | The cash consideration was the effective ceiling while the offer was open. It was reached on the final trading day. |
| Moving averages | 50-day $111.73 and 200-day $103.20 at the last update | Both were below the final price because the June 9 gap pushed price well above the prior trend. These are historical reference points, not active signals. |
| Momentum | Final close $123.96, near the offer price | Post-announcement price action was dominated by deal pricing, with daily changes of about 0.1% or less. |
| Volume | 51.7 million shares on June 9; 3.01 million on July 14 | Announcement volume was extreme; later sessions normalized while the market awaited tender results. |
| Volatility | June 9 close change +39.28%; low daily ranges afterward | Volatility was event-driven. The deal closed without the downside path, so the pre-offer volatility regime was never re-tested. |
| Invalidation | Not applicable | There is no public NUVL market left to invalidate a position. Regulatory, launch, and integration risk now applies to GSK, not to a traded NUVL price. |
NUVL AI trading strategy
There is no longer a tradeable NUVL security. GSK completed the cash acquisition and NUVL was delisted on July 15, 2026, so this section explains how the completed event should be read and what to monitor on the GSK side instead of offering a live trading framework. It is not personal advice.
Confirm that former shares were converted to $124.00 cash per share, less applicable withholding, and that tendered shares, options, and restricted stock units were settled per the merger documents. Review the Schedule TO and 14D-9 for payment mechanics and deadlines.
Do not treat the delisted ticker as tradeable. Verify settlement through your broker and the official merger documentation rather than assuming a market price.
The two FDA target action dates are September 18, 2026 for zidesamtinib and November 27, 2026 for neladalkib. Track GSK earnings, oncology guidance, launch plans, and integration updates instead of a NUVL quote.
GSK is a different security with its own risks. A favorable or unfavorable FDA decision affects GSK, not a NUVL holder, because the cash consideration is already fixed.
Study what the $124 offer priced in: about a 40% premium to the pre-announcement close, with the market betting on FDA approvals and future launches. The historical spread between the last trade and the offer was the only remaining event risk before closing.
The realized outcome is historical. Do not treat the $124.00 consideration as a template for valuing other pre-commercial biotechs without fresh data.
Investment research summary
Nuvalent used structure-based drug design to create selective kinase inhibitors for ROS1-, ALK-, and HER2-altered NSCLC. The economics were binary and delayed: payment only comes after approval, launch, reimbursement, and adoption, which is now GSK responsibility.
The potential moat was precise chemistry, selectivity, clinical evidence, patents, and physician relationships. It remains promising but unproven commercially, and it now accrues to GSK rather than to public shareholders.
The thesis would have failed if the tender failed, if regulators demanded more evidence, if safety or efficacy weakened in later use, or if a broken deal left a cash-burning biotech without an offer. None of those paths occurred; the cash deal closed on schedule.
James Porter and the team advanced zidesamtinib and neladalkib to FDA review, kept NVL-330 in Phase 1, and completed a $124.00 cash sale. At closing, the Nuvalent board and officers were replaced by GSK appointees, ending the public management era.
Precision oncology remains a long-term research trend, and GSK $10.6 billion deal shows large pharma paying for validated late-stage oncology targets. The sector still carries clinical readout, regulatory, competition, pricing, and reimbursement risk.
The market delivered $124.00 cash per share, a premium to the pre-announcement price, because GSK valued the pipeline. That is a realized acquisition price, not a margin of safety on a traded stock, and the security no longer exists for further valuation.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| NUVL final quote and delisting | Last trade $123.96 on July 14, 2026; delisted July 15, 2026 because the company was acquired by GSK | StockAnalysis NUVL overview | August 3, 2026 |
| Merger completion and tender results | Tender offer expired July 14, 2026; 72,518,967 shares tendered, equal to about 91.3% of shares outstanding; merger completed July 15, 2026 at $124.00 cash per share | Nuvalent Form 8-K, July 15, 2026 | August 3, 2026 |
| Registration termination | Form 15-12G filed July 27, 2026; approximate number of holders of record as of the certification date: 1 | Nuvalent Form 15-12G, July 27, 2026 | August 3, 2026 |
| Market capitalization verification | $9.83 billion at the last trade using 79.33 million shares; verified with the Pineify financial_rigor.py tool at a 0.04% deviation from the reported value. GSK stated an aggregate equity value of about $10.6 billion. | Pineify financial_rigor.py, StockAnalysis market cap, and GSK announcement | August 3, 2026 |
| Q1 2026 operating results | R&D expense $83.6 million, G&A expense $35.8 million, total operating expenses $119.4 million, and net loss $109.3 million | Nuvalent Form 10-Q, May 7, 2026 | August 3, 2026 |
| Cash and marketable securities | Cash and cash equivalents $159.7 million plus marketable securities $1,127.7 million, about $1.29 billion total at March 31, 2026 | Nuvalent Form 10-Q, May 7, 2026 | August 3, 2026 |
| FY2025 financial trend | No product revenue; net loss $425.4 million and operating cash flow of negative $275.2 million for 2025 | Nuvalent Form 10-K | August 3, 2026 |
| GSK transaction terms | $124.00 cash per share, about $10.6 billion aggregate equity value, funded by GSK credit facilities; a 40% premium to the last closing price before the announcement | GSK acquisition announcement and Nuvalent Form 8-K | August 3, 2026 |
| Pipeline milestones under GSK | Zidesamtinib target FDA action date September 18, 2026; neladalkib target FDA action date November 27, 2026; NVL-330 remains in Phase 1 | GSK acquisition announcement | August 3, 2026 |
| Technical price history | June 8 close $88.49; June 9 close $123.25, up 39.28% on 51.7 million shares; final close July 14 $123.96 on 3.01 million shares | StockAnalysis historical prices | August 3, 2026 |
This NUVL page is an informational research tool, not investment advice, a solicitation, or a promise of returns. GSK completed its acquisition of Nuvalent at $124.00 per share in cash, and NUVL was delisted on July 15, 2026. Forecast ranges and technical levels on this page describe historical or counterfactual scenarios and can be wrong. Clinical outcomes, regulatory decisions, and GSK performance can change without notice. Verify current SEC, GSK, and broker records before acting.
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