AVBPArriVent BioPharma, Inc.
Pharmaceutical Preparations
- Revenue
- —
- Operating margin
- —
- EBITDA
- −$178M
- 88% YoY
- Market cap
- $719M
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- 0.2
- mentions per 10K words
Takeover score 4 of 13
Fixable underperformance 1 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentYes61% lowest supportAny vote under 80% support
Buyer economics 2 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AIYes0.2 per 10K words · 11th pctBottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedYes$719M market capMarket cap $500M–$5B
Catalysts 1 of 2
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingYes−$13M netNet sales over $10M in 12 months
Financials
| Metric | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|
| Operating income | −$75M | −$94M | −$178M | 88% |
| Net income | −$69M | −$80M | −$166M | 107% |
| Operating cash flow | −$56M | −$70M | −$161M | 129% |
| Stock-based comp | $895K | $3M | $13M | 290% |
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Oct 8, 2026 | ORBIMED ADVISORS LLC | SCHEDULE 13D/A | 5.8% | Passive |
| Aug 13, 2025 | ORBIMED ADVISORS LLC | SCHEDULE 13D/A | 7.5% | Passive |
| Feb 5, 2024 | ORBIMED ADVISORS LLC | SC 13D | 9.1% | Passive |
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $13M · 1
- Net
- −$13M
Pay vs performance
No pay-versus-performance disclosure yet.