Aug. 19 at 1:51 AM
$ACRV ACR-368 interim analysis expected in 2H 2026.
At today’s ~
$2:
<
$1.25: market is signaling serious clinical failure
$2–3: uncertainty / waiting for data
$4–6: credible positive Phase 2b
$7–10: strong positive data + convincing durability
$10–15: highly compelling registrational profile
>
$15: market beginning to price commercial success / partnership / acquisition potential
Bottom line: would not need ACR-368 to reproduce the original 52% ORR to be bullish. A clean ~40% ORR with meaningful durability could be enough to justify a
$5–6 stock. A result approaching the original 52% signal could make
$10+ quite reasonable.
And because ACRV is only around
$86M today, the market is giving you a relatively inexpensive option on that outcome.
