Acrivon Therapeutics (ACRV)

Executive Summary

Acrivon Therapeutics is a clinical-stage precision oncology company leveraging its proprietary AP3 proteomics platform to identify patients most likely to benefit from targeted therapies. The platform directly measures dysregulated protein activity in tumor biopsies, overcoming limitations of genomic-only selection. The lead candidate, ACR-368 (a CHK1/2 inhibitor), is in Phase 2 trials for endometrial adenocarcinoma and head and neck squamous cell carcinoma, both in combination with gemcitabine. Early efficacy data from these studies are anticipated and could validate the platform. Additionally, ACR-2316, a novel small molecule inhibitor targeting replication stress, is in Phase 1 for advanced solid tumors. With a market capitalization of approximately $75M, Acrivon offers a high-risk, high-reward opportunity contingent on clinical readouts. Key upcoming catalysts include interim Phase 2 data for ACR-368 and initial Phase 1 results for ACR-2316.

Upcoming Catalysts (preview)

• Q3 2026Interim Phase 2 data for ACR-368 in endometrial adenocarcinoma40% success
• Q4 2026Initial Phase 1 data for ACR-2316 in advanced solid tumors50% success