seekingalpha.com
ArriVent BioPharma: Its Leading Asset Furmonertinib Supports A Cautious Buy
ArriVent BioPharma (AVBP) is a cautious BUY, driven by furmonertinib's late-stage potential in uncommon EGFR-mutant NSCLC and a conservative valuation approach. AVBP's strategy targets niche EGFR mutations—exon 20 insertions, PACC, and others—where competition is less entrenched and regulatory pathways are more navigable. Furmonertinib demonstrates robust efficacy, CNS penetration, and tolerability in early trials, supporting risk-adjusted U.S. revenue estimates of $600M–$900M annually.
