Enliven Therapeutics, Inc.
- Open
- 57.99
- Day high
- 58.47
- Day low
- 57.23
- Prev close
- 57.89
- Volume
- 205K
- Mkt cap
- $4.2B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.7
- P/S
- —
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$63.8M over the last 3 months (0 open-market buys, 32 sales)
- 🏛Institutions accumulating (13F)
Enliven Therapeutics, Inc. (ELVN) is a Healthcare company listed on NASDAQ. The stock is up 173% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 32 sales (SEC Form 4).
Enliven Therapeutics, Inc. (ELVN) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 8 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ELVN earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 5, 2026 | $-0.39 | $-0.49 | -26.6% | — | — |
| May 7, 2026 | $-0.44 | $-0.38 | +13.6% | — | — |
| Mar 3, 2026 | $-0.42 | $-0.48 | -14.3% | — | — |
| Nov 12, 2025 | $-0.43 | $-0.32 | +25.6% | — | — |
| Aug 13, 2025 | $-0.53 | $-0.49 | +7.5% | — | — |
| May 14, 2025 | $-0.51 | $-0.57 | -11.8% | — | — |
| Mar 13, 2025 | $-0.53 | $-0.46 | +13.2% | — | — |
| Mar 14, 2024 | $-0.56 | $-0.47 | +16.1% | $440000 | — |
| Nov 9, 2023 | $-0.49 | $-0.51 | -4.1% | — | — |
| Aug 10, 2023 | $-0.40 | $-0.41 | -2.5% | — | — |
| May 11, 2023 | $-0.67 | $-0.80 | -19.4% | — | — |
| Feb 10, 2023 | $-0.79 | $1.23 | +256.5% | — | — |
ELVN insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 19, 2026 | Hohl Benjaminofficer: CHIEF FINANCIAL OFFICER | Sell | 1,388 | $59.35 |
| Aug 19, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Sell | 3,900 | $58.37 |
| Aug 19, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Option | 5,000 | $2.48 |
| Aug 19, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Sell | 1,100 | $59.35 |
| Aug 19, 2026 | Hohl Benjaminofficer: CHIEF FINANCIAL OFFICER | Sell | 4,630 | $58.35 |
| Aug 6, 2026 | Derynck Mika Kdirector | Option | 23,364 | $14.85 |
| Aug 6, 2026 | Derynck Mika Kdirector | Sell | 158,795 | $60.21 |
| Aug 6, 2026 | Derynck Mika Kdirector | Option | 87,373 | $2.48 |
| Aug 6, 2026 | Derynck Mika Kdirector | Option | 20,491 | $22.47 |
| Aug 6, 2026 | Derynck Mika Kdirector | Option | 27,567 | $25.28 |
| Jul 21, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Sell | 231 | $50.05 |
| Jul 21, 2026 | Hohl Benjaminofficer: CHIEF FINANCIAL OFFICER | Sell | 369 | $51.48 |
| Jul 21, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Sell | 459 | $51.55 |
| Jul 21, 2026 | Collins Helen Louiseofficer: CHIEF MEDICAL OFFICER | Option | 5,000 | $2.48 |
| Jul 21, 2026 | Hohl Benjaminofficer: CHIEF FINANCIAL OFFICER | Sell | 2,638 | $53.38 |
Source: ELVN SEC Form 4 filings, latest Aug 19, 2026. For informational purposes only — not investment advice.
See the full ELVN insider & 13F page →Enliven Therapeutics, Inc. company profile
Overview
Enliven Therapeutics, Inc. (NASDAQ:ELVN) is a clinical-stage biopharmaceutical company founded in 2020 and based in Boulder, Colorado. The company went public on March 12, 2020, and focuses on discovering and developing small molecule inhibitors designed to treat various forms of cancer. As a clinical-stage biotech company, Enliven is currently advancing multiple drug candidates through early-phase clinical trials, with no approved products or revenue to date.
Business
Enliven Therapeutics operates in the oncology drug development sector of the biotechnology industry. The company specializes in developing small molecule kinase inhibitors, which are drugs that block specific proteins called kinases that play crucial roles in cancer cell growth and survival. Kinases are enzymes that add phosphate groups to other proteins, essentially acting as molecular switches that control cellular processes. When these kinases malfunction or become overactive, they can drive cancer development and progression. The company's pipeline consists of two primary drug candidates. ELVN-001 is currently being evaluated in a Phase 1 clinical trial for adults with chronic myeloid leukemia (CML), a type of blood cancer where bone marrow produces too many white blood cells. This drug is designed to target specific kinase proteins that are dysregulated in CML patients. ELVN-002 represents the company's second major program, with a Phase 1 clinical trial activated to evaluate its effectiveness in patients with cancers that harbor abnormal HER2 genes. HER2 is a protein that, when overexpressed or mutated, can promote aggressive cancer growth, particularly in breast and other solid tumors. Both drug candidates represent the company's focused approach on precision oncology, where treatments are designed to target specific molecular abnormalities driving individual patients' cancers rather than using broad-spectrum chemotherapy approaches.
Revenue model
As a clinical-stage biopharmaceutical company, Enliven Therapeutics currently generates no revenue and operates on a research and development model funded by investor capital. The company's future business model will likely center on product sales and licensing agreements once its drug candidates receive regulatory approval. In the pharmaceutical industry, companies typically monetize their drug development efforts through direct sales to hospitals, clinics, and patients via pharmacy networks, or through licensing deals with larger pharmaceutical companies that handle manufacturing and distribution. The company's paying customers will eventually be healthcare systems, insurance companies, and patients, depending on the final commercialization strategy. Given the specialized nature of oncology treatments, pricing is typically premium, with cancer drugs often costing tens of thousands of dollars per patient per year. Several factors could significantly impact Enliven's future margins and profitability. Regulatory approval success rates represent the primary risk, as most drug candidates fail during clinical trials, resulting in total loss of development investment. Competition from other oncology companies developing similar kinase inhibitors could pressure pricing and market share. Manufacturing costs and scalability will directly impact gross margins once commercialized. Reimbursement policies from insurance companies and government healthcare programs will determine actual realized pricing. Additionally, patent protection strength and duration will affect the company's ability to maintain pricing power before generic competition emerges.
Competitive moat
Enliven Therapeutics currently operates with a relatively narrow competitive moat typical of early-stage biotech companies. The company's primary potential advantages lie in its proprietary drug compounds and any intellectual property protection surrounding their molecular structures and mechanisms of action. However, the strength of this moat remains unproven until clinical trials demonstrate superior efficacy, safety, or convenience compared to existing treatments. The oncology drug development space is highly competitive, with numerous large pharmaceutical companies and biotech firms developing kinase inhibitors for similar indications. Major threats include larger competitors with greater resources who can conduct larger, faster clinical trials, as well as the possibility that existing approved drugs may prove superior to Enliven's candidates. The company also faces the risk that newer therapeutic approaches, such as immunotherapy combinations or CAR-T cell therapies, could make small molecule kinase inhibitors less relevant for certain cancer types. The company's moat will ultimately depend on achieving differentiated clinical results that demonstrate clear advantages over existing therapies, securing strong patent protection, and potentially developing multiple successful drugs that create a portfolio effect. Without proven clinical superiority and regulatory approval, the company remains vulnerable to competitive pressures and faces the fundamental risk that its drug development programs may fail entirely.
Risks & safety
Enliven Therapeutics presents a moderate margin of safety from a liquidity perspective but high risk from a business execution standpoint. • Strong liquidity position: $101.7 million in cash and short-term investments as of Q1 2025, with minimal debt (debt-to-equity ratio of 0.0) • High cash burn rate: Free cash flow of -$24.1 million in Q1 2025, suggesting approximately 4-5 quarters of runway at current burn rate • Excellent current ratio: 21.1x current ratio indicates strong short-term solvency • Significant losses: Net loss of $89.0 million in FY 2024, with no revenue generation • Valuation concerns: Trading at 3.4x price-to-book ratio despite being pre-revenue with uncertain clinical outcomes • Binary risk profile: Success or failure of clinical trials will likely determine company viability, creating high execution risk despite strong balance sheet
Recent development
Based on the available financial data, Enliven Therapeutics has been primarily focused on advancing its two key clinical programs through Phase 1 trials. The company has maintained consistent investment in research and development, with operating cash flow burns ranging from $12-24 million per quarter, indicating steady clinical trial activity and operational expansion. The company's cash position has remained relatively stable, suggesting successful capital raising activities to fund ongoing operations. The increase in total assets from $271.9 million in FY 2023 to $325.8 million in FY 2024 indicates continued investment in the business and possibly additional funding rounds to support clinical development activities. Operational scaling is evident from the increasing quarterly losses and cash burn rates, which typically reflects expanded clinical trial activities, additional patient enrollment, and growing operational infrastructure needed to support multiple concurrent drug development programs. The company appears to be in the critical phase of generating clinical data that will determine the future viability of both ELVN-001 and ELVN-002 programs.
ELVN company profile · for informational purposes only — not investment advice.
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