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Greg Renza

Managing Director at Truist Securities

Greg Renza is a Managing Director at Truist Securities, specializing in biotechnology equity research within the healthcare sector. He covers companies such as Biogen (BIIB), Gilead Sciences (GILD), Celgene (CELG), Portola Pharmaceuticals (PTLA), Iterum Therapeutics (ITRM), and Prometheus Biosciences, with a proven track record including a 45% success rate on 490 ratings, average return of 12.40% per rating, and a standout +603.10% return on RXDX; he ranks #658 out of 9,948 Wall Street analysts on TipRanks with a 4.84-star rating. Renza joined Truist in 2025 from RBC Capital Markets where he served since 2017, following prior roles on the biotechnology team at Jefferies and specialty pharmaceuticals at Wells Fargo Securities, with earlier experience in management consulting at Booz & Company and strategy at CVS Caremark. He holds an A.B. in Biology and an M.D. from Brown University’s Warren Alpert Medical School.

Greg Renza's questions to Nuvation Bio (NUVB) leadership

Question · Q4 2025

Greg Renza asked about Nuvation Bio's current resource position, the projected horizon for achieving profitability, and how the company is approaching business development opportunities in light of its profitability focus. Renza also inquired about Nuvation Bio's conviction in its DDC platform and the expected timeline for updates.

Answer

David Hung, Founder, President, and CEO of Nuvation Bio, reaffirmed that the company has more than enough cash to reach profitability, citing recent financing and partnership deals. He emphasized a careful approach to business development, weighing potential upside against impacts on the cash runway, and stated that any future deals must be compelling. Regarding the DDC platform, Hung expressed strong conviction in its potential, noting valuable learnings from NUV-1511's discontinuation. He anticipates providing updates on the next phase of the DDC program by year-end.

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Question · Q4 2025

Greg Renza from Truist Securities asked about Nuvation Bio's current resource position, financial structure, and the path to potential profitability, seeking a finer point on the profitability horizon. He also inquired about the strategy for adding to the pipeline through business development, considering the complementarity of IBTROZI and safusidenib, and the focus on profitability. Renza also asked for comments on the DDC platform, conviction in it, and plans for investment, following the mention of updates by year-end.

Answer

CEO David Hung reiterated that Nuvation Bio has more than enough cash to reach profitability, citing recent financing and partnership deals (Sagard Healthcare, Eisai) that significantly strengthened the cash position. He emphasized a conservative approach to business development, weighing upside against impact on profitability runway, and stated that any future deals would need to be 'great deals.' Regarding the DDC platform, Dr. Hung expressed absolute conviction in its real potential, acknowledging lessons learned from NUV-1511's inconsistent responses and confirming ongoing work to develop better DDC molecules, with updates expected by year-end.

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