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Fred Powell

Chief Financial Officer at LAVA Therapeutics
Executive

About Fred Powell

Fred Powell, 63, is Chief Financial Officer of LAVA Therapeutics N.V. (LVTX), serving since November 2022. He holds a B.S. in Accounting from Pennsylvania State University and began his career at KPMG; prior CFO roles include Antares Pharma (acquired by Halozyme in May 2022), Celator Pharmaceuticals (acquired by Jazz), OraPharma (acquired by Valeant), and BMP Sunstone (acquired by Sanofi-Aventis) . During his tenure, LVTX’s 2024 revenue and EBITDA loss improved versus 2023, and the company maintained structured cash bonus targeting tied to corporate goal attainment; see Performance table below for details . He chairs the Advisory Board for Penn State Scranton .

Past Roles

OrganizationRoleYearsStrategic Impact
Antares PharmaEVP & CFO2016–2022Company acquired by Halozyme Therapeutics in May 2022
Celator PharmaceuticalsCFO2012–2016Company acquired by Jazz Pharmaceuticals
OraPharma, Inc.CFO2011–2012Company acquired by Valeant Pharmaceuticals International
BMP Sunstone CorporationCFO2005–2011Company acquired by Sanofi-Aventis
KPMG LLPVarious rolesEarly careerFoundational public accounting experience

External Roles

OrganizationRoleYearsStrategic Impact
Penn State Scranton Advisory BoardChairmanCurrentRegional academic advisory leadership

Fixed Compensation

Metric20232024
Base Salary ($)425,000 444,125
Target Bonus (% of Salary)40% 40%
Actual Annual Bonus Paid ($)136,000 124,355
Other Compensation ($)13,200 (401(k) match) 13,800 (401(k) match)
Total Compensation ($)574,200 730,202
  • 2025 base salary was increased to $464,111 effective January 2025 .

Performance Compensation

ComponentMetricTargetActualPayout ($)Vesting/Timing
Annual Cash Incentive (2024)Corporate goals attainment + individual performanceTarget = 40% of salary Corporate goals achieved at 70%; individual payouts approved 124,355 Paid after year-end
Annual Cash Incentive (2023)Corporate and individual goalsTarget = 40% of salary Committee-approved136,000 Paid after year-end

Equity-based awards are primarily stock options with time-based vesting, designed to align interests and support retention; LVTX did not grant annual LTI to Powell in 2023 but granted options in 2024 .

Equity Ownership & Alignment

ItemDetail
Total Beneficial Ownership239,048 shares (65,000 common + 174,048 options exercisable within 60 days of 3/31/2025)
% of Shares Outstanding<1% (outstanding shares: 26,305,295 as of 3/31/2025)
Vested vs Unvested (12/31/2024 snapshot)Options exercisable: 129,281; unexercisable: 186,669
Pledging/HedgingProhibited for directors, executive officers, and employees (no pledging, hedging, short-selling, margin)
Ownership GuidelinesNot disclosed for executives in the proxy (director policy described separately)

Outstanding Equity Awards (as of 12/31/2024)

Grant DateExercisable (#)Unexercisable (#)Strike ($)ExpirationVesting Schedule
11/01/2022101,563 93,437 4.38 11/01/2032 48,750 vested on 11/01/2023; remainder vests in 36 monthly installments from 12/01/2023
01/19/202427,718 93,232 1.59 01/18/2034 Vests in 48 monthly installments beginning 02/19/2024

Employment Terms

  • Role and Start Date: CFO since November 2022; employment agreement entered October 2022 .
  • Current Base Salary and Target Bonus: Base $464,111 (effective Jan 2025); target bonus 40% of base .
  • Severance (Non–Change in Control): 12 months base salary + up to 12 months COBRA premiums .
  • Severance (Change in Control window: 3 months prior / 12 months post): 12 months base salary + up to 12 months COBRA + lump-sum equal to target bonus; time-based equity awards accelerate and vest in full if (i) awards are continued/assumed/substituted and (ii) termination without Cause or resignation for Good Reason (double-trigger acceleration) .
  • Clawback: Compliant with Sarbanes-Oxley §304 and SEC/Dodd-Frank listing rules .
  • Hedging/Pledging: Prohibited .
  • Non-compete/Non-solicit: Not disclosed.

Company Financial Performance During Powell’s Tenure

MetricFY 2022FY 2023FY 2024
Revenues ($)19,391,000*6,769,000*11,982,000
EBITDA ($)-34,334,000*-42,782,000*-25,326,000*
Net Income ($)-31,907,000*-41,871,000*-25,114,000
Cash from Operations ($)4,043,000*-40,283,000*-19,544,000

Values marked with * were retrieved from S&P Global.

Context:

  • 2024 saw revenue improve vs 2023 alongside a narrower EBITDA loss and reduced operating cash outflow; Powell’s annual bonus was determined against 70% corporate goal attainment for 2024 .

Governance and Compensation Program Context

  • Compensation Committee engaged Pearl Meyer LLP for independent benchmarking, severance design review, and equity burn/overhang analysis; recommendations were adopted .
  • Dutch N.V. structure: director compensation policy subject to shareholder adoption; recurring “say-on-pay” not required unless listed on a European regulated market .

Investment Implications

  • Pay-for-performance alignment: Powell’s cash incentive is tied to corporate goal attainment (70% in 2024), while options vest monthly over four years—balancing near-term cash pay with longer-term equity alignment and retention .
  • Retention and CoC risk: Double-trigger CoC terms (salary, bonus, and acceleration) create potential payout scenarios in strategic transactions; LVTX disclosed tender-offer related activity in November 2025, indicating a live strategic context for these provisions .
  • Selling pressure: Pledging/hedging is prohibited; no RSUs/PSUs disclosed for Powell, and equity exposure is primarily via options that vest over time—limiting immediate forced-selling signals .
  • Skin-in-the-game: Beneficial ownership is <1% of shares outstanding (65K common shares; 174K options currently exercisable), offering alignment but modest absolute exposure relative to float .
  • Execution risk: LVTX remains early-stage with ongoing restructuring and strategic alternatives; while 2024 fundamentals improved versus 2023, the company is still loss-making and reliant on milestones and financing—heightening sensitivity to clinical and partnering outcomes .