ACRV Acrivon Therapeutics, Inc. Insider Trading

CFO buys 8,832 shares at $1.70 amid cluster pattern; ACRV -71.6% from 52-week high despite unprofitable $-18.2M net income

Levy Adam D., Chief Financial Officer of Acrivon Therapeutics, purchased 8,832 shares at $1.70 on 2026-01-14, growing his post-transaction holdings to 20,983 shares—a 72.7% increase from his prior 12,151 shares. This acquisition occurs as part of a cluster pattern with 2 other insiders also buying within the past 14 days, suggesting coordinated confidence at current valuations. However, the context is concerning: the company reports a full-year net income of $-18,234,000.00 and trades at $1.98 (current price), down 71.6% from its 52-week high of $6.97, reflecting significant deterioration in valuation and fundamentals. The CFO's willingness to accumulate shares during a period of ongoing losses and depressed valuations warrants attention as a data point, though the unprofitable state limits the clarity of what this pattern conveys about near-term prospects.

Acrivon CEO Blume-Jensen buys 49,000 shares at $1.68 amid stock down 71.6% from 52-week high; 2 other insiders also bought in past 14 days.

Blume-Jensen Peter, President and CEO, purchased 49,000 shares of ACRV at $1.68 on 2026-01-14, increasing his holdings to 2,095,771 shares (+2.4% from prior level). This transaction occurs as the stock trades 71.6% below its 52-week high of $6.97 and has declined 14.3% over the past 30 days. Notably, a cluster pattern is present—2 other insiders also bought within the past 14 days—suggesting coordinated accumulation at depressed prices. The company reported a net loss of $18,234,000.00 over its most recent full fiscal year and carries a market cap of $62,479,149.48, reflecting an unprofitable operating environment. The concentration of insider buying during a period of significant price weakness, combined with the cluster activity, indicates management's assessment of valuation relative to fundamentals, though the unprofitability context warrants investor scrutiny of the underlying business trajectory.

COO buys 10,000 shares at $1.72; stock down 73.2% from 52-week high; cluster pattern with 2 other insider buys in 14 days

Devroe Eric, COO of Acrivon Therapeutics, purchased 10,000 shares at $1.72 on 2026-01-13, increasing his holdings by 15.3% to 75,308 shares. The purchase occurs while the stock trades 73.2% below its 52-week high of $6.97 and has declined 22.7% in the past 30 days. Notably, this transaction is part of a cluster pattern with 2 other insiders buying within the past 14 days. The company reported a net loss of $18.2M for its most recent full fiscal year, indicating ongoing profitability challenges. The cluster buying activity at depressed price levels merits scrutiny as a potential signal of insider perspective on valuation, though the significance is tempered by the company's negative earnings profile.

ACRV: 10% owner Perceptive Advisors sells 736,767 shares (19.2% of holdings) for $1.0M as stock down 78.1% in 90 days

Perceptive Advisors LLC, a 10% owner, executed two separate sales totaling 736,767 shares for $1,017,919.45 on 2025-04-30 and 2025-05-01 at a blended average price of $1.38. This sale reduced holdings by 19.2%, from 3,840,906 shares to 3,104,139 shares. The timing is significant: Acrivon's stock has declined 78.1% over the past 90 days and is trading at $1.33, down 86.7% from its 52-week high of $10.00. The company reported a net loss of $22,441,000 and has a market cap of only $41,697,468.40, suggesting structural profitability challenges. Against the insider's historical cross-ticker track record showing a 57.14% 90-day win rate on prior buys, his same-ticker history at ACRV is unfavorable—a prior April 2024 buy at this company produced a -15.8% 90-day return. The current liquidation pattern, occurring after three prior consecutive sells at this ticker within days, reflects active diversification of a 10% concentrated stake as the company's valuation has cratered.

10% owner PERCEPTIVE ADVISORS LLC sold 1,519,952 shares at blended average $1.81 across 3 separate sales in April; post-transaction holding 3,840,906 shares (-28.4% reduction)

PERCEPTIVE ADVISORS LLC, a 10% shareholder, executed 3 separate open-market sales in late April totaling 1,519,952 shares for $2,744,946.03 at a blended average price of $1.81, reducing holdings by 28.4% from 5,360,858 to 3,840,906 shares. The company is unprofitable with net income of $-22,441,000.00 and market cap of $45,146,131.20, while the stock has collapsed 85.6% from its 52-week high of $10.00 to current price of $1.44. The insider's cross-ticker track record shows strong buy-side accuracy (19 prior buys with 90-day win rate 64.71%), but at this specific ticker, the prior buy from 2024-04-11 declined 15.8% over 90 days, suggesting limited predictive edge in ACRV. A material reduction in stake by a significant shareholder during severe equity decline warrants investor scrutiny of underlying business fundamentals.