COO’s Bold Buy Signals Acrivon’s Potential Upside Amid 68% YTD Decline

Insider Buying Signals a Shift in Confidence

On January 13 2026, Chief Operating Officer Devroe Eric purchased 10,000 shares of Acrivon Therapeutics at an average price of $1.72, bringing his holdings to 75,308 shares. The trade came amid a muted market buzz (70 % communication intensity) and a slight positive social‑media sentiment (+10). While the purchase price is only marginally below the current close of $1.83, the timing is noteworthy. Acrivon’s stock has slumped 22.73 % this month and 67.65 % year‑to‑date, yet the COO’s action suggests a belief that the company’s precision‑proteomics platform will rebound once clinical milestones materialise.

What the Trade Means for Investors

Devroe’s buy is a rare insider commitment in a company that has seen a cascade of selling from senior leaders—most notably the CEO and several directors, who have off‑loaded shares in the past eight months. ACO’s price‑to‑earnings ratio remains negative and the market cap is modest, signalling that valuation upside is unlikely to come from earnings yet. However, the COO’s purchase may be interpreted as a hedge against further dilution and a vote of confidence in the upcoming Phase 1 trials slated for Q3 2026. For investors, the trade could be a catalyst for a short‑term buying push, especially if the company announces positive data before the end of the year.

Devroe Eric: A Profile of Consistency and Caution

Devroe’s transaction history shows a pattern of cautious buying and selling. His most recent sale in August 2025 involved 613 shares at $1.39, reducing his stake to 65,921 shares. The current purchase of 10,000 shares at $1.72 represents a significant increase in position size, suggesting a shift from a passive observer to an active supporter. Historically, the COO has bought when the stock is near $1.3–$1.4 and sold when prices dip below $1.4, indicating a preference for buying in low‑valuation environments. The recent jump to $1.72, a level close to the current market price, is therefore a notable departure from past behaviour and may signal anticipation of a valuation turnaround.

Company Context and Forward Outlook

Acrivon operates in a niche oncology space, leveraging predictive proteomics to identify drug‑sensitive cancer subtypes. With a 52‑week high of $8.00 and a current low of $1.05, the stock has demonstrated high volatility. The company’s negative P/E and low market cap reflect limited revenue and high R&D expenditure. The COO’s buy, coupled with a slight positive sentiment and high buzz, could help temper the bearish narrative if the company announces meaningful clinical progress. Until then, investors should monitor insider activity, regulatory filings, and trial updates to gauge whether the stock’s steep decline is a temporary market overreaction or a reflection of deeper technical challenges.