Clinical DataThe response rate data continued to show promise, demonstrating an overall response rate (ORR) of 40% in anti-PD-1 resistant patients and 42% in anti-PD-1 naïve patients.
CollaborationThe totality of the NBTXR3 data and the JNJ collaboration is viewed as supportive and shows potential for NBTXR3 in areas that represent large commercial opportunities.
Corporate StrategyNBTX announced an updated corporate strategy highlighted by the transfer of global sponsorship of the NANORAY-312 Phase III study to partner JNJ.
Bears Say
Clinical PerformanceThere is a slight deterioration in overall response rates for anti-PD-1 naive patients.
Commercial And Financial RisksThere are acknowledged clinical and commercial risks of the novel radioenhancer NBTXR3 and risks related to the company’s balance sheet.
Development PathOutstanding questions on the development opportunity and path in this setting remain.
Nanobiotix SA is a late-stage clinical company engaged in developing and selling nanomedicine for the treatment of cancer. It develops NanoXray products to help patients receiving radiotherapy by magnifying the effect of radiotherapy within tumor cells without increasing the dose to surrounding healthy tissues. The company's products include NBTXR3, a preclinical research program for cancer immunotherapies.
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