France · Delayed Price · Currency is EUR Nanobiotix Earnings Call Transcripts
Fiscal Year 2025
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Collaboration with J&J advanced NBTXR3 development in major oncology indications, while a strategic licensing amendment and non-dilutive financing improved financials, reducing net loss by 65% and extending cash runway into 2028. Key clinical data readouts are expected in 2026–2027.
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A major partnership with J&J is advancing NBTXR3 through multiple late-stage trials in head and neck and lung cancers, targeting large, underserved markets. Early data show high response rates, and the company is expanding its nanophysics platforms for broader applications.
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Physics-based nanoparticles are being developed for broad solid tumor applications, with NBTXR3 leading in head and neck and lung cancer trials. J&J partnership drives global phase III and II studies, while $71M in financing extends runway to 2028.
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Phase I data in refractory melanoma showed a 47% response rate and 78% disease control, with a median OS of 14.6 months and strong local and systemic effects, even in heavily pretreated patients. Safety was favorable, and results support advancing to randomized trials.
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NBTXR3 leverages nanophysics to enhance radiotherapy for solid tumors, with strong clinical data in sarcoma and head and neck cancer supporting a multi-billion dollar market opportunity. A major partnership with Janssen enables global commercialization, while new platforms and a solid cash position support future growth.
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Lead asset NBTXR3, now partnered with J&J, is advancing through phase III trials in head and neck cancer, with promising early results and a multi-billion dollar market opportunity. Additional platforms in drug delivery and CNS are in development, and non-dilutive financing is being pursued to extend the cash runway.
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A global partnership with Johnson & Johnson is accelerating development of a versatile radio enhancer, NBTXR3, with multiple phase III and II trials underway in various cancers. Key clinical and financial milestones are expected through 2026, supported by strong efficacy data.
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NBTXR3 plus radiation showed a median OS of 23 months in locally advanced or borderline resectable pancreatic cancer, outperforming historical controls. High rates of CA19 normalization and increased cTMB were linked to better outcomes. A new cohort with concurrent chemoradiation is ongoing.
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A revised agreement with J&J shifts full funding of the pivotal NANORAY-312 trial to J&J, reducing liabilities and extending cash runway to mid-2026, with potential for further extension via non-dilutive financing. Multiple clinical readouts are expected in 2025, and the company remains focused on disciplined capital allocation and pipeline expansion.
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Management highlighted progress in the J&J partnership, including new trials and manufacturing expansion. NBTXR3's phase III head and neck cancer trial is on track, with strong prior efficacy data and multiple readouts expected this year. Non-dilutive financing is being pursued.
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A novel radioenhancer platform is advancing through late-stage trials, aiming to transform radiotherapy from palliative to curative in oncology. Strategic partnership with J&J supports broad development, with key data readouts and interim analyses expected through 2026.
Fiscal Year 2024
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Collaboration with J&J advanced, reducing financial obligations and extending cash runway to mid-2026. Key clinical milestones and data readouts are expected in 2025, with a focus on expanding the Curadigm platform and pursuing non-dilutive financing.
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A new physics-based platform, Curadigm, introduces the Nanoprimer to enhance drug delivery by transiently occupying liver clearance cells, boosting systemic bioavailability and efficacy for a range of therapeutics. The company will pursue both internal product development and external partnerships, with oncology as an initial focus but broader applications anticipated.
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The company is advancing nanophysics-based therapeutics, with NBTXR3 in phase III for head and neck cancer and a major partnership with J&J. Strong clinical results, a multi-billion dollar market, and new technology platforms like Curadigm position the pipeline for significant growth.
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R3, a nanophysics-based oncology asset, is advancing in phase III with broad tumor applicability and strong clinical data, supported by a $2.5B J&J partnership and promising collaborations with MD Anderson. Expansion into bioavailability and CNS platforms is underway.
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The conference highlighted a nanophysics-based oncology platform with NBTXR3 as a lead radio enhancer, showing strong early efficacy in head and neck cancer. A major partnership with J&J supports global development, with Phase III data expected in H1 2026 and a broad pipeline in progress.
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NBTXR3, a radio enhancer, is advancing through global phase III trials for head and neck cancer, with strong early data and a major partnership with J&J accelerating development and commercialization. Financial stability and new platform initiatives are also highlighted.
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NBTXR3, a radio enhancer, shows promising safety and efficacy in both anti-PD-1 naïve and resistant head and neck cancer patients, with higher response rates and survival than historical controls. Its tumor-agnostic mechanism and combinability with other therapies support broad clinical potential.
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Phase 1 data for NBTXR3 in head and neck cancer show strong safety and promising efficacy in both anti-PD-1 naive and resistant patients, with high response rates and improved survival compared to historical controls. The product's broad immune-priming mechanism supports further development in multiple settings.