Nanobiotix S.A. American Depositary Shares (NBTX)
Nanobiotix: A Highly Speculative Bet On A Potential Radiotherapy Platform
Nanobiotix is rated a strong speculative Buy, driven by risk-adjusted upside from its JNJ-1900 radioenhancer platform in partnership with Janssen. NBTX's lead indication, head and neck cancer, offers a modeled $624M valuation, but lung cancer programs—despite higher risk—represent two-thirds of the $4.5B risk-adjusted opportunity. JNJ-1900's platform potential is vast, with even low-probability broad adoption scenarios materially boosting valuation; upcoming clinical milestones in 2026–2027 are pivotal.
Nanobiotix: A Royalty-Backed Physics Platform Hidden Inside A Biotech
Nanobiotix is evolving into a capital-light, milestone- and royalty-driven oncology platform with JNJ-1900 at its core. JNJ-1900, now led by Johnson & Johnson, targets radioenhancement across multiple solid tumors, with a $2.6B potential milestone structure and double-digit royalties. Recent financing and a May 2026 equity raise extend NBTX's cash runway through 2029, shifting clinical and operational risk to J&J.
Nanobiotix S.A. (NBTX) Q4 2025 Earnings Call Transcript
Nanobiotix S.A. (NBTX) Q4 2025 Earnings Call Transcript
Nanobiotix (NASDAQ:NBTX) Shares Gap Up – Here’s What Happened
Nanobiotix S.A. - Sponsored ADR (NASDAQ: NBTX - Get Free Report)'s share price gapped up prior to trading on Friday. The stock had previously closed at $31.52, but opened at $35.28. Nanobiotix shares last traded at $35.1840, with a volume of 22,924 shares changing hands. Wall Street Analyst Weigh In A number of equities research
Nanobiotix S.A. (NBTX) Q4 2024 Earnings Call Transcript
Nanobiotix S.A. (NASDAQ:NBTX ) Q4 2024 Results Conference Call April 3, 2025 8:00 AM ET Company Participants Craig West - Senior Vice President, Investor Relations Laurent Levy - Co-Founder and Chief Executive Officer Bart Van Rhijn - Chief Financial and Business Officer Conference Call Participants Yen-Der Li - Leerink Partners Shan Hama - Jefferies Michael Schmidt - Guggenheim Securities Art He - HCW David Dai - UBS Operator Good day, and welcome to the Nanobiotix Business Update and Full Year 2024 Financial Results Conference Call.
Nanobiotix Stock Gains as Dosing Begins in Mid-Stage NSCLC Study
NBTX stock rises following initiation of dosing in a mid-stage NSCLC study evaluating a potential first-in-class radioenhancer, JNJ-1900.
Nanobiotix S.A. (NBTX) Q1 2024 Earnings Call Transcript
Nanobiotix S.A. (NASDAQ:NBTX ) Q1 2024 Earnings Conference Call May 22, 2024 8:00 AM ET Company Participants Craig West - SVP, IR Laurent Levy - Co-Founder and CEO Bart Van Rhijn - CFO Conference Call Participants Jonathan Chang - Leerink Partners Lucy Codrington - Jefferies Chiara Montironi - Van Lanschot Kempen Swayampakula Ramakanth - H.C.
