RHHBY wins FDA priority review for Tecentriq plus FOLFOX6 in stage III dMMR/MSI-H colon cancer, with a decision due in October 2026.
Recently, Nurix secured a partnership with Roche, which I believe has substantially derisked the stock as a whole. Similarly, this deal helps validate NRIX's bexobrutideg and its potential as a broader platform in the long term. NRIX's bexobrutideg is easily their main value driver, and after NRIX's recent equity raises and deal with Roche, it looks like they should have enough runway for the foreseeable future.
Roche Holding AG and Pfizer Inc. are aggressively advancing obesity and T2D pipelines to capture share in the surging GLP-1 market. RHHBY's enicepatide shows strong Phase 2 weight loss data (22.7% at 24mg), with a robust safety profile and a diversified cardiometabolic pipeline. PFE touts monthly-dosed berobenatide as potentially best-in-class via meta-analysis, but lacks head-to-head clinical superiority and relies on modeling.
Nurix Therapeutics, Inc. remains a Strong Buy as bexobrutideg advances in pivotal r/r CLL trials and secures a transformative $2.3B global partnership with Roche. Bexobrutideg demonstrates superior efficacy over JAYPIRCA, achieving an 83% ORR and 22.1 months mPFS in heavily pretreated r/r CLL patients at the 600 mg dose. The Roche deal brings $700M upfront, potential total value of $2.3B in milestones, and enables expansion into immunology and neurology, notably multiple sclerosis and chronic spontaneous urticaria.
Roche Holding AG (RHHBY) Shareholder/Analyst Call Transcript
Roche collaborates with Nurix on bexobrutideg, a BTK degrader for blood cancers, while expanding potential use into immunology and neurology.
Nurix Therapeutics strikes an agreement with Roche to commercialize its lead asset, bexobrutideg.
Nurix Therapeutics Inc (NASDAQ:NRIX) stock is up 15.7% to trade at $16.94, after the biotech company announced a collaboration and licensing agreement with Roche for blood cancer treatment bexobrutideg.
Swiss pharmaceutical giant Roche has entered an exclusive licensing and collaboration agreement with Nurix Therapeutics of up to $2.3 billion, the company said on Monday.
The Swiss drugmaker said it would pay Nurix $700 million upfront, while development costs would be split 60-40, with Roche taking the larger share.
Zealand Pharma said on Friday its experimental obesity drug, co-developed with Swiss partner Roche , showed encouraging tolerability in a mid-stage trial, bolstering its push to take on market leaders with a potentially gentler alternative to existing blockbuster treatments.
The chairman of Swiss pharmaceutical giant Roche hit out at U.S. tariff policies on Thursday, likening them to "blackmail", and said protectionism by the United States and China was the firm's biggest geopolitical concern.