NBTX Nanobiotix S.A.
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Executive Summary
Nanobiotix announced first data from a Johnson & Johnson-sponsored Phase 2 trial of JNJ-1900 (NBTXR3) in stage 3 inoperable lung cancer, showing a 71.4% objective response rate and 100% disease control rate in 7 patients, with no serious safety issues. The results are early but promising compared to a 45%-50% benchmark response rate.
Actionable Insight
Traders should monitor for further clinical updates from the ongoing Phase 2 and Phase 3 trials of NBTXR3, particularly the Phase 3 NANORAY-312a study in head and neck cancer. The strong early efficacy and safety data may catalyze investor interest and support a re-rating of the stock, especially if confirmed in larger cohorts.
Key Facts
- Phase 2 CONVERGE study data presented at the 2026 European Lung Cancer Conference
- JNJ-1900 (NBTXR3) evaluated in 7 patients with stage 3 inoperable non-small cell lung cancer
- Objective response rate (ORR) of 71.4% and disease control rate (DCR) of 100% observed
- No serious treatment-emergent adverse events reported; safety profile acceptable
- Results compared favorably to estimated benchmark ORR of 45%-50%
- Trial sponsored by Johnson & Johnson under a 2023 global co-development and commercialization agreement
Financial Impact
No direct financial figures disclosed, but positive clinical data increases the probability of future revenue from JNJ-1900 (NBTXR3) in lung cancer and supports valuation upside
Risk Factors
- Results are from a small cohort of only 7 patients; larger trials may not replicate efficacy
- JNJ-1900 is being developed by Johnson & Johnson, so Nanobiotix's financial upside depends on milestone payments and royalties
- Forward-looking statements are subject to risks including clinical, regulatory, and commercial uncertainties
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-001999 |
| Document: f6k_032826.htm | 0001171843-26-001999 |
| Document: 0001171843-26-001999-index-headers.html | 0001171843-26-001999 |
| Document: 0001171843-26-001999-index.html | 0001171843-26-001999 |
| Document: 0001171843-26-001999.txt | 0001171843-26-001999 |
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May 26, 2026
14d ago
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Press Release
| $40.50 $35.20 | ▼ −13.09% | ▼ −13.56% | $34.34 (−15.21%) |
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May 22, 2026
18d ago
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Press Release
| $40.80 $36.76 | ▼ −9.90% | ▼ −11.11% | $34.34 (−15.83%) |
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May 21, 2026
19d ago
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Press Release
| $40.18 $40.41 | ▼ −0.57% | ▲ +1.03% | $34.34 (+14.53%) |
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May 21, 2026
19d ago
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Press Release
| $40.18 $40.41 | ▼ −0.57% | ▲ +1.03% | $34.34 (+14.53%) |
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May 21, 2026
19d ago
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Press Release
| $40.18 $40.40 | ▼ −0.55% | ▲ +1.30% | $34.34 (+14.53%) |
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May 20, 2026
20d ago
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Press Release
| $40.18 $40.40 | ▼ −0.55% | ▲ +1.30% | $34.34 (+14.53%) |
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May 18, 2026
22d ago
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6-K
| $49.48 $40.80 | ▼ −17.54% | ▼ −19.16% | $34.34 (−30.60%) |
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May 17, 2026
23d ago
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Press Release
| $49.48 $40.80 | ▼ −17.54% | ▼ −19.16% | $34.34 (−30.60%) |
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May 4, 2026
5w ago
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Press Release
| $34.77 $48.24 | ▲ +38.74% | ▲ +36.76% | $34.34 (−1.24%) |
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Apr 20, 2026
7w ago
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6-K
| $31.91 $33.11 | ▲ +3.76% | ▲ +2.85% | $34.34 (+7.62%) |
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