M&A
confidence high
sentiment positive
materiality 0.90
Nurix enters $2.3B Roche collaboration for bexobrutideg; Q2 net loss $89.5M
Nurix Therapeutics, Inc.
- Global collaboration with Roche for bexobrutideg: $700M upfront, up to $2.3B total; co-dev/co-commercialization in hematology, immunology, neurology.
- Q2 FY2026 revenue $9.0M (down from $44.1M YoY); net loss $89.5M ($0.81/share) vs $43.5M loss prior year.
- Cash, equivalents & marketable securities $443.5M as of May 31, 2026; pro-forma ~$1.14B including expected $700M Roche payment.
- Bexobrutideg Phase 1a/1b CLL data: ORR 83% (Phase 1a) and 92.9% (Phase 1b Cohort 5); median PFS 22.1 months.
- Enrollment continues in pivotal Phase 2 DAYBreak CLL-201; Phase 3 vs pirtobrutinib expected to start mid-2026.