earnings
confidence high
sentiment positive
materiality 0.85
Nurix Q3 FY26 revenue $673.1M on Roche collaboration; net income $549.8M, EPS $4.73
Nurix Therapeutics, Inc.
- Revenue $673.1M vs $7.9M YoY, including $653.2M license revenue from Roche and a $10.0M Sanofi milestone.
- Net income $549.8M, or $4.73 per diluted share, vs an $86.4M net loss (-$1.03) a year ago; cash $1.1B with runway into H2 2029.
- Dosed first patient in Phase 3 DAYBreak CLL-306 testing bexobrutideg 600 mg vs pirtobrutinib in ~620 relapsed/refractory CLL/SLL patients; dual primary endpoints ORR and PFS.
- Phase 1a CLL data showed median PFS 22.1 months and 83.0% ORR; Phase 1b ORR 92.9% in BTK-pretreated/BCL2-naive patients.
- Discontinued NX-2127; NX-1607 entered Phase 1b in MSS CRC, NSCLC, CRPC and melanoma; Gilead extended a research term for a $10.0M fee.