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.
Price Chart
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.
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
Investment Themes
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 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 6-K | — | awaiting T+20 | — | — |
Oct 20, 2026 6d ago | 6-K | $25.83 | awaiting T+20 | — | $31.53 (+22.07%) |
Oct 1, 2026 25d ago | 6-K | $25.75 | awaiting T+20 | — | $31.53 (+22.45%) |
Oct 1, 2026 25d ago | Press Release | $25.75 | awaiting T+20 | — | $31.53 (+22.45%) |
Sep 24, 2026 4w ago | 6-K | $33.31 $29.36 | ▲ +11.86% | ▲ +10.38% | $31.53 (+5.34%) |
Sep 24, 2026 4w ago | 6-K | $33.31 $29.36 | ▼ −11.86% | ▼ −10.38% | $31.53 (−5.34%) |
Sep 24, 2026 4w ago | Press Release | $33.31 $29.36 | ▼ −11.86% | ▼ −10.38% | $31.53 (−5.34%) |
Sep 22, 2026 4w ago | Press Release | $35.24 $25.83 | ▼ −26.70% | ▼ −27.39% | $31.53 (−10.53%) |
Sep 14, 2026 6w ago | 6-K | $35.73 $23.40 | ▼ −34.51% | ▼ −36.77% | $31.53 (−11.75%) |
Jul 31, 2026 12w ago | 6-K | $38.89 $40.64 | ▲ +4.50% | ▲ +3.26% | $31.53 (−18.93%) |
US Market Status
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