The 57.1% complete response rate vs <5% historical benchmark is a strong signal for NBTXR3 in a new large indication. Monitor for Part 2 enrollment updates and any J&J development acceleration. The small n=7 limits conviction — watch for confirmatory data from the full Phase 2 cohort.
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Executive Summary
Nanobiotix announced Part 1 data from the CONVERGE Phase 2 trial of JNJ-1900 (NBTXR3) in stage 3 inoperable NSCLC, presented at ESTRO 2026. In 7 evaluable patients, the overall response rate was 85.7%, complete response rate 57.1%, and disease control rate 100%, versus a historical <5% complete response rate with standard of care. The data are early but highly promising for a large addressable indication, though the sample is very small and the trial is ongoing.
Key Facts
- Part 1 data from CONVERGE Phase 2 trial of JNJ-1900 (NBTXR3) in stage 3 inoperable NSCLC presented at ESTRO 2026
- ORR = 85.7% (6/7 patients), CRR = 57.1% (4/7 patients), DCR = 100% (7/7 patients)
- Historical standard of care complete response rate is <5%
- Trial is Johnson & Johnson-sponsored; J&J holds global co-development/commercialization rights via 2023 license agreement
- Data are from only 7 patients who completed full treatment regimen — very small sample
Financial Impact
No financial figures provided in filing; NBTXR3 is pre-revenue. Positive clinical data could expand addressable market into lung cancer, a large indication.
Risk Factors
- Very small sample size (n=7) — results may not replicate in larger cohort
- Part 1 is single-arm, no randomized comparator
- Lung cancer is competitive with multiple approved IO/chemoradiation regimens
- No financial data or guidance provided in this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-003496 |
| Document: f6k_051526.htm | 0001171843-26-003496 |
| Document: 0001171843-26-003496-index-headers.html | 0001171843-26-003496 |
| Document: 0001171843-26-003496-index.html | 0001171843-26-003496 |
| Document: 0001171843-26-003496.txt | 0001171843-26-003496 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $30.26 | awaiting T+20 | — | $34.18 (+12.95%) |
Oct 20, 2026 6d ago | 6-K | $25.83 | awaiting T+20 | — | $34.18 (+32.33%) |
Oct 1, 2026 25d ago | 6-K | $25.75 | awaiting T+20 | — | $34.18 (+32.74%) |
Oct 1, 2026 25d ago | Press Release | $25.75 | awaiting T+20 | — | $34.18 (+32.74%) |
Sep 24, 2026 4w ago | 6-K | $33.31 $29.36 | ▲ +11.86% | ▲ +10.38% | $34.18 (−2.61%) |
Sep 24, 2026 4w ago | 6-K | $33.31 $29.36 | ▼ −11.86% | ▼ −10.38% | $34.18 (+2.61%) |
Sep 24, 2026 4w ago | Press Release | $33.31 $29.36 | ▼ −11.86% | ▼ −10.38% | $34.18 (+2.61%) |
Sep 22, 2026 4w ago | Press Release | $35.24 $25.83 | ▼ −26.70% | ▼ −27.39% | $34.18 (−3.01%) |
Sep 14, 2026 6w ago | 6-K | $35.73 $23.40 | ▼ −34.51% | ▼ −36.77% | $34.18 (−4.34%) |
Jul 31, 2026 12w ago | 6-K | $38.89 $40.64 | ▲ +4.50% | ▲ +3.26% | $34.18 (−12.11%) |
US Market Status
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