The strong safety and efficacy data in a radioresistant population support the NBTXR3 platform thesis and could accelerate interest in the ongoing Phase 3 NANORAY-312 and Phase 2 CONVERGE trials. Monitor for additional patient enrollment updates and any analyst reactions from the IASLC conference.
Price Chart
Executive Summary
Nanobiotix announced positive Phase 1 results for JNJ-1900 (NBTXR3) in inoperable, recurrent NSCLC, showing a 79% one-year locoregional control rate and 70% one-year overall survival at a reduced re-irradiation dose with no dose-limiting toxicities. The data, presented at IASLC 2026, support further evaluation in this difficult setting and de-risk the broader NBTXR3 platform, which is also being studied in Phase 3 head and neck cancer and Phase 2 NSCLC trials led by Johnson & Johnson partner Janssen.
Key Facts
- All 24 patients completed treatment with no dose-limiting toxicities and no Grade 3+ adverse events related to JNJ-1900 or the injection procedure.
- One-year locoregional control rate was 79%, one-year local progression-free survival (LPFS) was 61% (median 13.6 months), and one-year overall survival (OS) was 70% (median 14.8 months).
- Efficacy was achieved at a substantially lower re-irradiation dose than patients' prior course of radiotherapy.
- Grade 3 radiotherapy-related adverse events occurred in 33% (n=8) and Grade 5 in 8% (n=2).
- Additional patient enrollment in this study is planned following the encouraging findings.
- Data presented at IASLC 2026 World Conference on Lung Cancer.
- JNJ-1900 (NBTXR3) is partnered with Janssen (Johnson & Johnson) for global development, with ongoing Phase 3 (NANORAY-312) and Phase 2 (CONVERGE) studies.
Financial Impact
Positive de-risking of NBTXR3 platform in a new, difficult indication (recurrent NSCLC). No financial figures provided in filing.
Risk Factors
- Phase 1 data with only 24 patients — efficacy may not replicate in larger, randomized trials.
- Grade 5 radiotherapy-related adverse events (8%) raise safety considerations despite no drug-related Grade 3+ events.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001171843-26-006011 |
| Document: f6k_091326.htm | 0001171843-26-006011 |
| Document: 0001171843-26-006011-index-headers.html | 0001171843-26-006011 |
| Document: 0001171843-26-006011-index.html | 0001171843-26-006011 |
| Document: 0001171843-26-006011.txt | 0001171843-26-006011 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $30.26 | awaiting T+20 | — | $31.53 (+4.20%) |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers