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6-K ·Filed Sep 30, 2026

NCNA

NuCana plc
NEUTRAL
Impact 3/10
Horizonweeks Processed27d 13h ago SEC0001193125-26-408365
Notable filing: 6-K
Actionable Insight • Neutral

Monitor for upcoming clinical data readouts from the NuTide:701 Phase 2 study of NUC-7738, which would be a more material catalyst than this patent grant. The cash runway into 2029 reduces near-term dilution risk.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
NCNA ▼ -15.56% at T+5d
NEUTRAL call -15.56% · α vs SPY -17.47% · entry $1.35 → $1.14
Next anchor: T+20d in 11h
Latest observation: T+17 -25.20% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-13.33%
call -13.33% · α -13.51%
$1.17
settled 27d ago
T+5d
-15.56%
call -15.56% · α -17.47%
$1.14
settled 21d ago
T+20d
Pending
in 11h
T+60d
Pending
in 8w

Price Chart

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Executive Summary

NuCana announced that the European Patent Office granted a composition-of-matter patent (EP 3683225) for its anti-cancer candidate NUC-7738, adding to a global estate of over 85 issued patents. The patent strengthens long-term IP protection for NUC-7738, which is in Phase 2 testing for PD-1 inhibitor-resistant metastatic melanoma. The company also stated cash resources are expected to fund operations into 2029.

Key Facts

  • European Patent Office granted composition-of-matter patent EP 3683225 for NUC-7738.
  • NUC-7738 is protected by over 85 issued patents worldwide.
  • NUC-7738 is in the Phase 2 part of a Phase 1/2 study (NuTide:701) in combination with Keytruda (pembrolizumab) for PD-1 inhibitor-resistant metastatic melanoma.
  • Cash resources expected to fund planned operations into 2029.
  • Similar composition-of-matter patents previously granted in the United States and China.

Financial Impact

No financial figures disclosed; patent grant is an IP milestone with no immediate revenue or cost impact.

Risk Factors

  • Clinical-stage biotech with no approved products; NUC-7738 may fail in Phase 2 trials.
  • Patent grant does not change the fundamental risk of clinical failure or regulatory denial.
  • Cash runway into 2029 is a forward-looking statement and depends on operational assumptions.

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001193125-26-408365
Document: d285861d6k.htm0001193125-26-408365
Document: 0001193125-26-408365-index-headers.html0001193125-26-408365
Document: 0001193125-26-408365-index.html0001193125-26-408365
Document: 0001193125-26-408365.txt0001193125-26-408365
6 reports for NCNA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for NCNA — sortable, filterable
TypeNow
Sep 30, 2026
27d ago
6-K
NEUTRAL ★ 3/10
$1.35awaiting T+60—$1.04 (−22.96%)
Jun 8, 2026
20w ago
6-K
NEUTRAL ★ 2/10
$2.05 $1.38▼ −32.68%▼ −35.73%$1.04 (−49.27%)
Jun 1, 2026
21w ago
6-K
NEUTRAL ★ 3/10
$2.17 $1.47▼ −32.26%▼ −33.49%$1.04 (−52.07%)
May 14, 2026
23w ago
6-K
BULLISH ★ 6/10
$2.18 $1.44▼ −33.95%▼ −38.46%$1.04 (−52.29%)
May 6, 2026
24w ago
6-K
BEARISH ★ 5/10
$2.09 $1.35▲ +35.41%▲ +39.24%$1.04 (+50.24%)
Mar 19, 2026
31w ago
Press Release
MIXED ★ 6/10
$1.65 $1.92▲ +16.36%▲ +1.94%$1.04 (−36.97%)
Showing 6 of 6

US Market Status

Market Closed — Opens Thu (12h 12m)

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Report published Sep 30, 2026