The termination removes a pipeline asset and associated future revenue stream. Monitor Sanofi's decisions on other licensed programs under the collaboration, as further discontinuations would compound the impact.
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Executive Summary
Sanofi notified Nurix that it is discontinuing the Phase 1 trial of SAR448272 (an oral STAT6 degrader) and terminating the program. Nurix will not receive any future milestone payments or royalties tied to SAR448272, but remains eligible for payments on other Sanofi collaboration programs.
Key Facts
- Sanofi notified Nurix of its decision to discontinue the Phase 1 trial of SAR448272 and terminate the program.
- Nurix will not receive any future development, regulatory or commercial milestone payments or royalties for SAR448272.
- Nurix remains eligible for milestone payments and royalties on other licensed programs under the Sanofi collaboration.
- The filing does not disclose the financial terms of the Sanofi collaboration or the specific value of lost milestones for SAR448272.
Financial Impact
Nurix loses all future milestone and royalty payments tied to the SAR448272 program; the value is undisclosed in the filing.
Risk Factors
- Sanofi may choose not to advance other licensed programs under the collaboration.
- No financial terms or lost milestone values were disclosed, making the materiality of the impact uncertain.
- The filing contains forward-looking statements about other programs that may not materialize.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001549595-26-000055 |
| Document: 0001549595-26-000055-index-headers.html | 0001549595-26-000055 |
| Document: 0001549595-26-000055-index.html | 0001549595-26-000055 |
| Document: 0001549595-26-000055.txt | 0001549595-26-000055 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 4, 2026 today | Insider Cluster | $17.16 | awaiting T+20 | awaiting T+20 | $15.95 (−7.05%) |
Nov 4, 2026 today | 144 | $15.85 | awaiting T+20 | awaiting T+20 | $15.95 (+0.63%) |
Nov 3, 2026 1d ago | 144 | $16.79 | awaiting T+20 | awaiting T+20 | $15.95 (−5.00%) |
Nov 3, 2026 1d ago | 8-K | $20.05 | awaiting T+20 | awaiting T+20 | $15.95 (+20.45%) |
Nov 2, 2026 1d ago | Insider Cluster | $25.82 | awaiting T+20 | awaiting T+20 | $15.95 (−38.23%) |
Nov 2, 2026 2d ago | 144 | $25.82 | awaiting T+20 | awaiting T+20 | $15.95 (−38.23%) |
Oct 15, 2026 20d ago | Insider Cluster | $24.42 | awaiting T+20 | awaiting T+20 | $15.95 (−34.68%) |
Oct 14, 2026 21d ago | 144 | $24.95 | awaiting T+20 | awaiting T+20 | $15.95 (−36.07%) |
Oct 13, 2026 22d ago | 8-K | $22.13 | awaiting T+20 | awaiting T+20 | $15.95 (−27.93%) |
Oct 5, 2026 4w ago | Press Release | $22.88 $26.80 | ▲ +17.13% | ▲ +19.60% | $15.95 (−30.29%) |
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