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北京时间·🕒 发布 04:01:27时区推断·⟳ 抓取 04:02:48·⚡ 决策 07-22 04:05:27 +2m39s·97.6 天前

Nurix宣布与罗氏bexobrutideg全球合作完成HSR等待期并正式交割

本次新增信息是HSR等待期届满、合作交割,确认Nurix将获得7亿美元首付款;该金额约为当前市值24.37亿美元的29%,基本面量级很大。

📄 原文NRIX↗ 原文
Skip to main navigation Nurix Therapeutics, Inc. Patients Patients Investors & News Investors & News Nurix Therapeutics…
不做 Nurix Therapeutics(NRIX.US)
不做:HSR交割本身利好但属于6月8日罗氏合作的程序性closing,7亿美元首付款和23亿美元总付款条款已首发并被市场大幅交易,当前没有足够新增预期差追多。
不做 Roche Holding(RHHBY.US)
不做:罗氏为超大市值买方,获得管线权益对短线市值弹性太小,且交易框架已在6月8日公告。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-21 · 扩散 medium · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 2026-06-08 08:00 ET首发Nurix/Roche官方公告一手源原文 ↗
    Nurix首次公告与罗氏达成bexobrutideg全球合作,7亿美元首付款和最高23亿美元总付款等核心条款已公开。
    市场反应:媒体报道NRIX盘前大涨约50%-70%。
  2. 2026-06-08 09:45 ET财经媒体扩散Schaeffer's/Investing.com/Yahoo Finance非一手原文 ↗
    财经媒体集中报道该合作及NRIX大幅上涨,说明原始合作催化当日已广泛传播。
    市场反应:Schaeffer's报道NRIX开盘后上涨15.7%;Investing.com报道盘前一度上涨50%。
  3. 2026-07-09官方确认/否认Nurix 2026财年二季度财报/SEC附件一手源原文 ↗
    公司在财报中再次披露合作条款,并称预计收到7亿美元首付款后pro-forma现金约11.4亿美元。
    市场反应:条款已进入公开财务叙事。
  4. 2026-07-21 16:01 ET官方确认/否认Nurix IR一手源原文 ↗
    公司宣布HSR等待期届满后合作正式closing,新增点是成交条件解除而非新交易条款。
    市场反应:信号抓取时美股已收盘,NRIX当日收23.48美元、涨3.39%。

关键理由

  • 本次新增信息是HSR等待期届满、合作交割,确认Nurix将获得7亿美元首付款;该金额约为当前市值24.37亿美元的29%,基本面量级很大。
  • 但7亿美元首付款、最高23亿美元里程碑、美国利润五五分成和海外低至高十几位数royalty均已在6月8日首次公告并在7月9日财报中再次披露,今天只是预期内的成交条件解除。
  • NRIX过去20个交易日已上涨25.9%,6月8日合作首发时盘前曾被媒体报道大涨约50%-70%,当前交割公告的新增预期差明显弱于原始合作公告。

主要风险

  • 若盘后市场仍把HSR交割视为现金到账确定性提升,可能有小幅跟随买盘;但这更像补确认而非新主催化。
  • bexobrutideg仍处临床阶段,后续价值取决于CLL、MS、CSU等试验进展,交割本身不改变临床成功概率。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB未命中与本事件直接相关的付费旧闻或新增反向解读;不改变条款已公开、交割为程序性确认的判断。
    检索:Nurix Roche bexobrutideg collaboration HSR clearance upfront 700 million
  • 做多前查反向 · 来源 web · 日期 2026-06-08 · 影响 weakens
    6月8日多家媒体已报道NRIX因同一罗氏合作大幅上涨,削弱本次HSR交割公告的新增交易edge。
    检索:NRIX June 8 2026 Roche collaboration stock surged 2026 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-07-09 · 影响 weakens
    7月9日财报已把7亿美元首付款纳入pro-forma现金叙事,说明现金到账预期已被公开消化。
    检索:Nurix 2026 Q2 pro-forma cash Roche upfront payment 700 million 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

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Nurix Therapeutics Announces HSR Clearance of Global Collaboration with Roche to Co-Develop and Co-Commercialize Potential Best-in-Class BTK Degrader Bexobrutideg Across Malignant Hematology, Immunology and Neurology

July 21, 2026

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BRISBANE, Calif., July 21, 2026 (GLOBE NEWSWIRE) -- Nurix Therapeutics, Inc. (Nasdaq: NRIX), a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of targeted protein degradation medicines, today announced the closing of its previously announced global collaboration agreement with Roche to co-develop and co-commercialize bexobrutideg, following expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976.
Summary of Business Terms
Under the terms of the agreement, Nurix will receive an upfront cash payment of $700 million and is eligible to receive development, regulatory and sales milestones for potential total payments of up to $2.3 billion. Development costs will be shared 40% by Nurix and 60% by Roche. The parties will equally split the profits and losses from U.S. commercialization. Nurix and Roche will co-commercialize bexobrutideg in the United States across all indications. Outside of the United States, Roche will be responsible for commercialization, with Nurix eligible to receive royalties ranging from the low- to high-teens. Nurix and Roche will jointly advance a broad clinical development program for bexobrutideg, including ongoing and planned studies in chronic lymphocytic leukemia (CLL), additional B-cell malignancies, multiple sclerosis (MS) and chronic spontaneous urticaria (CSU).
"This global collaboration marks a transformational moment for Nurix and the field of targeted protein degradation," said Arthur T. Sands, M.D., Ph.D., president and chief executive officer of Nurix. "With Roche as our partner, we are uniquely positioned to realize the full potential of bexobrutideg across oncology, immunology and neurology. Roche's global development and commercial capabilities, combined with Nurix's leadership in targeted protein degradation, provide the resources, expertise and shared commitment needed to rapidly advance bexobrutideg for patients who continue to face significant unmet medical needs. We are excited to begin this next chapter and to execute on what we believe is one of the most ambitious development programs ever undertaken for a degrader medicine."
About Bexobrutideg (NX-5948)
Bexobrutideg (NX-5948) is an investigational, orally bioavailable, brain-penetrant, highly selective small-molecule degrader of Bruton’s tyrosine kinase (BTK) being developed by Nurix and Roche as a potential best-in-class therapy across oncology, immunology and neurology.
​​​Bexobrutideg is currently being evaluated in the DAYBreak CLL-201 clinical trial (NCT07221500), a pivotal single-arm Phase 2 study in patients with relapsed/refractory CLL, and in the NX-5948-301 Phase 1a/1b clinical trial (NCT05131022) in patients with relapsed/refractory B-cell malignancies. Additional trials are planned, including the DAYBreak CLL-306 clinical trial (NCT07516093), a randomized Phase 3 trial comparing bexobrutideg to pirtobrutinib in patients with relapsed/refractory CLL, and the NX-5948-203 Phase 1/2 clinical trial (NCT07520006), assessing the combination of bexobrutideg with venetoclax with or without an anti-CD20 antibody in patients with relapsed/refractory CLL and treatment naïve CLL. A new tablet formulation of bexobrutideg is being evaluated in a first-in-human single-ascending-dose and multiple-ascending-dose study in healthy volunteers (NCT06717269) to support future development in immunology and neurology indications. Additional information about these clinical trials can be found at clinicaltrials.gov.
About Nurix Therapeutics
Nurix Therapeutics is a clinical stage biopharmaceutical company focused on the discovery, development and commercialization of targeted protein degradation medicines, a new frontier in drug discovery aimed at improving treatment options for patients with cancer and autoimmune diseases. Nurix’s clinical stage oncology pipeline includes bexobrutideg, a degrader of Bruton’s tyrosine kinase (BTK), being co-developed in collaboration with Roche, and NX-1607, an inhibitor of Casitas B-lineage lymphoma proto-oncogene B (CBL-B), an E3 ligase that regulates activation of multiple immune cell types including T cells and NK cells. Nurix’s autoimmune disease pipeline includes bexobrutideg in collaboration with Roche, a clinical-stage degrader of IRAK-4 in collaboration with Gilead, and a preclinical stage degrader of STAT6 in collaboration with Sanofi. Nurix is also advancing multiple potentially first-in-class or best-in-class degraders and degrader antibody conjugates (DACs) in its wholly owned preclinical pipeline as well as those under collaboration agreements with Gilead Sciences, Inc., Sanofi S.A. and Pfizer Inc., within which Nurix retains certain options for co-development, co-commercialization and profit sharing in the United States. Powered by an AI-integrated discovery engine capable of tackling virtually any protein class, and coupled with unparalleled ligase expertise, Nurix’s dedicated team has built a formidable advantage in translating the science of targeted protein degradation into clinical advancements. Nurix aims to establish degrader-based treatments at the forefront of patient care. Nurix is headquartered in Brisbane, California. For additional information visit http://www.nurixtx.com .
Forward-Looking Statements
This press release contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When or if used in this press release, the words “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “outlook,” “plan,” “predict,” “should,” “will,” and similar expressions and their variants, as they relate to Nurix, may identify forward-looking statements. All statements that reflect Nurix’s expectations, assumptions or projections about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements regarding: the potential benefits of the Nurix-Roche collaboration; Nurix’s expectations with respect to bexobrutideg, including its potential as a best in class therapy in malignant hematology, immunology, and neurological diseases; and the potential receipt of milestone payments and royalties under the Nurix-Roche collaboration. Forward-looking statements reflect Nurix’s current beliefs, expectations, and assumptions. Although Nurix believes the expectations and assumptions reflected in such forward-looking statements are reasonable, Nurix can give no assurance that they will prove to be correct. Forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and changes in circumstances that are difficult to predict, which could cause Nurix’s actual activities and results to differ materially from those expressed in any forward-looking statement. Such risks and uncertainties include, but are not limited to: (i) the ability of each party to perform its obligations under the Nurix-Roche collaboration; (ii) whether the parties will be able to successfully conduct and complete clinical development of bexobrutideg pursuant to the Nurix-Roche collaboration, including achieving clinical trial enrollment targets, meeting primary endpoints, and obtaining regulatory approvals; (iii) the unexpected emergence of adverse events or other undesirable side effects during preclinical and clinical development; (iv) whether Nurix will have adequate resources to fund its obligatio

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