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北京时间·🕒 发布 19:00:44(美东 07:00)·⟳ 抓取 19:00:54 +10s·⚡ 决策 08-04 19:08:57 +8m03s·84.0 天前
Nurix获得赛诺菲STAT6降解剂进入1期临床触发的1000万美元里程碑付款
当前事件对Nurix Therapeutics(NRIX.US)方向为正:SAR448272/NX-3911由赛诺菲启动首次人体1期临床,Nurix确认获得1000万美元开发里程碑并保留未来约4.53亿美元里程碑、潜在销售提成及美国共同开发/推广选择权。
📄 原文NRIX↗ 原文
Oral STAT6 degrader advances into clinical development for type 2 inflammatory diseases Nurix has earned approximately…
不做 Nurix Therapeutics(NRIX.US)
事件方向虽为正,但1000万美元里程碑相对24.10亿美元市值和约11.4亿美元备考现金太小,且STAT6进入1期临床已有临床登记和公司管线预告可见,当前不形成足够短线edge。
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
消息传播链
- EMA临床试验登记显示SAR448272首次人体1期研究在德国获授权,说明进入临床的前置监管进展已提前可查。
- Nurix二季度更新称赛诺菲STAT6降解剂仍在IND-enabling阶段,并披露二季度已获得赛诺菲200万美元研究里程碑。
- 公司IR正式宣布赛诺菲启动SAR448272/NX-3911首次人体1期临床并触发Nurix 1000万美元里程碑付款。市场反应:事件发生时美股盘前未开盘,未取得有效盘前成交价。
关键理由
- 当前事件对Nurix Therapeutics(NRIX.US)方向为正:SAR448272/NX-3911由赛诺菲启动首次人体1期临床,Nurix确认获得1000万美元开发里程碑并保留未来约4.53亿美元里程碑、潜在销售提成及美国共同开发/推广选择权。
- 量级上,Nurix 2026财年二季度收入约904万美元、上半年收入约1529.5万美元,1000万美元里程碑对季度收入较大,但仅约占24.10亿美元市值的0.4%、占含Roche预付款的约11.4亿美元备考现金不到1%,短线市值重定价弹性有限。
- 新鲜度不够干净:公司1月和7月已多次披露STAT6项目处于IND-enabling并预计推进,EMA页面在7月已显示SAR448272 1期研究获批/预计启动,本次更像程序性临床启动兑现而非临床疗效数据。
主要风险
- 该项目仍为1期首次人体试验,没有安全性或疗效数据,赛诺菲负责临床推进,Nurix短期只确认小额里程碑,难以支撑追高。
- 同日NRIX已有bexobrutideg 3期首例入组相关消息被系统处理,本条虽非重复催化,但边际信息强度弱,容易被盘前管线新闻流稀释。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-09 · 影响 weakens
二季度10-Q更新显示收入同比下降、净亏损扩大,但Roche合作使备考现金充足;该反证不构成新增利空,但削弱仅靠1000万美元里程碑追多的弹性。
检索:Nurix Therapeutics recent negative news downgrade cash runway 2026 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-08 · 影响 weakens
临床试验登记已提前显示SAR448272 1期研究获批/预计启动,本次新闻更偏兑现,降低新鲜度。
检索:SAR448272 NX-3911 STAT6 Sanofi clinical trial Phase 1 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中与本次1000万美元STAT6里程碑直接相关的付费旧闻或强反向证据。
检索:Nurix SAR448272 NX-3911 STAT6 Sanofi Phase 1 milestone revenue cash burn collaboration
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
原文全文
展开原文 · 8,706 字
Oral STAT6 degrader advances into clinical development for type 2 inflammatory diseases
Nurix has earned approximately $139 million to date under its collaboration with Sanofi and remains eligible to receive approximately $453 million in future milestones associated with the STAT6 program, as well as potential royalties, and retains a U.S. co-development and co-promotion option
BRISBANE, Calif., Aug. 04, 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 that it has earned a $10 million milestone payment following the initiation by its collaborator, Sanofi, of the Phase 1 first-in-human clinical trial of SAR448272/NX-3911, an oral STAT6 degrader.
STAT6 is a key transcription factor within the interleukin-4 (IL-4) and interleukin-13 (IL-13) signaling pathways that drive type 2 inflammation and play a central role in diseases including atopic dermatitis and asthma. With the receipt of the $10 million development milestone payment from Sanofi, Nurix will have received approximately $139 million under the companies' 2019 collaboration agreement. Sanofi is solely responsible for the ongoing clinical development of SAR448272.
"Advancing SAR448272 into the clinic marks an important milestone for the STAT6 program and further validates the productivity of our DEL-AI drug discovery platform in generating differentiated degrader medicines for immunology," said Gwenn M. Hansen, Ph.D., chief scientific officer of Nurix. "We look forward to seeing the program advance through clinical evaluation by our partner Sanofi."
"Today's announcement represents another important advancement in our long-standing collaboration with Sanofi and further demonstrates our ability to discover innovative targeted protein degraders for major inflammatory diseases," said Arthur T. Sands, M.D., Ph.D., president and chief executive officer of Nurix. "The advancement of SAR448272 into Phase 1 builds on the strong momentum across our partnered immunology portfolio and reflects the continued execution of our strategy to create significant value through both our wholly owned and partnered degrader programs."
About the Nurix/Sanofi Collaboration
Under the 2019 collaboration agreement, Nurix deployed its proprietary DEL-AI drug discovery platform to identify novel agents that utilize E3 ligases to induce the degradation of specified proteins. In 2025, Sanofi exercised its license extension option for two programs targeting transcription factors for the treatment of autoimmune/inflammatory diseases including an undisclosed target and STAT6. For both programs, Nurix retains the option to co-develop and co-promote in the United States following demonstration of clinical proof of concept. Upon execution of the collaboration agreement in December 2019, Sanofi made an upfront payment to Nurix of $55 million and subsequently paid an additional $22 million to expand the scope of the collaboration. In June 2025, Sanofi exercised its exclusive license extension option for an undisclosed target and for the STAT6 program, triggering two $15 million license extension payments. Following the receipt of the $10 million milestone associated with initiation of the Phase 1 study, Nurix will have received a total of approximately $139 million under the Sanofi collaboration. Nurix remains eligible to receive approximately $453 million in future development, regulatory and commercial milestone payments associated with the STAT6 program, in addition to potential royalties on future product sales. Nurix also retains an option to co-develop, co-promote, and share profits and losses for the program equally in the United States.
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 and clinical-stage degraders of IRAK-4 in collaboration with Gilead and 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 for multiple drug candidates. 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, writing medicine’s next chapter with a new script to outmatch disease. 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: Nurix’s expectations regarding the development of SAR448272/NX-3911; the therapeutic potential and other advantages of SAR448272/NX-3911; and the potential benefits of Nurix’s collaboration with Sanofi. 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-Sanofi collaboration; (ii) whether the parties will be able to successfully conduct and complete preclinical development, clinical development and commercialization of any drug candidates under the Nurix-Sanofi collaboration; (iii) the unexpected emergence of adverse events or other undesirable side effects during preclinical and clinical development; (iv) whether Nurix will be able to fund development activities and achieve development goals, including those under the Nurix-Sanofi collaboration; (v) risks and uncertainties relating to the timing and receipt of payments from Nurix’s collaboration partners, including milestone payments and royalties on future potential product sales; and (vi) other risks and uncertainties described under the heading “Risk Factors” in Nurix’s Quarterly Report on Form 10-Q for the fiscal quarter ended May 31, 2026, and other SEC filings. Accordingly, readers are cautioned not to place undue reliance on these forward-looking statements. The statements in this press release speak only as of the date of this press release, even if subsequently made available by Nurix on its website or otherwise. Nurix disclaims any intention or obligation to update publicly any forward-looking statements, whether in response to new information, future events, or otherwise, except as required by applicable law.
Contacts:
Media & Investors
Kris Fortner
Nurix Therapeutics, Inc.
kfortner@nurixtx.com
Nurix has earned approximately $139 million to date under its collaboration with Sanofi and remains eligible to receive approximately $453 million in future milestones associated with the STAT6 program, as well as potential royalties, and retains a U.S. co-development and co-promotion option
BRISBANE, Calif., Aug. 04, 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 that it has earned a $10 million milestone payment following the initiation by its collaborator, Sanofi, of the Phase 1 first-in-human clinical trial of SAR448272/NX-3911, an oral STAT6 degrader.
STAT6 is a key transcription factor within the interleukin-4 (IL-4) and interleukin-13 (IL-13) signaling pathways that drive type 2 inflammation and play a central role in diseases including atopic dermatitis and asthma. With the receipt of the $10 million development milestone payment from Sanofi, Nurix will have received approximately $139 million under the companies' 2019 collaboration agreement. Sanofi is solely responsible for the ongoing clinical development of SAR448272.
"Advancing SAR448272 into the clinic marks an important milestone for the STAT6 program and further validates the productivity of our DEL-AI drug discovery platform in generating differentiated degrader medicines for immunology," said Gwenn M. Hansen, Ph.D., chief scientific officer of Nurix. "We look forward to seeing the program advance through clinical evaluation by our partner Sanofi."
"Today's announcement represents another important advancement in our long-standing collaboration with Sanofi and further demonstrates our ability to discover innovative targeted protein degraders for major inflammatory diseases," said Arthur T. Sands, M.D., Ph.D., president and chief executive officer of Nurix. "The advancement of SAR448272 into Phase 1 builds on the strong momentum across our partnered immunology portfolio and reflects the continued execution of our strategy to create significant value through both our wholly owned and partnered degrader programs."
About the Nurix/Sanofi Collaboration
Under the 2019 collaboration agreement, Nurix deployed its proprietary DEL-AI drug discovery platform to identify novel agents that utilize E3 ligases to induce the degradation of specified proteins. In 2025, Sanofi exercised its license extension option for two programs targeting transcription factors for the treatment of autoimmune/inflammatory diseases including an undisclosed target and STAT6. For both programs, Nurix retains the option to co-develop and co-promote in the United States following demonstration of clinical proof of concept. Upon execution of the collaboration agreement in December 2019, Sanofi made an upfront payment to Nurix of $55 million and subsequently paid an additional $22 million to expand the scope of the collaboration. In June 2025, Sanofi exercised its exclusive license extension option for an undisclosed target and for the STAT6 program, triggering two $15 million license extension payments. Following the receipt of the $10 million milestone associated with initiation of the Phase 1 study, Nurix will have received a total of approximately $139 million under the Sanofi collaboration. Nurix remains eligible to receive approximately $453 million in future development, regulatory and commercial milestone payments associated with the STAT6 program, in addition to potential royalties on future product sales. Nurix also retains an option to co-develop, co-promote, and share profits and losses for the program equally in the United States.
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 and clinical-stage degraders of IRAK-4 in collaboration with Gilead and 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 for multiple drug candidates. 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, writing medicine’s next chapter with a new script to outmatch disease. 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: Nurix’s expectations regarding the development of SAR448272/NX-3911; the therapeutic potential and other advantages of SAR448272/NX-3911; and the potential benefits of Nurix’s collaboration with Sanofi. 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-Sanofi collaboration; (ii) whether the parties will be able to successfully conduct and complete preclinical development, clinical development and commercialization of any drug candidates under the Nurix-Sanofi collaboration; (iii) the unexpected emergence of adverse events or other undesirable side effects during preclinical and clinical development; (iv) whether Nurix will be able to fund development activities and achieve development goals, including those under the Nurix-Sanofi collaboration; (v) risks and uncertainties relating to the timing and receipt of payments from Nurix’s collaboration partners, including milestone payments and royalties on future potential product sales; and (vi) other risks and uncertainties described under the heading “Risk Factors” in Nurix’s Quarterly Report on Form 10-Q for the fiscal quarter ended May 31, 2026, and other SEC filings. Accordingly, readers are cautioned not to place undue reliance on these forward-looking statements. The statements in this press release speak only as of the date of this press release, even if subsequently made available by Nurix on its website or otherwise. Nurix disclaims any intention or obligation to update publicly any forward-looking statements, whether in response to new information, future events, or otherwise, except as required by applicable law.
Contacts:
Media & Investors
Kris Fortner
Nurix Therapeutics, Inc.
kfortner@nurixtx.com
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