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北京时间·🕒 发布 20:00:00时区推断·⟳ 抓取 20:02:44回填·⚡ 决策 07-20 20:05:10·99.1 天前
Nuvation Bio公布safusidenib二期长期随访积极数据并新增两项IDH1突变胶质瘤研究
本次为公司一手披露,safusidenib二期27例日本患者长期随访ORR提升至51.9%、36个月PFS为79.1%,方向偏正面。
📄 原文NUVB↗ 原文
Nuvation Bio Inc. - Nuvation Bio Announces Positive Updated Phase 2 Data and Expansion of Safusidenib Clinical Program…
不做 Nuvation Bio(NUVB.US)
不做:本次是早期二期小样本随访更新和新增临床项目,核心管线价值已在2025年12月、2026年4月/5月多次铺垫,且未带来审批、注册性读出或短期收入增量;盘前仅+2.84%,edge不足以追开盘。
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
- 公司此前已披露safusidenib二期积极结果,ORR 44%、24个月PFS 88%,并称支持FDA沟通和三期方案调整。
- 公司宣布从Daiichi Sankyo取得safusidenib日本权益,拥有全球开发和商业化权利,并称计划披露更长期数据。
- 一季报已披露safusidenib三期SIGMA、长期随访仍有患者在治疗,以及IBTROZI为唯一产品收入来源。
- 公司发布本次更新:ORR 51.9%、36个月PFS 79.1%,并新增G307三期与G209二期研究。市场反应:NUVB.US盘前/最新价5.80美元,较前收5.64美元上涨2.84%。
关键理由
- 本次为公司一手披露,safusidenib二期27例日本患者长期随访ORR提升至51.9%、36个月PFS为79.1%,方向偏正面。
- 但核心信息并非全新:2025年12月已披露ORR 44%、24个月PFS 88%,2026年4月至5月已反复披露全球权益、SIGMA三期与长期数据预期,本次更多是随访更新和项目扩展。
- 量级上,公司当前收入主要来自IBTROZI,2026年一季度净产品收入约1850万美元;safusidenib仍处临床阶段,新增140例三期海外研究和40例二期post-vorasidenib研究短期不产生收入,兑现窗口主要在2027/2029年数据读出。
主要风险
- 早期样本量仅27例且非注册性结果,竞争端Servier的vorasidenib已获批并被公司年报列为低级别胶质瘤直接竞争品。
- 盘前股价仅小幅反应约+2.84%,说明市场把它视为管线去风险而非近端审批/商业化催化。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-03-02 · 影响 weakens
公司年报披露若safusidenib获批用于mIDH1低级别胶质瘤,将与Servier已获批的Voranigo/vorasidenib竞争。
检索:Nuvation Bio safusidenib negative analyst concern vorasidenib competition 2026 原文 ↗ - 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中能显著改变本次判断的safusidenib最新商业化量级或反方研报,命中结果多为无关行业内容。
检索:Nuvation Bio safusidenib IDH1 glioma phase 2 data vorasidenib competitive revenue market - 做多前查反向 · 来源 stock_quote · 日期 2026-07-20 · 影响 none
NUVB.US最新5.80美元、较前收+2.84%,20日涨幅8.82%,无明显抢跑但盘前反应也不强。
检索:NUVB.US stock_quote full
工具调用 · 历史记录,结果未知(3 种)
- stock_quote · 结果未知
- kb_search · 结果未知
- search_processed_events · 结果未知
原文全文
展开原文 · 13,453 字
Nuvation Bio Inc. - Nuvation Bio Announces Positive Updated Phase 2 Data and Expansion of Safusidenib Clinical Program with Two New Studies to Explore Broad Spectrum of IDH1-Mutant Glioma
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Nuvation Bio Announces Positive Updated Phase 2 Data and Expansion of Safusidenib Clinical Program with Two New Studies to Explore Broad Spectrum of IDH1-Mutant Glioma
07/20/2026
Updated data from Phase 2 study show confirmed objective response rate of 52% and 36-month progression-free survival rate of 79% with
nearly
40
months
of follow-up
New Phase 3 study to evaluate safusidenib in newly diagnosed grade 2 glioma patients outside the U.S.
New Phase 2 study to evaluate safusidenib in patients whose glioma has progressed following treatment with vorasidenib in U.S.
NEW YORK
,
July 20, 2026
/PRNewswire/ -- Nuvation Bio Inc. (NYSE: NUVB), a global oncology company focused on tackling some of the toughest challenges in cancer treatment, today announced updated positive long-term follow-up data from the Phase 2 (J201) study of safusidenib in patients with chemotherapy- and radiotherapy-naïve grade 2
IDH1
-mutant glioma. With an additional year of follow-up, responses to safusidenib increased and further deepened, and its safety profile remained consistent and manageable.
Nuvation Bio also announced a significant expansion of the clinical development program for safusidenib, its selective investigational inhibitor of mutant IDH1, supported by the updated long-term follow-up data from the Phase 2 (J201) study. The company will initiate two new studies to evaluate safusidenib across the broader landscape of
-mutant glioma: a pivotal Phase 3 study in patients with grade 2
-mutant glioma outside the U.S. (G307;
NCT07712757
) and a Phase 2 study in patients with
-mutant glioma that has progressed after prior treatment with vorasidenib in the U.S. (G209;
NCT07703436
).
"We continue to be very encouraged by the longer-term data from our Phase 2 J201 study, and today's announcement marks a pivotal step forward in our mission to bring safusidenib as a comprehensive treatment option for patients with all types of
-mutant glioma," said David Hung, M.D., Founder, President, and Chief Executive Officer of Nuvation Bio. "These two new studies are designed to evaluate safusidenib across a broader range of patients with
-mutant glioma, with the ultimate goal of providing an effective therapy for nearly every patient with this disease."
Updated long-term data highlights durable efficacy
The updated results from the Phase 2 (J201) study, from 27 patients in Japan, further support this clinical expansion. Highlights of the findings, at a median of 38.8 months of follow-up, include the following:
The centrally assessed confirmed overall response rate (ORR), per Response Assessment in Neuro-Oncology (RANO) for low grade gliomas (LGG) criteria, was 51.9%.
Median progression-free survival (PFS) was not reached, and the 36-month PFS rate was 79.1%.
Responses were durable, with only one patient who had previously responded experiencing subsequent disease progression.
No new safety signals were identified.
Expanding the safusidenib clinical development program
The two new studies are designed to broaden the potential number of patients with
-mutant glioma who could benefit from safusidenib:
G307: A Phase 3, randomized, placebo-controlled study that will enroll approximately 140 patients with newly diagnosed grade 2
-mutant glioma who have not yet received chemotherapy or radiation. The study will be conducted at sites outside the U.S. in regions where vorasidenib is not yet approved or accessible, providing this clinical trial as a critical option for patients in need in these regions. The primary endpoint is PFS as assessed by blinded independent central review (BICR). Secondary endpoints include ORR, time to next intervention, duration of response, and time to response.
G209: A Phase 2, multicenter study that will enroll up to 40 patients in the U.S. with grade 2 or 3
-mutant glioma who have experienced disease progression after treatment with vorasidenib and who remain in need of another option to delay radiation or chemotherapy. This study seeks to establish proof-of-concept for safusidenib in a setting of high unmet need. The primary endpoint is ORR by BICR, with a number of secondary endpoints, including tumor growth rate (TGR), an emerging way of assessing early anti-tumor activity.
"While the introduction of targeted therapies has transformed the treatment landscape for
-mutant glioma, a critical question remains regarding sequencing of treatments once a patient progresses on a first-line inhibitor," said Macarena de la Fuente, M.D., Chief of the Neuro-Oncology Division and Co-Director of Clinical Neuro-Oncology for the Brain Tumor Institute at Sylvester Comprehensive Cancer Center, part of the University of Miami Miller School of Medicine. "The G209 study is a vital step in addressing this clinical gap by evaluating the potential role of safusidenib in patients who have progressed on prior targeted therapy."
These studies build upon Nuvation Bio's safusidenib clinical development program, which includes the currently enrolling pivotal Phase 3 SIGMA study, evaluating safusidenib compared to placebo as a maintenance therapy after standard-of-care in
-mutant astrocytoma with high-risk features, and a separate, exploratory, non-pivotal cohort evaluating safusidenib in participants with grade 3
-mutant oligodendroglioma who have not yet received chemotherapy or radiotherapy.
"For patients living with an
-mutant glioma, a historically under-studied disease, questions about what to do when a first-line treatment stops working are a major source of anxiety," said Kelly Sitkin, President and Chief Executive Officer of the American Brain Tumor Association. "We are encouraged to see a clinical program of this scale that not only includes a post-vorasidenib trial but also looks comprehensively across different stages of the disease. Broad, expansive evaluation like this is among the most comprehensive programs our community has seen and represents an important step forward in addressing significant clinical gaps."
About
-mutant Glioma
Gliomas are the most common type of brain cancer in adults worldwide. In the U.S., nearly 2,500 people are diagnosed with
IDH
-mutant gliomas each year, of which more than 95% harbor a mutation in the IDH1 gene. Most patients are diagnosed in their 30s and 40s. While patients with IDH1 mutations generally have longer survival times than those with wild-type IDH1, gliomas are not currently curable and prognosis worsens for those with high-risk features, including high grade tumors.
About Safusidenib
Safusidenib is an investigational, oral, brain-penetrant, selective inhibitor of mutant IDH1. It is being studied in patient populations with significant unmet medical need, including settings where there are limited or no approved targeted treatment options. In Phase 1 and Phase 2 clinical studies, safusidenib demonstrated encouraging clinical activity, including delayed disease progression and durable responses across a range of tumor grades and risk groups, with a favorable risk-benefit profile. These early findings support further investigation of safusidenib in the currently enrolling Phase 3 SIGMA study, as well as in the Phase 3 G307 study outside the U.S. where vorasidenib is not yet approved or accessible and the Phase 2 G209 study in a post-vorasidenib setting.
About the SIGMA (G203) Study
SIGMA is a pivotal Phase 3 study that will evaluate safusidenib compared to placebo as a maintenance therapy after standard-of-care in
-mutant astrocytoma with high-risk features. The pivotal portion of the study will enroll approximately 300 patients.
A separate, exploratory, non-pivotal cohort will evaluate safusidenib in participants with grade 3
-mutant oligodendroglioma who have not yet received chemotherapy or radiotherapy. The primary endpoint is objective response rate. This cohort is expected to enroll approximately 40 patients.
About Nuvation Bio
Nuvation Bio is a global oncology company focused on tackling some of the toughest challenges in cancer treatment with the goal of developing therapies that create a profound, positive impact on patients' lives. Our diverse pipeline includes taletrectinib (IBTROZI
®
), a next-generation ROS1 inhibitor; safusidenib, a brain-penetrant IDH1 inhibitor; and an innovative drug-drug conjugate (DDC) program.
Nuvation Bio was founded in 2018 by biopharma industry veteran David Hung, M.D., who previously founded Medivation, Inc., which brought to patients one of the world's leading prostate cancer medicines. Nuvation Bio has offices in New York, San Francisco, Boston, and Shanghai. For more information, visit
www.nuvationbio.com
or follow the company on
LinkedIn
and X (
@nuvationbioinc
Forward-Looking Statements
Certain statements included in this press release that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "predict," "potential," "seem," "seek," "future," "outlook" and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, our plans to initiate two new studies for safusidenib and statements regarding safusidenib's therapeutic potential. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of the management team of Nuvation Bio and are not predictions of actual performance. These forward-looking statements are subject to a number of risks and uncertainties that may cause actual results to differ from those anticipated by the forward-looking statements, including but not limited to the challenges associated with conducting drug discovery and commercialization, and initiating or conducting clinical studies due to, among other things, difficulties or delays in the regulatory process, enrolling subjects or manufacturing or acquiring necessary products; the emergence or worsening of adverse events or other undesirable side effects; risks associated with preliminary and interim data, which may not be representative of more mature data; physician and patient behavior; and competitive developments. Risks and uncertainties facing Nuvation Bio are described more fully in its Form 10-Q filed with the SEC on May 4, 2026, under the heading "Risk Factors," and other documents that Nuvation Bio has filed or will file with the SEC. You are cautioned not to place undue reliance on the forward-looking statements, which speak only as of the date of this press release. Nuvation Bio disclaims any obligation or undertaking to update, supplement or revise any forward-looking statements contained in this press release.
Nuvation Bio Investor Contact
JR DeVita
ir@nuvationbio.com
Nuvation Bio Media Contact
Kaitlyn Nealy
media@nuvationbio.com
View original content to download multimedia:
https://www.prnewswire.com/news-releases/nuvation-bio-announces-positive-updated-phase-2-data-and-expansion-of-safusidenib-clinical-program-with-two-new-studies-to-explore-broad-spectrum-of-idh1-mutant-glioma-302828874.html
SOURCE Nuvation Bio Inc.
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Nuvation Bio Announces Positive Updated Phase 2 Data and Expansion of Safusidenib Clinical Program with Two New Studies to Explore Broad Spectrum of IDH1-Mutant Glioma
07/20/2026
Updated data from Phase 2 study show confirmed objective response rate of 52% and 36-month progression-free survival rate of 79% with
nearly
40
months
of follow-up
New Phase 3 study to evaluate safusidenib in newly diagnosed grade 2 glioma patients outside the U.S.
New Phase 2 study to evaluate safusidenib in patients whose glioma has progressed following treatment with vorasidenib in U.S.
NEW YORK
,
July 20, 2026
/PRNewswire/ -- Nuvation Bio Inc. (NYSE: NUVB), a global oncology company focused on tackling some of the toughest challenges in cancer treatment, today announced updated positive long-term follow-up data from the Phase 2 (J201) study of safusidenib in patients with chemotherapy- and radiotherapy-naïve grade 2
IDH1
-mutant glioma. With an additional year of follow-up, responses to safusidenib increased and further deepened, and its safety profile remained consistent and manageable.
Nuvation Bio also announced a significant expansion of the clinical development program for safusidenib, its selective investigational inhibitor of mutant IDH1, supported by the updated long-term follow-up data from the Phase 2 (J201) study. The company will initiate two new studies to evaluate safusidenib across the broader landscape of
-mutant glioma: a pivotal Phase 3 study in patients with grade 2
-mutant glioma outside the U.S. (G307;
NCT07712757
) and a Phase 2 study in patients with
-mutant glioma that has progressed after prior treatment with vorasidenib in the U.S. (G209;
NCT07703436
).
"We continue to be very encouraged by the longer-term data from our Phase 2 J201 study, and today's announcement marks a pivotal step forward in our mission to bring safusidenib as a comprehensive treatment option for patients with all types of
-mutant glioma," said David Hung, M.D., Founder, President, and Chief Executive Officer of Nuvation Bio. "These two new studies are designed to evaluate safusidenib across a broader range of patients with
-mutant glioma, with the ultimate goal of providing an effective therapy for nearly every patient with this disease."
Updated long-term data highlights durable efficacy
The updated results from the Phase 2 (J201) study, from 27 patients in Japan, further support this clinical expansion. Highlights of the findings, at a median of 38.8 months of follow-up, include the following:
The centrally assessed confirmed overall response rate (ORR), per Response Assessment in Neuro-Oncology (RANO) for low grade gliomas (LGG) criteria, was 51.9%.
Median progression-free survival (PFS) was not reached, and the 36-month PFS rate was 79.1%.
Responses were durable, with only one patient who had previously responded experiencing subsequent disease progression.
No new safety signals were identified.
Expanding the safusidenib clinical development program
The two new studies are designed to broaden the potential number of patients with
-mutant glioma who could benefit from safusidenib:
G307: A Phase 3, randomized, placebo-controlled study that will enroll approximately 140 patients with newly diagnosed grade 2
-mutant glioma who have not yet received chemotherapy or radiation. The study will be conducted at sites outside the U.S. in regions where vorasidenib is not yet approved or accessible, providing this clinical trial as a critical option for patients in need in these regions. The primary endpoint is PFS as assessed by blinded independent central review (BICR). Secondary endpoints include ORR, time to next intervention, duration of response, and time to response.
G209: A Phase 2, multicenter study that will enroll up to 40 patients in the U.S. with grade 2 or 3
-mutant glioma who have experienced disease progression after treatment with vorasidenib and who remain in need of another option to delay radiation or chemotherapy. This study seeks to establish proof-of-concept for safusidenib in a setting of high unmet need. The primary endpoint is ORR by BICR, with a number of secondary endpoints, including tumor growth rate (TGR), an emerging way of assessing early anti-tumor activity.
"While the introduction of targeted therapies has transformed the treatment landscape for
-mutant glioma, a critical question remains regarding sequencing of treatments once a patient progresses on a first-line inhibitor," said Macarena de la Fuente, M.D., Chief of the Neuro-Oncology Division and Co-Director of Clinical Neuro-Oncology for the Brain Tumor Institute at Sylvester Comprehensive Cancer Center, part of the University of Miami Miller School of Medicine. "The G209 study is a vital step in addressing this clinical gap by evaluating the potential role of safusidenib in patients who have progressed on prior targeted therapy."
These studies build upon Nuvation Bio's safusidenib clinical development program, which includes the currently enrolling pivotal Phase 3 SIGMA study, evaluating safusidenib compared to placebo as a maintenance therapy after standard-of-care in
-mutant astrocytoma with high-risk features, and a separate, exploratory, non-pivotal cohort evaluating safusidenib in participants with grade 3
-mutant oligodendroglioma who have not yet received chemotherapy or radiotherapy.
"For patients living with an
-mutant glioma, a historically under-studied disease, questions about what to do when a first-line treatment stops working are a major source of anxiety," said Kelly Sitkin, President and Chief Executive Officer of the American Brain Tumor Association. "We are encouraged to see a clinical program of this scale that not only includes a post-vorasidenib trial but also looks comprehensively across different stages of the disease. Broad, expansive evaluation like this is among the most comprehensive programs our community has seen and represents an important step forward in addressing significant clinical gaps."
About
-mutant Glioma
Gliomas are the most common type of brain cancer in adults worldwide. In the U.S., nearly 2,500 people are diagnosed with
IDH
-mutant gliomas each year, of which more than 95% harbor a mutation in the IDH1 gene. Most patients are diagnosed in their 30s and 40s. While patients with IDH1 mutations generally have longer survival times than those with wild-type IDH1, gliomas are not currently curable and prognosis worsens for those with high-risk features, including high grade tumors.
About Safusidenib
Safusidenib is an investigational, oral, brain-penetrant, selective inhibitor of mutant IDH1. It is being studied in patient populations with significant unmet medical need, including settings where there are limited or no approved targeted treatment options. In Phase 1 and Phase 2 clinical studies, safusidenib demonstrated encouraging clinical activity, including delayed disease progression and durable responses across a range of tumor grades and risk groups, with a favorable risk-benefit profile. These early findings support further investigation of safusidenib in the currently enrolling Phase 3 SIGMA study, as well as in the Phase 3 G307 study outside the U.S. where vorasidenib is not yet approved or accessible and the Phase 2 G209 study in a post-vorasidenib setting.
About the SIGMA (G203) Study
SIGMA is a pivotal Phase 3 study that will evaluate safusidenib compared to placebo as a maintenance therapy after standard-of-care in
-mutant astrocytoma with high-risk features. The pivotal portion of the study will enroll approximately 300 patients.
A separate, exploratory, non-pivotal cohort will evaluate safusidenib in participants with grade 3
-mutant oligodendroglioma who have not yet received chemotherapy or radiotherapy. The primary endpoint is objective response rate. This cohort is expected to enroll approximately 40 patients.
About Nuvation Bio
Nuvation Bio is a global oncology company focused on tackling some of the toughest challenges in cancer treatment with the goal of developing therapies that create a profound, positive impact on patients' lives. Our diverse pipeline includes taletrectinib (IBTROZI
®
), a next-generation ROS1 inhibitor; safusidenib, a brain-penetrant IDH1 inhibitor; and an innovative drug-drug conjugate (DDC) program.
Nuvation Bio was founded in 2018 by biopharma industry veteran David Hung, M.D., who previously founded Medivation, Inc., which brought to patients one of the world's leading prostate cancer medicines. Nuvation Bio has offices in New York, San Francisco, Boston, and Shanghai. For more information, visit
www.nuvationbio.com
or follow the company on
and X (
@nuvationbioinc
Forward-Looking Statements
Certain statements included in this press release that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements are sometimes accompanied by words such as "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "should," "would," "plan," "predict," "potential," "seem," "seek," "future," "outlook" and similar expressions that predict or indicate future events or trends or that are not statements of historical matters. These forward-looking statements include, but are not limited to, our plans to initiate two new studies for safusidenib and statements regarding safusidenib's therapeutic potential. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of the management team of Nuvation Bio and are not predictions of actual performance. These forward-looking statements are subject to a number of risks and uncertainties that may cause actual results to differ from those anticipated by the forward-looking statements, including but not limited to the challenges associated with conducting drug discovery and commercialization, and initiating or conducting clinical studies due to, among other things, difficulties or delays in the regulatory process, enrolling subjects or manufacturing or acquiring necessary products; the emergence or worsening of adverse events or other undesirable side effects; risks associated with preliminary and interim data, which may not be representative of more mature data; physician and patient behavior; and competitive developments. Risks and uncertainties facing Nuvation Bio are described more fully in its Form 10-Q filed with the SEC on May 4, 2026, under the heading "Risk Factors," and other documents that Nuvation Bio has filed or will file with the SEC. You are cautioned not to place undue reliance on the forward-looking statements, which speak only as of the date of this press release. Nuvation Bio disclaims any obligation or undertaking to update, supplement or revise any forward-looking statements contained in this press release.
Nuvation Bio Investor Contact
JR DeVita
ir@nuvationbio.com
Nuvation Bio Media Contact
Kaitlyn Nealy
media@nuvationbio.com
View original content to download multimedia:
https://www.prnewswire.com/news-releases/nuvation-bio-announces-positive-updated-phase-2-data-and-expansion-of-safusidenib-clinical-program-with-two-new-studies-to-explore-broad-spectrum-of-idh1-mutant-glioma-302828874.html
SOURCE Nuvation Bio Inc.
Contact Us
Send Email
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To opt-in for investor email alerts, please enter your email address in the field below and select at least one alert option. After submitting your request, you will receive an activation email to the requested email address. You must click the activation link in order to complete your subscription. You can sign up for additional alert options at any time.
At Nuvation Bio Inc., we promise to treat your data with respect and will not share your information with any third party. You can unsubscribe to any of the investor alerts you are subscribed to by visiting the ‘unsubscribe’ section below. If you experience any issues with this process, please contact us for further assistance.
By providing your email address below, you are providing consent to Nuvation Bio Inc. to send you the requested Investor Email Alert updates.
* Required
Email Address
*
Investor Alert Options
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End of Day Stock Quote
Unsubscribe
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Nuvation Bio is a global oncology company focused on tackling some of the toughest challenges in cancer treatment.
Management Team
General Inquiries
info@nuvationbio.com
Media or Investor Inquiries
IR@nuvationbio.com
Visit us on LinkedIn
©
NUVATION BIO, INC. ALL RIGHTS RESERVED.
TERMS AND CONDITIONS
|
PRIVACY POLICY
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