🇺🇸 SECNasus Pharma LtdDoubao · 实盘不做把握 6/10不做原因:风险收益比不佳
北京时间·🕒 发布 20:15:15·⟳ 抓取 20:27:43 +12m28s·⚡ 决策 09-14 21:20:28 +52m45s·42.9 天前
Nasus Pharma(NSRX)获FDA批准启动NS002鼻喷肾上腺素治疗过敏反应的临床研究
事件方向正面但本质是IND放行这一预期内、程序性的去风险步骤(II期数据已于2026年3月公布,公司早已指引IND/关键研究时点),并非获批或阳性关键数据;NSRX为约4000万美元临床期微盘股,20日日均成交额仅约4.8万美元、盘前成交仅2183股且价差极宽,盘前不涨反跌约6%,股价处下行通道,做多风险收益差;事件本身偏正面不构成做空催化,故多空都不做。
📄 原文Nasus Pharma Ltd↗ 原文
----- form6-k.htm ----- 6-K 1 form6-k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 F…
不做 Nasus Pharma Ltd.(NSRX.US)
IND放行属预期内程序性里程碑(非批准、无收入,关键数据2027Q1才读出),约4000万美元微盘股流动性极差、盘前反跌约6%且处下行趋势,做多无正edge;事件偏正面不构成强空催化,故多空均不做
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
结论摘要
NS002获FDA IND放行并锁定2026Q4关键研究,方向上是去风险利好,但这是临床期微盘股的预期内程序性里程碑(非批准、无收入),流动性极差、盘前反跌6%且趋势向下,缺乏可交易的正edge,回避。
消息传播链
- 公司以法定6-K+新闻稿一手披露FDA放行NS002 IND,并给出关键研究与数据读出时间表市场反应:盘前截至约09:16,NSRX报$3.20、跌约6%,盘前成交仅2183股,bid 2.95/ask 3.39价差宽,未见利好追涨
- 自动生成式财经媒体在新闻稿窗口同步摘要,传播范围有限,无广泛二次扩散
关键理由
- 状态迁移仅为II期后→IND放行→关键研究将启动,IND clearance是FDA允许开始试验的常规低门槛步骤,非NDA批准,距2027Q1数据与商业化仍有重大不确定性
主要风险
- 微盘股流动性极差(20日ADV金额约4.8万美元、盘前量2183股、买卖价差宽),任何方向滑点与冲击成本极高
- 无针鼻喷肾上腺素赛道已有Neffy获批,先发竞品可能削弱NS002差异化与20亿美元市场的实际可获取份额
反向证据
- 做多前查反向 · 来源 web · 日期 2026-08-17 · 影响 weakens
公司8月17日半年报与业务更新早已披露NS002推进与领导变更,市场对IND/关键研究时点有预期;公司无产品收入、依赖融资支撑关键研究
检索:Nasus Pharma NS002 IND expected already guided pivotal timing cash runway 原文 ↗ - 做多前查反向 · 来源 futu · 日期 2026-09-14 · 影响 weakens
盘前$3.20跌约6%、成交仅2183股、价差宽,近5日-9.2%、距52周高-64%,呈下行趋势且无资金承接
检索:NSRX premarket reaction price trend liquidity September 14 2026
先例如何影响了这次决策
对本次决策的影响:缺乏可靠幅度先例叠加盘前负反应、流动性与趋势逆风,直接支持回避而非用小仓试探
方向:未取得可用于校准的同市场、同相位(微盘临床期公司IND clearance)首发锚定先例
涨幅量级:IND放行对临床期生物科技通常是低surprise去风险事件、且常见sell-the-news,缺乏3条以上高相似对齐样本,不用以设定止盈幅度
形态:本次NSRX盘前已先行下跌约6%,叠加微盘低流动性,与利好兑现/见光弱反应特征一致
工具执行结果 · 成功 4 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 33 ms
{"result": "search_processed_events:agent query=`nasus pharma ns002 fda ind clearance anaphylaxis intranasal epinephrine | nasus pharma nsrx fda clears ind ns002 pivotal study | nsrx nasal epinephrine powder epipen alternative cl`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agen - stock_quote 成功 stock_tools HTTP · 248 ms
{ - fetch_decision_experience 成功 stock_tools HTTP · 14 ms
{ - web_search 成功 doubao_search · 1,797 ms
豆包搜索结果(原始查询:Nasus Pharma NS002 IND FDA clearance epinephrine anaphylaxis pivotal study;API SearchType:web)
原文全文
展开原文 · 7,170 字
----- form6-k.htm -----
6-K
1
form6-k.htm
6-K
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
WASHINGTON,
D.C. 20549
FORM
6-K
REPORT
OF FOREIGN PRIVATE ISSUER
PURSUANT
TO RULE 13a-16 OR 15d-16
UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For
the month of September 2026 (Report No. 2)
Commission
File Number: 001-42796
Nasus
Pharma Ltd.
P.O.
Box 284
Tel
Aviv, Israel 6100201
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form
20-F ☒ Form 40-F ☐
CONTENTS
On
September 14, 2026, Nasus Pharma Ltd. (the “Company”) issued a press release titled “Nasus Pharma Announces FDA Clearance
to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis,” a copy of which is furnished as Exhibit 99.1 to this Report
of Foreign Private Issuer on Form 6-K.
Incorporation
by Reference
This
Report of Foreign Private Issuer on Form 6-K (excluding the second paragraph of the press release included as Exhibit 99.1 hereto) is
incorporated by reference into the Company’s Registration Statements on Form F-3 (File No.
333-298693
) and Form S-8 (File No.
333-296252
)
filed with the Securities and Exchange Commission to be a part thereof from the date on which this Report of Foreign Private Issuer on
Form 6-K is submitted, to the extent not superseded by documents or reports subsequently filed or furnished.
EXHIBIT
INDEX
Exhibit
No.
Description
99.1
Press Release dated September 14, 2026 titled “Nasus Pharma Announces FDA Clearance to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis”
2
SIGNATURE
Pursuant
to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
NASUS
PHARMA LTD.
Date:
September 14, 2026
By:
/s/
Brendan O’Grady
Name:
Brendan
O’Grady
Title:
Chief
Executive Officer
3
----- ex99-1.htm -----
EX-99.1
2
ex99-1.htm
EX-99.1
Exhibit 99.1
Nasus
Pharma Announces FDA Clearance to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis
Clinical
study to evaluate NS002, the Company’s investigational intranasal epinephrine powder, as a needle-free alternative to EpiPen®
for patients experiencing anaphylaxis and will compare self-administration to administration by a health care professional
Pivotal
Study is planned for the fourth quarter of 2026; topline data readout anticipated first quarter 2027
TEL
AVIV, Israel, September 14, 2026 (GLOBE NEWSWIRE) - Nasus Pharma Ltd. (NYSE American: NSRX) (“Nasus Pharma” or the “Company”),
a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced that the U.S. Food
and Drug Administration (“FDA”) has cleared the Company’s Investigational New Drug (“IND”) application
for NS002, its investigational intranasal epinephrine powder for the treatment of anaphylaxis. In addition to the current study approved
in the IND, Nasus Pharma plans to initiate its pivotal study in the fourth quarter of 2026 and anticipates topline data readout from
the study in the first quarter of 2027.
“FDA
clearance of our IND for NS002 is a major development milestone for Nasus and represents a significant step toward the commercialization
of this promising asset in a growing $2 billion market,” said Brendan O’Grady, Chief Executive Officer of Nasus Pharma. “Patients
living with severe allergies today rely almost exclusively on needle-based autoinjectors. Based on the results from our recent Phase
2 study, which showed NS002 achieving the critical 100 pg/mL plasma epinephrine threshold with a median T100 of 1.69 minutes versus 3.47
minutes for EpiPen®, we believe NS002 presents an opportunity to address a significant unmet medical need for these patients. In
a market currently dominated by injectables, NS002’s rapid onset and intranasal administration offer patients and caregivers a
potentially superior alternative for treating severe allergic reactions. FDA clearance of our IND application brings us one step closer
to offering that alternative to the millions of people at risk of anaphylaxis.”
About
Nasus Pharma
Nasus
Pharma Ltd. (NYSE American: NSRX) is a biopharmaceutical company advancing innovative intranasal therapies through its proprietary intranasal
powder technology platform. The Company’s lead product candidate, NS002, is being developed as an intranasal epinephrine treatment
for Type I allergic reactions, including anaphylaxis. In addition to NS002, Nasus Pharma is leveraging its proprietary technology platform
to develop a growing pipeline of differentiated intranasal product candidates designed to provide rapid, reliable and patient-friendly
drug delivery across multiple therapeutic areas.
Forward-Looking
Statements
This
press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other
U.S. federal securities laws. Words such as “anticipate,” “believe,” “contemplate,” “could,”
“estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,”
“potential,” “predict,” “project,” “target,” “aim,” “should,”
“will,” “would,” or the negative of these words, similar expressions or variations of such words are intended
to identify forward-looking statements. For example, Nasus Pharma is using forward-looking statements in this press release when it discusses:
the planned initiation of its pivotal clinical study for NS002 in the fourth quarter of 2026; the anticipation of topline data readout
to be in the first quarter of 2027; the growing market for anaphylaxis treatment; and that FDA clearance of the Company’s IND application
brings it one step closer to offering a needle-free alternative to millions of people at risk of anaphylaxis. Forward-looking statements
are based on the Company’s current expectations and are subject to uncertainties, risks and assumptions that are difficult to predict,
including the risk that the FDA may require additional information or studies before or after the pivotal study, that the pivotal study
may not begin or conclude on the timeline the Company currently expects, and that results of the pivotal study may not support further
development or approval of NS002. Historical results of scientific research and clinical and preclinical trials do not guarantee that
the conclusions of future research or trials will suggest identical or even similar conclusions. These and other risks and uncertainties
are described more fully in the section titled “Risk Factors” in the Company’s Annual Report on Form 20-F for the year
ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (“SEC”) on March 25, 2026, and other documents
filed with or furnished to the SEC which are available on the SEC’s website, www.sec.gov. Forward-looking statements contained
in this press release are made as of this date and the Company undertakes no duty to update such information except as required under
applicable law.
Company
Contact
Nasus
Pharma Ltd.
info@nasuspharma.com
Investor
Contact
Mike
Moyer
LifeSci
Advisors
+1-617-308-4306
mmoyer@lifesciadvisors.com
6-K
1
form6-k.htm
6-K
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
WASHINGTON,
D.C. 20549
FORM
6-K
REPORT
OF FOREIGN PRIVATE ISSUER
PURSUANT
TO RULE 13a-16 OR 15d-16
UNDER
THE SECURITIES EXCHANGE ACT OF 1934
For
the month of September 2026 (Report No. 2)
Commission
File Number: 001-42796
Nasus
Pharma Ltd.
P.O.
Box 284
Tel
Aviv, Israel 6100201
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form
20-F ☒ Form 40-F ☐
CONTENTS
On
September 14, 2026, Nasus Pharma Ltd. (the “Company”) issued a press release titled “Nasus Pharma Announces FDA Clearance
to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis,” a copy of which is furnished as Exhibit 99.1 to this Report
of Foreign Private Issuer on Form 6-K.
Incorporation
by Reference
This
Report of Foreign Private Issuer on Form 6-K (excluding the second paragraph of the press release included as Exhibit 99.1 hereto) is
incorporated by reference into the Company’s Registration Statements on Form F-3 (File No.
333-298693
) and Form S-8 (File No.
333-296252
)
filed with the Securities and Exchange Commission to be a part thereof from the date on which this Report of Foreign Private Issuer on
Form 6-K is submitted, to the extent not superseded by documents or reports subsequently filed or furnished.
EXHIBIT
INDEX
Exhibit
No.
Description
99.1
Press Release dated September 14, 2026 titled “Nasus Pharma Announces FDA Clearance to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis”
2
SIGNATURE
Pursuant
to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
NASUS
PHARMA LTD.
Date:
September 14, 2026
By:
/s/
Brendan O’Grady
Name:
Brendan
O’Grady
Title:
Chief
Executive Officer
3
----- ex99-1.htm -----
EX-99.1
2
ex99-1.htm
EX-99.1
Exhibit 99.1
Nasus
Pharma Announces FDA Clearance to Initiate Clinical Study of NS002 in the Treatment of Anaphylaxis
Clinical
study to evaluate NS002, the Company’s investigational intranasal epinephrine powder, as a needle-free alternative to EpiPen®
for patients experiencing anaphylaxis and will compare self-administration to administration by a health care professional
Pivotal
Study is planned for the fourth quarter of 2026; topline data readout anticipated first quarter 2027
TEL
AVIV, Israel, September 14, 2026 (GLOBE NEWSWIRE) - Nasus Pharma Ltd. (NYSE American: NSRX) (“Nasus Pharma” or the “Company”),
a clinical-stage pharmaceutical company focused on the development of innovative intranasal products, today announced that the U.S. Food
and Drug Administration (“FDA”) has cleared the Company’s Investigational New Drug (“IND”) application
for NS002, its investigational intranasal epinephrine powder for the treatment of anaphylaxis. In addition to the current study approved
in the IND, Nasus Pharma plans to initiate its pivotal study in the fourth quarter of 2026 and anticipates topline data readout from
the study in the first quarter of 2027.
“FDA
clearance of our IND for NS002 is a major development milestone for Nasus and represents a significant step toward the commercialization
of this promising asset in a growing $2 billion market,” said Brendan O’Grady, Chief Executive Officer of Nasus Pharma. “Patients
living with severe allergies today rely almost exclusively on needle-based autoinjectors. Based on the results from our recent Phase
2 study, which showed NS002 achieving the critical 100 pg/mL plasma epinephrine threshold with a median T100 of 1.69 minutes versus 3.47
minutes for EpiPen®, we believe NS002 presents an opportunity to address a significant unmet medical need for these patients. In
a market currently dominated by injectables, NS002’s rapid onset and intranasal administration offer patients and caregivers a
potentially superior alternative for treating severe allergic reactions. FDA clearance of our IND application brings us one step closer
to offering that alternative to the millions of people at risk of anaphylaxis.”
About
Nasus Pharma
Nasus
Pharma Ltd. (NYSE American: NSRX) is a biopharmaceutical company advancing innovative intranasal therapies through its proprietary intranasal
powder technology platform. The Company’s lead product candidate, NS002, is being developed as an intranasal epinephrine treatment
for Type I allergic reactions, including anaphylaxis. In addition to NS002, Nasus Pharma is leveraging its proprietary technology platform
to develop a growing pipeline of differentiated intranasal product candidates designed to provide rapid, reliable and patient-friendly
drug delivery across multiple therapeutic areas.
Forward-Looking
Statements
This
press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other
U.S. federal securities laws. Words such as “anticipate,” “believe,” “contemplate,” “could,”
“estimate,” “expect,” “intend,” “seek,” “may,” “might,” “plan,”
“potential,” “predict,” “project,” “target,” “aim,” “should,”
“will,” “would,” or the negative of these words, similar expressions or variations of such words are intended
to identify forward-looking statements. For example, Nasus Pharma is using forward-looking statements in this press release when it discusses:
the planned initiation of its pivotal clinical study for NS002 in the fourth quarter of 2026; the anticipation of topline data readout
to be in the first quarter of 2027; the growing market for anaphylaxis treatment; and that FDA clearance of the Company’s IND application
brings it one step closer to offering a needle-free alternative to millions of people at risk of anaphylaxis. Forward-looking statements
are based on the Company’s current expectations and are subject to uncertainties, risks and assumptions that are difficult to predict,
including the risk that the FDA may require additional information or studies before or after the pivotal study, that the pivotal study
may not begin or conclude on the timeline the Company currently expects, and that results of the pivotal study may not support further
development or approval of NS002. Historical results of scientific research and clinical and preclinical trials do not guarantee that
the conclusions of future research or trials will suggest identical or even similar conclusions. These and other risks and uncertainties
are described more fully in the section titled “Risk Factors” in the Company’s Annual Report on Form 20-F for the year
ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (“SEC”) on March 25, 2026, and other documents
filed with or furnished to the SEC which are available on the SEC’s website, www.sec.gov. Forward-looking statements contained
in this press release are made as of this date and the Company undertakes no duty to update such information except as required under
applicable law.
Company
Contact
Nasus
Pharma Ltd.
info@nasuspharma.com
Investor
Contact
Mike
Moyer
LifeSci
Advisors
+1-617-308-4306
mmoyer@lifesciadvisors.com
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