Nurix Therapeutics (NRIX) investor relations material

Key milestones and clinical progress

• Achieved pivotal trial initiation for DAYBreak 201 in CLL, targeting accelerated approval for bexobrutideg, with an 83% response rate and 22.1 months PFS in heavily pre-treated patients.

• Secured 600 mg dose for pivotal studies with no dose-limiting toxicities, aligning with FDA under Project Optimus.

• Advanced IRAK4 and STAT6 degraders in partnership with Gilead and Sanofi, with STAT6 degrader NX-3911 in IND-enabling studies.

• Strengthened financials with $250M follow-on offering and $47M in partnership milestones, ending 2025 with over $650M in cash and investments.

• Modified phase III trial to a head-to-head design against pirtobrutinib, reflecting new standard of care and aiming for practice-changing results.

Scientific and clinical differentiation

• Bexobrutideg is the first agent with the DEG suffix, marking a new drug class with catalytic, mutation-agnostic protein degradation.

• Demonstrated ability to degrade all known BTK resistance mutations and cross the blood-brain barrier, showing efficacy in CNS lymphoma and CLL with CNS involvement.

• Safety profile at 600 mg dose is equivalent to lower doses, with no systemic fungal infections or excess cardiovascular events.

• Outperformed pirtobrutinib in cross-trial comparisons for response rate, duration of response, and PFS, even in more heavily pre-treated populations.

• Combination trials with venetoclax and anti-CD20s planned, targeting large second- and third-line CLL populations and potential frontline expansion.

Strategic outlook and pipeline evolution

• Plans to fully enroll DAYBreak 201 by end of 2026, with data expected in 2027; targeting triple-exposed CLL patients with no approved agents.

• Portfolio includes BTK, IRAK4, and STAT6 degraders, with data readouts expected in the next two years; risk in oncology seen as materially reduced.

• Exploring expansion into autoimmune diseases (e.g., multiple sclerosis, dermatology, non-malignant heme) leveraging brain penetration and lower-dose formulations.

• STAT6 degrader NX-3911, partnered with Sanofi, aims for best-in-class status, with IND filing anticipated and 50/50 US profit share option.

• Anticipates significant clinical updates in 2026 across CLL and NHL cohorts, including BTK-naive and mutation-specific populations.