Nuvation Bio
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Nuvation Bio (NUVB) investor relations material

Nuvation Bio 44th Annual J.P. Morgan Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026

Key product updates and clinical progress

  • Ibtrozi (taletrectinib) is approved in the U.S., Japan, and China for advanced ROS1-positive non-small cell lung cancer, showing an 89% response rate and 50-month duration of response, outperforming competitors.

  • Safusidenib, a mutant IDH1 inhibitor, is in pivotal studies for gliomas, demonstrating superior progression-free survival and response rates compared to vorasidenib, with unique immune-related adverse events.

  • NUV-868, a BD2-selective BET inhibitor, has completed phase I, and a novel drug-drug conjugate (DDC) platform is in preclinical development.

Financial position and strategic partnerships

  • Cash balance stands at $589 million, expected to rise to $620 million with a near-term milestone from Eisai.

  • Recent Eisai deal for Europe and select territories includes $60 million upfront, $30 million milestone, and high double-digit royalties.

  • Additional partnerships in China and Japan have generated $120 million upfront and $520 million in milestones.

  • Operating expenses are stable after discontinuing NUV-1511, freeing capital for potential acquisitions of late-stage or commercial assets.

Market opportunity and growth drivers

  • U.S. market for ROS1-positive NSCLC estimated at 3,000 patients annually, with potential to reach $5 billion as RNA testing becomes standard.

  • Ibtrozi is already the market leader in ROS1 TKIs, with 6x faster launch than competitors and 90% coverage to label.

  • NCCN guidelines now contraindicate IO chemo for ROS1 lung cancer, favoring ROS1 agents and supporting further market share gains.

  • Safusidenib targets a glioma market with significant prevalence due to long patient survival, and early data suggest a strong competitive profile.

IBTROZI: Strategy to capture full market potential
Safusidenib: Impact of early ORR data on strategy
Capital deployment: M&A focus for future growth
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Frequently asked questions

Nuvation Bio Inc. is a clinical-stage biopharmaceutical company dedicated to addressing some of the most significant unmet needs in oncology. The company is focused on the development of differentiated and novel therapeutic candidates, aiming to significantly change the practice of oncology through medicines that offer meaningful improvements in quality of life and survival for cancer patients. Nuvation Bio's approach includes a wholly-owned deep pipeline of six differentiated and novel investigational oncology therapeutic candidates targeting critical pathways that cancer cells use for growth. The company is headquartered in New York, New York, and its shares are listed on the NYSE.

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